§ 13F · FUND PROFILE
Allied Private Wealth LLC.
AUM · $156M (13F)Positions · 906Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$156M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | 68K | $21M | 13.6% | NEW |
| 2 | MSFT | MICROSOFT CORP COM | 24K | $9M | 5.9% | NEW |
| 3 | VOO | VANGUARD S&P 500 ETF | 11K | $7M | 4.7% | NEW |
| 4 | CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | 147K | $7M | 4.6% | NEW |
| 5 | AMZN | AMAZON COM INC COM | 19K | $5M | 3.0% | NEW |
| 6 | NVDA | NVIDIA CORPORATION COM | 22K | $5M | 2.9% | NEW |
| 7 | AVDE | AVANTIS INTERNATIONAL EQUITY ETF | 46K | $4M | 2.6% | NEW |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 8K | $4M | 2.5% | NEW |
| 9 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 35K | $4M | 2.2% | NEW |
| 10 | TAXF | AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF | 44K | $2M | 1.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALLIED SIGNAL
AC read
Allied Private Wealth LLC is a institutional fund managing $156 million in assets. The fund runs a broad portfolio of 906 positions.
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