Alliance Wealth Advisors LLC: Significant Portfolio Adjustments in Q2 2026
This analysis details the notable purchases and sales by Alliance Wealth Advisors LLC during the second quarter of 2026, highlighting shifts in their investment strategy.
As reported for the period ending June 30th, 2026 (Q2), Alliance Wealth Advisors LLC made several noteworthy adjustments to its portfolio holdings. The firm's overall portfolio value stood at $233,120,060 as of this date.
The most significant buying activity during the quarter involved substantial increases in position size for certain exchange-traded funds (ETFs). Notably, Vanguard Index Funds ETF (VO) saw a massive 321.13% increase in its portfolio weighting, jumping from an allocation of just under $4 million to over $13 million by the end of Q2.
VANGUARD INDEX FDS (VO): This ETF experienced a huge surge, with Alliance Wealth Advisors adding 126,379 shares. The portfolio weighting for VO rose significantly to 5.33%, making it one of the largest holdings by far.
ISHARES TR (DGRO): Another major addition was in iShares Core Growth ETF. Alliance increased its stake here by 3.05%, adding just over 11,900 shares to the existing position.
VICTORY PORTFOLIOS II (UITB): The firm also bolstered its position in Victory ETFs, specifically UITB, by adding over 8,800 shares. This resulted in a slight increase to the fund's portfolio weighting of 11.01%.
AMERICAN CENTY ETF TR (AVUV): The allocation for AVUV increased slightly by 3.11%, with an addition of just over 3,300 shares.
In contrast to the large purchases, there were also significant sales during Q2. Alliance Wealth Advisors divested from several holdings, most notably reducing its position in IJH.
ISHARES TR (IJH): This fund saw a substantial decrease of 13.67% in its portfolio weighting, equivalent to selling approximately 4,400 shares. The allocation dropped significantly from 0.86% down to just 0.09%, indicating a major shift away from this particular investment.
Additionally, the firm sold out completely from LAMR, which was previously held but no longer appears in their portfolio as of Q2 2026. This ETF is not listed among the current holdings.
Furthermore, Alliance sold shares from other positions like FDBC and IWF, although these reductions were less dramatic than the sale of IJH or the complete exit from LAMR.
The portfolio also saw several new additions during this quarter. Holdings like CCNE, FDBC, FLRG, OHI, and IWF were introduced for the first time in this filing period.
Financial Services ETFs: Two new holdings appeared within the Financial Services sector: CNB Financial Corp PA (CCNE) and FIDELITY D & D BANCORP INC (FDBC). CCNE was added with a 100% increase, while FDBC saw a significant jump of over 55% in its position.
New ETFs: Other new positions included FIDUCIA GEORGE W TRUST (FLRG), OMEGA HEALTHCARE INVS INC (OHI), ISHARES TR (IJH), and SELECT SECTOR SPDR ETF (IWF).
Technology: A new stock position was initiated in STMICROELECTRONICS N V (STM) with a 100% increase, adding it to the portfolio.
Consumer Cyclical: BOOKING HOLDINGS INC (BKNG) also entered the portfolio via purchase, albeit not as dramatically as VO or DGRO. The position increased by over 250%, representing a significant allocation of $524k at quarter end.
In summary, Alliance Wealth Advisors demonstrated active management in Q2 2026, significantly increasing their exposure to large-cap ETFs like VO and DGRO while substantially reducing or exiting positions in other ETFs such as IJH. The portfolio also incorporated several new holdings across different sectors during this period.