StockDriftsStockDriftsTop 50 Allworth Financial LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 10.84% | 6.88M | $2.55B | -19.06%(-1.62M) | $180.88(+111.94%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 5.89% | 18.87M | $1.39B | -22.01%(-5.33M) | $77.27(-6.50%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 5.34% | 10.55M | $1.25B | -15.02%(-1.86M) | $61.16(+100.91%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 5.08% | 15.33M | $1.19B | -12.51%(-2.19M) | $77.95(-0.43%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 4.81% | 22.43M | $1.13B | -23.90%(-7.04M) | $31.33(+66.63%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 4.78% | 18.48M | $1.12B | -6.53%(-1.29M) | $42.13(+50.51%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.18% | 1.77M | $511.4M | -7.10%(-134.99K) | $179.33(+70.29%) | 2026-06-30 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 2.07% | 9.10M | $486.9M | +48.48%(+2.97M) | $53.94(-2.48%) | 2026-06-30 | |
| GOVT | ISHARES TR | 2.03% | 20.92M | $476.6M | -10.49%(-2.45M) | $23.89(-5.97%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 1.77% | 5.15M | $415.0M | -15.97%(-979.08K) | $58.34(+44.55%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.63% | +39.10% | +5.03% | +27.83% |
| Top 20 Holdings Unweighted | +11.25% | +37.70% | +5.25% | +29.15% |
Allworth Financial LP reports $23.56B in US-listed equity holdings across 5,124 positions in its most recent 13F filing. Its largest disclosed positions are VTI (10.8%), BND (5.9%) and SPYG (5.3%). The top 20 holdings account for 56.22% of reported assets. Its disclosed equity book has returned +39.10% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Allworth Financial LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1555170). View Allworth Financial LP’s 13F filings on SEC