13F Filings History of Alliance Wealth Advisors, LLC /UT

Latest 13F report
Q4 2025 - 02 Feb 2026
Value $
$461,708,605
Signature - Title
Chad Kelley - Chief Compliance Officer
Location
Centerville, UT
Summary
This page shows a list of all the recent 13F filings made by Alliance Wealth Advisors, LLC /UT. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Alliance Wealth Advisors, LLC /UT reported 250 stock holdings with total value $461,708,605 as of Q4 2025. Top holdings included VONG, VYM, BIL, VCIT, and IVLU.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 250 $461,708,605 +$161,945,746 -$118,742,429 +$43,203,317 VONG, VYM, BIL, VCIT, IVLU 13F-HR 02 Feb 2026, 15:54
Q3 2025 282 $426,580,990 +$71,068,635 -$65,501,286 +$5,567,349 BIL, MSFT, NVDA, ORCL, AMZN 13F-HR 10 Nov 2025, 11:44
Q2 2025 270 $406,080,833 +$68,741,910 -$64,888,456 +$3,853,454 BIL, MSFT, ORCL, SHY, V 13F-HR 14 Aug 2025, 12:13
Q1 2025 255 $383,202,445 +$41,753,341 -$40,520,477 +$1,232,864 JPST, AMZN, TIP, MSFT, IVV 13F-HR 13 May 2025, 15:02
Q4 2024 257 $387,580,829 +$47,957,386 -$41,587,866 +$6,369,520 JPST, AMZN, MSFT, ORCL, IVV 13F-HR 24 Jan 2025, 16:54
Q3 2024 234 $380,367,159 +$59,731,226 -$37,427,958 +$22,303,268 JPST, AMZN, MSFT, TLT, GLDM 13F-HR 08 Nov 2024, 09:54
Q2 2024 226 $340,621,481 +$37,330,609 -$29,990,616 +$7,339,993 AMZN, JPST, SHY, MSFT, GOOG 13F-HR 02 Aug 2024, 11:38
Q1 2024 230 $335,294,519 +$51,657,176 -$32,523,174 +$19,134,002 AMZN, SHY, JPST, MSFT, GOOG 13F-HR 13 May 2024, 13:10
Q4 2023 230 $297,731,595 +$43,522,761 -$39,312,540 +$4,210,221 AMZN, JPST, TLT, MSFT, ADBE 13F-HR 02 Feb 2024, 17:31
Q3 2023 218 $269,890,695 +$39,254,428 -$29,287,669 +$9,966,759 SHY, JPST, AMZN, XHLF, MSFT 13F-HR 09 Nov 2023, 13:25
Q2 2023 221 $269,322,504 +$44,156,097 -$33,420,480 +$10,735,617 TLT, AMZN, JPST, XHLF, MSFT 13F-HR 11 Aug 2023, 12:25
Q1 2023 221 $248,639,226 +$35,678,839 -$22,729,758 +$12,949,081 SHY, TLT, JPST, AMZN, MSFT 13F-HR 02 May 2023, 13:52
Q4 2022 216 $222,704,380 $0 $0 $0 TLT, JPST, USFR, MSFT, AMZN 13F-HR 08 Feb 2023, 15:13