account_balance

Investment manager · 13F filer · SEC CIK 2132253

Allied Private Wealth LLC

Reported value$156Mas of Jun 30, 2026
Positions906
Top 10 weight43.6%AAPL alone is 14%
FiledJul 99 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

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
AAPL Apple Inc Com 13.6% MSFT Microsoft Corp Com 5.9%
VOO Vanguard S&P 500 ETF 4.7%
CGDV Capital Group Dividend Value ETF 4.6%
AMZN Amazon Com Inc Com 3.0% NVDA Nvidia Corporation Com 2.9%
AVDE Avantis International Equity ETF 2.6%
BRK-B Berkshire Hathaway Inc Del Cl B New 2.5%
SGOV iShares 0-3 Month Treasury Bond ETF 2.2%
TAXF American Century Diversified Municipal Bond ETF 1.4%
JSMD Janus Henderson Small/mid Cap Growth Alpha ETF 1.4%
IYW iShares U.s. Technology ETF 1.3%

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate.

This is data, not investment advice. About StockToast