Institutions / Allworth Financial LP

Allworth Financial LP

CIK 1555170 · Institution · as of Dec 31, 2025

Portfolio value

$24.34B

Positions

4,970

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 4,970 →

Company	Class	Value	Shares	% of portfolio
Vanguard Index Fds	—	$2.85B	8,495,987	11.7%
Vanguard Bd Index Fds	—	$1.58B	21,272,987	6.5%
Vanguard Bd Index Fds	—	$1.55B	19,624,938	6.4%
SPDR Index Shs Fds	—	$1.32B	29,790,838	5.4%
SPDR Series Trust	—	$1.32B	12,384,946	5.4%
SPDR Series Trust	—	$1.12B	19,695,295	4.6%
iShares MSCI UAE ETF	—	$530.39M	23,035,555	2.2%
Apple Inc.	—	$509.46M	1,873,987	2.1%
Vanguard Index Fds	—	$441.38M	1,520,836	1.8%
SPDR Index Shs Fds	—	$437.93M	9,355,461	1.8%
J P Morgan Exchange Traded F	—	$324.49M	6,001,353	1.3%
GMO ETF Trust	—	$318.69M	8,286,148	1.3%
iShares Tr	—	$313.44M	3,291,695	1.3%
iShares Tr	—	$299.54M	5,786,068	1.2%
iShares MSCI UAE ETF	—	$295.36M	1,986,400	1.2%
NVIDIA Corp	—	$278.41M	1,492,800	1.1%
Dimensional ETF Trust	—	$236.08M	5,963,230	1.0%
Microsoft Corp	—	$223.11M	461,336	0.9%
Dimensional ETF Trust	—	$216.37M	6,610,841	0.9%
Dimensional ETF Trust	—	$180.15M	3,849,400	0.7%
Vanguard Index Fds	—	$174.29M	822,944	0.7%
Broadcom Inc.	—	$152.92M	441,839	0.6%
iShares Tr	—	$149.51M	1,244,075	0.6%
Invesco Exch Traded Fd Tr II	—	$144.46M	1,261,650	0.6%
T Rowe Price ETF Inc	—	$144.03M	3,366,745	0.6%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.