account_balance
Investment manager · 13F filer · SEC CIK 1555170
Allworth Financial LP
Reported value$28.1Bas of Sep 30, 2026
Positions5,240 231 new, 105 sold out
Top 10 weight45.8%VTI alone is 11%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
11.1%Added +22%
BNDVanguard Bd Index FDS
6.0%Added +22%
SPYGSPDR Series Trust
5.4%Added +22%
BSVVanguard Bd Index FDS
5.2%Added +22%
SPDWSPDR Index SHS FDS
5.1%Added +27%
SPYVSPDR Series Trust
4.8%Added +21%
JBNDJ P Morgan Exchange Traded F
2.2%Added +30%
GOVTiShares Tr
2.1%Added +26%
AAPLApple Inc
2.0%Added +10%
VOVanguard Index FDS
1.8%Added +23%
SPEMSPDR Index SHS FDS
1.7%Added +27%
DFACDimensional ETF Trust
1.3%Added +25%
VTIVanguard Index FDS
11.1%Added +22%
BND6.0%
SPYG5.4%
BSV5.2%
SPDW5.1%
SPYV4.8%
JBND2.2%
GOVT2.1%
AAPL2.0%VO1.8%
SPEM1.7%
DFAC1.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 11.1% Added +22%
BND Vanguard Bd Index FDS 6.0% Added +22%
SPYG SPDR Series Trust 5.4% Added +22%
BSV Vanguard Bd Index FDS 5.2% Added +22%
SPDW SPDR Index SHS FDS 5.1% Added +27%
SPYV SPDR Series Trust 4.8% Added +21%
JBND J P Morgan Exchange Traded F 2.2% Added +30%
GOVT iShares Tr 2.1% Added +26%
AAPL Apple Inc 2.0% Added +10%VO Vanguard Index FDS 1.8% Added +23%
SPEM SPDR Index SHS FDS 1.7% Added +27%
DFAC Dimensional ETF Trust 1.3% Added +25%
What changed