Allied Private Wealth LLC: 13F holdings
CIK 21322532026Q2
| Positions | 906 |
|---|---|
| Reported value | $156.0m |
| Filed | 2026-07-09 |
First 13F filing in our history this quarter.
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL APPLE INC COM | 67,800 | $21.2m | 13.6% |
| MSFT MICROSOFT CORP COM | 24,134 | $9.3m | 5.9% |
| VOO VANGUARD S&P 500 ETF | 10,747 | $7.4m | 4.7% |
| CGDV 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% |
| AVDE 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% |
| SGOV ISHARES 0-3 MONTH TREASURY BOND ETF | 34,899 | $3.5m | 2.2% |
| BNDX AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF | 43,894 | $2.2m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2132253")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.