Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 2, 2026), Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies reported 66 stock positions worth $106.6 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 18.0% of the portfolio, followed by Vngrd Mrngst SL-CP Val ETF-U (VBR, 5.4%) and Dimensional US Core Equity 2 (DFAC, 5.2%).
- Most Recent 13F
- Q2 2026
- Location
- LYNCHBURG, VA
- CIK
- 0002106763
- Portfolio Value
- $106.6M (Q4 2025)
- SEC Filing
- 0002106763-26-000001 ↗ filed Feb 2, 2026
Holdings Value
Holdings 66 stocks · $106.6M
| VTI VG Morningstar TS MKT ETF-US | 18.01% | 57,258 | $19.2M | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 5.38% | 27,094 | $5.7M | — |
| DFAC Dimensional US Core Equity 2 | 5.24% | 141,178 | $5.6M | — |
| VSS Vanguard Ftse All Wo X-US SC | 3.98% | 29,581 | $4.2M | — |
| AAPL Apple Inc. | 3.71% | 14,567 | $4.0M | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 3.60% | 12,714 | $3.8M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.54% | 19,775 | $3.8M | — |
| DFIV Dimensional International Va | 3.22% | 68,793 | $3.4M | — |
| BIV Vanguard Intermediate-Term B | 3.12% | 42,664 | $3.3M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 3.03% | 12,540 | $3.2M | — |
| VXUS Vanguard Total Intl Stock | 2.89% | 40,798 | $3.1M | — |
| VWO Vanguard Ftse Emerging Marke | 2.74% | 54,403 | $2.9M | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 2.72% | 9,209 | $2.9M | — |
| CAT Caterpillar Inc. | 2.46% | 4,573 | $2.6M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.23% | 4,866 | $2.4M | — |
| BSV Vanguard Short-Term Bond ETF | 2.01% | 27,130 | $2.1M | — |
| WMT Walmart Inc. | 1.97% | 18,866 | $2.1M | — |
| VYM Vanguard High DVD Yield ETF | 1.86% | 13,848 | $2.0M | — |
| VIG Vanguard Dividend Apprec ETF | 1.81% | 8,802 | $1.9M | — |
| PCAR Paccar Inc. | 1.78% | 17,364 | $1.9M | — |
| DFAS Dimensional US Small Cap ETF | 1.48% | 22,685 | $1.6M | — |
| DISV Dimensional International SM | 1.40% | 39,170 | $1.5M | — |
| JPM JPMorgan Chase & Co. | 1.27% | 4,198 | $1.4M | — |
| NSC Norfolk Southern Corp. | 1.07% | 3,968 | $1.1M | — |
| MSFT Microsoft Corp. | 1.06% | 2,343 | $1.1M | — |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.98% | 2,540 | $1.0M | — |
| DFUV Dimensional US Marketwide Va | 0.97% | 22,141 | $1.0M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.89% | 3,252 | $944K | — |
| VEA Vanguard Ftse Developed ETF | 0.84% | 14,305 | $894K | — |
| IDCC Interdigital Inc. | 0.83% | 2,795 | $890K | — |
| GOOGL Alphabet Inc. Class A | 0.83% | 2,840 | $889K | — |
| VTIP Vanguard Short-Term Tips | 0.79% | 17,109 | $846K | — |
| GOOG Alphabet Inc. Class C | 0.65% | 2,209 | $693K | — |
| DFAX Dimensional World Ex US Core | 0.63% | 20,581 | $674K | — |
| VGSH Vanguard Short-Term Treasury | 0.56% | 10,170 | $597K | — |
| BHRB Burke & Herbert Financial SE | 0.53% | 9,040 | $563K | — |
| TXN Texas Instruments Inc. | 0.52% | 3,200 | $555K | — |
| HII Huntington Ingalls Industrie | 0.50% | 1,567 | $533K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.49% | 773 | $527K | — |
| UNH Unitedhealth Group Inc. | 0.49% | 1,571 | $519K | — |
| VEU Vanguard Ftse All-World Ex-U | 0.45% | 6,467 | $476K | — |
| VOO Vanguard S&P 500 ETF | 0.42% | 711 | $446K | — |
| CSCO Cisco Systems Inc. | 0.41% | 5,734 | $442K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.40% | 696 | $428K | — |
| CMI Cummins Inc. | 0.39% | 824 | $421K | — |
| LLY Eli Lilly & Co. | 0.39% | 387 | $416K | — |
| RY Royal Bank of Canada | 0.36% | 2,240 | $382K | — |
| SCZ iShares MSCI Eafe Small-Cap | 0.35% | 4,820 | $374K | — |
| ICF iShares Select U.S. REIT ETF | 0.34% | 6,038 | $360K | — |
| XOM Exxon Mobil Corp. | 0.33% | 2,942 | $354K | — |
| FDX FedEx Corp. | 0.33% | 1,214 | $351K | — |
| JNJ Johnson & Johnson | 0.33% | 1,677 | $347K | — |
| DUK Duke Energy Corp. | 0.32% | 2,898 | $340K | — |
| AXP American Express Co. | 0.32% | 913 | $338K | — |
| VT Vanguard Tot World STK ETF | 0.31% | 2,331 | $329K | — |
| IVV iShares Core S&P 500 ETF | 0.28% | 435 | $298K | — |
| HD Home Depot Inc. | 0.26% | 799 | $275K | — |
| UNP Union Pacific Corp. | 0.25% | 1,156 | $267K | — |
| AMZN Amazon.com Inc. | 0.23% | 1,076 | $248K | — |
| CEG Constellation Energy | 0.23% | 702 | $248K | — |
| KO The Coca-Cola Co. | 0.22% | 3,345 | $234K | — |
| ADX Adams Diversified Equity | 0.20% | 9,277 | $216K | — |
| BSVO EA Bridgeway Omni Sm-Cp Val | 0.20% | 9,000 | $210K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.19% | 409 | $206K | — |
| MRK Merck & Co. Inc. | 0.19% | 1,947 | $205K | — |
| TY Tri-Continental Corp. | 0.19% | 6,272 | $205K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.