Allied Private Wealth LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $224,479,019 | Individuals and high net worth (100%) |
| May 2025 to Mar 2026 | $186,978,574 | Individuals and high net worth (100%) |
| Apr 2024 to Apr 2025 | $106,278,000 | Individuals and high net worth (100%) |
| Jan 2024 to Mar 2024 | $0 | — |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 60.9%; sector active share 28.1% against the combined 13F book's sector weights.
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 backtestPortfolio Concentration
900 tracked positions · as of Jun 30, 2026Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 37.5% | $55,008,818 |
| Technology | 28.7% | $42,154,615 |
| Financial Services | 11.4% | $16,774,921 |
| Consumer Cyclical | 4.5% | $6,589,769 |
| Communication Services | 4.2% | $6,146,276 |
| Healthcare | 3.5% | $5,142,854 |
| Industrials | 3.2% | $4,692,724 |
| Consumer Defensive | 2.4% | $3,529,437 |
| Energy | 1.8% | $2,655,601 |
| Utilities | 1.2% | $1,830,916 |
| Real Estate | 1.1% | $1,557,752 |
| Basic Materials | 0.4% | $617,815 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
First | 67,800 | $19,618,608 | 13.37% | |
| MSFT |
Microsoft Corp
Technology
|
First | 24,134 | $9,002,464 | 6.14% | |
| VOO |
VANGUARD 500 INDEX FUND
|
First | 10,747 | $7,381,147 | 5.03% | |
| CGDV |
Capital Group Dividend Value ETF
|
First | 147,354 | $7,261,605 | 4.95% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 19,030 | $4,535,610 | 3.09% | |
| NVDA |
Nvidia Corp
Technology
|
First | 22,476 | $4,497,222 | 3.07% | |
| AVDE |
Avantis International Equity ETF
|
First | 45,515 | $4,059,938 | 2.77% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 8,002 | $4,004,120 | 2.73% | |
| JSMD |
Janus Henderson Small/Mid Cap Growth Alpha ETF
|
First | 22,193 | $2,246,797 | 1.53% | |
| TAXF |
American Century Diversified Municipal Bond ETF
|
First | 43,894 | $2,231,570 | 1.52% | |
| IYW |
iShares, Inc.
|
First | 8,538 | $2,153,539 | 1.47% | |
| FTEC |
Fidelity MSCI Information Technology Index ETF
|
First | 7,403 | $2,114,148 | 1.44% | |
| BX |
Blackstone Inc.
Financial Services
|
First | 15,158 | $1,783,641 | 1.22% | |
| C |
Citigroup Inc
Financial Services
|
First | 11,788 | $1,649,848 | 1.12% | |
| GOOG |
Alphabet Inc.
Communication Services
|
First | 4,646 | $1,641,571 | 1.12% | |
| PPA |
Victory Portfolios II
|
First | 9,225 | $1,629,596 | 1.11% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 2,412 | $1,358,655 | 0.93% | |
| MU |
Micron Technology Inc
Technology
|
First | 1,076 | $1,242,016 | 0.85% | |
| SKYX |
SKYX Platforms Corp.
Industrials
|
First | 1,123,352 | $1,241,303 | 0.85% | |
| KORP |
American Century Diversified Corporate Bond ETF
|
First | 25,733 | $1,205,591 | 0.82% | |
| VGT |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
First | 10,008 | $1,196,156 | 0.82% | |
| EG |
Everest Group, Ltd.
Financial Services
|
First | 3,334 | $1,191,004 | 0.81% | |
| JMUB |
JPMorgan Municipal ETF
|
First | 23,426 | $1,186,644 | 0.81% | |
| SGOL |
abrdn Gold ETF Trust
|
First | 28,673 | $1,096,168 | 0.75% | |
| JEPI |
JPMorgan Equity Premium Income ETF
|
First | 18,693 | $1,055,780 | 0.72% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 2,663 | $1,005,948 | 0.69% | |
| XLU |
State Street(R) Utilities Select Sector SPDR(R) ETF
|
First | 21,987 | $996,890 | 0.68% | |
| LLY |
ELI LILLY & Co
Healthcare
|
First | 800 | $959,544 | 0.65% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
First | 6,927 | $947,059 | 0.65% | |
| SPMC |
Sound Point Meridian Capital, Inc.
Financial Services
|
First | 94,982 | $940,321 | 0.64% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 2,620 | $936,309 | 0.64% | |
| SETM |
Sprott Funds Trust
|
First | 28,588 | $890,802 | 0.61% | |
| ABBV |
AbbVie Inc.
Healthcare
|
First | 3,490 | $878,223 | 0.60% | |
| GLW |
Corning Inc
Technology
|
First | 3,429 | $875,869 | 0.60% | |
| PCT |
PureCycle Technologies, Inc.
Industrials
|
First | 106,499 | $863,706 | 0.59% | |
| VHT |
VANGUARD HEALTH CARE INDEX FUND
|
First | 2,801 | $837,527 | 0.57% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
First | 5,433 | $796,695 | 0.54% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
First | 821 | $768,020 | 0.52% | |
| GLD |
Spdr Gold Trust
|
First | 2,062 | $759,599 | 0.52% | |
| IRM |
Iron Mountain Inc
Real Estate
|
First | 5,945 | $750,912 | 0.51% | |
| SDCI |
USCF ETF Trust
|
First | 28,286 | $747,881 | 0.51% | |
| VZ |
Verizon Communications Inc
Communication Services
|
First | 17,080 | $723,167 | 0.49% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 2,188 | $716,198 | 0.49% | |
| IAU |
Ishares Gold Trust
|
First | 9,295 | $701,865 | 0.48% | |
| AIRR |
First Trust Exchange-Traded Fund VI
|
First | 5,254 | $700,095 | 0.48% | |
|
|
First | 7,595 | $682,410 | 0.47% | ||
| NEE |
Nextera Energy Inc
Utilities
|
First | 7,703 | $676,092 | 0.46% | |
| UTG |
Reaves Utility Income Fund
Financial Services
|
First | 16,422 | $668,703 | 0.46% | |
| RSP |
Victory Portfolios II
|
First | 3,058 | $650,650 | 0.44% | |
| XLE |
State Street(R) Energy Select Sector SPDR(R) ETF
|
First | 12,093 | $642,259 | 0.44% |
Showing the top 50 of 900 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.