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Alliance Wealth Advisors, LLC /ut
Alliance Wealth Advisors, LLC is an independent, SEC-registered investment advisory firm headquartered in Centerville, Utah. Established in 1997 and primarily owned by Paul Coles II, the firm provides discretionary portfolio management, comprehensive financial planning, and consulting services to individuals, families, businesses, and high net worth clients. With a fiduciary duty, Alliance Wealth Advisors puts clients' interests first and uses a fee-based approach. The firm offers customized wealth management, estate planning, and retirement transition advisory services with a commitment to integrity and accountability. The employee count is under 25.
Investment Strategy
Alliance Wealth Advisors offers discretionary portfolio management tailored to client needs using strategies such as margin transactions, charting analysis, technical analysis, fundamental and cyclical analysis, and modern portfolio theory. The firm employs the SMART Retirement framework and may utilize sub-advisers for asset management. Their investment philosophy emphasizes informed decision-making, transparency in fees, and alignment with client interests, aiming to simplify complex financial decisions, ensure deep client relationships, and foster financial resilience.
Latest 13F Filing Activity
Alliance Wealth Advisors, LLC /ut filed their most recent 13F report on Jun 30, 2025 disclosing 270 equity positions with a total 13F market value of $416M. The fund increased holdings in SPDR Series Trust, Amalgamated Financial Corp., Ishares TR among other positions. Alliance Wealth Advisors, LLC /ut reduced exposure to J P Morgan Exchange Traded F, Amazon Com Inc., Ishares TR among others.
Top Holdings
Equity Positions (270)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BIL | SPDR SERIES TRUST | 6.51% | $27.1M | 295,258 | $91.67 | $91.73 | +$20.6M |
M MSFT | MICROSOFT CORP | 2.79% | $11.6M | 23,383 | $291.10 | $497.41 | +$2.9M |
A AMAL | AMALGAMATED FINANCIAL CORP | 2.44% | $10.2M | 46,391 | $31.20 | $31.20 | +$10.2M |
O ORCL | ORACLE CORP | 2.27% | $9.5M | 43,281 | $151.92 | $218.63 | +$3.0M |
S SHY | ISHARES TR | 1.83% | $7.6M | 91,923 | $82.58 | $82.86 | +$5.2M |
Industry Allocation
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