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Hanson McClain Advisors

Latest statistics and disclosures from Allworth Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, BND, BSV, SPDW, SPYG, and represent 36.54% of Allworth Financial's stock portfolio.
Added to shares of these 10 stocks: SPYV (+$148M), SPEM (+$120M), DUHP (+$73M), PJUL (+$59M), BND (+$57M), VTI (+$41M), BSV (+$37M), AAPL (+$28M), KFEB (+$24M), NVDA (+$22M).
Started 482 new stock positions in TBIL, ZROZ, FLOC, TRAK, TDV, FNWD, COOK, ONDS, ISHG, KOD.
Reduced shares in these 10 stocks: VFLO (-$120M), SPDW (-$96M), XBAP (-$53M), KMAY (-$22M), Listed Fd Tr (-$20M), IMAR (-$16M), NAPR (-$11M), IXUS (-$8.4M), ALSN (-$7.2M), Listed Fd Tr (-$6.8M).
Sold out of its positions in BTAL, ATS, ACTG, IVVD, OCTW, BUXX, ALT, AMED, American Centy Etf Tr, MBS.
Allworth Financial was a net buyer of stock by $590M.
Allworth Financial has $23B in assets under management (AUM), dropping by 8.60%.
Central Index Key (CIK): 0001555170

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Portfolio Holdings for Allworth Financial

Allworth Financial holds 4864 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Allworth Financial has 4864 total positions. Only the first 250 positions are shown.

Sign up to view all of the Allworth Financial Sept. 30, 2025 positions
Download the Allworth Financial September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	12.2	$2.8B		8.5M	328.17	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	6.8	$1.5B	+3%	21M	74.37	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	6.7	$1.5B	+2%	19M	78.91	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	5.6	$1.3B	-7%	30M	42.79	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	5.3	$1.2B		11M	104.51	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	4.7	$1.1B	+16%	19M	55.33	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	2.3	$519M	+2%	22M	23.12	View chart
Apple Call Call Option (Principal) (AAPL)	2.2	$506M	+5%	2.0M	254.63	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.9	$434M	+38%	9.3M	46.81	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.9	$432M	+2%	1.5M	293.74	View chart
Ishares Tr Mbs Etf (MBB)	1.3	$304M	+2%	3.2M	95.15	View chart
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)	1.3	$299M		8.3M	36.19	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.3	$296M		2.0M	145.65	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	1.3	$293M	+2%	5.6M	52.22	View chart
Nvidia Corporation Call Call Option (Principal) (NVDA)	1.2	$280M	+8%	1.5M	186.58	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	1.1	$253M		2.3M	110.66	View chart
Microsoft Corporation (MSFT)	1.0	$228M	+2%	440k	517.95	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.0	$225M	+5%	5.8M	38.57	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.9	$215M	+9%	6.9M	31.38	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.8	$183M	+4%	4.0M	45.76	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.7	$169M		809k	208.71	View chart
Spdr S&p 500 Etf Tr Call Call Option (Principal) (SPY)	0.7	$150M	+9%	225k	666.18	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$146M	+3%	1.2M	118.83	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	0.6	$140M		3.3M	41.91	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.6	$132M	-47%	3.5M	37.50	View chart
Ishares Tr Core Total Usd (IUSB)	0.5	$119M	-2%	2.5M	46.71	View chart
Broadcom (AVGO)	0.5	$119M	-3%	360k	329.91	View chart
Ishares Tr Core Msci Total (IXUS)	0.5	$118M	-6%	1.4M	82.58	View chart
JPMorgan Chase & Co. (JPM)	0.5	$116M		368k	315.43	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.5	$114M	+2%	2.0M	57.52	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.5	$112M	+187%	3.0M	37.77	View chart
Amazon Call Call Option (Principal) (AMZN)	0.5	$111M	+4%	504k	219.57	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$103M	+2%	729k	140.95	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$93M		154k	600.37	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$92M	+3%	191k	479.61	View chart
Oracle Corporation (ORCL)	0.4	$90M		321k	281.24	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$83M	+4%	166k	502.74	View chart
Home Depot (HD)	0.4	$83M		205k	405.19	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$82M	+2%	123k	669.30	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.3	$79M	+5%	973k	80.65	View chart
Alphabet Call Call Option (Principal) (GOOG)	0.3	$76M	+9%	310k	243.55	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$74M	-3%	447k	164.54	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$72M	+5%	387k	186.49	View chart
Johnson & Johnson (JNJ)	0.3	$71M	+2%	381k	185.42	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$67M	+2%	1.2M	57.10	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.3	$67M	+17%	1.6M	42.76	View chart
Vanguard Index Fds Call Call Option (Principal) (VOO)	0.3	$66M		108k	612.38	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$66M		269k	243.10	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$64M		531k	120.72	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$64M	-2%	640k	99.95	View chart
Meta Platforms Cl A (META)	0.3	$64M	+14%	87k	734.38	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$63M		591k	106.78	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$62M	+4%	2.3M	27.30	View chart
Chevron Corporation (CVX)	0.3	$62M	+3%	398k	155.29	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.3	$60M	+16594%	1.3M	45.60	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$59M		125k	468.41	View chart
American Express Company (AXP)	0.3	$58M		174k	332.16	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$57M	+5%	979k	58.21	View chart
Abbvie (ABBV)	0.2	$57M	+14%	244k	231.54	View chart
Costco Wholesale Corporation (COST)	0.2	$56M	+3%	61k	925.63	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.2	$56M	+2%	1.9M	29.42	View chart
Procter & Gamble Company (PG)	0.2	$55M	-3%	359k	153.65	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.2	$55M	+4%	1.7M	31.60	View chart
Wells Fargo & Company (WFC)	0.2	$51M	+5%	607k	83.82	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$49M	+8%	488k	100.25	View chart
Tesla Motors (TSLA)	0.2	$48M	-4%	108k	444.72	View chart
Eli Lilly & Co. (LLY)	0.2	$48M	+9%	63k	763.00	View chart
Visa Com Cl A (V)	0.2	$48M		140k	341.38	View chart
Cisco Sys Call Call Option (Principal) (CSCO)	0.2	$47M	+2%	692k	68.42	View chart
At&t (T)	0.2	$45M	-9%	1.6M	28.24	View chart
Exxon Mobil Corporation (XOM)	0.2	$44M		387k	112.75	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$42M	+3%	393k	106.49	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$42M		770k	54.18	View chart
International Business Machines (IBM)	0.2	$41M	-3%	147k	282.16	View chart
Automatic Data Processing (ADP)	0.2	$41M	+22%	139k	293.50	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$41M		114k	355.47	View chart
Coca-Cola Company (KO)	0.2	$40M	+2%	609k	66.32	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$38M		589k	65.26	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$37M	+6%	747k	50.07	View chart
Caterpillar (CAT)	0.2	$37M	-2%	78k	477.15	View chart
Ishares Tr Faln Angls Usd (FALN)	0.2	$37M	+3%	1.3M	27.78	View chart
Netflix (NFLX)	0.2	$37M		31k	1198.92	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$36M	-4%	1.4M	25.71	View chart
Abbott Laboratories (ABT)	0.2	$36M	+2%	267k	133.94	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.2	$35M	+7%	3.1M	11.60	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.2	$35M	+7%	2.0M	17.42	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$35M	+2%	161k	215.79	View chart
Wal-Mart Stores (WMT)	0.1	$33M	-5%	323k	103.06	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.1	$33M	+3%	363k	91.75	View chart
Honeywell International (HON)	0.1	$33M		158k	210.50	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$33M	-2%	409k	79.93	View chart
UnitedHealth (UNH)	0.1	$33M	+3%	94k	345.30	View chart
Walt Disney Company (DIS)	0.1	$33M		284k	114.50	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$32M		725k	44.69	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$32M	+5%	579k	55.71	View chart
Stryker Corporation (SYK)	0.1	$32M		86k	369.67	View chart
Texas Instruments Incorporated (TXN)	0.1	$32M		171k	183.73	View chart
Nextera Energy (NEE)	0.1	$31M		412k	75.49	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$31M		244k	125.95	View chart
Kla Corp Com New (KLAC)	0.1	$29M	-3%	27k	1078.59	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$29M		126k	229.61	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$28M		474k	59.92	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$28M	+6%	382k	73.46	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$28M	+19%	37.00	754200.00	View chart
Mastercard Incorporated Cl A (MA)	0.1	$27M	+12%	48k	568.81	View chart
Prologis (PLD)	0.1	$27M	+2%	235k	114.52	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$27M		1.0M	26.34	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.1	$27M	+3%	563k	47.52	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$26M		718k	36.35	View chart
Raytheon Technologies Corp (RTX)	0.1	$25M	+9%	151k	167.33	View chart
Eaton Corp SHS (ETN)	0.1	$25M		67k	374.25	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$25M	-2%	979k	25.13	View chart
Philip Morris International (PM)	0.1	$24M	-7%	150k	162.20	View chart
Innovator Etfs Trust Us Sm Cap Buffer (KFEB)	0.1	$24M	NEW	905k	26.77	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$24M	+2%	513k	46.12	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.1	$23M	+3%	197k	117.04	View chart
Duke Energy Corp Com New (DUK)	0.1	$23M		182k	123.75	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$22M		80k	281.86	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$22M		350k	62.47	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$22M	-8%	216k	100.70	View chart
Ge Aerospace Com New (GE)	0.1	$22M	+39%	71k	300.82	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$21M	+3%	441k	48.03	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$21M	-2%	291k	71.37	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$21M		106k	194.50	View chart
Palantir Technologies Call Call Option (Principal) (PLTR)	0.1	$21M	+11%	113k	182.42	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$20M	+13%	637k	31.91	View chart
Chubb (CB)	0.1	$20M	+4%	70k	282.25	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$20M		96k	206.51	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$19M	+3%	42k	463.74	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$19M	-2%	148k	130.28	View chart
Bank of America Corporation (BAC)	0.1	$19M		370k	51.59	View chart
Qualcomm Call Call Option (Principal) (QCOM)	0.1	$19M	+6%	115k	166.36	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$19M	-10%	259k	72.77	View chart
Realty Income (O)	0.1	$19M	-3%	305k	60.79	View chart
General Dynamics Corporation (GD)	0.1	$18M	+3%	54k	341.00	View chart
Xcel Energy (XEL)	0.1	$18M		228k	80.65	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$18M	-4%	167k	108.70	View chart
Spdr Series Trust Nuveen Ice Munic (TFI)	0.1	$18M	-5%	393k	45.57	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$18M	+3%	314k	56.86	View chart
McDonald's Corporation (MCD)	0.1	$18M	+3%	59k	303.89	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$18M	-2%	377k	46.96	View chart
Starbucks Corporation (SBUX)	0.1	$18M	+2%	209k	84.60	View chart
Iron Mountain (IRM)	0.1	$18M		173k	101.94	View chart
Innovator Etfs Trust Intl Developed (IAUG)	0.1	$18M	NEW	632k	27.87	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$18M	-3%	386k	45.21	View chart
Southern Company (SO)	0.1	$17M	+2%	183k	94.77	View chart
Verizon Communications (VZ)	0.1	$17M		395k	43.95	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$17M		155k	110.38	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$17M		336k	50.73	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$17M	+3%	292k	57.31	View chart
United Parcel Service CL B (UPS)	0.1	$16M		193k	83.53	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$16M		63k	254.28	View chart
Cme (CME)	0.1	$15M		56k	270.19	View chart
Lockheed Martin Corp Call Call Option (Principal) (LMT)	0.1	$15M	+28%	31k	499.21	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.1	$15M	+10%	258k	57.19	View chart
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)	0.1	$15M	-3%	673k	21.72	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$14M	+9%	59k	241.96	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$14M		227k	62.91	View chart
Advanced Micro Devices (AMD)	0.1	$14M	+26%	88k	161.79	View chart
Cummins (CMI)	0.1	$14M		33k	422.36	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$14M		179k	78.09	View chart
Allstate Corporation (ALL)	0.1	$14M	+6%	65k	214.65	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$14M	-3%	438k	31.84	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$14M	-7%	300k	46.24	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$14M	+3%	209k	65.92	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$14M	-6%	179k	75.74	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$14M		151k	89.37	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$14M		288k	46.93	View chart
Altria (MO)	0.1	$13M	+2%	202k	66.06	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$13M	+3%	314k	42.13	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$13M		45k	293.79	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$13M		130k	99.53	View chart
Eastman Chemical Company (EMN)	0.1	$13M	+3%	204k	63.05	View chart
Waste Connections (WCN)	0.1	$13M		72k	175.80	View chart
Union Pacific Corporation (UNP)	0.1	$13M	-4%	53k	236.37	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$13M	+10%	134k	93.37	View chart
Novartis Sponsored Adr (NVS)	0.1	$12M		96k	128.24	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$12M		169k	72.44	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$12M		180k	68.08	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$12M	-4%	417k	29.11	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.1	$12M	+7%	260k	46.32	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	0.1	$12M	+2%	271k	43.96	View chart
Innovator Etfs Trust Growth 100 Power (NSEP)	0.1	$12M	NEW	415k	28.67	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$12M		39k	307.86	View chart
Intuitive Surgical Com New (ISRG)	0.1	$12M		26k	447.23	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$12M		66k	176.81	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$12M		168k	68.46	View chart
Dell Technologies CL C (DELL)	0.1	$12M	-11%	81k	141.77	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$11M	-7%	143k	80.17	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$11M	+24%	236k	48.19	View chart
Pepsi (PEP)	0.0	$11M	+6%	80k	140.44	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$11M	+2%	442k	25.31	View chart
Amgen Call Call Option (Principal) (AMGN)	0.0	$11M		39k	282.20	View chart
Truist Financial Corp equities (TFC)	0.0	$11M		242k	45.72	View chart
Salesforce Call Call Option (Principal) (CRM)	0.0	$11M	-11%	47k	237.00	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.0	$11M	+12%	370k	29.73	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.0	$11M	+6%	287k	37.70	View chart
Lam Research Corp Com New (LRCX)	0.0	$11M	-8%	81k	133.90	View chart
Parker-Hannifin Corporation (PH)	0.0	$11M		14k	758.14	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.0	$11M	+15%	323k	32.90	View chart
Carrier Global Corporation (CARR)	0.0	$11M		178k	59.70	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.0	$11M	+3%	455k	23.09	View chart
Merck & Co (MRK)	0.0	$10M	+3%	124k	83.93	View chart
Spdr Series Trust Nuveen Ice Short (SHM)	0.0	$10M	-2%	214k	48.22	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.0	$10M	+3%	234k	43.92	View chart
Thermo Fisher Scientific Call Call Option (Principal) (TMO)	0.0	$10M	+7%	21k	485.02	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$10M	+7%	14k	746.65	View chart
Baker Hughes Company Cl A (BKR)	0.0	$10M		207k	48.72	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$10M	+10%	36k	279.29	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$9.9M		165k	60.03	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.0	$9.7M	-3%	195k	49.45	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$9.6M	+24%	300k	32.07	View chart
Unilever Spon Adr New (UL)	0.0	$9.5M	-2%	160k	59.28	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$9.4M	-2%	319k	29.64	View chart
Oneok (OKE)	0.0	$9.4M	+5%	129k	72.97	View chart
Digital Realty Trust (DLR)	0.0	$9.4M	+2%	54k	172.88	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.0	$9.3M		199k	46.69	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$9.3M	+3%	46k	203.59	View chart
Intel Corporation (INTC)	0.0	$9.2M		275k	33.55	View chart
Cigna Corp (CI)	0.0	$9.2M	+11%	32k	288.25	View chart
Ecolab (ECL)	0.0	$9.2M	+640%	34k	273.86	View chart
Hubbell (HUBB)	0.0	$9.1M		21k	430.31	View chart
Boeing Company (BA)	0.0	$9.1M	+7%	42k	215.83	View chart
Ryder System (R)	0.0	$8.9M		47k	188.64	View chart
American Tower Reit (AMT)	0.0	$8.8M		46k	192.32	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$8.7M	-2%	128k	67.83	View chart
Wp Carey (WPC)	0.0	$8.7M	-2%	129k	67.57	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$8.7M	-18%	46k	189.70	View chart
Penske Automotive (PAG)	0.0	$8.6M		50k	173.91	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$8.5M		117k	73.29	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$8.5M	+4%	267k	31.63	View chart
Enact Hldgs (ACT)	0.0	$8.3M		216k	38.34	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$8.3M	-9%	163k	50.63	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$8.2M	+5%	188k	43.83	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$8.2M		88k	93.35	View chart
Hartford Fds Exchange Traded Core Bd Etf (HCRB)	0.0	$8.2M	-4%	231k	35.50	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$8.2M		39k	209.34	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$8.1M		348k	23.28	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$8.0M	+4%	329k	24.30	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$7.9M	-3%	80k	99.11	View chart
Broadridge Financial Solutions (BR)	0.0	$7.9M		33k	238.17	View chart
First American Financial (FAF)	0.0	$7.8M		122k	64.24	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$7.7M	-2%	87k	89.57	View chart
Globe Life (GL)	0.0	$7.7M		54k	142.97	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.0	$7.5M		148k	50.75	View chart
Lowe's Companies (LOW)	0.0	$7.5M	+5%	30k	251.31	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$7.5M		43k	174.58	View chart
First Tr Exchange-traded SHS (FDL)	0.0	$7.5M		173k	43.41	View chart
Essential Utils (WTRG)	0.0	$7.5M	-2%	187k	39.90	View chart
Ingredion Incorporated (INGR)	0.0	$7.4M	+3%	61k	122.11	View chart

Past Filings by Allworth Financial

SEC 13F filings are viewable for Allworth Financial going back to 2012

Allworth Financial 2025 Q3 filed Dec. 2, 2025
Allworth Financial 2025 Q2 filed Aug. 7, 2025
Allworth Financial 2025 Q1 filed April 30, 2025
Allworth Financial 2024 Q4 filed Jan. 30, 2025
Allworth Financial 2024 Q3 filed Oct. 23, 2024
Allworth Financial 2024 Q2 filed July 24, 2024
Allworth Financial 2024 Q1 filed April 25, 2024
Allworth Financial 2023 Q4 filed Jan. 24, 2024
Allworth Financial 2023 Q3 filed Oct. 31, 2023
Allworth Financial 2023 Q2 filed July 18, 2023
Allworth Financial 2023 Q1 filed April 18, 2023
Allworth Financial 2022 Q4 filed Jan. 13, 2023
Allworth Financial 2022 Q3 restated filed Nov. 14, 2022
Allworth Financial 2022 Q3 filed Oct. 18, 2022
Allworth Financial 2022 Q2 filed July 13, 2022
Allworth Financial 2022 Q1 filed April 22, 2022

View all past filings

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