Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 35.42% of Allworth Financial's stock portfolio.
Added to shares of these 10 stocks: JBND (+$325M), SPYG (+$106M), IWF (+$67M), IWD (+$58M), BND (+$48M), FBND (+$41M), DDFO (+$40M), Raytheon Technologies Corp (+$40M), BSV (+$37M), AVGO (+$29M).
Started 442 new stock positions in FTSL, VPLS, INSE, CRAK, FMAT, Thredup, Powershares S&p International Developed, BBEU, Grupo Cibest Sa, Flaherty & Crumrine Pfd Inco.
Reduced shares in these 10 stocks: RWL (-$117M), QQQ (-$93M), PJUL (-$60M), RTX (-$25M), KFEB (-$25M), AAPL (-$21M), NSEP (-$12M), T (-$11M), Unilever (-$9.5M), ACT (-$8.3M).
Sold out of its positions in ABSI, IZRL, FAX, BCIM, ADVM, ADV, AIRS, AKRO, ALEC, ALE.
Allworth Financial was a net buyer of stock by $1.3B.
Allworth Financial has $24B in assets under management (AUM), dropping by 7.25%.
Central Index Key (CIK): 0001555170

Tip: Access up to 7 years of quarterly data

Positions held by Hanson McClain Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Allworth Financial

Allworth Financial holds 4970 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Allworth Financial has 4970 total positions. Only the first 250 positions are shown.

Sign up to view all of the Allworth Financial Dec. 31, 2025 positions
Download the Allworth Financial December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	11.7	$2.8B		8.5M	335.27	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	6.5	$1.6B	+3%	21M	74.07	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	6.4	$1.5B	+2%	20M	78.81	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	5.4	$1.3B		30M	44.41	View chart
Spdr Series Trust State Street Spd (SPYG)	5.4	$1.3B	+8%	12M	106.70	View chart
Spdr Series Trust State Street Spd (SPYV)	4.6	$1.1B		20M	56.81	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	2.2	$530M	+2%	23M	23.02	View chart
Apple Call Call Option (Principal) (AAPL)	2.1	$519M	-3%	1.9M	271.86	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.8	$441M	+3%	1.5M	290.22	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.8	$438M		9.4M	46.81	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	1.3	$325M	NEW	6.0M	54.07	View chart
Gmo Etf Trust Gmo Us Quality E (QLTY)	1.3	$319M		8.3M	38.46	View chart
Ishares Tr Mbs Etf (MBB)	1.3	$313M	+3%	3.3M	95.22	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	1.2	$300M	+3%	5.8M	51.77	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.2	$295M	-2%	2.0M	148.69	View chart
Nvidia Corporation Call Call Option (Principal) (NVDA)	1.2	$290M	+3%	1.6M	186.50	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.0	$236M	+2%	6.0M	39.59	View chart
Microsoft Corporation (MSFT)	0.9	$223M	+4%	461k	483.62	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.9	$216M	-3%	6.6M	32.73	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.7	$180M	-3%	3.8M	46.80	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.7	$174M		823k	211.79	View chart
Broadcom (AVGO)	0.6	$153M	+22%	442k	346.10	View chart
Spdr S&p 500 Etf Tr Call Call Option (Principal) (SPY)	0.6	$153M		224k	681.92	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$150M		1.2M	120.18	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.6	$145M	-44%	1.3M	114.50	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	0.6	$144M		3.4M	42.78	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.6	$140M		3.5M	39.38	View chart
JPMorgan Chase & Co. (JPM)	0.5	$133M	+12%	413k	322.22	View chart
Amazon Call Call Option (Principal) (AMZN)	0.5	$131M	+12%	566k	230.82	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$126M	+112%	266k	473.30	View chart
Ishares Tr Core Msci Total (IXUS)	0.5	$124M	+2%	1.5M	84.64	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.5	$119M	+2%	2.0M	58.12	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.5	$118M	+4%	3.1M	38.03	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.5	$116M		2.5M	46.54	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$104M		726k	143.52	View chart
Alphabet Call Call Option (Principal) (GOOG)	0.4	$103M	+5%	327k	313.80	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$102M	+21%	327k	313.00	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$96M	+2%	196k	487.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$90M	+7%	132k	684.94	View chart
Johnson & Johnson (JNJ)	0.4	$88M	+10%	423k	206.95	View chart
Spdr Series Trust State Street Spd (SPTM)	0.4	$86M	+6%	1.0M	82.50	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$85M		168k	502.65	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$80M	+8%	420k	190.99	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.3	$80M	+20%	1.9M	42.56	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$75M	+20%	2.7M	27.43	View chart
Home Depot (HD)	0.3	$73M	+3%	212k	344.10	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$73M	-3%	432k	167.94	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$70M	+4%	1.2M	57.24	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$69M	+2%	110k	627.13	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$67M	+604%	321k	210.34	View chart
Eli Lilly & Co. (LLY)	0.3	$67M		62k	1074.68	View chart
Oracle Corporation (ORCL)	0.3	$67M	+7%	343k	194.91	View chart
Chevron Corporation (CVX)	0.3	$66M	+8%	434k	152.43	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$65M		523k	123.26	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$64M		601k	106.70	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$63M	-4%	612k	102.54	View chart
Meta Platforms Cl A (META)	0.3	$61M	+6%	92k	660.09	View chart
Abbvie (ABBV)	0.2	$60M	+8%	264k	228.49	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$60M	+2%	1.0M	59.54	View chart
American Express Company (AXP)	0.2	$60M	-7%	161k	369.95	View chart
Costco Wholesale Corporation (COST)	0.2	$59M	+12%	68k	862.35	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.2	$58M	+3%	1.8M	32.33	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.2	$58M		1.9M	30.99	View chart
Cisco Sys Call Call Option (Principal) (CSCO)	0.2	$58M	+7%	746k	77.03	View chart
Procter & Gamble Company (PG)	0.2	$56M	+8%	389k	143.31	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$55M	+87%	887k	62.47	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$55M	+296%	1.2M	46.04	View chart
Wells Fargo & Company (WFC)	0.2	$55M	-3%	586k	93.20	View chart
Visa Com Cl A (V)	0.2	$54M	+11%	155k	350.71	View chart
Tesla Motors (TSLA)	0.2	$54M	+9%	119k	449.72	View chart
Caterpillar (CAT)	0.2	$53M	+18%	92k	572.87	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$52M	+6%	518k	99.88	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$50M	+19%	923k	53.76	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$47M	+4%	120k	396.31	View chart
International Business Machines (IBM)	0.2	$47M	+8%	159k	296.21	View chart
Exxon Mobil Corporation (XOM)	0.2	$46M		380k	120.34	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$45M	+7%	424k	107.11	View chart
Coca-Cola Company (KO)	0.2	$43M		621k	69.91	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$41M	+8%	807k	50.29	View chart
Innovator Etfs Trust Equity Dual Dire (DDFO)	0.2	$40M	NEW	1.9M	21.62	View chart
Raytheon Technologies Corp	0.2	$40M	NEW	216k	183.40	View chart
Walt Disney Company (DIS)	0.2	$38M	+18%	337k	113.77	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$38M		579k	66.00	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.2	$38M	+7%	2.2M	17.41	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$37M		1.4M	26.23	View chart
Wal-Mart Stores (WMT)	0.2	$37M	+2%	331k	111.41	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$36M		1.3M	27.30	View chart
Nextera Energy (NEE)	0.1	$36M	+9%	449k	80.28	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$36M	+4%	3.2M	11.24	View chart
Automatic Data Processing (ADP)	0.1	$36M		139k	257.23	View chart
Mastercard Incorporated Cl A (MA)	0.1	$35M	+29%	62k	570.88	View chart
Abbott Laboratories (ABT)	0.1	$35M	+5%	281k	125.29	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$35M		159k	219.78	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$33M		717k	46.59	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$33M	+2%	419k	79.73	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$33M		589k	56.69	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$32M	+11%	424k	75.44	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$32M	+52%	972k	32.62	View chart
Stryker Corporation (SYK)	0.1	$32M	+5%	90k	351.47	View chart
UnitedHealth (UNH)	0.1	$31M		95k	330.11	View chart
Texas Instruments Incorporated (TXN)	0.1	$31M	+2%	176k	173.49	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$30M	-4%	234k	129.16	View chart
Prologis (PLD)	0.1	$30M		235k	127.66	View chart
Eaton Corp SHS (ETN)	0.1	$30M	+40%	94k	318.51	View chart
Honeywell International (HON)	0.1	$30M	-4%	152k	195.09	View chart
At&t (T)	0.1	$29M	-27%	1.2M	24.84	View chart
Kla Corp Com New (KLAC)	0.1	$29M	-12%	24k	1215.06	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$29M	-13%	313k	91.38	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$28M	-4%	120k	230.21	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.1	$28M	+3%	583k	47.35	View chart
Innovator Etfs Trust Us Small Cap Pow (KSEP)	0.1	$27M	NEW	976k	27.89	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$27M		713k	38.11	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$27M	-2%	36.00	754800.00	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$27M		999k	26.91	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$27M	NEW	607k	43.92	View chart
Qualcomm (QCOM)	0.1	$26M	+34%	154k	171.05	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$26M		520k	49.90	View chart
Bank of America Corporation (BAC)	0.1	$26M	+26%	467k	55.00	View chart
Netflix (NFLX)	0.1	$25M	+776%	268k	93.76	View chart
Morgan Stanley Etf Trust Eaton Vance Fltg (EVLN)	0.1	$25M	NEW	501k	49.47	View chart
Philip Morris International (PM)	0.1	$25M	+2%	154k	160.40	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$24M	+12%	328k	73.56	View chart
Ge Aerospace Com New (GE)	0.1	$24M	+7%	77k	308.03	View chart
Chubb (CB)	0.1	$24M	+7%	75k	312.12	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$23M	-4%	935k	25.08	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.1	$23M	-2%	192k	121.27	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$23M	+92%	127k	181.21	View chart
Advanced Micro Devices (AMD)	0.1	$23M	+21%	107k	214.16	View chart
McDonald's Corporation (MCD)	0.1	$23M	+26%	74k	305.63	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$22M	+18%	416k	53.83	View chart
Merck & Co (MRK)	0.1	$22M	+71%	212k	105.26	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$22M	+94%	154k	143.97	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$21M		448k	47.85	View chart
Duke Energy Corp Com New (DUK)	0.1	$21M		179k	117.21	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$21M		105k	198.62	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$21M		256k	81.17	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$20M	+2%	42k	480.57	View chart
Thermo Fisher Scientific Call Call Option (Principal) (TMO)	0.1	$20M	+66%	35k	579.45	View chart
Southern Company (SO)	0.1	$20M	+27%	233k	87.20	View chart
Innovator Etfs Trust Intl Developed (IAUG)	0.1	$20M	+12%	713k	28.46	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$20M		96k	212.07	View chart
Verizon Communications (VZ)	0.1	$20M	+23%	486k	40.73	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$20M	-9%	195k	100.38	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$20M		147k	132.37	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$19M	+1744%	139k	136.94	View chart
General Dynamics Corporation (GD)	0.1	$18M		55k	336.66	View chart
Cme (CME)	0.1	$18M	+18%	67k	273.08	View chart
Micron Technology (MU)	0.1	$18M	+103%	63k	285.41	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$18M		383k	46.92	View chart
Starbucks Corporation (SBUX)	0.1	$18M	+2%	213k	84.21	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$18M	-4%	161k	111.78	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$18M	+9%	69k	257.95	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$18M		314k	55.80	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$18M		371k	47.08	View chart
Pepsi (PEP)	0.1	$17M	+49%	120k	143.52	View chart
Dell Technologies CL C (DELL)	0.1	$17M	+67%	136k	125.88	View chart
United Parcel Service CL B (UPS)	0.1	$17M	-10%	172k	99.19	View chart
Spdr Series Trust State Street Spd (TFI)	0.1	$17M	-5%	372k	45.71	View chart
Xcel Energy (XEL)	0.1	$17M		227k	73.86	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$17M	+30%	174k	96.03	View chart
Cummins (CMI)	0.1	$17M	-2%	33k	510.45	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$17M	-3%	149k	111.80	View chart
Realty Income (O)	0.1	$17M	-3%	295k	56.37	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$17M	-2%	328k	50.59	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$17M		288k	57.58	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$17M	+2432%	117k	141.05	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$16M	+9%	281k	57.91	View chart
TJX Companies (TJX)	0.1	$16M	+176%	104k	153.61	View chart
Palantir Technologies Call Call Option (Principal) (PLTR)	0.1	$16M	-22%	88k	177.75	View chart
Union Pacific Corporation (UNP)	0.1	$15M	+25%	67k	231.32	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$15M	NEW	235k	65.51	View chart
Intuitive Surgical Com New (ISRG)	0.1	$15M		27k	566.35	View chart
Agnico (AEM)	0.1	$15M	+1781%	89k	169.53	View chart
Lockheed Martin Corporation (LMT)	0.1	$15M	+2%	31k	483.68	View chart
Morgan Stanley Com New (MS)	0.1	$15M	+97%	85k	177.53	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$15M	+6%	223k	67.22	View chart
Travelers Companies equities	0.1	$15M	NEW	50k	290.06	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$15M		441k	32.89	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$14M	+2%	185k	77.88	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$14M		226k	63.18	View chart
Lowe's Companies (LOW)	0.1	$14M	+97%	59k	241.16	View chart
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)	0.1	$14M	-3%	650k	21.62	View chart
Lam Research Corp Com New (LRCX)	0.1	$14M		81k	171.18	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$14M	-4%	57k	246.16	View chart
Amgen (AMGN)	0.1	$14M	+6%	42k	327.31	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	0.1	$14M	+343%	174k	78.62	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$14M	+905%	42k	323.01	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.1	$14M	+8295%	234k	57.92	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$13M		177k	75.16	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$13M	-2%	282k	47.02	View chart
Allstate Corporation (ALL)	0.1	$13M	-4%	62k	208.15	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$13M	-2%	127k	101.98	View chart
Novartis Sponsored Adr (NVS)	0.1	$13M	-2%	93k	137.87	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$13M	-8%	139k	92.30	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	0.1	$13M	+4%	283k	44.97	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.1	$13M		315k	40.35	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$13M	+3%	270k	46.86	View chart
Waste Connections (WCN)	0.1	$13M		71k	175.36	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$13M	+10%	260k	47.95	View chart
Parker-Hannifin Corporation (PH)	0.1	$12M		14k	878.98	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$12M	-2%	165k	74.17	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$12M		39k	314.80	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$12M	-2%	44k	279.14	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$12M	-2%	407k	29.61	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$12M	-3%	174k	69.42	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$12M	+267%	145k	82.32	View chart
Truist Financial Corp equities (TFC)	0.0	$12M		242k	49.21	View chart
Salesforce Call Call Option (Principal) (CRM)	0.0	$12M	-3%	45k	264.91	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.0	$12M	+8%	402k	29.36	View chart
Bristol Myers Squibb (BMY)	0.0	$12M	+106%	217k	53.94	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.0	$12M	+5%	341k	34.21	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$12M	+5%	38k	303.89	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$12M		165k	69.67	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$12M	-2%	139k	82.48	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.0	$11M	+8%	493k	23.19	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.0	$11M	+116%	211k	54.07	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.0	$11M	+2%	295k	38.22	View chart
Altria (MO)	0.0	$11M	-3%	195k	57.66	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$11M		446k	25.24	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$11M	+13%	340k	33.08	View chart
American Tower Reit (AMT)	0.0	$11M	+39%	64k	175.57	View chart
PNC Financial Services (PNC)	0.0	$11M	+87%	53k	208.73	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.0	$11M	NEW	233k	47.56	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.0	$11M	+4322%	212k	50.50	View chart
Ishares Tr Esg Advanced Uni (EUSB)	0.0	$11M	+2%	240k	43.91	View chart
Intel Corporation (INTC)	0.0	$10M		275k	36.90	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$10M	+152%	132k	77.02	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$10M	+25%	413k	24.23	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$9.9M	+7%	138k	71.41	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$9.7M		321k	30.07	View chart
Carrier Global Corporation (CARR)	0.0	$9.6M	+2%	182k	52.84	View chart
Spdr Series Trust State Street Spd (SHM)	0.0	$9.5M	-7%	198k	47.99	View chart
Oneok (OKE)	0.0	$9.5M		129k	73.50	View chart
Ge Vernova (GEV)	0.0	$9.5M	+71%	15k	653.59	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.0	$9.4M	+46%	386k	24.28	View chart
Unilever Spon Adr New (UL)	0.0	$9.3M	NEW	143k	65.40	View chart
AutoZone (AZO)	0.0	$9.3M	+580%	2.7k	3390.95	View chart
Hubbell (HUBB)	0.0	$9.2M	-2%	21k	444.12	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$9.1M	+3%	276k	32.94	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$9.0M	-8%	151k	59.93	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.0	$9.0M	-3%	188k	48.00	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.0	$9.0M	-2%	194k	46.25	View chart
Baker Hughes Company Cl A (BKR)	0.0	$9.0M	-4%	197k	45.54	View chart
Ryder System (R)	0.0	$8.9M		47k	191.39	View chart
Goldman Sachs (GS)	0.0	$8.9M	+12%	10k	878.96	View chart
Palo Alto Networks (PANW)	0.0	$8.9M	+108%	49k	184.20	View chart
Kinder Morgan (KMI)	0.0	$8.9M	+151%	325k	27.49	View chart
Pfizer (PFE)	0.0	$8.9M	+63%	357k	24.90	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$8.9M		118k	75.05	View chart
Cigna Corp (CI)	0.0	$8.9M		32k	275.23	View chart

Past Filings by Allworth Financial

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

Allworth Financial 2025 Q4 filed Feb. 5, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z