Q2 2026 13F · SEC CIK 2132253

Allied Private Wealth LLC

Wealth managerFiled 2026-07-09 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $156.0M
Reported positions: 903
Holdings vs S&P 500, 3 yrs: —
Assets under management: $224.5M

Allied Private Wealth LLC is a wealth manager that reported 903 positions worth $156.0M in its Q2 2026 13F, filed 2026-07-09. Its largest holdings were Apple Inc (AAPL, 13.6%), Microsoft Corp (MSFT, 5.9%), Vanguard Index Fds (VOO, 4.7%).

Allied Private Wealth LLC holdings largest 50 of 903 positions.

Weights are shares of the filer's total reported 13F value, compared with the prior quarter. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Allied Private Wealth LLC 13F holdings
Stock	% of 13F value	Prior quarter	Shares	Share change	Reported value
AAPLApple Inc	13.6%	—	67,800	—	$21.2M
MSFTMicrosoft Corp	5.9%	—	24,134	—	$9.3M
VOOVanguard Index Fds	4.7%	—	10,747	—	$7.4M
CGDVCapital Group Dividend Value	4.6%	—	147,354	—	$7.2M
AMZNAmazon Com Inc	3.0%	—	19,030	—	$4.6M
NVDANvidia Corporation	2.9%	—	22,476	—	$4.6M
AVDEAvantis International Equity ETF	2.6%	—	45,515	—	$4.1M
BRK-BBerkshire Hathaway Inc Del	2.5%	—	8,002	—	$4.0M
SGOVIshares Tr	2.2%	—	34,899	—	$3.5M
TAXFAmerican Centy ETF Tr	1.4%	—	43,894	—	$2.2M
JSMDJanus Detroit Str Tr	1.4%	—	22,193	—	$2.1M
IYWIshares Tr	1.3%	—	8,538	—	$2.1M
FTECFidelity Covington Trust	1.3%	—	7,403	—	$2.0M
BXBlackstone Inc	1.2%	—	15,158	—	$1.8M
GOOGAlphabet Inc	1.1%	—	4,646	—	$1.7M
CCitigroup Inc	1.0%	—	11,788	—	$1.6M
PPAInvesco Aerospace & Defense ETF	1.0%	—	9,225	—	$1.6M
METAMeta Platforms Inc	0.9%	—	2,412	—	$1.5M
SKYXSkyx Platforms Corp	0.8%	—	1,123,352	—	$1.3M
REEverest Group Ltd	0.8%	—	3,334	—	$1.2M
KORPAmerican Centy ETF Tr	0.8%	—	25,733	—	$1.2M
JMUBJ P Morgan Exchange Traded F	0.8%	—	23,426	—	$1.2M
VGTVanguard World Fd	0.7%	—	10,008	—	$1.2M
COPXGlobal X Fds	0.7%	—	15,730	—	$1.1M
SGOLEtfs Gold Tr	0.7%	—	28,673	—	$1.1M
JEPIJ P Morgan Exchange Traded F	0.7%	—	18,693	—	$1.1M
AVGOBroadcom Inc	0.7%	—	2,663	—	$1.0M
MUMicron Technology Inc	0.7%	—	1,076	—	$1.0M
XLUSelect Sector Spdr Tr	0.6%	—	21,987	—	$997K
SPMCSound Point Meridian Cap Inc	0.6%	—	94,982	—	$984K
XOMExxonmobil Holdings Corp	0.6%	—	6,927	—	$978K
LLYEli Lilly & Co	0.6%	—	800	—	$974K
GOOGLAlphabet Inc	0.6%	—	2,620	—	$949K
ABBVAbbvie Inc	0.6%	—	3,490	—	$882K
VHTVanguard World Fd	0.6%	—	2,801	—	$859K
SETMSprott Fds Tr	0.5%	—	28,588	—	$844K
PGProcter & Gamble Co	0.5%	—	5,433	—	$806K
COSTCostco Wholesale Corporation	0.5%	—	821	—	$783K
SDCIUscf ETF Tr	0.5%	—	28,286	—	$778K
PCTPurecycle Technologies Inc	0.5%	—	106,499	—	$775K
GLDSpdr Gold Tr	0.5%	—	2,062	—	$772K
VZVerizon Communications Inc	0.5%	—	17,080	—	$725K
JPMJpmorgan Chase & Co	0.5%	—	2,188	—	$724K
IAUIshares Gold Tr	0.5%	—	9,295	—	$713K
CIBRFirst Tr Exchange-Traded Fd	0.4%	—	7,595	—	$696K
IRMIron Mtn Inc Del	0.4%	—	5,945	—	$686K
NEENextera Energy Inc	0.4%	—	7,703	—	$674K
XLESelect Sector Spdr Tr	0.4%	—	12,093	—	$672K
NFLXNetflix Inc.	0.4%	—	8,703	—	$658K
UTGReaves Util Income Fd	0.4%	—	16,422	—	$653K

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$156.0M	903

Questions about Allied Private Wealth LLC's portfolio

What stocks does Allied Private Wealth LLC own?

Allied Private Wealth LLC's latest 13F, for Q2 2026 and filed Jul 9, 2026, lists 903 positions worth $156.0M. The largest are Apple Inc (AAPL) at 13.6%, Microsoft Corp (MSFT) at 5.9%, Vanguard Index Fds (VOO) at 4.7%, Capital Group Dividend Value (CGDV) at 4.6% and Amazon Com Inc (AMZN) at 3.0%.

When is Allied Private Wealth LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Allied Private Wealth LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Allied Private Wealth LLC manage?

Allied Private Wealth LLC reported $224.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $156.0M.