Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies reported 65 holdings worth US$127M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 22, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies reported 65 holdings worth US$127M as of Jun 30, 2026. Largest: Caterpillar, Inc., Apple Inc and Paccar Inc. Filed Jul 22, 2026 (Form 13F).
- Holdings
- 65
- Value as reported
- US$127M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Caterpillar, Inc. | 4,573 | US$4.87M | 3.8% |
| Apple Inc | 13,407 | US$3.88M | 3.0% |
| Paccar Inc. | 17,364 | US$2.09M | 1.6% |
| Walmart Inc. | 18,113 | US$2.05M | 1.6% |
| Alphabet Inc (google) Class C | 5,024 | US$1.8M | 1.4% |
| Jp Morgan Chase & Co. | 4,198 | US$1.37M | 1.1% |
| Norfolk Southern Corporation | 3,968 | US$1.25M | 0.98% |
| Microsoft Corp. | 2,764 | US$1.03M | 0.81% |
| Texas Instruments Incorporated | 3,200 | US$954K | 0.75% |
| Interdigital, Inc. | 2,851 | US$807K | 0.63% |
| Cisco Systems, Inc. | 6,038 | US$709K | 0.56% |
| Unitedhealth Group Incorporated | 1,571 | US$653K | 0.51% |
| Cummins Inc. | 824 | US$588K | 0.46% |
| Johnson & Johnson | 1,893 | US$481K | 0.38% |
| Eli Lilly And Company | 387 | US$464K | 0.36% |
| Royal Bank Of Canada | 2,240 | US$464K | 0.36% |
| Huntington Ingalls Industries, Inc. | 1,567 | US$439K | 0.34% |
| Exxon Mobil Corporation | 3,100 | US$424K | 0.33% |
| Burke & Herbert Financial Services Corp. | 5,685 | US$409K | 0.32% |
| Fedex Corporation | 1,214 | US$380K | 0.30% |
| Duke Energy Corporation (holding Company) | 2,845 | US$360K | 0.28% |
| Union Pacific Corporation | 1,156 | US$314K | 0.25% |
| American Express Company | 913 | US$309K | 0.24% |
| Home Depot, Inc. (the) | 799 | US$282K | 0.22% |
| Coca-cola Company (the) | 3,345 | US$272K | 0.21% |
| Amazon.com, Inc. | 1,060 | US$253K | 0.20% |
| Merck & Company, Inc. | 1,947 | US$250K | 0.20% |
| Berkshire Hathaway Inc. | 409 | US$205K | 0.16% |
Source
View original at SEC
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