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Allied Private Wealth

Latest statistics and disclosures from Allied Private Wealth's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002132253

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Positions held by Allied Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Allied Private Wealth

Allied Private Wealth holds 906 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Allied Private Wealth has 906 total positions. Only the first 250 positions are shown.

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Download the Allied Private Wealth June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Apple Stock (AAPL)	13.6	$21M	68k	313.39	View chart
Microsoft Corp Stock (MSFT)	5.9	$9.3M	24k	383.34	View chart
Vanguard S&p 500 Etf Etf (VOO)	4.7	$7.4M	11k	685.26	View chart
Capital Group Dividend Value Etf Etf (CGDV)	4.6	$7.2M	147k	48.71	View chart
Amazon Stock (AMZN)	3.0	$4.6M	19k	243.63	View chart
Nvidia Corporation Stock (NVDA)	2.9	$4.6M	23k	204.13	View chart
Avantis International Equity Etf Etf (AVDE)	2.6	$4.1M	46k	89.10	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	2.5	$4.0M	8.0k	494.82	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	2.2	$3.5M	35k	100.47	View chart
American Century Diversified Municipal Bond Etf Etf (TAXF)	1.4	$2.2M	44k	50.44	View chart
Janus Henderson Small/mid Cap Growth Alpha Etf Etf (JSMD)	1.4	$2.1M	22k	96.66	View chart
Ishares U.s. Technology Etf Etf (IYW)	1.3	$2.1M	8.5k	245.12	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	1.3	$2.0M	7.4k	275.81	View chart
Blackstone Stock (BX)	1.2	$1.8M	15k	118.63	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.1	$1.7M	4.6k	358.79	View chart
Citigroup Stock (C)	1.0	$1.6M	12k	137.39	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	1.0	$1.6M	9.2k	175.53	View chart
Meta Platforms Inc Cl A Stock (META)	0.9	$1.5M	2.4k	603.31	View chart
Skyx Platforms Corp Stock (SKYX)	0.8	$1.3M	1.1M	1.18	View chart
Everest Group Stock (EG)	0.8	$1.2M	3.3k	371.29	View chart
American Century Diversified Corporate Bond Etf Etf (KORP)	0.8	$1.2M	26k	46.34	View chart
Jpmorgan Municipal Etf Etf (JMUB)	0.8	$1.2M	23k	50.32	View chart
Vanguard Information Technology Etf Etf (VGT)	0.7	$1.2M	10k	115.47	View chart
Global X Copper Miners Etf Etf (COPX)	0.7	$1.1M	16k	73.04	View chart
Abrdn Physical Gold Shares Etf Etf (SGOL)	0.7	$1.1M	29k	38.85	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.7	$1.1M	19k	56.52	View chart
Broadcom Stock (AVGO)	0.7	$1.0M	2.7k	388.76	View chart
Micron Technology Stock (MU)	0.7	$1.0M	1.1k	948.91	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.6	$997k	22k	45.36	View chart
Sound Point Meridian Cap Cef (SPMC)	0.6	$984k	95k	10.36	View chart
Exxonmobil Holdings Corp Stock	0.6	$978k	6.9k	141.14	View chart
Eli Lilly & Co Stock (LLY)	0.6	$974k	800.00	1217.04	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.6	$949k	2.6k	362.03	View chart
Abbvie Stock (ABBV)	0.6	$882k	3.5k	252.74	View chart
Vanguard Health Care Etf Etf (VHT)	0.6	$859k	2.8k	306.52	View chart
Sprott Critical Materials Etf Etf (SETM)	0.5	$844k	29k	29.51	View chart
Procter & Gamble Stock (PG)	0.5	$806k	5.4k	148.43	View chart
Costco Wholesale Corporation Stock (COST)	0.5	$783k	821.00	954.03	View chart
Uscf Summerhaven Dynamic Commodity Strategy No K-1 Fund Etf (SDCI)	0.5	$778k	28k	27.51	View chart
Purecycle Technologies Stock (PCT)	0.5	$775k	107k	7.28	View chart
Spdr Gold Shares Etf (GLD)	0.5	$773k	2.1k	374.63	View chart
Verizon Communications Stock (VZ)	0.5	$725k	17k	42.45	View chart
Jpmorgan Chase & Co Stock (JPM)	0.5	$724k	2.2k	330.75	View chart
Ishares Gold Trust Etf (IAU)	0.5	$713k	9.3k	76.74	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.4	$696k	7.6k	91.67	View chart
Iron Mtn Inc Del Reit (IRM)	0.4	$687k	5.9k	115.47	View chart
Nextera Energy Stock (NEE)	0.4	$674k	7.7k	87.44	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.4	$672k	12k	55.60	View chart
Netflix Stock (NFLX)	0.4	$658k	8.7k	75.60	View chart
Reaves Util Income Fd Com Sh Ben Int Cef (UTG)	0.4	$654k	16k	39.79	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.4	$649k	3.1k	212.23	View chart
First Trust Rba American Industrial Renaissance Etf Etf (AIRR)	0.4	$644k	5.3k	122.58	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.4	$638k	4.8k	132.22	View chart
Corning Stock (GLW)	0.4	$631k	3.4k	184.07	View chart
Johnson & Johnson Stock (JNJ)	0.4	$565k	2.1k	263.49	View chart
Uber Technologies Stock (UBER)	0.4	$564k	7.7k	73.61	View chart
Advanced Micro Devices Stock (AMD)	0.4	$562k	1.1k	517.40	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.3	$529k	8.9k	59.45	View chart
Proshares Ultra S&p 500 Etf (SSO)	0.3	$496k	7.4k	67.03	View chart
Novo-nordisk A S Adr (NVO)	0.3	$473k	9.7k	48.89	View chart
Sprott Silver Miners & Physical Silver Etf Silver Miners Etf Etf (SLVR)	0.3	$470k	9.8k	47.98	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.3	$466k	1.1k	436.98	View chart
Eaton Vance Tax-managed Divers Cef (ETY)	0.3	$464k	32k	14.43	View chart
Amplify Cef High Income Etf Etf (YYY)	0.3	$450k	39k	11.49	View chart
Mplx Lp Com Unit Rep Stock (MPLX)	0.3	$449k	7.8k	57.44	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.3	$433k	5.1k	84.41	View chart
Visa Inc Com Cl A Stock (V)	0.3	$425k	1.2k	347.60	View chart
Tesla Stock (TSLA)	0.3	$421k	1.1k	394.29	View chart
Walmart Stock (WMT)	0.3	$415k	3.7k	113.10	View chart
Alps Sector Dividend Dogs Etf Etf (SDOG)	0.3	$414k	6.0k	69.29	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.3	$407k	2.5k	159.79	View chart
Coca Cola Stock (KO)	0.3	$399k	4.8k	83.41	View chart
Home Depot Stock (HD)	0.3	$398k	1.2k	336.24	View chart
First Trust Technology Alphadex Fund Etf (FXL)	0.3	$397k	1.9k	204.33	View chart
Automatic Data Processing Stock (ADP)	0.2	$387k	1.6k	241.38	View chart
Authid Stock (AUID)	0.2	$375k	318k	1.18	View chart
Global X Artificial Intelligence & Technology Etf Etf (AIQ)	0.2	$371k	5.9k	62.57	View chart
Caterpillar Stock (CAT)	0.2	$370k	390.00	949.76	View chart
Invesco S&p 500 Equal Weight Energy Etf Etf (RSPG)	0.2	$369k	3.6k	101.85	View chart
Capital One Finl Corp Stock (COF)	0.2	$357k	1.9k	191.99	View chart
Pepsico Stock (PEP)	0.2	$356k	2.5k	142.53	View chart
Fortinet Stock (FTNT)	0.2	$356k	2.3k	156.71	View chart
Ishares Msci Global Gold Miners Etf Etf (RING)	0.2	$355k	5.6k	63.25	View chart
At&t Stock (T)	0.2	$344k	16k	21.12	View chart
Unitedhealth Group Stock (UNH)	0.2	$340k	799.00	425.68	View chart
Enterprise Prods Partners Stock (EPD)	0.2	$331k	8.8k	37.80	View chart
Chevron Corporation Stock (CVX)	0.2	$330k	1.9k	176.00	View chart
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)	0.2	$327k	11k	30.72	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.2	$325k	435.00	747.09	View chart
Yum Brands Stock (YUM)	0.2	$320k	1.9k	165.29	View chart
Morgan Stanley Stock (MS)	0.2	$311k	1.4k	218.22	View chart
Ishares Silver Trust Etf (SLV)	0.2	$308k	5.8k	52.83	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$298k	1.3k	237.55	View chart
Southern Stock (SO)	0.2	$292k	3.0k	96.40	View chart
Philip Morris Intl Stock (PM)	0.2	$288k	1.5k	187.13	View chart
Rtx Corporation Stock (RTX)	0.2	$287k	1.5k	195.02	View chart
International Business Machs Stock (IBM)	0.2	$278k	919.00	302.18	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.2	$275k	5.1k	54.17	View chart
Altria Group Stock (MO)	0.2	$273k	3.7k	72.83	View chart
Nuveen S&p 500 Dynamic Overwri Cef (SPXX)	0.2	$255k	14k	18.55	View chart
Trane Technologies Stock (TT)	0.2	$252k	532.00	472.70	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.2	$247k	4.4k	56.60	View chart
Vistra Corp Stock (VST)	0.2	$242k	1.6k	154.91	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.2	$236k	2.3k	103.06	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.1	$229k	12k	19.86	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	0.1	$221k	1.4k	163.06	View chart
Bank Of Amer Corp Stock (BAC)	0.1	$220k	3.8k	58.30	View chart
Broadstone Net Lease Reit (BNL)	0.1	$219k	10k	21.85	View chart
Oracle Corp Stock (ORCL)	0.1	$215k	1.5k	140.54	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$211k	2.5k	86.02	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.1	$209k	4.1k	51.26	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$200k	281.00	711.74	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.1	$198k	2.4k	81.89	View chart
Reddit Inc Cl A Stock (RDDT)	0.1	$196k	1.0k	195.31	View chart
Principal Active High Yield Etf Etf (YLD)	0.1	$192k	10k	18.92	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$188k	765.00	245.36	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$188k	1.5k	121.80	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.1	$187k	2.5k	73.53	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$187k	1.9k	96.32	View chart
Wisdomtree Efficient Gold Plus Gold Miners Strategy Fund Etf (GDMN)	0.1	$187k	2.6k	71.70	View chart
First Eagle Global Equity Etf Etf (FEGE)	0.1	$186k	3.8k	49.28	View chart
Ft Vest Gold Strategy Target Income Etf Etf (IGLD)	0.1	$184k	8.8k	20.91	View chart
Ballast Small/mid Cap Etf Etf (MGMT)	0.1	$184k	3.7k	49.50	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.1	$180k	995.00	180.51	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	0.1	$175k	3.5k	50.54	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.1	$173k	3.1k	54.98	View chart
Ge Vernova Stock (GEV)	0.1	$173k	161.00	1071.59	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$170k	2.3k	72.71	View chart
Prudential Finl Stock (PRU)	0.1	$168k	1.5k	112.70	View chart
Consolidated Edison Stock (ED)	0.1	$166k	1.5k	112.12	View chart
Avantis All Equity Markets Etf Etf (AVGE)	0.1	$164k	1.7k	98.13	View chart
Mcdonalds Corp Stock (MCD)	0.1	$162k	581.00	278.31	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$161k	889.00	181.51	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.1	$159k	2.1k	75.87	View chart
Merck & Co Stock (MRK)	0.1	$159k	1.3k	126.06	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$157k	287.00	545.44	View chart
Cisco Sys Stock (CSCO)	0.1	$153k	1.3k	113.82	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.1	$153k	1.8k	84.40	View chart
Alerian Mlp Etf Etf (AMLP)	0.1	$153k	2.9k	53.32	View chart
Southern Copper Corp Stock (SCCO)	0.1	$149k	890.00	167.21	View chart
Amgen Stock (AMGN)	0.1	$148k	402.00	368.74	View chart
Novartis Adr (NVS)	0.1	$147k	947.00	155.17	View chart
Amplify Cybersecurity Etf Etf (HACK)	0.1	$140k	1.3k	108.87	View chart
Pfizer Stock (PFE)	0.1	$139k	5.8k	24.05	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$138k	2.4k	57.54	View chart
Fidelity Msci Energy Index Etf Etf (FENY)	0.1	$137k	4.4k	30.88	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$136k	1.6k	84.48	View chart
Pgim Aaa Clo Etf Etf (PAAA)	0.1	$135k	2.6k	51.34	View chart
Global X Mlp & Energy Infrastructure Etf Etf (MLPX)	0.1	$131k	1.7k	75.66	View chart
Alibaba Group Hldg Adr (BABA)	0.1	$131k	1.2k	108.98	View chart
Abrdn Physical Silver Shares Etf Etf (SIVR)	0.1	$130k	2.3k	55.52	View chart
Disney Walt Stock (DIS)	0.1	$129k	1.3k	96.75	View chart
Brookfield Corp Cl A Ltd Vt Sh Stock (BN)	0.1	$129k	3.0k	42.93	View chart
Opko Health Stock (OPK)	0.1	$129k	91k	1.41	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	0.1	$126k	1.6k	79.21	View chart
Eaton Vance Tax-managed Global Cef (EXG)	0.1	$125k	13k	9.75	View chart
Oscar Health Inc Cl A Stock (OSCR)	0.1	$125k	4.0k	30.81	View chart
American Express Stock (AXP)	0.1	$125k	370.00	336.40	View chart
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)	0.1	$124k	4.6k	27.28	View chart
Alps O'shares U.s. Quality Dividend Etf Etf (OUSA)	0.1	$120k	2.0k	59.49	View chart
Seacoast Bkg Corp Fla Stock (SBCF)	0.1	$118k	3.7k	31.85	View chart
Royal Caribbean Group Stock (RCL)	0.1	$113k	403.00	281.05	View chart
First Trust Large Cap Core Alphadex Fund Etf (FEX)	0.1	$113k	833.00	135.59	View chart
American Elec Pwr Stock (AEP)	0.1	$111k	814.00	136.06	View chart
Valero Energy Corp Stock (VLO)	0.1	$110k	390.00	282.88	View chart
Lam Research Corp Stock (LRCX)	0.1	$109k	328.00	333.41	View chart
Wheaton Precious Metals Corp Stock (WPM)	0.1	$109k	1.0k	107.67	View chart
Ft Energy Income Partners Enhanced Income Etf Cef (EIPI)	0.1	$108k	4.9k	22.23	View chart
Salesforce Stock (CRM)	0.1	$108k	645.00	166.60	View chart
Cohen & Steers Quality Income Cef (RQI)	0.1	$107k	8.8k	12.20	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.1	$105k	389.00	270.93	View chart
Vaneck Oil Services Etf Etf (OIH)	0.1	$105k	278.00	377.83	View chart
Kkr & Co Stock (KKR)	0.1	$104k	1.1k	93.38	View chart
Zscaler Stock (ZS)	0.1	$103k	716.00	143.55	View chart
Blue Owl Capital Inc Com Cl A Stock (OWL)	0.1	$102k	11k	9.24	View chart
Wisdomtree Japan Hedged Equity Fund Etf (DXJ)	0.1	$102k	583.00	174.14	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.1	$101k	1.1k	96.38	View chart
General Dynamics Corp Stock (GD)	0.1	$98k	260.00	375.51	View chart
Ark Space & Defense Innovation Etf Etf (ARKX)	0.1	$94k	2.9k	32.30	View chart
Enbridge Stock (ENB)	0.1	$93k	1.7k	55.08	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.1	$92k	600.00	153.55	View chart
Ishares Future Ai & Tech Etf Etf (ARTY)	0.1	$91k	1.3k	71.10	View chart
Freeport Mcmoran Inc Cl B Stock (FCX)	0.1	$88k	1.5k	57.51	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.1	$88k	3.2k	27.85	View chart
Ge Aerospace Stock (GE)	0.1	$87k	244.00	356.20	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$87k	1.1k	80.14	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	0.1	$83k	776.00	107.52	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.1	$82k	442.00	186.20	View chart
Robo Global Robotics & Automation Index Etf Etf (ROBO)	0.1	$82k	1.0k	81.08	View chart
Eaton Corp Stock (ETN)	0.1	$81k	203.00	399.56	View chart
Starwood Ppty Tr Reit (STWD)	0.1	$81k	4.9k	16.45	View chart
Direxion Daily Msci Emerging Markets Bull 3x Etf Etf (EDC)	0.1	$80k	1.0k	79.93	View chart
Pnc Finl Svcs Group Stock (PNC)	0.1	$80k	324.00	246.67	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.1	$80k	992.00	80.37	View chart
State Str Corp Stock (STT)	0.1	$78k	441.00	177.74	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.0	$77k	1.5k	50.41	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.0	$77k	612.00	125.35	View chart
Ingersoll Rand Stock (IR)	0.0	$76k	993.00	76.75	View chart
Progressive Corp Stock (PGR)	0.0	$75k	321.00	233.15	View chart
Nuveen Quality Muncp Income Cef (NAD)	0.0	$75k	6.2k	11.97	View chart
Amplify Blockchain Technology Etf Etf (BLOK)	0.0	$74k	1.2k	62.24	View chart
Nuveen Amt Free Qlty Mun Incme Cef (NEA)	0.0	$72k	6.2k	11.65	View chart
Guardant Health Stock (GH)	0.0	$72k	460.00	156.17	View chart
Public Svc Enterprise Group Stock (PEG)	0.0	$71k	874.00	81.31	View chart
Arch Cap Group Ltd Ord Stock (ACGL)	0.0	$69k	675.00	102.01	View chart
Snowflake Stock (SNOW)	0.0	$67k	255.00	261.31	View chart
Invesco S&p 500 Equal Weight Health Care Etf Etf (RSPH)	0.0	$66k	2.0k	33.93	View chart
Blackrock Stock (BLK)	0.0	$66k	66.00	997.92	View chart
Ready Capital Corp Reit (RC)	0.0	$66k	40k	1.64	View chart
Boston Scientific Corp Stock (BSX)	0.0	$65k	1.5k	44.81	View chart
Oneok Stock (OKE)	0.0	$64k	702.00	91.27	View chart
Abrdn Physical Platinum Shares Etf Etf (PPLT)	0.0	$64k	4.4k	14.41	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.0	$64k	400.00	159.36	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.0	$63k	145.00	433.16	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$63k	170.00	368.25	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.0	$61k	1.1k	56.07	View chart
Sportradar Group Ag Class A Ord Stock (SRAD)	0.0	$61k	3.8k	16.16	View chart
Western Asset Managed Muns Cef (MMU)	0.0	$61k	5.9k	10.31	View chart
Yum China Hldgs Stock (YUMC)	0.0	$61k	1.4k	42.75	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.0	$60k	371.00	162.41	View chart
Arm Holdings Adr (ARM)	0.0	$60k	200.00	300.24	View chart
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)	0.0	$60k	1.1k	53.31	View chart
First Tr Inter Duratn Pfd & In Cef (FPF)	0.0	$60k	3.3k	17.98	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	0.0	$60k	739.00	80.70	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$59k	991.00	59.50	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$58k	304.00	191.12	View chart
Ross Stores Stock (ROST)	0.0	$57k	263.00	217.78	View chart
Gilead Sciences Stock (GILD)	0.0	$57k	420.00	135.98	View chart
Marathon Pete Corp Stock (MPC)	0.0	$56k	200.00	280.68	View chart
Arbor Realty Trust Reit (ABR)	0.0	$56k	11k	4.92	View chart
Cummins Stock (CMI)	0.0	$55k	82.00	675.85	View chart
Gmo International Value Etf Etf (GMOI)	0.0	$54k	1.4k	37.92	View chart
Intel Corp Stock (INTC)	0.0	$54k	485.00	110.36	View chart
Vaneck Rare Earth And Strategic Metals Etf Etf (REMX)	0.0	$53k	665.00	79.65	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.0	$52k	510.00	101.99	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.0	$52k	664.00	77.64	View chart
Semtech Corp Stock (SMTC)	0.0	$52k	400.00	128.84	View chart
Forward Air Corp Stock (FWRD)	0.0	$51k	4.2k	12.18	View chart
Pennantpark Floating Rate Cap Cef (PFLT)	0.0	$51k	7.2k	7.13	View chart
T-mobile Us Stock (TMUS)	0.0	$50k	277.00	180.42	View chart
Brc Group Holdings Stock (RILY)	0.0	$49k	6.8k	7.19	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	0.0	$49k	910.00	53.95	View chart
Deere & Co Stock (DE)	0.0	$48k	80.00	603.94	View chart
Amphenol Corp Cl A Stock (APH)	0.0	$48k	305.00	158.23	View chart
Cohen & Steers Infrastructure Cef (UTF)	0.0	$48k	1.7k	27.50	View chart
Newmont Corp Stock (NEM)	0.0	$47k	504.00	93.20	View chart
Goldman Sachs Group Stock (GS)	0.0	$47k	45.00	1040.56	View chart
Ishares Msci Acwi Etf Etf (ACWI)	0.0	$47k	300.00	155.90	View chart
Pacer Metaurus Us Large Cap Dividend Multiplier 400 Etf Etf (QDPL)	0.0	$46k	1.0k	45.40	View chart
Abbott Laboratories Stock (ABT)	0.0	$46k	477.00	95.30	View chart

Past Filings by Allied Private Wealth

SEC 13F filings are viewable for Allied Private Wealth going back to 2026

Allied Private Wealth 2026 Q2 filed July 9, 2026

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