Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc Com | $21.2M | 13.6% | |
| MSFTMicrosoft Corp Com | $9.3M | 5.9% | |
| VOOVanguard S&p 500 Etf | $7.4M | 4.7% | |
| CGDVCapital Group Dividend Value Etf | $7.2M | 4.6% | |
| AMZNAmazon Com Inc Com | $4.6M | 3.0% | |
| NVDANvidia Corporation Com | $4.6M | 2.9% | |
| AVDEAvantis International Equity Etf | $4.1M | 2.6% | |
| BRK/BBerkshire Hathaway Inc Del Cl B New | $4.0M | 2.5% | |
| SGOVIshares 0-3 Month Treasury Bond Etf | $3.5M | 2.2% | |
| TAXFAmerican Century Diversified Municipal Bond Etf | $2.2M | 1.4% | |
| JSMDJanus Henderson Small/mid Cap Growth Alpha Etf | $2.1M | 1.4% | |
| IYWIshares U.s. Technology Etf | $2.1M | 1.3% | |
| FTECFidelity Msci Information Technology Index Etf | $2.0M | 1.3% | |
| BXBlackstone Inc Com | $1.8M | 1.2% | |
| GOOGAlphabet Inc Cap Stk Cl C | $1.7M | 1.1% | |
| CCitigroup Inc Com New | $1.6M | 1.0% | |
| PPAInvesco Aerospace & Defense Etf | $1.6M | 1.0% | |
| METAMeta Platforms Inc Cl A | $1.5M | 0.9% | |
| SKYXSkyx Platforms Corp Com | $1.3M | 0.8% | |
| Everest Group Ltd ComCUSIP G3223R108 | $1.2M | 0.8% | |
| KORPAmerican Century Diversified Corporate Bond Etf | $1.2M | 0.8% | |
| JMUBJpmorgan Municipal Etf | $1.2M | 0.8% | |
| VGTVanguard Information Technology Etf | $1.2M | 0.7% | |
| COPXGlobal X Copper Miners Etf | $1.1M | 0.7% | |
| SGOLAbrdn Physical Gold Shares Etf | $1.1M | 0.7% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Allied Private Wealth LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2132253&type=13F-HR&dateb=&owner=include&count=40CIK 2132253
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2132253/000213225326000001/Filed July 9, 2026 · accession 0002132253-26-000001