AI Analysis · Q1 2026 · Q1 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...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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