Allied Private Wealth
Allied Private Wealth reported 906 stocks worth $156M in its 13F filing for Q2 2026, filed Jul 9, 2026. Its largest holdings are AAPL (13.6%), MSFT (5.9%) and VOO (4.7%).
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 1 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $21.2M | 13.6% | 68K | – | 1 of 1 | |
| 2 |  MSFT Microsoft Corp | $9.3M | 5.9% | 24K | – | 1 of 1 | |
| 3 |  VOO Vanguard S&P 500 ETF | $7.4M | 4.7% | 11K | – | 1 of 1 | |
| 4 |  CGDV Capital Group Dividend | $7.2M | 4.6% | 147K | – | 1 of 1 | |
| 5 |  AMZN Amazon Com Inc | $4.6M | 3.0% | 19K | – | 1 of 1 | |
| 6 |  NVDA Nvidia Corporation | $4.6M | 2.9% | 22K | – | 1 of 1 | |
| 7 |  AVDE American Centy ETF TR | $4.1M | 2.6% | 46K | – | 1 of 1 | |
| 8 |  BRK.B Berkshire Hathaway Inc Del | $4M | 2.5% | 8,002 | – | 1 of 1 | |
| 9 |  SGOV Ishares TR | $3.5M | 2.3% | 35K | – | 1 of 1 | |
| 10 |  TAXF American Centy ETF TR | $2.2M | 1.4% | 44K | – | 1 of 1 |
Positions at Jun 30, 2026, as reported. Change is against the fund's previous filing; weight is the share of the fund's reported stocks.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 9, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →Allied Private Wealth 13F FAQ
What does Allied Private Wealth own?
Allied Private Wealth reported 906 stocks worth $156M in its 13F filing for Q2 2026, filed Jul 9, 2026. Its largest holdings are AAPL (13.6%), MSFT (5.9%) and VOO (4.7%). The table above lists every position in the filing (the top 10 without an account).
What did Allied Private Wealth buy and sell in Q2 2026?
This is the first quarter we have for this fund, so there is nothing to compare with yet.
When will Allied Private Wealth file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Allied Private Wealth's portfolio worth?
The Q2 2026 filing reports $156M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.