Allied Private Wealth LLC

Position in COST — Costco Wholesale Corp /New

CIK 2132253 BOCA RATON, FL

Position in COST

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$768,020

New position

Shares Held

821

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.83%

of 13F equity value

Holder Rank

#2,796

of 4,178 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Allied Private Wealth LLC holds $1,193,066 across 6 Discount Stores names. COST ranks #1 (64.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New This page	821	$768,020
2	WMT	Walmart Inc.	3,667	$415,324
3	TGT	Target Corp	40	$5,224
4	OLLI	Ollie's Bargain Outlet Holdings, Inc.	40	$3,075
5	BJ	BJ's Wholesale Club Holdings, Inc.	15	$1,308
6	DG	Dollar General Corp	1	$115

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$768,020	821	—	Shares	Sole	2026-07-09
No filing history on record for this holder in this stock.