§ 13F · FUND PROFILE
Allworth Financial LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $22.7B (13F)Positions · 4916Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$327M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 8.50M | $2.7B | 11.1% | ±0% |
| 2 | BND | VANGUARD BD INDEX FDS | 24.19M | $1.8B | 7.2% | +14% |
| 3 | BSV | VANGUARD BD INDEX FDS | 17.53M | $1.4B | 5.6% | −11% |
| 4 | SPDW | SPDR INDEX SHS FDS | 29.47M | $1.3B | 5.5% | −1% |
| 5 | SPYG | SPDR SERIES TRUST | 12.41M | $1.2B | 4.9% | ±0% |
| 6 | SPYV | SPDR SERIES TRUST | 19.77M | $1.1B | 4.5% | ±0% |
| 7 | GOVT | ISHARES TR | 23.37M | $535M | 2.2% | +1% |
| 8 | AAPL | APPLE INC | 1.90M | $483M | 2.0% | +1% |
| 9 | VO | VANGUARD INDEX FDS | 1.53M | $440M | 1.8% | +1% |
| 10 | SPEM | SPDR INDEX SHS FDS | 9.33M | $438M | 1.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALLWORTH SIGNAL
AC read
Allworth Financial LP is a Other fund managing $22.7 billion in assets. The fund runs a massive portfolio of 4,916 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed