Allied Private Wealth LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2132253
Institutional-grade research for retail investors
Sector Allocation
- Other37.8%$59.0M
- Technology31.3%$48.9M
- Financials12.5%$19.5M
- Consumer Discretionary4.2%$6.6M
- Healthcare3.7%$5.7M
- Consumer Staples2.3%$3.6M
- Energy1.9%$3.0M
- Communication Services1.4%$2.1M
- Materials1.3%$2.1M
- Industrials1.3%$2.0M
Largest positions — Q2 2026
AAPL
$21.2MMSFT
$9.3M- VANGUARD$7.4M
- CAPITAL$7.2M
AMZN
$4.6MNVDA
$4.6M- AVANTIS$4.1M
BRK.B
$4.0M- ISHARES$3.5M
- AMERICAN$2.2M
- JANUS$2.1M
- ISHARES$2.1M
- FIDELITY$2.0M
BX
$1.8MGOOG
$1.7MC
$1.6MIVZ
$1.6MMETA
$1.5MSKYX
$1.3MEG
$1.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/allied-private-wealth-llc-2132253
Allied Private Wealth LLC 13F holdings — Q2 2026
$156.0M portfolio · 906 holdings · Q2 2026 13F · top 10 are 44% of the stock portfolio
$21.2M
13.6% of stocks
—This quarter+8.8%Since filed1+ qtrsHeld$9.3M
5.9% of stocks
—This quarter+38.6%Since filed1+ qtrsHeld- 3
VANGUARD S&P 500 ETF - ETF
$7.4M
4.7% of stocks
—This quarter—Since filed—HeldAIQuality—Est. buy— - 4
CAPITAL GROUP DIVIDEND VALUE ETF - ETF
$7.2M
4.6% of stocks
—This quarter—Since filed—HeldAIQuality—Est. buy— $4.6M
3.0% of stocks
—This quarter+0.8%Since filed1+ qtrsHeld$4.6M
2.9% of stocks
—This quarter+6.5%Since filed1+ qtrsHeld- 7
AVANTIS INTERNATIONAL EQUITY ETF - ETF
$4.1M
2.6% of stocks
—This quarter—Since filed—HeldAIQuality—Est. buy— $4.0M
2.5% of stocks
—This quarter—Since filed1+ qtrsHeld- 9
ISHARES 0-3 MONTH TREASURY BOND ETF - ETF
$3.5M
2.3% of stocks
—This quarter—Since filed—HeldAIQuality—Est. buy— - 10
AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF - ETF
$2.2M
1.4% of stocks
—This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $21.2M | 13.6% | — | +8.8% | 1+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | $9.3M | 5.9% | — | +38.6% | 1+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | VANGUARD S&P 500 ETF - ETF | $7.4M | 4.7% | — | — | — | — | — | |
| 4 | CAPITAL GROUP DIVIDEND VALUE ETF - ETF | $7.2M | 4.6% | — | — | — | — | — | |
| 5 | $4.6M | 3.0% | — | +0.8% | 1+ qtrs | 67.5#363 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | $4.6M | 2.9% | — | +6.5% | 1+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | AVANTIS INTERNATIONAL EQUITY ETF - ETF | $4.1M | 2.6% | — | — | — | — | — | |
| 8 | $4.0M | 2.5% | — | — | 1+ qtrs | 73.5#124 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | ISHARES 0-3 MONTH TREASURY BOND ETF - ETF | $3.5M | 2.3% | — | — | — | — | — | |
| 10 | AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF - ETF | $2.2M | 1.4% | — | — | — | — | — |
All holdings — Allied Private Wealth LLC (Q2 2026)
906 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF - ETFetf/fund | — | $2.1M | 1.4% | 22K | — | — | — | 13F |
| 12 | — | ISHARES U.S. TECHNOLOGY ETF - ETFetf/fund | — | $2.1M | 1.3% | 8,538 | — | — | — | 13F |
| 13 | — | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF - ETFetf/fund | — | $2.0M | 1.3% | 7,403 | — | — | — | 13F |
| 14 | Blackstone Inc. | Financials | $1.8M | 1.1% | 15K | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Alphabet Inc. | Technology | $1.7M | 1.1% | 4,646 | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | CITIGROUP INC | Financials | $1.6M | 1.0% | 12K | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Invesco Ltd.etf/fund | Financials | $1.6M | 1.0% | 9,225 | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Meta Platforms, Inc. | Technology | $1.5M | 0.9% | 2,412 | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | SKYX Platforms Corp. | Technology | $1.3M | 0.8% | 1.12M | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | EVEREST GROUP, LTD. | Financials | $1.2M | 0.8% | 3,334 | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | AMERICAN CENTURY DIVERSIFIED CORPORATE BOND ETF - ETFnote | — | $1.2M | 0.8% | 26K | — | — | — | 13F |
| 22 | — | JPMORGAN MUNICIPAL ETF - ETFetf/fund | — | $1.2M | 0.8% | 23K | — | — | — | 13F |
| 23 | — | VANGUARD INFORMATION TECHNOLOGY ETF - ETFetf/fund | — | $1.2M | 0.7% | 10K | — | — | — | 13F |
| 24 | — | GLOBAL X COPPER MINERS ETF - ETFetf/fund | — | $1.1M | 0.7% | 16K | — | — | — | 13F |
| 25 | abrdn Gold ETF Trustetf/fund | Financials | $1.1M | 0.7% | 29K | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | JPMORGAN EQUITY PREMIUM INCOME ETF - ETF | — | $1.1M | 0.7% | 19K | — | |||
| 27 | $AVGO | Broadcom Inc. | Technology | $1.0M | 0.7% | 2,663 | — | |||
| 28 | $MU | MICRON TECHNOLOGY INC | Technology | $1.0M | 0.7% | 1,076 | — | |||
| 29 | — | STATE STREET UTILITIES SELECT SECTOR SPDR ETF - ETF | — | $997K | 0.6% | 22K | — | |||
| 30 | $SPMA | Sound Point Meridian Capital, Inc. | Other | $984K | 0.6% | 95K | — | |||
| 31 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $978K | 0.6% | 6,927 | — | |||
| 32 | $LLY | ELI LILLY & Co | Healthcare | $974K | 0.6% | 800 | — | |||
| 33 | $GOOGL | Alphabet Inc. | Technology | $949K | 0.6% | 2,620 | — | |||
| 34 | $ABBV | AbbVie Inc. | Healthcare | $882K | 0.6% | 3,490 | — | |||
| 35 | — | VANGUARD HEALTH CARE ETF - ETF | — | $859K | 0.6% | 2,801 | — | |||
| 36 | — | SPROTT CRITICAL MATERIALS ETF - ETF | — | $844K | 0.5% | 29K | — | |||
| 37 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $806K | 0.5% | 5,433 | — | |||
| 38 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $783K | 0.5% | 821 | — | |||
| 39 | — | USCF SUMMERHAVEN DYNAMIC COMMODITY STRATEGY NO K-1 FUND - ETF | — | $778K | 0.5% | 28K | — | |||
| 40 | $PCT | PureCycle Technologies, Inc. | Materials | $775K | 0.5% | 106K | — | |||
| 41 | $GLD | SPDR GOLD TRUST | Financials | $772K | 0.5% | 2,062 | — | |||
| 42 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $725K | 0.5% | 17K | — | |||
| 43 | $JPM | JPMORGAN CHASE & CO | Financials | $724K | 0.5% | 2,188 | — | |||
| 44 | $IAU | ISHARES GOLD TRUST | Financials | $713K | 0.5% | 9,295 | — | |||
| 45 | — | FIRST TRUST NASDAQ CYBERSECURITY ETF - ETF | — | $696K | 0.5% | 7,595 | — | |||
| 46 | $IRM | IRON MOUNTAIN INC | Real Estate | $686K | 0.4% | 5,945 | — | |||
| 47 | $NEE | NEXTERA ENERGY INC | Utilities | $674K | 0.4% | 7,703 | — | |||
| 48 | — | STATE STREET ENERGY SELECT SECTOR SPDR ETF - ETF | — | $672K | 0.4% | 12K | — | |||
| 49 | $NFLX | NETFLIX INC | Communication Services | $658K | 0.4% | 8,703 | — | |||
| 50 | $UTG | REAVES UTILITY INCOME FUND | Other | $653K | 0.4% | 16K | — | |||
| 51 | $IVZ | Invesco Ltd. | Financials | $649K | 0.4% | 3,058 | — | |||
| 52 | — | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF - ETF | — | $644K | 0.4% | 5,254 | — | |||
| 53 | $PLTR | Palantir Technologies Inc. | Technology | $638K | 0.4% | 4,826 | — | |||
| 54 | $GLW | CORNING INC /NY | Materials | $631K | 0.4% | 3,429 | — | |||
| 55 | $JNJ | JOHNSON & JOHNSON | Healthcare | $565K | 0.4% | 2,144 | — | |||
| 56 | $UBER | Uber Technologies, Inc | Technology | $564K | 0.4% | 7,662 | — | |||
| 57 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $562K | 0.4% | 1,086 | — | |||
| 58 | — | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF - ETF | — | $529K | 0.3% | 8,892 | — | |||
| 59 | — | PROSHARES ULTRA S&P 500 - ETF | — | $496K | 0.3% | 7,400 | — | |||
| 60 | $NVO | NOVO NORDISK A S | Healthcare | $473K | 0.3% | 9,681 | — | |||
| 61 | — | SPROTT SILVER MINERS & PHYSICAL SILVER ETF SILVER MINERS ETF - ETF | — | $470K | 0.3% | 9,794 | — | |||
| 62 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $466K | 0.3% | 1,066 | — | |||
| 63 | — | EATON VANCE TAX-MANAGED DIVERS COM - CEF | — | $464K | 0.3% | 32K | — | |||
| 64 | — | AMPLIFY CEF HIGH INCOME ETF - ETF | — | $450K | 0.3% | 39K | — | |||
| 65 | $MPLX | MPLX LP | Energy | $448K | 0.3% | 7,807 | — | |||
| 66 | — | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF - ETF | — | $433K | 0.3% | 5,127 | — | |||
| 67 | $V | VISA INC. | Financials | $425K | 0.3% | 1,222 | — | |||
| 68 | $TSLA | Tesla, Inc. | Consumer Discretionary | $421K | 0.3% | 1,068 | — | |||
| 69 | $WMT | Walmart Inc. | Consumer Staples | $415K | 0.3% | 3,667 | — | |||
| 70 | $ALPS | Alps Group Inc | Healthcare | $414K | 0.3% | 5,974 | — | |||
| 71 | — | VANGUARD HIGH DIVIDEND YIELD INDEX ETF - ETF | — | $407K | 0.3% | 2,549 | — | |||
| 72 | $KO | COCA COLA CO | Consumer Staples | $399K | 0.3% | 4,778 | — | |||
| 73 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $398K | 0.3% | 1,183 | — | |||
| 74 | — | FIRST TRUST TECHNOLOGY ALPHADEX FUND - ETF | — | $397K | 0.3% | 1,942 | — | |||
| 75 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $387K | 0.3% | 1,604 | — | |||
| 76 | $AUID | authID Inc. | Technology | $375K | 0.2% | 318K | — | |||
| 77 | — | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF - ETF | — | $371K | 0.2% | 5,922 | — | |||
| 78 | $CAT | CATERPILLAR INC | Industrials | $370K | 0.2% | 390 | — | |||
| 79 | — | INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF - ETF | — | $369K | 0.2% | 3,621 | — | |||
| 80 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $357K | 0.2% | 1,861 | — | |||
| 81 | $PEP | PEPSICO INC | Consumer Staples | $356K | 0.2% | 2,496 | — | |||
| 82 | $FTNT | Fortinet, Inc. | Technology | $356K | 0.2% | 2,269 | — | |||
| 83 | — | ISHARES MSCI GLOBAL GOLD MINERS ETF - ETF | — | $355K | 0.2% | 5,619 | — | |||
| 84 | $T | AT&T INC. | Communication Services | $344K | 0.2% | 16K | — | |||
| 85 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $340K | 0.2% | 799 | — | |||
| 86 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $331K | 0.2% | 8,754 | — | |||
| 87 | $CVX | CHEVRON CORP | Energy | $329K | 0.2% | 1,872 | — | |||
| 88 | $PHYS | Sprott Physical Gold Trust | Financials | $327K | 0.2% | 11K | — | |||
| 89 | $SPY | SPDR S&P 500 ETF TRUST | — | $325K | 0.2% | 435 | — | |||
| 90 | $YUM | YUM BRANDS INC | Consumer Discretionary | $320K | 0.2% | 1,934 | — | |||
| 91 | $MS | MORGAN STANLEY | Financials | $311K | 0.2% | 1,423 | — | |||
| 92 | $SLV | iShares Silver Trust | Financials | $308K | 0.2% | 5,831 | — | |||
| 93 | — | VANGUARD DIVIDEND APPRECIATION ETF - ETF | — | $298K | 0.2% | 1,256 | — | |||
| 94 | $SO | SOUTHERN CO | Utilities | $292K | 0.2% | 3,029 | — | |||
| 95 | $PM | Philip Morris International Inc. | Consumer Staples | $288K | 0.2% | 1,538 | — | |||
| 96 | $RTX | RTX Corp | Industrials | $287K | 0.2% | 1,473 | — | |||
| 97 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $278K | 0.2% | 919 | — | |||
| 98 | $FBTC | Fidelity Wise Origin Bitcoin Fund | Financials | $275K | 0.2% | 5,075 | — | |||
| 99 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $273K | 0.2% | 3,742 | — | |||
| 100 | — | NUVEEN S&P 500 DYNAMIC OVERWRI COM - CEF | — | $254K | 0.2% | 14K | — | |||
| 101 | $TT | Trane Technologies plc | Technology | $251K | 0.2% | 532 | — | |||
| 102 | — | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF - ETF | — | $247K | 0.2% | 4,364 | — | |||
| 103 | $VST | Vistra Corp. | Utilities | $242K | 0.2% | 1,564 | — | |||
| 104 | — | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF - ETF | — | $236K | 0.1% | 2,291 | — | |||
| 105 | $ET | Energy Transfer LP | Energy | $229K | 0.1% | 12K | — | |||
| 106 | — | STATE STREET SPDR S&P BIOTECH ETF - ETF | — | $221K | 0.1% | 1,353 | — | |||
| 107 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $220K | 0.1% | 3,776 | — | |||
| 108 | $BNL | Broadstone Net Lease, Inc. | Real Estate | $219K | 0.1% | 10K | — | |||
| 109 | $ORCL | ORACLE CORP | Technology | $215K | 0.1% | 1,532 | — | |||
| 110 | — | VANGUARD GROWTH ETF - ETF | — | $211K | 0.1% | 2,454 | — | |||
| 111 | — | ISHARES U.S. MEDICAL DEVICES ETF - ETF | — | $209K | 0.1% | 4,072 | — | |||
| 112 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $200K | 0.1% | 281 | — | |||
| 113 | — | VANGUARD S&P 500 GROWTH ETF - ETF | — | $198K | 0.1% | 2,419 | — | |||
| 114 | $RDDT | Reddit, Inc. | Technology | $196K | 0.1% | 1,001 | — | |||
| 115 | — | PRINCIPAL ACTIVE HIGH YIELD ETF - ETF | — | $192K | 0.1% | 10K | — | |||
| 116 | — | ISHARES RUSSELL 1000 VALUE ETF - ETF | — | $188K | 0.1% | 765 | — | |||
| 117 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETF | — | $188K | 0.1% | 1,541 | — | |||
| 118 | — | VANECK GOLD MINERS ETF - ETF | — | $187K | 0.1% | 2,547 | — | |||
| 119 | — | ISHARES CORE MSCI EAFE ETF - ETF | — | $187K | 0.1% | 1,943 | — | |||
| 120 | $WT | WisdomTree, Inc. | Financials | $187K | 0.1% | 2,604 | — | |||
| 121 | — | FIRST EAGLE GLOBAL EQUITY ETF - ETF | — | $186K | 0.1% | 3,771 | — | |||
| 122 | — | FT VEST GOLD STRATEGY TARGET INCOME ETF - ETF | — | $184K | 0.1% | 8,806 | — | |||
| 123 | — | BALLAST SMALL/MID CAP ETF - ETF | — | $184K | 0.1% | 3,715 | — | |||
| 124 | — | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF - ETF | — | $180K | 0.1% | 995 | — | |||
| 125 | — | JANUS HENDERSON AAA CLO ETF - ETF | — | $175K | 0.1% | 3,462 | — | |||
| 126 | — | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF - ETF | — | $173K | 0.1% | 3,149 | — | |||
| 127 | $GEV | GE Vernova Inc. | Industrials | $173K | 0.1% | 161 | — | |||
| 128 | — | VANGUARD TOTAL BOND MARKET ETF - ETF | — | $170K | 0.1% | 2,342 | — | |||
| 129 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $168K | 0.1% | 1,494 | — | |||
| 130 | $ED | CONSOLIDATED EDISON INC | Utilities | $166K | 0.1% | 1,483 | — | |||
| 131 | — | AVANTIS ALL EQUITY MARKETS ETF - ETF | — | $164K | 0.1% | 1,674 | — | |||
| 132 | $MCD | MCDONALDS CORP | Consumer Discretionary | $162K | 0.1% | 581 | — | |||
| 133 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETF | — | $161K | 0.1% | 889 | — | |||
| 134 | $IVZ | Invesco Ltd. | Financials | $159K | 0.1% | 2,095 | — | |||
| 135 | $MRK | Merck & Co., Inc. | Healthcare | $159K | 0.1% | 1,260 | — | |||
| 136 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $157K | 0.1% | 287 | — | |||
| 137 | $CSCO | CISCO SYSTEMS, INC. | Technology | $153K | 0.1% | 1,348 | — | |||
| 138 | — | ISHARES 20 YEAR TREASURY BOND ETF - ETF | — | $153K | 0.1% | 1,809 | — | |||
| 139 | — | ALERIAN MLP ETF - ETF | — | $153K | 0.1% | 2,863 | — | |||
| 140 | $SCCO | SOUTHERN COPPER CORP/ | Materials | $149K | 0.1% | 890 | — | |||
| 141 | $AMGN | AMGEN INC | Healthcare | $148K | 0.1% | 402 | — | |||
| 142 | $NVS | NOVARTIS AG | Healthcare | $147K | 0.1% | 947 | — | |||
| 143 | — | AMPLIFY CYBERSECURITY ETF - ETF | — | $139K | 0.1% | 1,281 | — | |||
| 144 | $PFE | PFIZER INC | Healthcare | $139K | 0.1% | 5,778 | — | |||
| 145 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $138K | 0.1% | 2,399 | — | |||
| 146 | — | FIDELITY MSCI ENERGY INDEX ETF - ETF | — | $136K | 0.1% | 4,419 | — | |||
| 147 | — | VANGUARD TOTAL INTERNATIONAL STOCK ETF - ETF | — | $136K | 0.1% | 1,607 | — | |||
| 148 | — | PGIM AAA CLO ETF - ETF | — | $135K | 0.1% | 2,635 | — | |||
| 149 | — | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF - ETF | — | $131K | 0.1% | 1,732 | — | |||
| 150 | $BABA | Alibaba Group Holding Ltd | Consumer Discretionary | $131K | 0.1% | 1,201 | — |
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Q2 2026 13F filed with the SEC on Jul 9, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Allied Private Wealth's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
+10.8%
Value-weighted move of the 10 largest stock positions
Turnover
—
Last quarter
Top 10 weight
44%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2026 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Allied Private Wealth LLC disclosed 906 positions worth $156.0M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 13.6% of the equity portfolio, followed by $MSFT. During the quarter the fund opened 906 new positions and exited 0 — including a new stake in $AAPL. The portfolio is most concentrated in Other (37.8% of disclosed assets). All figures are sourced directly from Allied Private Wealth LLC’s Form 13F-HR filing with the SEC under CIK 2132253.
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AI-Powered Hedge Fund Analysis: Allied Private Wealth LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Allied Private Wealth LLC (SEC CIK: 2132253), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Allied Private Wealth LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.