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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 3 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BAC BANK OF AMER CORP Financial Services 29,831.0 $1.7M 0.59% -2K -5.3% $56.98 +10.2%
42 TMUS T-MOBILE US INC Communication Services 10,095.0 $1.7M 0.59% +4K +54.7% $167.73 +8.5%
43 GS GOLDMAN SACHS GROUP INC Financial Services 1,655.0 $1.7M 0.58% -20.0 -1.2% $1011.37 +2.8%
44 DIS DISNEY WALT CO Communication Services 17,132.0 $1.6M 0.57% -940.0 -5.2% $96.25 +10.1%
45 CSCO CISCO SYS INC Technology 13,781.0 $1.6M 0.56% -820.0 -5.6% $117.46 -7.1%
46 IEI ISHARES TR 13,254.0 $1.6M 0.54% $117.45 -1.5%
47 QCOM QUALCOMM INC Technology 8,075.0 $1.5M 0.52% -630.0 -7.2% $184.79 -8.8%
48 CVX CHEVRON CORPORATION Energy 8,866.0 $1.5M 0.51% -890.0 -9.1% $165.76 +25.8%
49 SPYV SPDR SERIES TRUST 23,583.0 $1.4M 0.50% $60.79 +4.4%
50 MSFT MICROSOFT CORP Technology 3,791.0 $1.4M 0.49% -110.0 -2.8% $373.02 +34.2%
51 ORCL ORACLE CORP Technology 9,346.0 $1.4M 0.48% -309.0 -3.2% $146.55 +7.5%
52 MS MORGAN STANLEY Financial Services 5,834.0 $1.2M 0.42% -390.0 -6.3% $209.04 +4.1%
53 PEP PEPSICO INC Consumer Defensive 8,834.0 $1.2M 0.42% -490.0 -5.3% $135.40 +1.9%
54 CVS CVS HEALTH CORP Healthcare 11,263.0 $1.2M 0.41% -460.0 -3.9% $103.45 -6.0%
55 GOOG ALPHABET INC 3,237.0 $1.1M 0.40% $353.33
56 ABBV ABBVIE INC Healthcare 4,328.0 $1.1M 0.38% -263.0 -5.7% $251.64 +1.7%
57 TFC TRUIST FINL CORP Financial Services 21,066.0 $1.0M 0.36% -1K -5.0% $49.82 +4.0%
58 FITB FIFTH THIRD BANCORP Financial Services 18,453.0 $1.0M 0.36% -1K -6.2% $56.37 -2.2%
59 ADSK AUTODESK INC Technology 4,791.0 $931K 0.32% -130.0 -2.6% $194.42 +12.4%
60 BMY BRISTOL-MYERS SQUIBB CO Healthcare 15,897.0 $916K 0.32% -1K -6.5% $57.62 +15.8%
Page 3 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%