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Alliance Wealth Management Group
Alliance Wealth Management Group is a Registered Investment Adviser based in Flemington, New Jersey. Founded in 2011, the firm provides wealth management and financial advisory services to high net worth individuals and their families. As of March 2025, they manage over $424 million in discretionary assets for more than 1,100 clients, with a team of approximately 13 employees. The firm's primary clients are high net worth individuals, with a focus on personalized investment and financial planning solutions.
Investment Strategy
Alliance Wealth Management Group offers tailored, discretionary investment management and holistic wealth planning primarily for high net worth individuals. The firm emphasizes long-term, diversified portfolios with strategic asset allocation and regular rebalancing. Investment decisions are customized for each client's goals, risk tolerance, and holistic financial picture, incorporating equity, fixed income, and alternative investments where appropriate. The firm prioritizes risk management, ongoing client communication, and a fiduciary standard in its advisory relationships.
Latest 13F Filing Activity
Alliance Wealth Management Group filed their most recent 13F report on Jun 30, 2025 disclosing 85 equity positions with a total 13F market value of $393M. The fund increased holdings in Schwab Strategic TR, Ishares TR, Schwab Strategic TR among other positions. Alliance Wealth Management Group reduced exposure to SPDR Ser TR, Schwab Strategic TR, Ishares TR among others.
Top Holdings
Equity Positions (85)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHX | SCHWAB STRATEGIC TR | 14.19% | $55.7M | 2,280,596 | $19.00 | $24.44 | +$7.0M |
I IVV | ISHARES TR | 6.23% | $24.5M | 39,408 | $499.81 | $620.90 | +$3.1M |
S SCHZ | SCHWAB STRATEGIC TR | 6.08% | $23.9M | 1,027,933 | $23.28 | $23.24 | -$1.3M |
S SCHF | SCHWAB STRATEGIC TR | 4.83% | $19.0M | 859,056 | $18.59 | $22.10 | +$2.1M |
F FLRN | SPDR SER TR | 4.83% | $18.9M | 614,618 | $30.60 | $30.83 | -$1.7M |
Industry Allocation
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