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.
Allworth Financial LP (CIK 1555170) reported $24.67B across 5,031 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($2.73B, 11.06%), BND ($1.78B, 7.22%), BSV ($1.37B, 5.57%), SPDW ($1.35B, 5.45%), SPYG ($1.22B, 4.93%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $2.73B | 11.06% | 8.5M | Added |
| 2 | BND | VANGUARD BD INDEX FDS | $1.78B | 7.22% | 24.2M | Added |
| 3 | BSV | VANGUARD BD INDEX FDS | $1.37B | 5.57% | 17.5M | Trimmed |
| 4 | SPDW | SPDR INDEX SHS FDS | $1.35B | 5.45% | 29.5M | Trimmed |
| 5 | SPYG | SPDR SERIES TRUST | $1.22B | 4.93% | 12.4M | Added |
| 6 | SPYV | SPDR SERIES TRUST | $1.12B | 4.53% | 19.8M | Added |
| 7 | GOVT | ISHARES TR | $535.5M | 2.17% | 23.4M | Added |
| 8 | AAPL | APPLE INC | $491.1M | 1.99% | 1.9M | Added |
| 9 | VO | VANGUARD INDEX FDS | $440.1M | 1.78% | 1.5M | Added |
| 10 | SPEM | SPDR INDEX SHS FDS | $437.8M | 1.77% | 9.3M | Trimmed |
| 11 | JBND | J P MORGAN EXCHANGE TRADED F | $329.6M | 1.34% | 6.1M | Added |
| 12 | MBB | ISHARES TR | $316.2M | 1.28% | 3.3M | Added |
| 13 | USIG | ISHARES TR | $300.3M | 1.22% | 5.9M | Added |
| 14 | DFAC | DIMENSIONAL ETF TRUST | $299.6M | 1.21% | 7.7M | Added |
| 15 | QLTY | GMO ETF TRUST | $299.4M | 1.21% | 8.3M | Trimmed |
| 16 | ITOT | ISHARES TR | $277.6M | 1.13% | 1.9M | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $272.5M | 1.10% | 1.6M | Added |
| 18 | DFAX | DIMENSIONAL ETF TRUST | $246.6M | 1.00% | 7.3M | Added |
| 19 | DFAU | DIMENSIONAL ETF TRUST | $179.2M | 0.73% | 4.0M | Added |
| 20 | VBR | VANGUARD INDEX FDS | $177.6M | 0.72% | 817,672 | Trimmed |
| 21 | MSFT | MICROSOFT CORP | $176.0M | 0.71% | 475,497 | Added |
| 22 | DUHP | DIMENSIONAL ETF TRUST | $164.2M | 0.67% | 4.5M | Added |
| 23 | IJR | ISHARES TR | $154.6M | 0.63% | 1.2M | Trimmed |
| 24 | RWL | INVESCO EXCH TRADED FD TR II | $143.6M | 0.58% | 1.2M | Trimmed |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | $143.6M | 0.58% | 220,747 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31