Allied Private Wealth LLC 13F holdings
Allied Private Wealth LLC reported 883 positions with a total reported value of $156.0M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-07-09. Top holdings by reported value: AAPL APPLE INC COM (13.6%), MSFT MICROSOFT CORP COM (5.9%), VANGUARD S&P 500 ETF (4.7%), CAPITAL GROUP DIVIDEND VALUE ETF (4.6%), AMZN AMAZON COM INC COM (3.0%). We hold no 13F from this filer for the prior quarter (2026-03-31), so new positions and exits are not counted. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| AAPL APPLE INC COM | 67,800 | $21.2M | 13.6% |
| MSFT MICROSOFT CORP COM | 24,134 | $9.3M | 5.9% |
| VANGUARD S&P 500 ETF | 10,747 | $7.4M | 4.7% |
| CAPITAL GROUP DIVIDEND VALUE ETF | 147,354 | $7.2M | 4.6% |
| AMZN AMAZON COM INC COM | 19,030 | $4.6M | 3.0% |
| NVDA NVIDIA CORPORATION COM | 22,476 | $4.6M | 2.9% |
| AVANTIS INTERNATIONAL EQUITY ETF | 45,515 | $4.1M | 2.6% |
| BRK-B BERKSHIRE HATHAWAY INC DEL CL B NEW | 8,002 | $4.0M | 2.5% |
| ISHARES 0-3 MONTH TREASURY BOND ETF | 34,899 | $3.5M | 2.2% |
| GOOGL ALPHABET INC CAP STK CL A | 7,266 | $2.6M | 1.7% |
| IVZ INVESCO AEROSPACE & DEFENSE ETF | 15,940 | $2.5M | 1.6% |
| AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF | 43,894 | $2.2M | 1.4% |
| JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF | 22,193 | $2.1M | 1.4% |
| ISHARES U.S. TECHNOLOGY ETF | 8,538 | $2.1M | 1.3% |
| FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | 7,403 | $2.0M | 1.3% |
| BX BLACKSTONE INC COM | 15,158 | $1.8M | 1.2% |
| C CITIGROUP INC COM NEW | 11,788 | $1.6M | 1.0% |
| META META PLATFORMS INC CL A | 2,412 | $1.5M | 0.9% |
| SKYX SKYX PLATFORMS CORP COM | 1,123,352 | $1.3M | 0.8% |
| EG EVEREST GROUP LTD COM | 3,334 | $1.2M | 0.8% |
| AMERICAN CENTURY DIVERSIFIED CORPORATE BOND ETF | 25,733 | $1.2M | 0.8% |
| JPMORGAN MUNICIPAL ETF | 23,426 | $1.2M | 0.8% |
| VANGUARD INFORMATION TECHNOLOGY ETF | 10,008 | $1.2M | 0.7% |
| GLOBAL X COPPER MINERS ETF | 15,730 | $1.1M | 0.7% |
| ABRDN PHYSICAL GOLD SHARES ETF | 28,673 | $1.1M | 0.7% |
New positions this quarter
We hold no 13F from this filer for 2026-03-31, so nothing can be compared.
Sold out
We hold no 13F from this filer for 2026-03-31, so nothing can be compared.
Biggest increases and decreases
Increases
We hold no 13F from this filer for 2026-03-31, so nothing can be compared.
Decreases
We hold no 13F from this filer for 2026-03-31, so nothing can be compared.
