Alliance Wealth Management Group has filed its Form 13F-HR for the period ending September 30, 2026. The filing details the firm’s equity portfolio as held by Managing Member Steven Matthew Fox.
The report lists 98 distinct securities held by the firm. The top holdings in the portfolio are primarily exchange-traded funds (ETFs), including the Schwab Strategic US Large Cap ETF, the iShares Core S&P 500 ETF, and the Schwab Strategic US Aggregate Bond ETF.
Among individual equities, Apple Inc. is the largest holding, followed by Microsoft Corporation, Colgate-Palmolive Co., and Johnson & Johnson. The filing also includes significant positions in major technology and healthcare companies such as NVIDIA, Broadcom, Eli Lilly, and Pfizer.
Portfolio managers executed all transactions in the quarter using sole voting and dispositive power over the shares listed in the filing.
