Allworth Financial LP
CIK 1555170
13F filing for Q2 2026・No. 331
- Holdings
- US$23.56B
- Quarter change
- −US$1.11B
- Entries
- 5,255
- Net bought (estimate)
- −US$3.3B
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 307
- Sold out 341
- Cut 1,784
- Added 2,405
- Corporate actions 8
- Unchanged 618
Largest holdings
5,114 stocks worth US$23.5B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDSTOTAL STK MKT | Cut | 6,883,739 | US$2.55B | 10.84% |
| VANGUARD BD INDEX FDSTOTAL BND MRKT | Cut | 18,868,185 | US$1.39B | 5.89% |
| SPDR SERIES TRUSTST STR P500GRW | Cut | 10,545,678 | US$1.25B | 5.34% |
| VANGUARD BD INDEX FDSSHORT TRM BOND | Cut | 15,333,291 | US$1.19B | 5.08% |
| SPDR INDEX SHS FDSST STR PO EX ETF | Cut | 22,428,705 | US$1.13B | 4.81% |
| SPDR SERIES TRUSTST STR P500VAL | Cut | 18,476,358 | US$1.12B | 4.78% |
| AAPLAppleCOM | Cut | 1,767,359 | US$511.4M | 2.18% |
| J P MORGAN EXCHANGE TRADED FACTIVE BOND ETF | Added | 9,101,672 | US$486.94M | 2.07% |
| ISHARES TRUS TREAS BD ETF | Cut | 20,921,820 | US$476.6M | 2.03% |
| VANGUARD INDEX FDSMID CAP ETF | AddedSplit 3:1 | 5,151,020 | US$415.02M | 1.77% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 11, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.