13F Filings History of Alliance Wealth Management Group

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$455,075,716
Signature - Title
Steven Matthew Fox - Managing Member
Location
Flemington, NJ
Summary
This page shows a list of all the recent 13F filings made by Alliance Wealth Management Group. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Alliance Wealth Management Group reported 94 stock holdings with total value $455,075,716 as of Q4 2025. Top holdings included SCHX, IVV, SCHZ, HYG, and SCHF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 94 $455,075,716 +$24,339,950 -$22,925,034 +$1,414,916 SCHX, IVV, SCHZ, HYG, SCHF 13F-HR 21 Jan 2026, 15:41
Q3 2025 95 $449,390,675 +$41,803,316 -$5,968,992 +$35,834,324 SCHX, IVV, SCHZ, FLRN, SCHF 13F-HR 28 Oct 2025, 11:52
Q2 2025 85 $392,491,172 +$7,458,310 -$7,297,452 +$160,858 SCHX, IVV, SCHZ, SCHF, FLRN 13F-HR 07 Aug 2025, 14:14
Q1 2025 83 $370,538,144 +$8,652,870 -$6,074,396 +$2,578,474 SCHX, SCHZ, IVV, FLRN, SCHF 13F-HR 08 May 2025, 15:07
Q4 2024 83 $373,184,129 +$90,615,711 -$4,701,698 +$85,914,013 SCHX, SCHZ, FLRN, IVV, HYG 13F-HR 12 Feb 2025, 14:05
Q3 2024 81 $375,239,931 +$11,240,516 -$3,860,985 +$7,379,531 SCHX, SCHZ, FLRN, IVV, SCHF 13F-HR 13 Nov 2024, 09:46
Q2 2024 83 $349,829,367 +$11,852,626 -$4,832,498 +$7,020,128 SCHX, SCHZ, FLRN, IVV, SCHF 13F-HR 12 Jul 2024, 14:32
Q1 2024 79 $340,266,631 +$13,810,120 -$3,846,395 +$9,963,725 SCHX, SCHZ, FLRN, IVV, SCHF 13F-HR 01 May 2024, 18:39
Q4 2023 76 $319,997,620 +$18,366,346 -$18,278,557 +$87,789 SCHX, SCHZ, FLRN, SCHF, IVV 13F-HR 19 Jan 2024, 16:21
Q2 2023 77 $307,406,747 +$8,196,306 -$3,900,541 +$4,295,765 SCHX, SCHZ, FLRN, SCHF, PHB 13F-HR 09 Aug 2023, 18:41
Q1 2023 74 $293,910,530 +$13,260,029 -$4,265,101 +$8,994,928 SCHX, SCHZ, FLRN, SCHF, PHB 13F-HR 05 May 2023, 17:55
Q4 2022 71 $272,913,365 +$7,810,318 -$5,682,724 +$2,127,594 SCHX, SCHZ, FLRN, SCHF, PHB 13F-HR 10 Feb 2023, 20:35
Q3 2022 66 $256,845,000 +$11,238,952 -$10,344,935 +$894,017 SCHX, SCHZ, FLRN, SCHF, PHB 13F-HR 04 Nov 2022, 17:33
Q2 2022 71 $269,916,000 +$7,719,125 -$8,916,875 -$1,197,750 SCHX, SCHZ, FLRN, SCHF, PHB 13F-HR 09 Aug 2022, 17:43
Q1 2022 73 $306,588,000 +$44,594,708 -$7,016,023 +$37,578,685 SCHX, SCHZ, SCHF, FLRN, PHB 13F-HR 10 May 2022, 15:09
Q4 2021 75 $321,681,000 +$6,112,695 -$1,412,650 +$4,700,045 SCHX, SCHZ, SCHF, FLRN, PHB 13F-HR 14 Jan 2022, 19:52
Q3 2021 72 $307,179,000 +$11,907,923 -$1,313,128 +$10,594,795 SCHX, SCHZ, SCHF, FLRN, PHB 13F-HR 26 Oct 2021, 11:59
Q2 2021 70 $300,276,000 +$29,010,574 -$3,546,236 +$25,464,338 SCHX, SCHZ, SCHF, FLRN, PHB 13F-HR 13 Aug 2021, 14:21
Q1 2021 65 $264,427,000 +$12,965,881 -$6,442,327 +$6,523,554 SCHX, SCHZ, SCHF, FLRN, PHB 13F-HR 03 May 2021, 20:53
Q4 2020 64 $253,107,000 +$7,881,134 -$6,266,165 +$1,614,969 SCHX, SCHZ, SCHF, FLRN, PHB 13F-HR 29 Jan 2021, 11:24
Q3 2020 60 $231,827,000 +$12,862,893 -$6,004,569 +$6,858,324 SCHX, SCHZ, SCHF, FLRN, PHB 13F-HR 10 Nov 2020, 21:48
Q2 2020 59 $217,987,000 +$21,324,559 -$12,675,965 +$8,648,594 SCHX, SCHZ, SCHF, FLRN, PHB 13F-HR 09 Sep 2020, 12:01
Q1 2020 52 $186,993,000 +$8,643,941 -$13,088,409 -$4,444,468 SCHZ, SCHX, FLRN, SCHF, PHB 13F-HR 14 May 2020, 16:09
Q4 2019 59 $222,793,000 +$8,073,098 -$364,589 +$7,708,509 SCHX, SCHZ, FLRN, SCHF, PHB 13F-HR 07 Feb 2020, 20:11
Q3 2019 55 $206,444,000 +$6,929,679 -$1,259,237 +$5,670,442 SCHX, SCHZ, FLRN, SCHF, PHB 13F-HR 12 Nov 2019, 11:55
Q2 2019 57 $198,897,000 +$12,080,826 -$3,770,915 +$8,309,911 SCHX, SCHZ, FLRN, SCHF, PHB 13F-HR 12 Aug 2019, 17:06
Q1 2019 57 $186,889,000 +$17,250,143 -$8,899,340 +$8,350,803 SCHX, SCHZ, FLRN, SCHF, PHB 13F-HR 15 May 2019, 14:34
Q4 2018 53 $165,982,000 +$13,445,626 -$16,324,692 -$2,879,066 SCHX, SCHZ, SCHF, FLRN, PHB 13F-HR 14 Feb 2019, 16:08
Q3 2018 53 $183,274,000 +$13,639,190 -$7,545,700 +$6,093,490 SCHX, SCHZ, SCHF, PHB, TFI 13F-HR 13 Nov 2018, 21:03
Q2 2018 59 $172,679,000 +$17,379,487 -$58,380,962 -$41,001,475 SCHX, SCHZ, SCHF, PHB, TFI 13F-HR 13 Aug 2018, 16:37
Q1 2018 71 $212,757,000 +$18,103,043 -$3,633,469 +$14,469,574 SCHX, SCHZ, SCHF, PHB, SCHD Restatement 23 May 2018, 09:53
Q4 2017 72 $201,731,000 +$30,889,000 -$230,696,119 -$199,807,119 SCHX, SCHZ, SCHF, PHB, SCHD 13F-HR 31 Jan 2018, 08:40
Q3 2017 84 $393,162,000 +$210,766,586 $0 +$210,766,586 SCHX, SCHZ, SCHF, PHB, SCHR 13F-HR 09 Nov 2017, 08:08
Q2 2017 64 $178,462,000 +$9,080,775 -$4,795,303 +$4,285,472 SCHX, SCHZ, SCHF, PHB, SCHR 13F-HR 07 Aug 2017, 09:27
Q1 2017 65 $173,076,000 +$123,994,858 -$92,346,040 +$31,648,818 SCHX, SCHZ, SCHF, PHB, TOTL 13F-HR 11 May 2017, 20:34
Q4 2016 37 $136,078,000 +$13,339,487 -$16,879,255 -$3,539,768 TOTL, SCHZ, HEFA, IWF, IWD 13F-HR 14 Feb 2017, 14:37
Q3 2016 29 $142,220,000 +$63,227,840 -$64,843,669 -$1,615,829 TOTL, SCHZ, HEFA, IWF, MUB 13F-HR 14 Nov 2016, 13:20
Q2 2016 27 $142,174,000 +$24,148,737 -$3,200,581 +$20,948,156 IEF, TOTL, TLT, IWF, HEFA 13F-HR 03 Aug 2016, 18:34
Q1 2016 22 $117,855,000 +$69,969,354 -$56,080,505 +$13,888,849 IEF, TLT, IWF, HEFA, GLD 13F-HR 10 May 2016, 16:58
Q4 2015 36 $104,885,000 $0 $0 $0 SPY, IWF, HEFA, IFGL, IWD 13F-HR 11 Feb 2016, 12:46