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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Alliance Wealth Management Group

Quarter ended Q3 2025 · Filed October 28, 2025 · Accession 0001623707-25-000007

Total Value
$449.6M
Positions
95
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (95)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR8085242012,244,984$59.1M13.15%
2ISHARES TR46428720050,500$33.8M7.52%
3SCHWAB STRATEGIC TR8085248391,063,942$25.0M5.55%
4SPDR SER TR78468R200637,443$19.7M4.38%
5SCHWAB STRATEGIC TR808524805821,253$19.1M4.25%
6ISHARES TR464288513216,627$17.6M3.91%
7SCHWAB STRATEGIC TR808524706508,541$17.0M3.77%
8ISHARES TR464287226141,995$14.2M3.17%
9ISHARES TR46429B655272,062$13.9M3.09%
10ISHARES TR464288281123,094$11.7M2.61%
11ISHARES TR46432F842131,441$11.5M2.55%
12SCHWAB STRATEGIC TR808524508386,252$11.4M2.55%
13PIMCO ETF TR72201R817113,646$11.2M2.49%
14SPDR SERIES TRUST78464A854139,793$11.0M2.44%
15SCHWAB STRATEGIC TR808524102417,227$10.7M2.39%
16SCHWAB STRATEGIC TR808524607374,311$10.4M2.32%
17ISHARES TR46434G103151,373$10.0M2.22%
18SPDR SERIES TRUST78464A649324,686$8.4M1.87%
19ISHARES TR46428841478,040$8.3M1.85%
20ISHARES TR46428724271,173$7.9M1.76%
21APPLE INCAAPL28,932$7.4M1.64%
22ISHARES TR464287507104,196$6.8M1.51%
23ISHARES TR46428780453,791$6.4M1.42%
24SCHWAB STRATEGIC TR808524797214,820$5.9M1.30%
25INVESCO EXCHNG TRADED FD TRIVZ256,954$5.5M1.23%
26COLGATE PALMOLIVE COCL64,117$5.1M1.14%
27ISHARES TR46434V407116,219$5.0M1.12%
28SPDR SERIES TRUST78464A375134,061$4.5M1.01%
29SPDR INDEX SHS FDS78463X50995,457$4.5M0.99%
30INVESCO EXCHNG TRADED FD TRIVZ233,263$4.3M0.96%
31ISHARES TR46428715028,360$4.1M0.92%
32SPDR INDEX SHS FDS78463X88990,636$3.9M0.86%
33MICROSOFT CORPMSFT6,571$3.4M0.76%
34SPDR SER TR78468R72173,814$3.4M0.75%
35SCHWAB STRATEGIC TR808524300102,194$3.3M0.73%
36ISHARES TR4642876146,638$3.1M0.69%
37SPDR SERIES TRUST78464A84735,327$2.0M0.45%
38SPDR SER TR78468R85340,495$1.9M0.42%
39ISHARES TR46434V62126,623$1.8M0.40%
40NVIDIA CORPORATIONNVDA8,279$1.5M0.34%
41ALPHABET INCGOOG6,019$1.5M0.33%
42SPDR SER TR78468R78832,797$1.4M0.32%
43META PLATFORMS INCMETA1,926$1.4M0.31%
44SPDR SERIES TRUST78464A80517,444$1.4M0.31%
45INVESCO QQQ TRIVZ2,326$1.4M0.31%
46JPMORGAN CHASE & COVYLD4,238$1.3M0.30%
47JOHNSON & JOHNSONJNJ7,203$1.3M0.30%
48INVESCO EXCHANGE TRADED FD TIVZ6,989$1.3M0.29%
49SCHWAB STRATEGIC TR80852486248,480$1.2M0.26%
50AMAZON COM INCAMZN5,030$1.1M0.25%
51ALPHABET INCGOOG4,170$1.0M0.23%
52VANGUARD INDEX FDS9229083631,552$950,1890.21%
53VANGUARD INDEX FDS9229087361,891$906,9830.20%
54VANGUARD INDEX FDS9229087692,630$863,1530.19%
55AT&T INCT-PC29,186$824,2070.18%
56MERCK & CO INCMRK9,201$772,2400.17%
57SCHWAB STRATEGIC TR80852440924,237$705,5390.16%
58SPDR TR S&P 500 ETF TRSPY1,026$683,5010.15%
59HOME DEPOT INCHD1,664$674,2360.15%
60ISHARES TR4642874577,815$648,3110.14%
61VANGUARD SPECIALIZED FUNDS9219088443,001$647,5230.14%
62CISCO SYS INCCSCO9,191$628,8480.14%
63INTERNATIONAL BUSINESS MACHSINTR2,128$600,4960.13%
64COCA COLA CONSOLIDATED INCCOKE8,489$562,9900.13%
65BANK AMER CORP06050510410,683$551,1360.12%
66VANGUARD INDEX FDS9229087442,656$495,3170.11%
67VISA INCV1,366$466,3250.10%
68ORACLE CORPORCL-PD1,559$438,4530.10%
69LINDE PLCLIN893$424,1750.09%
70DIMENSIONAL ETF TRUST25434V4015,721$414,4290.09%
71BROADCOM INCAVGO1,250$412,3880.09%
72CHEVRON CORP NEWCVX2,498$387,9140.09%
73TESLA INCTSLA870$386,9060.09%
74NEXTERA ENERGY INCNEE-PW4,962$374,5810.08%
75BERKSHIRE HATHAWAY INC DELBRK-A720$361,9730.08%
76ISHARES TR4642875981,725$351,1930.08%
77COSTCO WHSL CORP NEW22160K105361$333,6980.07%
78VANGUARD INTL EQUITY INDEX F9220427422,358$324,9000.07%
79ISHARES TR4642874812,156$307,0360.07%
80NETFLIX INCNFLX256$306,9240.07%
81BANK NEW YORK MELLON CORP0640581002,575$280,5720.06%
82PUBLIC SVC ENTERPRISE GRP IN7445731063,252$271,4120.06%
83UNITEDHEALTH GROUP INCUNH755$260,7020.06%
84DISNEY WALT CO2546871062,272$260,1150.06%
85GE AEROSPACE369604951850$255,6970.06%
86CITIGROUP INCC-PR2,486$252,3290.06%
87VERIZON COMMUNICATIONS INCVZ5,736$252,1050.06%
88ABBVIE INCABBV1,011$234,0870.05%
89PHILIP MORRIS INTL INC7181721093,424$226,1890.05%
90SPDR SER TR78464A4747,280$213,4500.05%
91VANGUARD INDEX FDS9229086521,011$211,6150.05%
92VANGUARD INTL EQUITY INDEX F9220427752,925$208,7760.05%
93LAS VEGAS SANDS CORPLVS3,850$207,0920.05%
94HERSHEY COHSY1,100$205,7550.05%
95PROCTER AND GAMBLE CO7427181091,334$204,9690.05%