StockDriftsStockDriftsTop 50 Allied Private Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 13.62% | 67.8K | $21.2M | new | $267.99(+14.43%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP COM | 5.93% | 24.1K | $9.3M | new | $365.99(+37.37%) | 2026-06-30 | |
| VOO | VANGUARD S&P 500 ETF | 4.72% | 10.7K | $7.4M | new | $633.87(+12.17%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | 4.6% | 147.4K | $7.2M | new | $45.37(+13.08%) | 2026-06-30 | |
| AMZN | AMAZON COM INC COM | 2.97% | 19.0K | $4.6M | new | $219.64(+25.18%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION COM | 2.94% | 22.5K | $4.6M | new | $182.63(+20.71%) | 2026-06-30 | |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | 2.6% | 45.5K | $4.1M | new | $85.72(+9.58%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 2.54% | 8.0K | $4.0M | new | $487.53(+7.35%) | 2026-06-30 | |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 2.25% | 34.9K | $3.5M | new | $100.67(-0.16%) | 2026-06-30 | |
| TAXF | AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF | 1.42% | 43.9K | $2.2M | new | $50.38(-0.58%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Allied Private Wealth LLC reports $156.00M in US-listed equity holdings across 906 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (13.6%), MSFT (5.9%) and VOO (4.7%). The top 20 holdings account for 54.49% of reported assets. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Allied Private Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2132253). View Allied Private Wealth LLC’s 13F filings on SEC