DOSSIER · 13F-HR · Q2 2026

Allworth Financial LP

$23.6B in tracked AUM across 5,255 positions as of Q2 2026.

AF

CIK 0001555170 · last filed Jun 30, 2026

Total AUM

$23.6B

as of Q2 2026

Holdings

5,255

—

positions

Whale Score

70

70

strong

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Portfolio Overview

Allworth Financial LP’s 13F filing for the period ending September 30, 2025, reveals a substantial and broadly diversified institutional portfolio valued at $22.68 billion. This represents a robust growth of 8.6% from the previous quarter's value of $20.88 billion. The portfolio is characterized by a high number of holdings (4,916), indicating a strategy heavily reliant on diversification to mitigate specific idiosyncratic risks.

The portfolio is predominantly structured...

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

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

VANGUARD INDEX FDS

$2.5B6.9M10.8%02

VANGUARD BD INDEX FDS

$1.4B18.9M5.9%03

SPDR SERIES TRUST

$1.3B10.5M5.3%04

VANGUARD BD INDEX FDS

$1.2B15.3M5.1%05

SPDR INDEX SHS FDS

$1.1B22.4M4.8%06

SPDR SERIES TRUST

$1.1B18.5M4.8%07

$519M1.8M2.2%08

J P MORGAN EXCHANGE TRADED F

$487M9.1M2.1%09

$477M20.9M2.0%10

VANGUARD INDEX FDS

Filing history

5,255 positionsView →2026Q1Mar 31

5,192 positionsView →2025Q4Dec 31

5,179 positionsView →2025Q3Sep 30

4,916 positionsView →2025Q2Jun 30

$20.9B▲ 17.6%

4,588 positionsLocked 2025Q1Mar 31

4,056 positionsLocked 2024Q4Dec 31

$18.2B▲ 10.7%

3,967 positionsLocked 2024Q3Sep 30

3,794 positionsLocked 2024Q2Jun 30

4,132 positionsLocked 2024Q1Mar 31

4,006 positionsLocked 2023Q4Dec 31

$13.1B▲ 12.1%

4,025 positionsLocked 2023Q3Sep 30

3,978 positionsLocked

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