ALLSTREET CAPITAL ADVISORS LLC

Registered adviser

CIK

2130022

Location

LOS ANGELES, CA

Portfolio Value

Small $140,390,467

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,342 / 8,827 ▲ 53 · as of Jun 2026

Top Industry

Insurance - Diversified 30.2%

Period ended 38 days ago

Filed Nov 4, 2026 · 3d

4 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 283564

Roster of Nov 1, 2026

Regulatory AUM

$218,000,000

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Nov 2026	$218,000,000	Individuals and high net worth (100%)
Apr 2025 to Feb 2026	$194,000,000	Individuals and high net worth (100%)
Apr 2024 to Mar 2025	$190,000,000	Individuals and high net worth (100%)
May 2023 to Mar 2024	$180,000,000	Individuals and high net worth (100%)
Mar 2023 to Apr 2023	$180,000,000	Individuals and high net worth (100%)
Apr 2022 to Feb 2023	$183,000,000	Individuals and high net worth (100%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 93.5% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 3.0 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 90.1%; sector active share 85.7% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

68 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

28.0%

+0.0 pts

Top 5

82.7%

+5.0 pts

Top 10

95.9%

+2.4 pts

HHI

1,670

Moderately concentrated+117

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	98.2%	$137,918,596	60
Financial Services	0.9%	$1,270,388	3
Technology	0.7%	$968,098	3
Healthcare	0.2%	$233,385	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
IAGG	iShares Core International Aggregate Bond ETF	+12,235	92,295	$4,540,914
BCI	abrdn Bloomberg All Commodity Strategy K-1 Free ETF	+5,043	294,649	$7,622,569
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	+3,618	34,114	$2,633,941
IDEV	iShares Core MSCI International Developed Markets ETF	+1,271	61,258	$5,481,365
SCHH	Schwab U.S. REIT ETF	+1,138	58,997	$1,300,293
VEA	Vanguard FTSE Developed Markets ETF	+1,054	260,843	$18,418,124
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+785	107,552	$6,378,909
BCD	abrdn ETFs	+703	33,185	$1,276,626
DFCF	Dimensional Core Fixed Income ETF	+611	12,452	$499,574
IYR	iShares U.S. Real Estate ETF	+393	23,634	$2,246,175
DFUS	Dimensional U.S. Equity Market ETF	+375	4,115	$341,668
PHO	Victory Portfolios II	+278	77,669	$0
USHY	iShares Broad USD High Yield Corporate Bond ETF	+214	29,231	$1,044,131
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+48	5,171	$362,745
IWO	iShares Russell 2000 Growth ETF	+45	3,931	$1,402,973
IWR	iShares Russell Mid-Cap ETF	+18	3,023	$322,584
—		+11	6,142	$0
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BNDX	Vanguard Total International Bond ETF	−15,434	90,680	$4,250,171
SPHY	State Street(R) SPDR(R) Portfolio High Yield Bond ETF	−8,020	96,360	$2,176,772
SCHP	Schwab U.S. TIPS ETF	−2,980	31,577	$793,530
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	−2,728	149,422	$13,843,948
MGV	VANGUARD MORNINGSTAR MEGA CAP VALUE INDEX FUND	−1,476	81,486	$13,126,579
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	−780	8,621	$488,465
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	−778	12,550	$722,378
SHY	iShares 1-3 Year Treasury Bond ETF	−648	19,226	$1,561,151
IJH	iShares Core S&P Mid-Cap ETF	−596	15,694	$1,129,183
IEMG	iShares Trust	−558	37,873	$0
TIP	iShares TIPS Bond ETF	−553	23,227	$2,416,537
IWF	iShares Russell 1000 Growth ETF	−409	36,520	$4,574,495
IWD	iShares Russell 1000 Value ETF	−348	12,306	$3,051,026
DFAI	Dimensional International Core Equity Market ETF	−337	5,311	$220,034
IWS	iShares Russell Mid-Cap Value ETF	−263	8,420	$1,353,430
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	−238	6,728	$519,738
IJS	iShares S&P Small-Cap 600 Value ETF	−231	6,547	$838,670
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	−225	9,730	$478,910
IVW	iShares S&P 500 Growth ETF	−212	17,438	$2,480,729
VTV	VANGUARD VALUE INDEX FUND	−185	11,892	$2,569,623
DFAE	Dimensional Emerging Core Equity Market ETF	−153	8,844	$347,657
VOE	VANGUARD MID-CAP VALUE INDEX FUND	−136	22,290	$4,358,363
—		−130	12,477	$0
IJT	iShares S&P Small-Cap 600 Growth ETF	−124	4,250	$681,402
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	−63	13,736	$4,640,432
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
MSFT	Microsoft Corp	511	$262,091
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	3,384	$206,863
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
EWY	iShares Trust	1,083	$218,657
ITA	iShares U.S. Aerospace & Defense ETF	826	$200,238
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

68 tracked positions · $140,390,467 total · filing declares 68 positions · $152,117,209 · as of Sep 30, 2026

All sectors Financial Services Healthcare Technology

Showing 1–50 of 68 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VEA	Vanguard FTSE Developed Markets ETF	Added	260,843	+1,054	$18,418,124	−0.5%	13.12%
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	Reduced	149,422	-2,728	$13,843,948	+3.5%	9.86%
MGV	VANGUARD MORNINGSTAR MEGA CAP VALUE INDEX FUND	Reduced	81,486	-1,476	$13,126,579	−3.2%	9.35%
BCI	abrdn Bloomberg All Commodity Strategy K-1 Free ETF	Added	294,649	+5,043	$7,622,569	+17.8%	5.43%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	107,552	+785	$6,378,909	+0.1%	4.54%
IDEV	iShares Core MSCI International Developed Markets ETF	Added	61,258	+1,271	$5,481,365	+2.7%	3.90%
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	Reduced	13,736	-63	$4,640,432	−8.0%	3.31%
IWF	iShares Russell 1000 Growth ETF	Reduced	36,520	-409	$4,574,495	−0.2%	3.26%
IAGG	iShares Core International Aggregate Bond ETF	Added	92,295	+12,235	$4,540,914	+12.1%	3.23%
VOE	VANGUARD MID-CAP VALUE INDEX FUND	Reduced	22,290	-136	$4,358,363	−1.6%	3.10%
BNDX	Vanguard Total International Bond ETF	Reduced	90,680	-15,434	$4,250,171	−17.3%	3.03%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Reduced	17,621	-52	$4,070,979	−5.2%	2.90%
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	Reduced	13,177	-46	$3,849,001	−5.0%	2.74%
IWD	iShares Russell 1000 Value ETF	Reduced	12,306	-348	$3,051,026	−0.5%	2.17%
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	Added	34,114	+3,618	$2,633,941	+8.0%	1.88%
VTV	VANGUARD VALUE INDEX FUND	Reduced	11,892	-185	$2,569,623	−2.4%	1.83%
IVW	iShares S&P 500 Growth ETF	Reduced	17,438	-212	$2,480,729	+2.2%	1.77%
TIP	iShares TIPS Bond ETF	Reduced	23,227	-553	$2,416,537	−7.1%	1.72%
VUG	VANGUARD GROWTH INDEX FUND	Reduced	26,442	-13	$2,382,688	+4.6%	1.70%
IYR	iShares U.S. Real Estate ETF	Added	23,634	+393	$2,246,175	−5.5%	1.60%
SPHY	State Street(R) SPDR(R) Portfolio High Yield Bond ETF	Reduced	96,360	-8,020	$2,176,772	−11.0%	1.55%
IVE	iShares S&P 500 Value ETF	Held	7,102	0	$1,621,244	+0.5%	1.15%
SHY	iShares 1-3 Year Treasury Bond ETF	Reduced	19,226	-648	$1,561,151	−4.3%	1.11%
IWO	iShares Russell 2000 Growth ETF	Added	3,931	+45	$1,402,973	−8.4%	1.00%
IWS	iShares Russell Mid-Cap Value ETF	Reduced	8,420	-263	$1,353,430	−5.3%	0.96%
SCHH	Schwab U.S. REIT ETF	Added	58,997	+1,138	$1,300,293	−5.1%	0.93%
BCD	abrdn ETFs	Added	33,185	+703	$1,276,626	+15.1%	0.91%
IJH	iShares Core S&P Mid-Cap ETF	Reduced	15,694	-596	$1,129,183	−10.1%	0.80%
USHY	iShares Broad USD High Yield Corporate Bond ETF	Added	29,231	+214	$1,044,131	−2.8%	0.74%
VEU	Vanguard International Equity Index Funds	Held	11,061	0	$917,731	−0.9%	0.65%
IJS	iShares S&P Small-Cap 600 Value ETF	Reduced	6,547	-231	$838,670	−9.5%	0.60%
SCHP	Schwab U.S. TIPS ETF	Reduced	31,577	-2,980	$793,530	−13.3%	0.57%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	1	0	$747,005	−0.2%	0.53%
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	Reduced	12,550	-778	$722,378	−6.9%	0.51%
IJT	iShares S&P Small-Cap 600 Growth ETF	Reduced	4,250	-124	$681,402	−12.8%	0.49%
IEFA	iShares Core MSCI EAFE ETF	Reduced	6,860	-20	$664,596	+0.0%	0.47%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	1,646	-17	$615,999	+0.1%	0.44%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Reduced	6,728	-238	$519,738	−5.6%	0.37%
IWM	iShares Russell 2000 ETF	Reduced	1,829	-17	$508,260	−8.4%	0.36%
DFCF	Dimensional Core Fixed Income ETF	Added	12,452	+611	$499,574	−0.0%	0.36%
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	Reduced	8,621	-780	$488,465	−11.9%	0.35%
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	Reduced	9,730	-225	$478,910	−4.2%	0.34%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Held	8,559	0	$405,354	−6.4%	0.29%
DSI	iShares ESG MSCI KLD 400 ETF	Held	2,766	0	$404,333	+2.7%	0.29%
IVV	iShares Core S&P 500 ETF	Reduced	506	-8	$387,520	+0.7%	0.28%
DJP		Held	7,199	0	$370,892	+17.9%	0.26%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	5,171	+48	$362,745	−3.5%	0.26%
AAPL	Apple Inc. Technology	Held	1,076	0	$358,329	+15.1%	0.26%
AVGO	Broadcom Inc. Technology	Held	990	0	$347,678	−7.0%	0.25%
DFAE	Dimensional Emerging Core Equity Market ETF	Reduced	8,844	-153	$347,657	−3.9%	0.25%

Showing the top 50 of 68 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.