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
AAPLApple Inc Com
13.6%
MSFTMicrosoft Corp Com
5.9%
VOOVanguard S&P 500 ETF
4.7%
CGDVCapital Group Dividend Value ETF
4.6%
AMZNAmazon Com Inc Com
3.0%
NVDANvidia Corporation Com
2.9%
AVDEAvantis International Equity ETF
2.6%
BRKBBerkshire Hathaway Inc Del Cl B New
2.5%
SGOViShares 0-3 Month Treasury Bond ETF
2.2%
TAXF1.4%JSMD1.4%IYW1.3%AAPLApple Inc Com
13.6%
MSFT5.9%VOO4.7%CGDV4.6%AMZN3.0%NVDA2.9%AVDE2.6%BRKB2.5%SGOV2.2%TAXF1.4%JSMD1.4%IYWBoxes 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% BRKB 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%