Allied Private Wealth LLC — 13F holdings

Allied Private Wealth LLC reported 906 holdings worth $156M in its 13F filing for Q2 2026, filed July 9, 2026.

Largest positions

  1. AAPL APPLE INC — $21.2M (13.6%)
  2. MSFT MICROSOFT CORP — $9.25M (5.9%)
  3. VOO VANGUARD INDEX FDS — $7.36M (4.7%)
  4. CGDV CAPITAL GROUP DIVIDEND VALUE — $7.18M (4.6%)
  5. AMZN AMAZON COM INC — $4.64M (3.0%)
  6. NVDA NVIDIA CORPORATION — $4.59M (2.9%)
  7. AVDE AMERICAN CENTY ETF TR — $4.06M (2.6%)
  8. BRK.B BERKSHIRE HATHAWAY INC DEL — $3.96M (2.5%)
  9. SGOV ISHARES TR — $3.51M (2.2%)
  10. TAXF AMERICAN CENTY ETF TR — $2.21M (1.4%)