Allworth Financial LP

CIK

1555170

City

FOLSOM

State / Country

Stock

Top Portfolio Positions

3,781 positions · $5,613,502,379 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	1,935,051	$491,096,593	8.75%
NVDA	Nvidia Corp Technology	1,562,381	$272,479,246	4.85%
MSFT	Microsoft Corp Technology	475,497	$176,014,724	3.14%
SPY	Spdr S&P 500 ETF Trust	220,747	$143,560,603	2.56%
AVGO	Broadcom Inc. Technology	441,902	$136,773,088	2.44%
AMZN	Amazon Com Inc Consumer Cyclical	593,625	$123,634,278	2.20%
JPM	Jpmorgan Chase & Co Financial Services	412,908	$121,461,017	2.16%
JNJ	Johnson & Johnson Healthcare	412,264	$100,773,812	1.80%
GOOGL	Alphabet Inc. Communication Services	337,301	$96,994,275	1.73%
QQQ	Invesco Qqq Trust, Series 1	155,158	$89,554,094	1.60%

25 quarters · across all stocks

19 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$427,320	34,657	-7.2%	Shares	Sole	2026-05-15
2025-12-31	$472,977	37,360	+17.7%	Shares	Sole	2026-02-05
2025-09-30	$390,256	31,754	+0.2%	Shares	Sole	2025-12-02
2025-06-30	$377,990	31,684	+4678.9%	Shares	Sole	2025-08-07
2025-03-31	$8,207	663	0.0%	Shares	Sole	2025-04-30
2024-12-31	$8,128	663	0.0%	Shares	Sole	2025-01-30
2024-09-30	$8,877	663	-33.7%	Shares	Sole	2024-10-23
2024-03-31	$12,150	1,000	0.0%	Shares	Sole	2024-04-25
2023-12-31	$11,820	1,000	-15.8%	Shares	Sole	2024-01-24
2023-09-30	$12,237	1,187	-75.8%	Shares	Sole	2023-10-31
2023-06-30	$57,341	4,901	+0.8%	Shares	Sole	2023-07-18
2023-03-31	$57,262	4,861	+0.5%	Shares	Sole	2023-04-18
2022-12-31	$58,696	4,835	+5.6%	Shares	Sole	2023-01-13
2022-09-30	$53,436	4,579	+1.1%	Shares	Sole	2022-11-14
2022-06-30	$59,388	4,530	+1.1%	Shares	Sole	2022-07-13
2022-03-31	$66,288	4,482	+29.8%	Shares	Sole	2022-04-22
2021-12-31	$61,912	3,453	+1.7%	Shares	Sole	2022-01-21
2021-09-30	$58,207	3,394	+1.1%	Shares	Sole	2021-11-02
2021-06-30	$59,938	3,356	—	Shares	Sole	2021-08-02
No 13F history on record for this holder in this stock.