13F filer

Allied Private Wealth

As of Jun 30, 2026 Filed Jul 9, 2026 CIK 2132253 SEC filings ↗

13F Value

$156.0M

Positions

906

Top Position

AAPL13.6%

Top 5

31.8%

Latest filing changes

1 AAPL Apple 13.6%

2 MSFT Microsoft 5.9%

3 VOO Vanguard 500 Index Fund — ETF Shares 4.7%

4 CGDV Capital Group Dividend Value ETF — Share Class 4.6%

5 AMZN Amazon 3.0%

Holdings906

#
1	AAPL Apple	13.6%	$21.2M	—	67.8K	—	Common Stock
2	MSFT Microsoft	5.9%	$9.3M	—	24.1K	—	Common Stock
3	VOO Vanguard 500 Index Fund — ETF Shares	4.7%	$7.4M	—	10.7K	—	ETF
4	CGDV Capital Group Dividend Value ETF — Share Class	4.6%	$7.2M	—	147.4K	—	ETF
5	AMZN Amazon	3.0%	$4.6M	—	19.0K	—	Common Stock
6	NVDA NVIDIA	2.9%	$4.6M	—	22.5K	—	Common Stock
7	AVDE Avantis International Equity ETF	2.6%	$4.1M	—	45.5K	—	ETF
8	BRK.B Berkshire Hathaway Class B Filing details 084670702 Jun 30, 2026 8,002 reported quantity $3,959,525 reported value	2.5%	$4.0M	—	8.0K	—	Common Stock
9	SGOV iShares 0-3 Month Treasury Bond ETF	2.2%	$3.5M	—	34.9K	—	ETF
10	TAXF American Century Diversified Municipal Bond ETF	1.4%	$2.2M	—	43.9K	—	ETF
11	JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF	1.4%	$2.1M	—	22.2K	—	ETF
12	IYW iShares U.S. Technology ETF	1.3%	$2.1M	—	8.5K	—	ETF
13	FTEC Fidelity MSCI Information Technology Index ETF	1.3%	$2.0M	—	7.4K	—	ETF
14	BX Blackstone Filing details 09260D107 Jun 30, 2026 15,158 reported quantity $1,798,144 reported value	1.2%	$1.8M	—	15.2K	—	Common Stock
15	GOOG Alphabet Class C	1.1%	$1.7M	—	4.6K	—	Common Stock
16	C Citigroup	1.0%	$1.6M	—	11.8K	—	Common Stock
17	PPA Invesco Aerospace & Defense ETF	1.0%	$1.6M	—	9.2K	—	ETF
18	META Meta Platforms	0.9%	$1.5M	—	2.4K	—	Common Stock
19	SKYX Skyx Platforms	0.8%	$1.3M	—	1.12M	—	Common Stock
20	EG Everest Group	0.8%	$1.2M	—	3.3K	—	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.