Allworth Financial LP
Top Portfolio Positions
3,015 positions ·
$5,094,547,763 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
1,907,187 | $518,487,856 | 10.18% |
| NVDA |
Nvidia Corp
Technology
|
1,557,100 | $290,399,150 | 5.70% |
| MSFT |
Microsoft Corp
Technology
|
461,336 | $223,111,315 | 4.38% |
| AVGO |
Broadcom Inc.
Technology
|
441,839 | $152,920,477 | 3.00% |
| SPY |
Spdr S&P 500 Etf Trust
|
224,232 | $152,908,285 | 3.00% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
412,927 | $133,053,337 | 2.61% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
566,139 | $130,676,203 | 2.57% |
| GOOGL |
Alphabet Inc.
Communication Services
|
327,311 | $102,448,343 | 2.01% |
| JNJ |
Johnson & Johnson
Healthcare
|
423,224 | $87,586,206 | 1.72% |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
212,008 | $72,951,952 | 1.43% |
Portfolio Trend
Holdings in BWFG
Export CSVShares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $2,520 | 55 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $442 | 10 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $360 | 10 | Shares | Sole | 2025-08-07 | |
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