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Portfolio (Quarterly) Guide ↗

Alliance Private Wealth, LLC

· CIK 0002109849
13F Portfolio $288M AUM 82 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 10 Added 59 Reduced
Page 2 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BERKSHIRE HATHAWAY INC DEL 6,811.0 $3.4M 1.18% -455.0 -6.3% $500.39
22 GOOGL ALPHABET INC Communication Services 8,984.0 $3.2M 1.11% -530.0 -5.6% $357.37 -5.2%
23 AAPL APPLE INC Technology 10,729.0 $3.1M 1.08% -3K -23.4% $289.36 +11.1%
24 AMZN AMAZON COM INC Consumer Cyclical 12,998.0 $3.1M 1.08% -720.0 -5.2% $238.34 +8.1%
25 IVV ISHARES TR 3,886.0 $2.9M 1.01% +148.0 +4.0% $748.90 +3.3%
26 JPM JPMORGAN CHASE & CO Financial Services 7,833.0 $2.6M 0.89% -410.0 -5.0% $327.33 +9.7%
27 SPYG SPDR SERIES TRUST 21,022.0 $2.5M 0.87% -263.0 -1.2% $118.99 +2.2%
28 CAT CATERPILLAR INC Industrials 2,313.0 $2.5M 0.86% -3K -55.5% $1064.90 -23.9%
29 B BARRICK MNG CORP Basic Materials 65,865.0 $2.4M 0.84% -4K -5.8% $36.73 +22.0%
30 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 4,812.0 $2.3M 0.80% -340.0 -6.6% $477.57 -10.3%
31 SCHM SCHWAB STRATEGIC TR 61,493.0 $2.3M 0.79% -320.0 -0.5% $36.87 -2.9%
32 FCOM FIDELITY COVINGTON TRUST 31,541.0 $2.2M 0.76% +1K +4.2% $69.48 +2.8%
33 IJJ ISHARES TR 13,645.0 $2.0M 0.70% +4K +45.2% $147.73 +0.3%
34 TM TOYOTA MOTOR CORP Consumer Cyclical 11,905.0 $2.0M 0.70% +2K +19.5% $168.42 +17.2%
35 NEM NEWMONT CORP Basic Materials 21,429.0 $2.0M 0.69% -1K -6.3% $93.40 +37.0%
36 JNJ JOHNSON & JOHNSON Healthcare 7,704.0 $2.0M 0.68% -1K -11.7% $253.97 +8.4%
37 UPS UNITED PARCEL SVCS INC Industrials 18,110.0 $1.9M 0.68% +6K +50.6% $107.50 -4.7%
38 DE DEERE & CO Industrials 2,880.0 $1.8M 0.64% -200.0 -6.5% $634.33 +9.6%
39 MMM 3M CO Industrials 10,742.0 $1.7M 0.60% -710.0 -6.2% $161.91 +4.2%
40 VZ VERIZON COMMUNICATIONS INC Communication Services 40,267.0 $1.7M 0.59% +13K +50.0% $42.34 +18.8%
Page 2 of 5  ·  82 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.3%
Financial Services 17.3%
Industrials 11.9%
Communication Services 11.4%
Healthcare 10.0%
Consumer Cyclical 7.2%
Basic Materials 6.9%
Consumer Defensive 3.1%
Energy 2.0%