Alliance Private Wealth, LLC - Portfolio Stock Holdings

Alliance Private Wealth, LLC disclosed 82 stock positions in a recent SEC 13F filing. $287,845,885 of stock holdings were filed, with the largest holdings including IUSG, IUSV, and PYLD. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $466,159,954 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.