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Super Investors Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.

Portfolio value: $132M
Positions: 67
Quarter ended: September 30, 2026
Filed: October 27, 2026

Reported portfolio value by quarter (4 quarters reported)

$132M $107M

Q4 25 Q1 26 Q2 26 Q3 26

$107M in Q4 2025 → $132M now. Hover for any quarter.

Holdings

As reported for the quarter ended September 30, 2026. Activity is the change in share count since the prior quarter's filing.

Holding	% of portfolio	Activity	Shares	Value
VI Vanguard Index Fds	19.9%	Added 7.8%	70,221	$26.3M
VI Vanguard Index Fds	6.4%	Added 14%	36,740	$8.49M
DE Dimensional ETF Trust	4.8%	Unchanged	141,178	$6.28M
VI Vanguard Intl Equity Index F	4.1%	Added 6.4%	35,150	$5.46M
VI Vanguard Index Fds	4.0%	Added 9.4%	15,826	$5.35M
VI Vanguard Index Fds	3.7%	Added 4.8%	22,589	$4.88M
VS Vanguard Star Fds	3.6%	Added 16%	55,447	$4.71M
Apple Inc	3.4%	Added 0.6%	13,487	$4.49M
DE Dimensional ETF Trust	3.4%	Added 4.4%	79,340	$4.43M
VI Vanguard Index Fds	3.3%	Added 11%	15,415	$4.39M
VI Vanguard Intl Equity Index F	2.8%	Added 6.3%	63,313	$3.76M
Caterpillar Inc	2.8%	Unchanged	4,573	$3.71M
VI Vanguard Index Fds	2.7%	Added 2.4%	9,950	$3.5M
VB Vanguard Bd Index Fds	2.5%	Added 2.0%	45,826	$3.34M
VI Vanguard Index Fds	2.3%	Added 5.0%	33,417	$3.01M
DE Dimensional ETF Trust	1.8%	Added 11%	56,061	$2.43M
VB Vanguard Bd Index Fds	1.7%	Trimmed 1.6%	28,615	$2.19M
VS Vanguard Specialized Funds	1.4%	Added 0.1%	8,177	$1.91M
VW Vanguard Whitehall Fds	1.4%	Added 0.1%	12,286	$1.91M
Paccar Inc	1.4%	Unchanged	17,364	$1.91M
Walmart Inc	1.4%	Unchanged	18,113	$1.88M
DE Dimensional ETF Trust	1.2%	Trimmed 13%	19,699	$1.53M
Jpmorgan Chase & Co	1.1%	Unchanged	4,198	$1.39M
Microsoft Corp	1.0%	Trimmed 2.3%	2,700	$1.38M
NS Norfolk Southn Corp	0.9%	Unchanged	3,968	$1.23M
DE Dimensional ETF Trust	0.9%	Trimmed 1.2%	21,902	$1.2M
VW Vanguard World Fd	0.8%	Trimmed 8.8%	11,585	$1.07M
VT Vanguard Tax-managed Fds	0.8%	Trimmed 0.9%	14,303	$1.01M
VI Vanguard Index Fds	0.8%	Trimmed 2.2%	12,760	$1M
Alphabet Inc	0.7%	Unchanged	2,840	$977K
TI Texas Instrs Inc	0.7%	Unchanged	3,200	$896K
VM Vanguard Malvern Fds	0.6%	Added 0.3%	17,167	$845K
DE Dimensional ETF Trust	0.6%	Added 1.3%	21,434	$794K
Alphabet Inc	0.6%	Unchanged	2,209	$753K
Interdigital Inc	0.5%	Trimmed 22%	2,226	$726K
VB Vanguard Bd Index Fds	0.5%	New	9,809	$688K
CS Cisco Sys Inc	0.5%	Unchanged	6,038	$650K
SS State Str SPDR S&P 500 ETF T	0.4%	Unchanged	775	$591K
VS Vanguard Scottsdale Fds	0.4%	Unchanged	10,170	$585K
Unitedhealth Group Inc	0.4%	Unchanged	1,571	$577K
VI Vanguard Index Fds	0.4%	Trimmed 12%	748	$524K
IQ Invesco Qqq Tr	0.4%	Unchanged	696	$515K
BH Burke Herbert Finl Svcs Corp	0.4%	Added 31%	7,429	$510K
Johnson & Johnson	0.4%	Added 1.1%	1,913	$506K
Exxonmobil Holdings Corp	0.4%	New	3,100	$505K
VI Vanguard Intl Equity Index F	0.4%	Trimmed 1.2%	5,999	$498K
EL Eli Lilly & Co	0.3%	Unchanged	387	$448K
RB Royal Bk Cda	0.3%	Unchanged	2,240	$440K
Cummins Inc	0.3%	Unchanged	824	$426K
VI Vanguard Intl Equity Index F	0.3%	Added 5.5%	2,672	$422K
IT Ishares Tr	0.3%	Added 3.1%	4,971	$420K
HI Huntington Ingalls Inds Inc	0.3%	Unchanged	1,567	$418K
IT Ishares Tr	0.3%	Trimmed 5.4%	5,869	$369K
Fedex Corp	0.3%	Unchanged	1,214	$346K
IT Ishares Tr	0.3%	Unchanged	436	$334K
DE Duke Energy Corp New	0.2%	Unchanged	2,845	$324K
UP Union Pac Corp	0.2%	Unchanged	1,156	$315K
VC Vanguard Charlotte Fds	0.2%	New	6,371	$299K
Coca Cola Co	0.2%	Added 1.8%	3,405	$293K
Merck & Co Inc	0.2%	Unchanged	1,947	$283K

Showing top 60 of 67 positions.

Timeline of changes

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 3 quarters.

Q3 2026

quarter ended September 30, 2026 · filed October 27, 2026

Company	Action	Shares changed	Value of change	% of portfolio
VI Vanguard Index Fds	Added	+5,065	+$1.9M	19.9%
VI Vanguard Index Fds	Added	+4,426	+$1.02M	6.4%
VB Vanguard Bd Index Fds	New	+9,809	+$688K	0.5%
VS Vanguard Star Fds	Added	+7,693	+$654K	3.6%
Exxonmobil Holdings Corp	New	+3,100	+$505K	0.4%
VI Vanguard Index Fds	Added	+1,365	+$461K	4.0%
Exxon Mobil Corp	Exited	−3,100	−$424K	—
VI Vanguard Index Fds	Added	+1,480	+$421K	3.3%
VI Vanguard Intl Equity Index F	Added	+2,104	+$327K	4.1%
VC Vanguard Charlotte Fds	New	+6,371	+$299K	0.2%

Showing the 10 largest of 39 changes.

Q2 2026

quarter ended June 30, 2026 · filed July 22, 2026

Company	Action	Shares changed	Value of change	% of portfolio
VI Vanguard Index Fds	Added	+26,582	+$2.29M	2.2%
VW Vanguard World Fd	Added	+10,167	+$894K	0.9%
VI Vanguard Index Fds	Added	+9,784	+$788K	0.8%
VI Vanguard Index Fds	Added	+2,043	+$756K	18.9%
VI Vanguard Index Fds	Added	+1,593	+$387K	6.2%
VW Vanguard Whitehall Fds	Trimmed	−1,726	−$273K	1.5%
Apple Inc	Trimmed	−775	−$224K	3.0%
VB Vanguard Bd Index Fds	Added	+2,855	+$219K	2.7%
TC Tri Contl Corp	New	+6,272	+$216K	0.2%
BH Berkshire Hathaway Inc Del	New	+409	+$205K	0.2%

Showing the 10 largest of 29 changes.

Q1 2026

quarter ended March 31, 2026 · filed April 28, 2026

Company	Action	Shares changed	Value of change	% of portfolio
VI Vanguard Index Fds	Added	+5,855	+$1.88M	18.2%
VI Vanguard Index Fds	Added	+3,627	+$788K	6.0%
VI Vanguard Intl Equity Index F	Added	+3,134	+$457K	4.3%
VS Vanguard Star Fds	Added	+5,219	+$402K	3.2%
VI Vanguard Index Fds	Added	+1,327	+$401K	3.8%
DE Dimensional ETF Trust	Added	+8,499	+$335K	1.7%
VI Vanguard Index Fds	Added	+1,273	+$333K	3.3%
DE Dimensional ETF Trust	Added	+5,312	+$280K	3.5%
VI Vanguard Index Fds	Added	+1,292	+$253K	3.7%
Constellation Energy Corp	Exited	−702	−$248K	—

Showing the 10 largest of 42 changes.

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