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Allworth Financial LP 13F Holdings
Holdings from the most recent 13F from Allworth Financial LP
Filed: 2026-02-05 (Q4 2025) | Holdings: 5179 | Value: $24.4B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| VTI - VANGUARD INDEX FDS | 11.66% | $2.8B | -3.36% | ||||
| BND - VANGUARD BD INDEX FDS | Add 3% ($46.5M) | 6.45% | $1.6B | ||||
| BSV - VANGUARD BD INDEX FDS | Add 2% ($35.5M) | 6.33% | $1.5B | -0.16% | |||
| SPDW - SPDR INDEX SHS FDS | 5.41% | $1.3B | -2.89% | ||||
| SPYG - SPDR SERIES TRUST | Add 9% ($104.6M) | 5.41% | $1.3B | ||||
| SPYV - SPDR SERIES TRUST | Add 2% ($20.8M) | 4.58% | $1.1B | -3.21% | |||
| GOVT - ISHARES TR | Add 3% ($13.3M) | 2.17% | $530.0M | -0.19% | |||
| AAPL - APPLE INC | Reduce 4% $(20.2M) | 2.08% | $507.7M | -7.56% | |||
| VO - VANGUARD INDEX FDS | Add 3% ($13.8M) | 1.81% | $441.0M | ||||
| SPEM - SPDR INDEX SHS FDS | Add 1% ($4.0M) | 1.79% | $437.5M | -5.34% | |||
| JBND - J P MORGAN EXCHANGE TRADED F | New Purchase | 1.33% | $324.2M | -0.31% | |||
| QLTY - GMO ETF TRUST | 1.30% | $318.3M | |||||
| MBB - ISHARES TR | Add 3% ($9.1M) | 1.28% | $313.2M | ||||
| USIG - ISHARES TR | Add 3% ($8.9M) | 1.23% | $299.3M | ||||
| ITOT - ISHARES TR | Reduce 2% $(6.4M) | 1.21% | $295.4M | -3.30% | |||
| NVDA - NVIDIA CORPORATION | Add 4% ($9.9M) | 1.14% | $278.2M | +0.40% | |||
| DFAC - DIMENSIONAL ETF TRUST | Add 2% ($5.5M) | 0.97% | $236.1M | -3.44% | |||
| MSFT - MICROSOFT CORP | Add 5% ($10.1M) | 0.91% | $222.9M | -6.23% | |||
| DFAX - DIMENSIONAL ETF TRUST | Reduce 4% $(8.2M) | 0.89% | $216.4M | -2.37% | |||
| DFAU - DIMENSIONAL ETF TRUST | Reduce 4% $(6.5M) | 0.74% | $180.2M | -3.45% | |||
| VBR - VANGUARD INDEX FDS | Add 2% ($2.8M) | 0.71% | $174.1M | ||||
| AVGO - BROADCOM INC | Add 23% ($28.3M) | 0.63% | $152.8M | ||||
| IJR - ISHARES TR | Add 1% ($1.9M) | 0.61% | $149.5M | -3.06% | |||
| RWL - INVESCO EXCH TRADED FD TR II | Reduce 45% $(117.3M) | 0.59% | $144.3M | -2.72% | |||
| TSPA - T ROWE PRICE ETF INC | Add 1% ($1.4M) | 0.59% | $143.9M | -3.59% | |||
| VFLO - VICTORY PORTFOLIOS II | Add 1% ($1.3M) | 0.57% | $139.6M | +0.43% | |||
| JPM - JPMORGAN CHASE & CO. | Add 12% ($14.3M) | 0.54% | $132.6M | ||||
| SPY - SPDR S&P 500 ETF TR | Add 1% ($955.4K) | 0.54% | $130.7M | ||||
| AMZN - AMAZON COM INC | Add 12% ($14.3M) | 0.53% | $128.4M | +3.49% | |||
| IWF - ISHARES TR | New Purchase | 0.52% | $125.8M | -4.22% | |||
| IXUS - ISHARES TR | Add 3% ($3.6M) | 0.51% | $124.2M | -3.31% | |||
| JEPQ - J P MORGAN EXCHANGE TRADED F | Add 3% ($3.0M) | 0.49% | $118.6M | -1.04% | |||
| DUHP - DIMENSIONAL ETF TRUST | Add 5% ($5.6M) | 0.48% | $118.2M | -4.37% | |||
| IUSB - ISHARES TR | Reduce 2% $(2.3M) | 0.48% | $116.1M | -0.32% | |||
| VYM - VANGUARD WHITEHALL FDS | 0.43% | $104.2M | |||||
| GOOGL - ALPHABET INC | Add 21% ($17.9M) | 0.42% | $102.2M | ||||
| GOOG - ALPHABET INC | Add 6% ($5.3M) | 0.41% | $100.8M | ||||
| VUG - VANGUARD INDEX FDS | Add 3% ($2.6M) | 0.39% | $95.7M | -4.16% | |||
| N/A - INVESCO QQQ TR | New Purchase | 0.39% | $94.5M | ||||
| IVV - ISHARES TR | Add 7% ($6.2M) | 0.37% | $90.3M | -3.47% | |||
| JNJ - JOHNSON & JOHNSON | Add 11% ($8.6M) | 0.36% | $87.5M | +2.25% | |||
| SPTM - SPDR SERIES TRUST | Add 7% ($5.4M) | 0.35% | $85.7M | ||||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 1% ($1.2M) | 0.34% | $82.8M | -5.32% | |||
| VTV - VANGUARD INDEX FDS | Add 9% ($6.3M) | 0.33% | $80.2M | -2.77% | |||
| DFCF - DIMENSIONAL ETF TRUST | Add 21% ($13.6M) | 0.33% | $79.9M | -0.35% | |||
| SCHD - SCHWAB STRATEGIC TR | New Purchase | 0.31% | $75.1M | -0.86% | |||
| HD - HOME DEPOT INC | Add 3% ($2.4M) | 0.30% | $72.9M | -15.09% | |||
| IUSG - ISHARES TR | Reduce 3% $(2.6M) | 0.30% | $72.5M | -3.39% | |||
| JEPI - J P MORGAN EXCHANGE TRADED F | Add 5% ($3.2M) | 0.29% | $70.1M | -2.21% | |||
| VOO - VANGUARD INDEX FDS | Add 3% ($1.8M) | 0.28% | $69.1M | -3.48% | |||
| QQQ - INVESCO QQQ TR | Reduce 100% | 0.00% | $0.00 | ||||
| IVW - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| IUSV - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| ORCL - ORACLE CORP | Reduce 100% | 0.00% | $0.00 | ||||