Allied Private Wealth
$156M 13F equity value
905 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Allied Private Wealth covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC COM | 67,800 | $21M | 13.6% |
| MSFT | MICROSOFT CORP COM | 24,134 | $9M | 5.9% |
| VOO | VANGUARD S&P 500 ETF | 10,747 | $7M | 4.7% |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | 147,354 | $7M | 4.6% |
| AMZN | AMAZON COM INC COM | 19,030 | $5M | 3.0% |
| NVDA | NVIDIA CORPORATION COM | 22,476 | $5M | 2.9% |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | 45,515 | $4M | 2.6% |
| BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | 8,002 | $4M | 2.5% |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 34,899 | $4M | 2.2% |
| TAXF | AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF | 43,894 | $2M | 1.4% |
Track Allied Private Wealth's 13F portfolio: $156M in reported holdings, 905 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}