Portfolio (Quarterly) Guide ↗

Alliance Private Wealth, LLC

· CIK 0002109849

13F Portfolio $278M AUM 80 positions Filed May 13, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 1 New 50 Added 10 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	V	VISA INC	Financial Services	742	$244K	0.09%	SOLD
2	RSP	INVESCO EXCHANGE TRADED FD T	—	1,122	$223K	0.08%	SOLD

Sector Allocation

Technology 27.3%

Financial Services 15.5%

Industrials 14.0%

Communication Services 11.3%

Healthcare 10.3%

Basic Materials 8.6%

Consumer Cyclical 7.0%

Consumer Defensive 3.4%

Energy 2.7%