# EDGAR Filing Document

**Accession Number:** 0002106763
**File Stem:** 0002106763-26-000002
**Filing Date:** 2026-4
**Character Count:** 10133
**Document Hash:** 55e8b888b1b306e84366dbb9c5d765a5
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002106763-26-000002.hdr.sgml**: 20260428

**ACCESSION NUMBER**: 0002106763-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260428

**DATE AS OF CHANGE**: 20260428

**EFFECTIVENESS DATE**: 20260428

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
- **CENTRAL INDEX KEY:** 0002106763

**ORGANIZATION NAME:**
- **EIN:** 471998605
- **STATE OF INCORPORATION:** VA
- **FISCAL YEAR END:** 0531

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26042
- **FILM NUMBER:** 26905385

**BUSINESS ADDRESS:**
- **STREET 1:** 828 MAIN STREET, SUITE 1401
- **CITY:** LYNCHBURG
- **STATE:** VA
- **ZIP:** 24504
- **BUSINESS PHONE:** 540-777-6069

**MAIL ADDRESS:**
- **STREET 1:** 828 MAIN STREET, SUITE 1401
- **CITY:** LYNCHBURG
- **STATE:** VA
- **ZIP:** 24504

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Alliance Wealth Strategies LLC d/b/a Brown Edwards Wealth Strategies<br>**Address:** 828 MAIN STREET SUITE 1401<br>LYNCHBURG, VA 24504

**Form 13F File Number:** 028-26042

**CRD Number (if applicable):** 000173559

**SEC File Number (if applicable):** 801-117391

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** RYAN A. MCENTIRE<br>**Title:** DIRECTOR / CHIEF COMPLIANCE OFFICER<br>**Phone:** 540-777-6068

**Signature, Place, and Date of Signing:**

RYAN A. MCENTIRE  LYNCHBURG, VA  04-28-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 63

**Form 13F Information Table Value Total:** $111280867

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ADAMS DIVERSIFIED EQUITY FD | COM | 006212104 |  | 203074 | 9277 | SH |  | SOLE |  | 0 | 0 | 9277 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 816670 | 2840 | SH |  | SOLE |  | 0 | 0 | 2840 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 633674 | 2209 | SH |  | SOLE |  | 0 | 0 | 2209 |
| AMAZON COM INC | COM | 023135106 |  | 220766 | 1060 | SH |  | SOLE |  | 0 | 0 | 1060 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 276164 | 913 | SH |  | SOLE |  | 0 | 0 | 913 |
| APPLE INC | COM | 037833100 |  | 3599337 | 14182 | SH |  | SOLE |  | 0 | 0 | 14182 |
| BURKE HERBERT FINL SVCS CORP | COM | 12135Y108 |  | 354119 | 5685 | SH |  | SOLE |  | 0 | 0 | 5685 |
| CATERPILLAR INC | COM | 149123101 |  | 3239788 | 4573 | SH |  | SOLE |  | 0 | 0 | 4573 |
| CISCO SYS INC | COM | 17275R102 |  | 468488 | 6038 | SH |  | SOLE |  | 0 | 0 | 6038 |
| COCA COLA CO | COM | 191216100 |  | 254387 | 3345 | SH |  | SOLE |  | 0 | 0 | 3345 |
| CUMMINS INC | COM | 231021106 |  | 443328 | 824 | SH |  | SOLE |  | 0 | 0 | 824 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 5486195 | 141178 | SH |  | SOLE |  | 0 | 0 | 141178 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 1614352 | 22696 | SH |  | SOLE |  | 0 | 0 | 22696 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 3911236 | 74105 | SH |  | SOLE |  | 0 | 0 | 74105 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 719962 | 21194 | SH |  | SOLE |  | 0 | 0 | 21194 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 |  | 1880085 | 47669 | SH |  | SOLE |  | 0 | 0 | 47669 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 1073455 | 22151 | SH |  | SOLE |  | 0 | 0 | 22151 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 372524 | 2845 | SH |  | SOLE |  | 0 | 0 | 2845 |
| EA SERIES TRUST | EA BRIDGEWAY OMN | 02072L532 |  | 228330 | 9000 | SH |  | SOLE |  | 0 | 0 | 9000 |
| ELI LILLY  CO | COM | 532457108 |  | 355951 | 387 | SH |  | SOLE |  | 0 | 0 | 387 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 525946 | 3100 | SH |  | SOLE |  | 0 | 0 | 3100 |
| FEDEX CORP | COM | 31428X106 |  | 432403 | 1214 | SH |  | SOLE |  | 0 | 0 | 1214 |
| HOME DEPOT INC | COM | 437076102 |  | 262783 | 799 | SH |  | SOLE |  | 0 | 0 | 799 |
| HUNTINGTON INGALLS INDS INC | COM | 446413106 |  | 595303 | 1567 | SH |  | SOLE |  | 0 | 0 | 1567 |
| INTERDIGITAL INC | COM | 45867G101 |  | 861002 | 2851 | SH |  | SOLE |  | 0 | 0 | 2851 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 401717 | 696 | SH |  | SOLE |  | 0 | 0 | 696 |
| ISHARES TR | CORE S ETF | 464287200 |  | 284706 | 436 | SH |  | SOLE |  | 0 | 0 | 436 |
| ISHARES TR | SELECT US REIT | 464287564 |  | 374039 | 6044 | SH |  | SOLE |  | 0 | 0 | 6044 |
| ISHARES TR | EAFE SML CP ETF | 464288273 |  | 377936 | 4820 | SH |  | SOLE |  | 0 | 0 | 4820 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 462725 | 1893 | SH |  | SOLE |  | 0 | 0 | 1893 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 1234884 | 4198 | SH |  | SOLE |  | 0 | 0 | 4198 |
| MERCK  CO INC | COM | 58933Y105 |  | 234205 | 1947 | SH |  | SOLE |  | 0 | 0 | 1947 |
| MICROSOFT CORP | COM | 594918104 |  | 1023150 | 2764 | SH |  | SOLE |  | 0 | 0 | 2764 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 1138816 | 3968 | SH |  | SOLE |  | 0 | 0 | 3968 |
| PACCAR INC | COM | 693718108 |  | 2005542 | 17364 | SH |  | SOLE |  | 0 | 0 | 17364 |
| ROYAL BK CDA | COM | 780087102 |  | 362387 | 2240 | SH |  | SOLE |  | 0 | 0 | 2240 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 503692 | 775 | SH |  | SOLE |  | 0 | 0 | 775 |
| TEXAS INSTRS INC | COM | 882508104 |  | 621248 | 3200 | SH |  | SOLE |  | 0 | 0 | 3200 |
| UNION PAC CORP | COM | 907818108 |  | 280469 | 1156 | SH |  | SOLE |  | 0 | 0 | 1156 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 425097 | 1571 | SH |  | SOLE |  | 0 | 0 | 1571 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 2118488 | 27018 | SH |  | SOLE |  | 0 | 0 | 27018 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 3245595 | 42052 | SH |  | SOLE |  | 0 | 0 | 42052 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 2907257 | 9728 | SH |  | SOLE |  | 0 | 0 | 9728 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 507729 | 850 | SH |  | SOLE |  | 0 | 0 | 850 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 20247424 | 63113 | SH |  | SOLE |  | 0 | 0 | 63113 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 4244015 | 14041 | SH |  | SOLE |  | 0 | 0 | 14041 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 4133382 | 21067 | SH |  | SOLE |  | 0 | 0 | 21067 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 935216 | 3257 | SH |  | SOLE |  | 0 | 0 | 3257 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 6674188 | 30721 | SH |  | SOLE |  | 0 | 0 | 30721 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 3618016 | 13813 | SH |  | SOLE |  | 0 | 0 | 13813 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 2288513 | 5239 | SH |  | SOLE |  | 0 | 0 | 5239 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 3182781 | 58886 | SH |  | SOLE |  | 0 | 0 | 58886 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 350094 | 2531 | SH |  | SOLE |  | 0 | 0 | 2531 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 455761 | 6069 | SH |  | SOLE |  | 0 | 0 | 6069 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 |  | 4769562 | 32715 | SH |  | SOLE |  | 0 | 0 | 32715 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 849327 | 17004 | SH |  | SOLE |  | 0 | 0 | 17004 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 |  | 595334 | 10170 | SH |  | SOLE |  | 0 | 0 | 10170 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 1855753 | 8629 | SH |  | SOLE |  | 0 | 0 | 8629 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 3548379 | 46017 | SH |  | SOLE |  | 0 | 0 | 46017 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 936850 | 14620 | SH |  | SOLE |  | 0 | 0 | 14620 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 2072511 | 13994 | SH |  | SOLE |  | 0 | 0 | 13994 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 |  | 933673 | 2541 | SH |  | SOLE |  | 0 | 0 | 2541 |
| WALMART INC | COM | 931142103 |  | 2251084 | 18113 | SH |  | SOLE |  | 0 | 0 | 18113 |

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