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, SPYG, BSV, SPDW, and represent 32.17% of Allworth Financial's stock portfolio.
Added to shares of these 10 stocks: VO (+$292M), JBND (+$159M), VUG (+$87M), Quanta Svcs (+$57M), KLAC (+$56M), Innovator Etfs Trust (+$50M), KAPR (+$35M), PAPR (+$34M), Raytheon Technologies Corp (+$25M), IJAN (+$25M).
Started 306 new stock positions in LXRX, GOP, Triumph Financial, Arxis, XZO, RDOG, CAN, FEP, Cemtrex, IBIG.
Reduced shares in these 10 stocks: VTI (-$600M), BND (-$391M), SPDW (-$355M), SPYG (-$222M), BSV (-$171M), SPEM (-$109M), QLTY (-$91M), QQQ (-$90M), SPYV (-$79M), IWD (-$66M).
Sold out of its positions in ABSI, OUSM, ACES, Air Lease Corp, ANNA, ALTI, AMRC, AEO, American Woodmark Corporation, USAS.
Allworth Financial was a net seller of stock by $-3.2B.
Allworth Financial has $23B in assets under management (AUM), dropping by -5.32%.
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 5124 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Allworth Financial has 5124 total positions. Only the first 250 positions are shown.

Sign up to view all of the Allworth Financial June 30, 2026 positions
Download the Allworth Financial June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	10.9	$2.5B	-19%	6.9M	370.04	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	5.9	$1.4B	-22%	19M	73.41	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	5.4	$1.3B	-15%	11M	118.99	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	5.1	$1.2B	-12%	15M	77.91	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	4.8	$1.1B	-23%	22M	50.39	View chart
Spdr Series Trust St Str P500val (SPYV)	4.8	$1.1B	-6%	19M	60.79	View chart
Apple Call Call Option (Principal) (AAPL)	2.2	$519M	-7%	1.8M	289.36	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	2.1	$487M	+48%	9.1M	53.50	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	2.0	$477M	-10%	21M	22.78	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.8	$415M	+236%	5.2M	80.57	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	1.6	$374M	-22%	7.2M	51.78	View chart
Nvidia Corporation Call Call Option (Principal) (NVDA)	1.3	$303M	-3%	1.5M	200.09	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.3	$302M	-5%	1.8M	164.27	View chart
Ishares Tr Mbs Etf (MBB)	1.2	$287M	-8%	3.0M	94.52	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	1.2	$287M	-16%	6.5M	44.36	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	1.2	$271M	-9%	5.3M	51.29	View chart
Gmo Etf Trust Us Quality Etf (QLTY)	1.1	$254M	-26%	6.1M	41.62	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.0	$243M	-9%	6.6M	36.84	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.9	$204M		3.9M	51.69	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$173M	-6%	1.2M	148.31	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.7	$160M	-19%	658k	242.99	View chart
Microsoft Corporation (MSFT)	0.7	$152M	-14%	408k	373.02	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.6	$151M	-19%	3.6M	41.73	View chart
State Str Spdr S&p 500 Etf T Call Call Option (Principal) (SPY)	0.6	$150M	-8%	201k	746.77	View chart
Amazon (AMZN)	0.6	$130M	-7%	547k	238.34	View chart
Broadcom (AVGO)	0.5	$128M	-23%	339k	377.75	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.5	$122M	-23%	957k	127.76	View chart
JPMorgan Chase & Co. (JPM)	0.5	$121M	-10%	371k	327.33	View chart
T Rowe Price Exchange-traded Us Equi Resh Etf (TSPA)	0.5	$119M	-25%	2.5M	47.53	View chart
Ishares Tr Core Msci Total (IXUS)	0.5	$118M	-13%	1.2M	95.44	View chart
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)	0.5	$115M	-28%	2.5M	45.75	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$113M	-4%	715k	158.03	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.5	$109M	-20%	2.6M	42.21	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.5	$106M	-16%	1.7M	61.46	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$104M	+504%	1.2M	86.14	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$103M	-14%	288k	357.37	View chart
Alphabet Call Call Option (Principal) (GOOG)	0.4	$103M	-9%	291k	353.33	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.4	$95M	-2%	1.0M	90.79	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.4	$94M	-17%	2.0M	46.15	View chart
Johnson & Johnson (JNJ)	0.4	$92M	-11%	363k	253.97	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$91M	-4%	122k	748.89	View chart
Caterpillar (CAT)	0.4	$85M	-5%	80k	1064.90	View chart
Eli Lilly & Co. (LLY)	0.4	$82M	+3%	69k	1199.43	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$81M	-4%	162k	500.39	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$79M		115k	686.81	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$78M	-3%	415k	188.09	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$76M	+4%	1.4M	56.48	View chart
Cisco Systems (CSCO)	0.3	$74M	-15%	632k	117.46	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$74M		1.1M	69.90	View chart
Home Depot (HD)	0.3	$73M	-2%	208k	352.68	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$69M	-25%	318k	217.93	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$65M		588k	110.15	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.3	$63M		1.8M	34.31	View chart
Kla Corp Com New (KLAC)	0.3	$63M	+865%	207k	301.71	View chart
Chevron Corporation (CVX)	0.3	$61M	-14%	368k	165.76	View chart
Costco Wholesale Corporation (COST)	0.3	$60M	-13%	64k	935.47	View chart
Coca-Cola Company (KO)	0.3	$60M	+16%	732k	81.27	View chart
Lam Research Corp Com New (LRCX)	0.2	$58M	+3%	133k	433.33	View chart
Procter & Gamble Company (PG)	0.2	$58M	-3%	393k	146.64	View chart
Quanta Svcs	0.2	$57M	NEW	79k	720.04	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.2	$57M	-7%	1.8M	32.14	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$56M	-11%	528k	106.47	View chart
Abbvie (ABBV)	0.2	$56M	-15%	223k	251.64	View chart
Advanced Micro Devices (AMD)	0.2	$56M	-24%	96k	580.91	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$55M		560k	98.98	View chart
Micron Technology (MU)	0.2	$55M	-19%	48k	1154.29	View chart
Texas Instruments Incorporated (TXN)	0.2	$54M	-14%	182k	298.07	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$52M	+6%	1.8M	28.96	View chart
Exxon Mobil Corporation (XOM)	0.2	$52M	-2%	382k	136.72	View chart
Intel Corporation (INTC)	0.2	$52M	+33%	372k	139.63	View chart
Visa Com Cl A (V)	0.2	$51M		149k	343.09	View chart
Meta Platforms Cl A (META)	0.2	$51M	-12%	90k	563.29	View chart
Innovator Etfs Trust Equi Dua 15 Apri	0.2	$50M	NEW	2.5M	20.20	View chart
Oracle Corporation (ORCL)	0.2	$49M		333k	146.55	View chart
American Express Company (AXP)	0.2	$48M	-10%	142k	338.25	View chart
Tesla Motors (TSLA)	0.2	$48M	-6%	114k	420.60	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$44M		867k	50.58	View chart
Nextera Energy (NEE)	0.2	$43M	-17%	493k	87.77	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$42M	-22%	709k	59.69	View chart
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV)	0.2	$41M	-5%	713k	58.00	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$41M	-5%	529k	77.11	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.2	$40M	-4%	2.3M	17.35	View chart
International Business Machines (IBM)	0.2	$39M	+3%	140k	281.21	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$39M	+20%	317k	124.17	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$39M	-17%	361k	107.62	View chart
First Tr Exchange-traded SHS (QTEC)	0.2	$39M	-3%	116k	334.69	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$39M	-36%	705k	55.01	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$39M		451k	85.49	View chart
Wal-Mart Stores (WMT)	0.2	$39M		340k	113.26	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$39M	-13%	104k	368.38	View chart
Applied Materials (AMAT)	0.2	$38M	-9%	53k	723.01	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.2	$37M	+2%	3.4M	10.84	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$37M		157k	236.62	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.2	$37M	-2%	226k	163.58	View chart
UnitedHealth (UNH)	0.2	$37M	-22%	88k	415.63	View chart
Wells Fargo & Company (WFC)	0.2	$36M	-24%	439k	82.64	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$36M	-49%	261k	137.53	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$35M	-7%	587k	60.29	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.2	$35M	+40623%	883k	39.80	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$35M	-7%	1.3M	27.24	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$34M	NEW	807k	42.20	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$33M		416k	79.03	View chart
Dimensional Etf Trust Glob Co Plus Etf (DFGP)	0.1	$33M	+37%	597k	54.46	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$32M	-47%	450k	71.25	View chart
Automatic Data Processing (ADP)	0.1	$32M		142k	223.95	View chart
Walt Disney Company (DIS)	0.1	$32M		328k	96.25	View chart
Prologis (PLD)	0.1	$31M	-2%	231k	135.47	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$31M	-34%	985k	31.71	View chart
Eaton Corp SHS (ETN)	0.1	$30M	-27%	70k	426.12	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	0.1	$29M	+27%	323k	89.96	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$29M	-10%	693k	41.25	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$28M		149k	190.52	View chart
Stryker Corporation (SYK)	0.1	$28M		90k	314.84	View chart
Dell Technologies CL C (DELL)	0.1	$28M	-51%	65k	431.46	View chart
Philip Morris International (PM)	0.1	$28M	-2%	154k	180.91	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$27M	-2%	507k	54.02	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$27M		925k	29.43	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$27M		28k	965.01	View chart
Merck & Co (MRK)	0.1	$27M	-20%	209k	128.50	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$26M	-2%	35.00	748850.00	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.1	$26M		193k	132.76	View chart
Mastercard Incorporated Cl A (MA)	0.1	$26M	-19%	50k	513.60	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.1	$25M	+6924%	666k	38.08	View chart
Raytheon Technologies Corp	0.1	$25M	NEW	134k	189.73	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$25M	+37%	277k	89.20	View chart
Victory Portfolios Ii Core Bd Etf (UITB)	0.1	$24M	-12%	511k	46.84	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.1	$24M	-46%	498k	47.75	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$24M	-14%	283k	83.75	View chart
At&t (T)	0.1	$24M	-2%	1.1M	20.70	View chart
Chubb (CB)	0.1	$24M	-10%	69k	340.74	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$24M	+3%	495k	47.41	View chart
Abbott Laboratories (ABT)	0.1	$23M		256k	90.74	View chart
Bank of America Corporation (BAC)	0.1	$23M	-18%	400k	56.98	View chart
Duke Energy Corp Com New (DUK)	0.1	$23M		180k	126.58	View chart
Starbucks Corporation (SBUX)	0.1	$22M		217k	102.19	View chart
Cummins (CMI)	0.1	$22M	-2%	31k	713.20	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$22M	-3%	99k	219.43	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$22M	-14%	376k	57.84	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$22M	-36%	637k	33.84	View chart
Ge Aerospace Com New (GE)	0.1	$21M		57k	373.73	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$21M	-3%	859k	24.66	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.1	$21M	+40%	387k	54.67	View chart
Qualcomm (QCOM)	0.1	$21M	-29%	114k	184.79	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$21M	+24%	216k	96.49	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$21M	-2%	40k	522.39	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$20M		290k	69.45	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$20M	-2%	372k	54.03	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$20M		264k	75.51	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$20M		155k	128.08	View chart
United Parcel Svcs CL B (UPS)	0.1	$20M		184k	107.50	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.1	$20M	-2%	292k	67.56	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$20M		194k	100.67	View chart
Amgen (AMGN)	0.1	$20M		54k	362.12	View chart
General Dynamics Corporation (GD)	0.1	$19M	-2%	54k	354.24	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$19M	-2%	134k	141.89	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$19M	-2%	145k	130.40	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$19M	-10%	62k	303.12	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$18M	-2%	222k	82.84	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$18M	-4%	447k	40.64	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$18M		38k	477.57	View chart
Netflix (NFLX)	0.1	$18M	-19%	250k	71.40	View chart
Xcel Energy (XEL)	0.1	$18M	-2%	218k	80.30	View chart
Realty Income (O)	0.1	$17M		281k	61.96	View chart
Marvell Technology (MRVL)	0.1	$17M	+11%	58k	297.89	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.1	$17M	+1942%	293k	59.20	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$17M	-7%	306k	55.18	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$17M	-2%	56k	300.45	View chart
Honeywell International (HON)	0.1	$17M	NEW	74k	223.90	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.1	$17M	-51%	426k	38.79	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$17M	-23%	73k	227.06	View chart
Honeywell Aerospace (HONA)	0.1	$17M	NEW	75k	221.08	View chart
Southern Company (SO)	0.1	$16M	-27%	172k	95.71	View chart
Spdr Series Trust Spdr S&p 500 Esg (EFIV)	0.1	$16M	+2%	225k	72.93	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$16M		320k	50.57	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.1	$16M	-2%	280k	57.67	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$16M	-5%	337k	46.81	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$15M		123k	124.76	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$15M		180k	84.60	View chart
Verizon Communications (VZ)	0.1	$15M	-29%	358k	42.34	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.1	$15M	+6%	378k	39.54	View chart
Parker-Hannifin Corporation (PH)	0.1	$15M	+11%	15k	978.11	View chart
Lockheed Martin Corporation (LMT)	0.1	$15M	-15%	29k	509.47	View chart
Spdr Series Trust St Str Nuvee Etf (TFI)	0.1	$15M	-9%	320k	45.80	View chart
Allstate Corporation (ALL)	0.1	$15M	-3%	61k	237.94	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$15M	-10%	202k	72.28	View chart
Novartis Sponsored Adr (NVS)	0.1	$15M	-4%	92k	156.72	View chart
T Rowe Price Exchange-traded Price Div Grwt (TDVG)	0.1	$14M		294k	49.03	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$14M	-2%	278k	51.85	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$14M		186k	76.70	View chart
Altria (MO)	0.1	$14M	-5%	197k	71.95	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.1	$14M	-36%	172k	81.94	View chart
Union Pacific Corporation (UNP)	0.1	$14M	-25%	51k	272.00	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.1	$14M	+5%	331k	41.10	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$14M		39k	343.91	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.1	$13M	-8%	303k	44.03	View chart
McDonald's Corporation (MCD)	0.1	$13M	-36%	49k	270.31	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$13M	-29%	162k	82.34	View chart
Carrier Global Corporation (CARR)	0.1	$13M	-2%	178k	73.35	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$13M	-2%	171k	75.79	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$13M	-6%	371k	34.81	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$13M	-78%	280k	45.49	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$13M	-13%	138k	91.64	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$13M	-54%	57k	221.20	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$13M		535k	23.52	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$12M	+26%	428k	28.97	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$12M	-31%	118k	103.88	View chart
Thermo Fisher Scientific (TMO)	0.1	$12M	-30%	24k	501.36	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$12M		487k	24.99	View chart
Cme (CME)	0.1	$12M	-18%	55k	220.83	View chart
Waste Connections (WCN)	0.1	$12M	+5%	73k	166.69	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$12M	+26%	290k	41.41	View chart
Ge Vernova (GEV)	0.1	$12M	-38%	10k	1174.81	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$12M	-5%	406k	29.24	View chart
Ishares Tr Esg Advan Etf (EUSB)	0.1	$12M	+6%	272k	43.45	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$12M	-4%	132k	89.01	View chart
Palantir Technologies Cl A (PLTR)	0.0	$12M	-32%	100k	116.67	View chart
Oneok (OKE)	0.0	$12M		133k	86.94	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$12M	+703%	97k	119.52	View chart
Ryder System (R)	0.0	$12M	-4%	44k	263.77	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.0	$12M	+4%	238k	48.34	View chart
Truist Financial Corp equities (TFC)	0.0	$12M	-2%	230k	49.82	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$11M	+6%	449k	24.23	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$11M	-5%	293k	36.87	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.0	$11M	+27%	232k	46.57	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$11M	-85%	44k	242.43	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.0	$11M	+10%	440k	24.22	View chart
Goldman Sachs (GS)	0.0	$11M	-8%	11k	1011.34	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$10M	-2%	135k	76.55	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$10M		114k	90.10	View chart
Baker Hughes Company Cl A (BKR)	0.0	$10M	-4%	186k	55.50	View chart
Hubbell (HUBB)	0.0	$10M	-3%	20k	523.19	View chart
Intuitive Surgical Com New (ISRG)	0.0	$10M	-7%	26k	397.68	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$10M		41k	246.21	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$9.9M	+11%	390k	25.25	View chart
Globe Life	0.0	$9.7M	NEW	54k	178.68	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$9.6M		275k	35.03	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$9.6M	+3%	191k	49.99	View chart
Iron Mountain (IRM)	0.0	$9.4M	-2%	75k	126.31	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$9.4M	+2%	12k	763.12	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$9.4M	-2%	338k	27.70	View chart
Enact Hldgs	0.0	$9.3M	NEW	204k	45.71	View chart
Corning Incorporated (GLW)	0.0	$9.3M	+41%	36k	255.43	View chart
Boeing Company (BA)	0.0	$9.2M		43k	216.47	View chart
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)	0.0	$9.2M	-31%	430k	21.40	View chart
Morgan Stanley Com New (MS)	0.0	$9.1M	-52%	44k	209.04	View chart
Wp Carey (WPC)	0.0	$9.0M	-2%	127k	71.50	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$9.0M		42k	212.77	View chart
Cigna Corp (CI)	0.0	$9.0M	-7%	33k	275.68	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$8.9M	-33%	29k	306.30	View chart
Linde SHS (LIN)	0.0	$8.8M	+10%	17k	518.93	View chart

Past Filings by Allworth Financial

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

Allworth Financial 2026 Q2 filed Aug. 11, 2026
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

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