DOSSIER · 13F-HR · Q2 2026

Allied Private Wealth LLC

$156M in tracked AUM across 906 positions as of Q2 2026.

AP
CIK 0002132253 · last filed Jun 30, 2026
Total AUM
$156M
as of Q2 2026
Holdings
906
positions
Whale Score
49
49
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Allied Private Wealth LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC COM
$21M68K13.6%
02
MSFT
MICROSOFT CORP COM
$9M24K5.9%
03
VOO
VANGUARD S&P 500 ETF
$7M11K4.7%
04
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
$7M147K4.6%
05
AMZN
AMAZON COM INC COM
$5M19K3.0%
06
NVDA
NVIDIA CORPORATION COM
$5M22K2.9%
07
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
$4M46K2.6%
08
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
$4M8K2.5%
09
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
$4M35K2.2%
10
TAXF
AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF
$2M44K1.4%

Filing history

2026Q2Jun 30
$156M
906 positionsView →