Allied Private Wealth LLC
Allied Private Wealth LLC reported 906 positions worth $156.0M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: AAPL (13.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $21.2M | 13.62% | 67,800 | — | — | |
| ▸ 2 | MSFT | SH | $9.3M | 5.93% | 24,134 | — | — | |
| ▸ 3 | VOO | SH | $7.4M | 4.72% | 10,747 | — | — | |
| ▸ 4 | CGDV | SH | $7.2M | 4.60% | 147,354 | — | — | |
| ▸ 5 | AMZN | SH | $4.6M | 2.97% | 19,030 | — | — | |
| ▸ 6 | NVDA | SH | $4.6M | 2.94% | 22,476 | — | — | |
| ▸ 7 | AVDE | SH | $4.1M | 2.60% | 45,515 | — | — | |
| ▸ 8 | BRK-B | SH | $4.0M | 2.54% | 8,002 | — | — | |
| ▸ 9 | SGOV | SH | $3.5M | 2.25% | 34,899 | — | — | |
| ▸ 10 | TAXF | SH | $2.2M | 1.42% | 43,894 | — | — |
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Frequently Asked Questions
What stocks does Allied Private Wealth LLC hold as of Q2 2026?
Allied Private Wealth LLC reported 906 positions worth $156.0M in its Q2 2026 13F filing. Largest positions: AAPL (13.6%), MSFT (5.9%), VOO (4.7%), CGDV (4.6%) and AMZN (3.0%).
What did Allied Private Wealth LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Allied Private Wealth LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.