Allied Private Wealth LLC
812 holdingsFiling period: 2026-06-30Current AUM: $159.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc.com | 67.8K | $21.2M | $25.1M | 15.74% | -- | 2026-06-30 |
| 2 | MSFT | Microsoft Corp.com | 24.1K | $9.3M | $13.2M | 8.24% | -- | 2026-06-30 |
| 3 | VOO | Vanguard S&P 500 ETF | 10.7K | $7.4M | $7.2M | 4.54% | -- | 2026-06-30 |
| 4 | CGDV | Capital Group Dividend Value ETF | 147.4K | $7.2M | $6.9M | 4.32% | -- | 2026-06-30 |
| 5 | AMZN | Amazon.com Inc.com | 19.0K | $4.6M | $5.0M | 3.16% | -- | 2026-06-30 |
| 6 | NVDA | NVIDIA Corporation.com | 22.5K | $4.6M | $4.3M | 2.68% | -- | 2026-06-30 |
| 7 | AVDE | Avantis International Equity ETF | 45.5K | $4.1M | $4.0M | 2.50% | -- | 2026-06-30 |
| 8 | BRK-B | Berkshire Hathaway Inc Del CL B New | 8.0K | $4.0M | $4.0M | 2.48% | -- | 2026-06-30 |
| 9 | SGOV | iShares 0-3 Month Treasury Bond ETF | 34.9K | $3.5M | $3.5M | 2.19% | -- | 2026-06-30 |
| 10 | TAXF | American Century Diversified Municipal Bond ETF | 43.9K | $2.2M | $2.1M | 1.34% | -- | 2026-06-30 |
| 11 | JSMD | Janus Henderson Small/Mid Cap Growth Alpha ETF | 22.2K | $2.1M | $1.8M | 1.14% | -- | 2026-06-30 |
| 12 | IYW | iShares U.S. Technology ETF | 8.5K | $2.1M | $1.9M | 1.18% | -- | 2026-06-30 |
| 13 | FTEC | Fidelity Msci Information Technology Index ETF | 7.4K | $2.0M | $1.8M | 1.16% | -- | 2026-06-30 |
| 14 | BX | Blackstone Inc.com | 15.2K | $1.8M | $1.8M | 1.14% | -- | 2026-06-30 |
| 15 | GOOG | Alphabet Inc Cap Stk CL C | 4.6K | $1.7M | $1.3M | 0.84% | -- | 2026-06-30 |
| 16 | C | Citigroup Inc.com New | 11.8K | $1.6M | $1.4M | 0.86% | -- | 2026-06-30 |
| 17 | PPA | Invesco Aerospace & Defense ETF | 9.2K | $1.6M | $1.4M | 0.88% | -- | 2026-06-30 |
| 18 | META | Meta Platforms Inc CL A | 2.4K | $1.5M | $1.6M | 0.99% | -- | 2026-06-30 |
| 19 | SKYX | Skyx Platforms Corp.com | 1.12M | $1.3M | $872K | 0.55% | -- | 2026-06-30 |
| 20 | — | Everest Group Ltd.com | 3.3K | $1.2M | $1.2M | 0.77% | -- | 2026-06-30 |
| 21 | KORP | American Century Diversified Corporate Bond ETF | 25.7K | $1.2M | $1.1M | 0.72% | -- | 2026-06-30 |
| 22 | JMUB | JPMorgan Municipal ETF | 23.4K | $1.2M | $1.1M | 0.72% | -- | 2026-06-30 |
| 23 | VGT | Vanguard Information Technology ETF | 10.0K | $1.2M | $1.0M | 0.66% | -- | 2026-06-30 |
| 24 | COPX | Global X Copper Miners ETF | 15.7K | $1.1M | $1.1M | 0.67% | -- | 2026-06-30 |
| 25 | SGOL | Abrdn Physical Gold Shares ETF | 28.7K | $1.1M | $1.1M | 0.71% | -- | 2026-06-30 |
← Scroll →
Page 1 of 33