Allworth Financial LP
CIK
1555170
City
FOLSOM
State / Country
CA
Top Portfolio Positions
3,783 positions ·
$5,610,438,024 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
1,935,051 | $491,096,593 | 8.75% | |
| NVDA |
Nvidia Corp
Technology
|
1,562,381 | $272,479,246 | 4.86% | |
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in WIW
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,998 | 1,300 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,577 | 300 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,667 | 300 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $10,074 | 1,150 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $7,471 | 850 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $7,029 | 850 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $7,514 | 850 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $7,233 | 850 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $7,335 | 850 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $7,369 | 850 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $6,995 | 850 | Shares | Sole | 2023-10-31 | |
| No 13F history on record for this holder in this stock. | ||||||