Allied Private Wealth LLC
Clone Performance
Aug 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 1 quarter. Past performance does not predict future results.
Portfolio Concentration
700 tracked positions · as of Jun 30, 2026Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 45.2% | $41,926,816 |
| Financial Services | 17.9% | $16,602,586 |
| Consumer Cyclical | 7.1% | $6,589,544 |
| Healthcare | 5.5% | $5,140,693 |
| Industrials | 5.0% | $4,629,328 |
| Communication Services | 4.8% | $4,469,698 |
| Unclassified | 4.3% | $4,022,245 |
| Consumer Defensive | 3.8% | $3,529,427 |
| Energy | 2.1% | $1,928,574 |
| Utilities | 2.0% | $1,820,374 |
| Real Estate | 1.7% | $1,557,752 |
| Basic Materials | 0.7% | $615,645 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
First | 67,800 | $19,618,608 | 21.13% | |
| MSFT |
Microsoft Corp
Technology
|
First | 24,134 | $9,002,464 | 9.70% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 19,030 | $4,535,610 | 4.89% | |
| NVDA |
Nvidia Corp
Technology
|
First | 22,476 | $4,497,222 | 4.84% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 8,002 | $4,004,120 | 4.31% | |
| BX |
Blackstone Inc.
Financial Services
|
First | 15,158 | $1,783,641 | 1.92% | |
| C |
Citigroup Inc
Financial Services
|
First | 11,788 | $1,649,848 | 1.78% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 2,412 | $1,358,655 | 1.46% | |
| MU |
Micron Technology Inc
Technology
|
First | 1,076 | $1,242,016 | 1.34% | |
| SKYX |
SKYX Platforms Corp.
Industrials
|
First | 1,123,352 | $1,241,303 | 1.34% | |
| EG |
Everest Group, Ltd.
Financial Services
|
First | 3,334 | $1,191,004 | 1.28% | |
| SGOL |
abrdn Gold ETF Trust
|
First | 28,673 | $1,096,168 | 1.18% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 2,663 | $1,005,948 | 1.08% | |
| LLY |
ELI LILLY & Co
Healthcare
|
First | 800 | $959,544 | 1.03% | |
| SPMC |
Sound Point Meridian Capital, Inc.
Financial Services
|
First | 94,982 | $940,321 | 1.01% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 2,620 | $936,309 | 1.01% | |
| ABBV |
AbbVie Inc.
Healthcare
|
First | 3,490 | $878,223 | 0.95% | |
| GLW |
Corning Inc /Ny
Technology
|
First | 3,429 | $875,869 | 0.94% | |
| PCT |
PureCycle Technologies, Inc.
Industrials
|
First | 106,499 | $863,706 | 0.93% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
First | 5,433 | $796,695 | 0.86% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
First | 821 | $768,020 | 0.83% | |
| GLD |
Spdr Gold Trust
|
First | 2,062 | $759,599 | 0.82% | |
| IRM |
Iron Mountain Inc
Real Estate
|
First | 5,945 | $750,912 | 0.81% | |
| VZ |
Verizon Communications Inc
Communication Services
|
First | 17,080 | $723,167 | 0.78% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 2,188 | $716,198 | 0.77% | |
| IAU |
Ishares Gold Trust
|
First | 9,295 | $701,865 | 0.76% | |
| NEE |
Nextera Energy Inc
Utilities
|
First | 7,703 | $676,092 | 0.73% | |
| UTG |
Reaves Utility Income Fund
Financial Services
|
First | 16,422 | $668,703 | 0.72% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
First | 1,086 | $630,868 | 0.68% | |
| NFLX |
Netflix Inc
Communication Services
|
First | 8,703 | $621,394 | 0.67% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
First | 4,826 | $563,049 | 0.61% | |
| UBER |
Uber Technologies, Inc
Technology
|
First | 7,662 | $552,889 | 0.60% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 2,144 | $544,511 | 0.59% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
First | 1,066 | $509,089 | 0.55% | |
| ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
Financial Services
|
First | 32,166 | $467,693 | 0.50% | |
| NVO |
Novo Nordisk A S
Healthcare
|
First | 9,681 | $464,107 | 0.50% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
First | 1,068 | $449,200 | 0.48% | |
| MPLX |
Mplx LP
Energy
|
First | 7,807 | $439,768 | 0.47% | |
| V |
Visa Inc.
Financial Services
|
First | 1,222 | $419,255 | 0.45% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
First | 1,183 | $417,220 | 0.45% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
First | 3,667 | $415,324 | 0.45% | |
| CAT |
Caterpillar Inc
Industrials
|
First | 390 | $415,311 | 0.45% | |
| KO |
Coca Cola Co
Consumer Defensive
|
First | 4,778 | $388,308 | 0.42% | |
| COF |
Capital One Financial Corp
Financial Services
|
First | 1,861 | $373,353 | 0.40% | |
| ADP |
Automatic Data Processing Inc
Technology
|
First | 1,604 | $359,215 | 0.39% | |
| FTNT |
Fortinet, Inc.
Technology
|
First | 2,269 | $348,563 | 0.38% | |
| AUID |
authID Inc.
Technology
|
First | 318,000 | $340,260 | 0.37% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
First | 2,496 | $337,958 | 0.36% | |
| T |
At&T Inc.
Communication Services
|
First | 16,297 | $337,347 | 0.36% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
First | 799 | $332,088 | 0.36% |
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.