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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 34.23% of Allworth Financial's stock portfolio.
Added to shares of these 10 stocks: BND (+$215M), QQQ (+$90M), DFAC (+$68M), DFCF (+$58M), DUHP (+$50M), DDFJ (+$44M), PWR (+$44M), RTX (+$42M), RDIV (+$39M), DFSD (+$32M).
Started 465 new stock positions in BCS, ESOA, TUSK, FF, MPTI.R, TCPC, AVBH, IVVD, MDWD, VALE.
Reduced shares in these 10 stocks: BSV (-$165M), DDFO (-$40M), Raytheon Technologies Corp (-$40M), SCHD (-$38M), KSEP (-$27M), POCT (-$26M), Travelers Companies equities (-$15M), SPDW (-$15M), BIL (-$14M), NOCT (-$13M).
Sold out of its positions in Broadstone Net Lease, Cno Finl Group, Cars, Clough Global Opportunities, Alti Global, Ameresco Inc Cl A, Definitive Healthcare Corp, American Eagle Outfitters In, Direxion Shs Etf Tr, Direxion Shs Etf Tr.
Allworth Financial was a net buyer of stock by $782M.
Allworth Financial has $25B in assets under management (AUM), dropping by 1.43%.
Central Index Key (CIK): 0001555170

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Portfolio Holdings for Allworth Financial

Allworth Financial holds 5164 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Allworth Financial has 5164 total positions. Only the first 250 positions are shown.

Sign up to view all of the Allworth Financial March 31, 2026 positions
Download the Allworth Financial March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	11.1	$2.7B		8.5M	320.81	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	7.2	$1.8B	+13%	24M	73.64	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	5.6	$1.4B	-10%	18M	78.41	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	5.5	$1.3B		30M	45.65	View chart
Spdr Series Trust State Street Spd (SPYG)	4.9	$1.2B		12M	97.91	View chart
Spdr Series Trust State Street Spd (SPYV)	4.5	$1.1B		20M	56.58	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	2.2	$536M		23M	22.91	View chart
Apple Call Call Option (Principal) (AAPL)	2.0	$491M		1.9M	253.79	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.8	$440M		1.5M	287.18	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	1.8	$438M		9.3M	46.91	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	1.3	$330M	+2%	6.1M	53.77	View chart
Ishares Tr Mbs Etf (MBB)	1.3	$316M		3.3M	94.95	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	1.2	$300M		5.9M	51.23	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.2	$300M	+29%	7.7M	38.86	View chart
Gmo Etf Trust Gmo Us Quality E (QLTY)	1.2	$299M		8.3M	36.18	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.1	$278M		1.9M	142.43	View chart
NVIDIA Corporation (NVDA)	1.1	$273M		1.6M	174.40	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.0	$247M	+9%	7.3M	33.97	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.7	$179M	+3%	4.0M	45.12	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.7	$178M		818k	217.25	View chart
Microsoft Corporation (MSFT)	0.7	$176M	+3%	476k	370.17	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.7	$164M	+43%	4.5M	36.76	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$155M		1.2M	124.31	View chart
State Str Spdr S&p 500 Etf T Call Call Option (Principal) (SPY)	0.6	$144M		221k	650.34	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.6	$144M		1.2M	114.91	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.6	$139M		3.5M	39.48	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	0.6	$139M		3.4M	40.90	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.6	$138M	+73%	3.3M	42.22	View chart
Broadcom (AVGO)	0.6	$137M		442k	309.51	View chart
Amazon Call Call Option (Principal) (AMZN)	0.5	$124M	+4%	594k	208.27	View chart
Ishares Tr Core Msci Total (IXUS)	0.5	$123M	-3%	1.4M	86.64	View chart
JPMorgan Chase & Co. (JPM)	0.5	$122M		413k	294.16	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.5	$115M		2.1M	55.52	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.5	$114M		2.5M	46.19	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$112M		263k	426.40	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$111M	+3%	750k	148.10	View chart
Johnson & Johnson (JNJ)	0.4	$101M	-2%	412k	244.44	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$97M	+3%	337k	287.56	View chart
Alphabet Call Call Option (Principal) (GOOG)	0.4	$92M		321k	286.86	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$90M	NEW	155k	577.18	View chart
Chevron Corporation (CVX)	0.4	$89M		431k	206.90	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$87M		200k	436.79	View chart
Spdr Series Trust State Street Spd (SPTM)	0.3	$85M	+3%	1.1M	79.06	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$83M		425k	196.20	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$83M	-3%	127k	653.21	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$82M		170k	479.20	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$73M	+5%	1.3M	56.68	View chart
Costco Wholesale Corporation (COST)	0.3	$73M	+7%	73k	996.43	View chart
Home Depot (HD)	0.3	$70M		213k	328.89	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$69M	+4%	116k	597.55	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$67M		316k	213.67	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$67M		431k	155.11	View chart
Exxon Mobil Corporation (XOM)	0.3	$67M	+3%	392k	169.66	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$65M	+3%	1.0M	62.45	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$64M		597k	106.50	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.3	$62M	+2%	1.9M	32.41	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$61M	-2%	598k	102.25	View chart
Eli Lilly & Co. (LLY)	0.2	$61M	+6%	66k	919.77	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$60M	+10%	1.3M	45.62	View chart
Caterpillar (CAT)	0.2	$60M	-8%	84k	708.46	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.2	$59M	+2%	1.8M	32.04	View chart
Procter & Gamble Company (PG)	0.2	$59M	+4%	405k	144.44	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$58M		517k	113.11	View chart
Meta Platforms Cl A (META)	0.2	$58M	+10%	102k	572.13	View chart
Cisco Systems (CSCO)	0.2	$58M		749k	77.59	View chart
Abbvie (ABBV)	0.2	$57M		264k	217.49	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$55M	+7%	558k	99.27	View chart
Nextera Energy (NEE)	0.2	$55M	+32%	596k	92.88	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$55M	-4%	850k	64.08	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$54M	+54%	1.1M	48.46	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$52M		120k	430.29	View chart
Oracle Corporation (ORCL)	0.2	$50M		338k	147.11	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$50M		919k	54.05	View chart
American Express Company (AXP)	0.2	$48M		159k	302.48	View chart
Coca-Cola Company (KO)	0.2	$48M		627k	76.05	View chart
Wells Fargo & Company (WFC)	0.2	$46M		582k	79.61	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$46M	+2%	436k	106.15	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$46M	-45%	1.5M	30.68	View chart
Tesla Motors (TSLA)	0.2	$45M		121k	371.75	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.2	$45M	+260%	936k	47.88	View chart
Visa Com Cl A (V)	0.2	$45M	-4%	148k	302.24	View chart
Innovator Etfs Trust Equity Dual Dire (DDFJ)	0.2	$44M	NEW	2.4M	18.76	View chart
Quanta Services (PWR)	0.2	$44M	NEW	80k	549.02	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$43M	+7%	869k	49.89	View chart
Wal-Mart Stores (WMT)	0.2	$43M	+4%	346k	124.28	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$43M	+20%	1.7M	25.10	View chart
Raytheon Technologies Corp (RTX)	0.2	$42M	NEW	220k	192.90	View chart
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV)	0.2	$42M	+1401%	753k	55.66	View chart
Texas Instruments Incorporated (TXN)	0.2	$41M	+20%	213k	194.14	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.2	$41M	+9%	2.4M	17.30	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$38M	-3%	560k	67.53	View chart
Ishares Tr Faln Angls Usd (FALN)	0.2	$37M	+4%	1.4M	26.72	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$37M	+5%	3.4M	10.88	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$35M	+7%	636k	55.24	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$35M	+6%	452k	77.11	View chart
Honeywell International (HON)	0.1	$35M		153k	226.03	View chart
Eaton Corp SHS (ETN)	0.1	$35M	+2%	96k	357.67	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$34M		159k	215.06	View chart
At&t (T)	0.1	$34M		1.2M	28.99	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$34M		423k	79.27	View chart
International Business Machines (IBM)	0.1	$33M	-15%	135k	242.39	View chart
Walt Disney Company (DIS)	0.1	$32M		333k	96.38	View chart
Kla Corp Com New (KLAC)	0.1	$32M	-9%	22k	1472.43	View chart
Merck & Co (MRK)	0.1	$32M	+24%	263k	120.29	View chart
Prologis (PLD)	0.1	$31M		235k	132.18	View chart
Mastercard Incorporated Cl A (MA)	0.1	$31M		62k	499.66	View chart
UnitedHealth (UNH)	0.1	$31M	+19%	113k	270.59	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$31M	+97%	871k	35.04	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.1	$31M	+13171%	951k	32.03	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$30M	+9%	778k	38.96	View chart
Netflix (NFLX)	0.1	$30M	+15%	310k	96.15	View chart
Stryker Corporation (SYK)	0.1	$30M		91k	328.59	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$29M	+4%	1.0M	29.13	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$29M	NEW	629k	46.13	View chart
Automatic Data Processing (ADP)	0.1	$29M	+2%	142k	203.18	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$28M		233k	118.51	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.1	$28M		585k	47.02	View chart
Lam Research Corp Com New (LRCX)	0.1	$27M	+57%	128k	213.66	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$27M		518k	52.78	View chart
Morgan Stanley Etf Trust Eaton Vance Fltg (EVLN)	0.1	$27M	+9%	550k	48.18	View chart
Philip Morris International (PM)	0.1	$26M	+2%	158k	165.34	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$26M		120k	215.98	View chart
Abbott Laboratories (ABT)	0.1	$26M	-9%	253k	102.67	View chart
Advanced Micro Devices (AMD)	0.1	$26M	+19%	128k	203.43	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$26M		36.00	718140.00	View chart
Verizon Communications (VZ)	0.1	$26M	+4%	507k	50.20	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$25M	+5%	437k	57.64	View chart
Chubb (CB)	0.1	$25M	+2%	77k	325.93	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$25M		333k	75.10	View chart
McDonald's Corporation (MCD)	0.1	$24M	+4%	77k	310.79	View chart
Bank of America Corporation (BAC)	0.1	$24M	+5%	492k	48.75	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$24M	-6%	933k	25.64	View chart
Duke Energy Corp Com New (DUK)	0.1	$24M		183k	130.94	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$24M		126k	189.59	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.1	$24M	+106%	435k	53.99	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$23M		260k	88.16	View chart
Southern Company (SO)	0.1	$23M		237k	96.52	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$23M	+7%	481k	47.55	View chart
Innovator Etfs Trust Intl Developed (IAUG)	0.1	$23M	+11%	797k	28.65	View chart
Dell Technologies CL C (DELL)	0.1	$22M		136k	164.13	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$22M	-4%	889k	24.91	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.1	$22M		191k	113.60	View chart
Palantir Technologies Cl A (PLTR)	0.1	$21M	+67%	147k	146.28	View chart
Qualcomm (QCOM)	0.1	$21M	+5%	162k	128.78	View chart
Lockheed Martin Corporation (LMT)	0.1	$21M	+9%	34k	604.39	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$20M		152k	132.90	View chart
Cme (CME)	0.1	$20M		68k	295.35	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$20M		95k	211.15	View chart
Applied Materials (AMAT)	0.1	$20M	+100%	58k	341.79	View chart
Micron Technology (MU)	0.1	$20M	-6%	59k	337.84	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$20M		197k	100.66	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$20M		103k	191.81	View chart
Starbucks Corporation (SBUX)	0.1	$20M	+2%	219k	89.59	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	0.1	$20M	+45%	253k	77.55	View chart
Amgen (AMGN)	0.1	$19M	+30%	55k	351.85	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$19M	+62%	269k	70.91	View chart
General Dynamics Corporation (GD)	0.1	$19M		55k	343.22	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$19M	-3%	41k	463.19	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$18M	+4%	330k	55.35	View chart
Pepsi (PEP)	0.1	$18M	-2%	117k	155.29	View chart
United Parcel Svcs CL B (UPS)	0.1	$18M	+7%	184k	98.38	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$18M		381k	47.53	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$18M		69k	261.92	View chart
Agnico (AEM)	0.1	$18M		88k	202.98	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$18M		139k	128.12	View chart
TJX Companies (TJX)	0.1	$18M	+6%	112k	159.70	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$18M	+7%	301k	59.22	View chart
Xcel Energy (XEL)	0.1	$18M		223k	79.44	View chart
Realty Income (O)	0.1	$18M	-2%	286k	61.18	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$17M	-3%	155k	111.18	View chart
Thermo Fisher Scientific (TMO)	0.1	$17M		35k	491.53	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$17M	-6%	137k	125.13	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$17M	+39%	202k	84.84	View chart
Cummins (CMI)	0.1	$17M	-2%	32k	538.01	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$17M		150k	114.32	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$17M		117k	145.74	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$17M	-4%	355k	46.95	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$17M		172k	97.13	View chart
Union Pacific Corporation (UNP)	0.1	$17M	+2%	69k	242.62	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$16M	+39%	231k	71.13	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$16M	-2%	321k	50.61	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$16M	+37%	467k	34.55	View chart
Ge Aerospace Com New (GE)	0.1	$16M	-26%	57k	283.77	View chart
Spdr Series Trust State Street Spd (TFI)	0.1	$16M	-4%	354k	45.34	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$16M		290k	55.20	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$16M	+2%	228k	69.75	View chart
Travelers Companies (TRV)	0.1	$15M	NEW	52k	291.68	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$15M		287k	52.64	View chart
Morgan Stanley Com New (MS)	0.1	$15M	+8%	92k	164.57	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.1	$15M	+120%	275k	54.13	View chart
Novartis Sponsored Adr (NVS)	0.1	$15M	+3%	97k	152.75	View chart
Innovator Etfs Trust Innovator Gw 100 (NJUN)	0.1	$15M	+139144%	468k	31.28	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$15M	-48%	160k	91.64	View chart
Lowe's Companies (LOW)	0.1	$15M	+4%	62k	236.28	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$14M		187k	77.18	View chart
Ge Vernova (GEV)	0.1	$14M	+12%	16k	872.90	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$14M		57k	248.00	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$14M	+31%	173k	80.58	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$14M	+6%	289k	48.32	View chart
Spdr Series Trust State Street Spd (EFIV)	0.1	$14M	+6638%	220k	63.08	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$14M		226k	61.32	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$14M		125k	110.47	View chart
Altria (MO)	0.1	$14M	+6%	208k	65.99	View chart
Pfizer (PFE)	0.1	$14M	+35%	485k	28.08	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.1	$14M	+5%	331k	40.83	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$13M		178k	75.45	View chart
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)	0.1	$13M	-4%	624k	21.49	View chart
Bristol Myers Squibb (BMY)	0.1	$13M		221k	60.65	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	0.1	$13M	+4%	296k	44.63	View chart
Allstate Corporation (ALL)	0.1	$13M		64k	207.34	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$13M		42k	313.81	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$13M	+21%	258k	49.99	View chart
Intuitive Surgical Com New (ISRG)	0.1	$13M	+3%	28k	460.98	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$13M	+10175%	396k	32.22	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$13M	+4%	356k	35.71	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$13M	-2%	37k	337.95	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$13M	-3%	133k	93.74	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$12M	+7%	430k	28.72	View chart
Intel Corporation (INTC)	0.0	$12M		279k	44.13	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$12M		175k	70.18	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.0	$12M	+7%	532k	22.98	View chart
Parker-Hannifin Corporation (PH)	0.0	$12M	-3%	14k	895.27	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$12M	-2%	395k	30.50	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$12M	+7%	478k	25.07	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$12M	+2%	40k	298.85	View chart
Oneok (OKE)	0.0	$12M		131k	90.39	View chart
Baker Hughes Company Cl A (BKR)	0.0	$12M		194k	61.05	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.0	$12M	+6%	249k	47.30	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$12M	+35%	47k	250.58	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$12M		138k	83.57	View chart
PNC Financial Services (PNC)	0.0	$12M	+3%	55k	208.09	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$11M		44k	257.35	View chart
Phillips 66 (PSX)	0.0	$11M		62k	182.18	View chart
Kinder Morgan (KMI)	0.0	$11M	+3%	335k	33.53	View chart
Waste Connections (WCN)	0.0	$11M	-2%	69k	162.44	View chart
Ishares Tr Esg Advanced Uni (EUSB)	0.0	$11M	+7%	257k	43.50	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.0	$11M	+6%	313k	35.59	View chart
American Tower Reit (AMT)	0.0	$11M		64k	172.58	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$11M		28k	391.76	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.0	$11M	+74%	228k	47.93	View chart
Truist Financial Corp equities (TFC)	0.0	$11M	-2%	235k	45.97	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.0	$11M	-14%	201k	52.85	View chart
Carrier Global Corporation (CARR)	0.0	$10M		184k	56.31	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$10M	+2%	423k	24.24	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$10M		138k	74.35	View chart
Hubbell (HUBB)	0.0	$10M		21k	490.74	View chart
Cohen & Steers Etf Trust Preferred And In (CSPF)	0.0	$10M	+14%	390k	25.64	View chart
Digital Realty Trust (DLR)	0.0	$9.9M		55k	180.21	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.0	$9.7M	+3%	398k	24.24	View chart
salesforce (CRM)	0.0	$9.6M	+15%	52k	186.67	View chart

Past Filings by Allworth Financial

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

Allworth Financial 2026 Q1 filed May 15, 2026
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

View all past filings

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