Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Allied Private Wealth LLC (CIK 2132253) reported $156.0M across 902 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($21.2M, 13.62%), MSFT ($9.3M, 5.93%), VOO ($7.4M, 4.72%), CGDV ($7.2M, 4.60%), AMZN ($4.6M, 2.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $21.2M | 13.62% | 67,800 | New |
| 2 | MSFT | MICROSOFT CORP COM | $9.3M | 5.93% | 24,134 | New |
| 3 | VOO | VANGUARD S&P 500 ETF | $7.4M | 4.72% | 10,747 | New |
| 4 | CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $7.2M | 4.60% | 147,354 | New |
| 5 | AMZN | AMAZON COM INC COM | $4.6M | 2.97% | 19,030 | New |
| 6 | NVDA | NVIDIA CORPORATION COM | $4.6M | 2.94% | 22,476 | New |
| 7 | AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $4.1M | 2.60% | 45,515 | New |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $4.0M | 2.54% | 8,002 | New |
| 9 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $3.5M | 2.25% | 34,899 | New |
| 10 | TAXF | AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF | $2.2M | 1.42% | 43,894 | New |
| 11 | JSMD | JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF | $2.1M | 1.38% | 22,193 | New |
| 12 | IYW | ISHARES U.S. TECHNOLOGY ETF | $2.1M | 1.34% | 8,538 | New |
| 13 | FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $2.0M | 1.31% | 7,403 | New |
| 14 | BX | BLACKSTONE INC COM | $1.8M | 1.15% | 15,158 | New |
| 15 | GOOG | ALPHABET INC CAP STK CL C | $1.7M | 1.07% | 4,646 | New |
| 16 | PPA | INVESCO AEROSPACE & DEFENSE ETF | $1.6M | 1.04% | 9,225 | New |
| 17 | C | CITIGROUP INC COM NEW | $1.6M | 1.04% | 11,788 | New |
| 18 | META | META PLATFORMS INC CL A | $1.5M | 0.93% | 2,412 | New |
| 19 | SKYX | SKYX PLATFORMS CORP COM | $1.3M | 0.85% | 1.1M | New |
| 20 | EG | EVEREST GROUP LTD COM | $1.2M | 0.79% | 3,334 | New |
| 21 | JMUB | JPMORGAN MUNICIPAL ETF | $1.2M | 0.76% | 23,426 | New |
| 22 | KORP | AMERICAN CENTURY DIVERSIFIED CORPORATE BOND ETF | $1.2M | 0.76% | 25,733 | New |
| 23 | VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $1.2M | 0.74% | 10,008 | New |
| 24 | COPX | GLOBAL X COPPER MINERS ETF | $1.1M | 0.74% | 15,730 | New |
| 25 | SGOL | ABRDN PHYSICAL GOLD SHARES ETF | $1.1M | 0.71% | 28,673 | New |
Source: SEC Form 13F filings · as of 2026-06-30