Allied Private Wealth LLC reported 645 positions worth $93.40M for the quarter ended Jun 30, 2026. Its largest holding is Apple Inc. at 22.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 67.8K | $21.25M | 22.75% | – | – | – | 0% |
| 2 | MSFT Microsoft Corp | Technology | 24.1K | $9.25M | 9.91% | – | – | – | 0% |
| 3 | AMZN Amazon Com Inc | Consumer Discretionary | 19.0K | $4.64M | 4.96% | – | – | – | 0% |
| 4 | NVDA Nvidia Corp | Technology | 22.5K | $4.59M | 4.91% | – | – | – | 0% |
| 5 | BRK-B Berkshire Hathaway Inc | Financial Services | 8,002 | $3.96M | 4.24% | – | – | – | 0% |
| 6 | BX Blackstone Inc. | Financial Services | 15.2K | $1.80M | 1.93% | – | – | – | 0% |
| 7 | GOOG Alphabet Inc. | Technology | 4,646 | $1.67M | 1.78% | – | – | – | 0% |
| 8 | C Citigroup Inc | Others | 11.8K | $1.62M | 1.73% | – | – | – | 0% |
| 9 | META Meta Platforms, Inc. | Technology | 2,412 | $1.46M | 1.56% | – | – | – | 0% |
| 10 | SKYX SKYX Platforms Corp. | Consumer Discretionary | 1.12M | $1.33M | 1.42% | – | – | – | 0.83% |
| 11 | EG Everest Group, Ltd. | Financial Services | 3,334 | $1.24M | 1.33% | – | – | – | 0% |
| 12 | SGOL abrdn Gold ETF Trust | Others | 28.7K | $1.11M | 1.19% | – | – | – | 0.02% |
| 13 | AVGO Broadcom Inc. | Technology | 2,663 | $1.04M | 1.11% | – | – | – | 0% |
| 14 | MU Micron Technology Inc | Technology | 1,076 | $1.02M | 1.09% | – | – | – | 0% |
| 15 | XOM ExxonMobil Holdings Corp | Energy | 6,927 | $977.67K | 1.05% | – | – | – | 0% |
Tip. Select a row to see that position’s full history at Allied Private Wealth.
As of its Q2 2026 13F filing, Allied Private Wealth LLC’s five largest positions were Apple Inc. (AAPL) at 22.7%, Microsoft Corp (MSFT) at 9.9%, Amazon Com Inc (AMZN) at 5.0%, Nvidia Corp (NVDA) at 4.9%, Berkshire Hathaway Inc (BRK-B) at 4.2% of the reported portfolio.
Allied Private Wealth LLC reported a 13F portfolio worth $93.40M across 645 positions for Q2 2026.
From the Form 13F-HR reports Allied Private Wealth LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.