Institutions / Allied Private Wealth LLC
Allied Private Wealth LLC
CIK 2132253 · Institution · as of Jun 30, 2026
Portfolio value
$156.00M
Positions
903
As of
Jun 30, 2026
Holdings
Jun 30, 2026View all 903 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple IncAAPL | $21.25M | 13.6% |
| Microsoft CorpMSFT | $9.25M | 5.9% |
| Vanguard S&P 500 ETFVOO | $7.36M | 4.7% |
| Capital Group Dividend Value ETFCGDV | $7.18M | 4.6% |
| Amazon Com IncAMZN | $4.64M | 3.0% |
| Nvidia CorpNVDA | $4.59M | 2.9% |
| Avantis International Equity ETFAVDE | $4.06M | 2.6% |
| Berkshire Hathaway IncBRK-A | $3.96M | 2.5% |
| iShares 0-3 Month Treasury Bond ETFSGOV | $3.51M | 2.2% |
| American Century Diversified Municipal Bond ETFTAXF | $2.21M | 1.4% |
| Janus Henderson SMALL/MID Cap Growth Alpha ETFJSMD | $2.15M | 1.4% |
| iShares U.S. Technology ETFIYW | $2.09M | 1.3% |
| Fidelity MSCI Information Technology Index ETFFTEC | $2.04M | 1.3% |
| Blackstone Group L.P.BX | $1.80M | 1.2% |
| Alphabet Inc.GOOG | $1.67M | 1.1% |
| Citigroup IncC | $1.62M | 1.0% |
| Invesco Aerospace & Defense ETFPPA | $1.62M | 1.0% |
| Facebook IncFB | $1.46M | 0.9% |
| Safety Quick Lighting & Fans Corp.SKYX | $1.33M | 0.8% |
| Everest Re Group LtdEG | $1.24M | 0.8% |
| American Century Diversified Corporate Bond ETFKORP | $1.19M | 0.8% |
| JPMorgan Municipal ETFJMUB | $1.18M | 0.8% |
| Vanguard Information Technology ETFVGT | $1.16M | 0.7% |
| Global X Copper Miners ETFCOPX | $1.15M | 0.7% |
| Abrdn Physical Gold Shares ETFSGOL | $1.11M | 0.7% |
Activity
Jun 30, 2026
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.No quarter-over-quarter changes yet. Position changes appear once we have two consecutive quarterly reports for this manager. We currently hold 1 quarter of holdings.