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Allworth Financial LP

All holdings · as of Dec 31, 2025

4,970 positions

CompanyClassValueShares% of portfolio
SCHWAB CHARLES CORP$5.07M50,7410.0%
WASTE MANAGEMENT INC$5.05M23,0000.0%
M&T BANK CORP$5.04M24,9900.0%
DIMENSIONAL ETF TRUST$4.99M188,7900.0%
ISHARES INC$4.92M111,3370.0%
INVESCO EXCH TRD SLF IDX FD$4.87M248,5450.0%
SCHWAB STRATEGIC TR$4.84M177,8210.0%
MCKESSON CORP$4.84M5,8960.0%
Diamondback Energy, Inc.$4.82M32,0680.0%
Warner Bros. Discovery, Inc.$4.82M167,1250.0%
MID AMERICA APARTMENT COMMUNITIES INC.$4.78M34,4030.0%
PG&E Corp$4.74M294,8980.0%
FIRST TR EXCH TRADED FD III$4.71M235,1530.0%
ISHARES TR$4.71M33,3870.0%
DIMENSIONAL ETF TRUST$4.61M62,5780.0%
QUANTA SVCS INC$4.60M10,8890.0%
PACER FDS TR$4.59M76,3290.0%
SPDR SERIES TRUST$4.57M105,5790.0%
AMERICAN ELECTRIC POWER CO INC$4.53M39,2650.0%
CAPITAL ONE FINANCIAL CORP$4.51M18,6060.0%
SPDR SERIES TRUST$4.46M173,1280.0%
BOSTON SCIENTIFIC CORP$4.40M46,1780.0%
Marvell Technology, Inc.$4.38M51,5700.0%
J M SMUCKER Co$4.38M44,7360.0%
GLOBAL X FDS$4.37M91,4470.0%
INTUIT INC.$4.34M6,5580.0%
Howmet Aerospace Inc.$4.34M21,1820.0%
INVESCO EXCH TRADED FD TR II$4.33M36,2870.0%
NIKE, Inc.$4.33M67,9250.0%
FIRST TR EXCH TRADED FD III$4.31M84,2440.0%
INVESCO EXCHANGE TRADED FD T$4.29M37,6710.0%
Valero Energy Corp$4.28M26,2890.0%
PROSHARES TR$4.27M41,0430.0%
Vita Coco Company, Inc.$4.24M80,0790.0%
FLEXSHARES TR$4.18M137,3410.0%
NORFOLK SOUTHERN CORP$4.15M14,3910.0%
AppLovin Corp$4.15M6,1600.0%
FIDELITY COVINGTON TRUST$4.15M18,4670.0%
Welltower, Inc.$4.09M22,0410.0%
Booking Holdings Inc$4.05M7550.0%
SELECT SECTOR SPDR TR$4.02M89,9070.0%
AFLAC INC$3.99M36,1830.0%
FIRST TR EXCHANGE TRADED FD$3.96M56,9520.0%
ENBRIDGE INC$3.95M82,5860.0%
ASML HOLDING N V$3.95M3,6880.0%
Bank of New York Mellon Corp/The$3.93M33,8630.0%
SELECT SECTOR SPDR TR$3.92M25,3270.0%
Ameren Corp$3.92M39,2050.0%
Central Bancompany, Inc.CBCCommon Stock$3.91M162,2500.0%
SPDR SERIES TRUST$3.86M121,8530.0%
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