Allied Private Wealth LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 9, 2026), Allied Private Wealth LLC reported 898 stock positions worth $156.0 million. Its top holding was Apple (AAPL) at 13.6% of the portfolio, followed by Microsoft (MSFT, 5.9%) and Vanguard S&P 500 ETF (VOO, 4.7%).
- Most Recent 13F
- Q2 2026
- Location
- BOCA RATON, FL
- CIK
- 0002132253
- Portfolio Value
- $156.0M (Q2 2026)
- SEC Filing
- 0002132253-26-000001 ↗ filed Jul 9, 2026
Holdings 898 stocks · $156.0M
| AAPL Apple Inc. | 13.62% | 67,800 | $21.2M | — |
| MSFT Microsoft Corp. | 5.93% | 24,134 | $9.3M | — |
| VOO Vanguard S&P 500 ETF | 4.72% | 10,747 | $7.4M | — |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 4.60% | 147,354 | $7.2M | — |
| AMZN Amazon.com Inc. | 2.97% | 19,030 | $4.6M | — |
| NVDA Nvidia Corp. | 2.94% | 22,476 | $4.6M | — |
| AVDE Avantis International Equity | 2.60% | 45,515 | $4.1M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 2.54% | 8,002 | $4.0M | — |
| SGOV iShares 0-3 Month Treasury B | 2.25% | 34,899 | $3.5M | — |
| TAXF American Century Diver Muni | 1.42% | 43,894 | $2.2M | — |
| JSMD Janus Small Mid Cap GR Alp | 1.38% | 22,193 | $2.1M | — |
| IYW iShares Ustechnology ETF | 1.34% | 8,538 | $2.1M | — |
| FTEC Fidelity MSCI Info Tech Indx | 1.31% | 7,403 | $2.0M | — |
| BX Blackstone Inc. | 1.15% | 15,158 | $1.8M | — |
| GOOG Alphabet Inc. Class C | 1.07% | 4,646 | $1.7M | — |
| C Citigroup Inc. | 1.04% | 11,788 | $1.6M | — |
| PPA Invesco Aerospace & Defense | 1.04% | 9,225 | $1.6M | — |
| META Meta Platforms Inc. Class A | 0.93% | 2,412 | $1.5M | — |
| SKYX SKYX Platforms Corp. | 0.85% | 1,123,352 | $1.3M | — |
| EG Everest Group Ltd. | 0.79% | 3,334 | $1.2M | — |
| KORP American Century Diversified | 0.76% | 25,733 | $1.2M | — |
| JMUB JPMorgan Municipal ETF | 0.76% | 23,426 | $1.2M | — |
| VGT Vanguard Info Tech ETF | 0.74% | 10,008 | $1.2M | — |
| COPX Global X Copper Miners ETF | 0.74% | 15,730 | $1.1M | — |
| SGOL Abrdn Physical Gold Shares | 0.71% | 28,673 | $1.1M | — |
| JEPI JPMorgan Equity Premium Inco | 0.68% | 18,693 | $1.1M | — |
| AVGO Broadcom Inc. | 0.66% | 2,663 | $1.0M | — |
| MU Micron Technology Inc. | 0.65% | 1,076 | $1.0M | — |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.64% | 21,987 | $997K | — |
| SPMC Sound Point Meridian Capital | 0.63% | 94,982 | $984K | — |
| XOM Exxonmobil Holdings Corp. | 0.63% | 6,927 | $978K | — |
| LLY Eli Lilly & Co. | 0.62% | 800 | $974K | — |
| GOOGL Alphabet Inc. Class A | 0.61% | 2,620 | $949K | — |
| ABBV Abbvie Inc. | 0.57% | 3,490 | $882K | — |
| VHT Vanguard Health Care ETF | 0.55% | 2,801 | $859K | — |
| SETM Sprott Critical Material ETF | 0.54% | 28,588 | $844K | — |
| PG The Procter & Gamble Co. | 0.52% | 5,433 | $806K | — |
| COST Costco Wholesale Corp. | 0.50% | 821 | $783K | — |
| SDCI Uscf Summerhaven Dynamic ETF | 0.50% | 28,286 | $778K | — |
| PCT Purecycle Technologies Inc. | 0.50% | 106,499 | $775K | — |
| GLD SPDR Gold Shares | 0.50% | 2,062 | $772K | — |
| VZ Verizon Communications Inc. | 0.46% | 17,080 | $725K | — |
| JPM JPMorgan Chase & Co. | 0.46% | 2,188 | $724K | — |
| IAU iShares Gold Trust | 0.46% | 9,295 | $713K | — |
| CIBR First Trust Nasdaq Cybersecu | 0.45% | 7,595 | $696K | — |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.44% | 5,945 | $686K | — |
| NEE Nextera Energy Inc. | 0.43% | 7,703 | $674K | — |
| XLE SS Energy Select Sector | 0.43% | 12,093 | $672K | — |
| NFLX Netflix Inc. | 0.42% | 8,703 | $658K | — |
| UTG Reaves Utility Income Fund | 0.42% | 16,422 | $653K | — |
| RSP Invesco S&P 500 Equal Weight | 0.42% | 3,058 | $649K | — |
| AIRR First Trust Rba American Ind | 0.41% | 5,254 | $644K | — |
| PLTR Palantir Technologies Inc. Class A | 0.41% | 4,826 | $638K | — |
| GLW Corning Inc. | 0.40% | 3,429 | $631K | — |
| JNJ Johnson & Johnson | 0.36% | 2,144 | $565K | — |
| UBER Uber Technologies Inc. | 0.36% | 7,662 | $564K | — |
| AMD Advanced Micro Devices | 0.36% | 1,086 | $562K | — |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.34% | 8,892 | $529K | — |
| SSO Proshares Ultra S&P500 | 0.32% | 7,400 | $496K | — |
| NVO Novo-Nordisk A/S-Spons ADR | 0.30% | 9,681 | $473K | — |
| SLVR Sprott SLVR Miner & PHY SLVR | 0.30% | 9,794 | $470K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.30% | 1,066 | $466K | — |
| XETYX Eaton Vance Tax-MGD Div Eqty | 0.30% | 32,166 | $464K | — |
| YYY Amplify Cef High Income ETF | 0.29% | 39,164 | $450K | — |
| MPLX MPLX LP | 0.29% | 7,807 | $448K | — |
| XLP SS Consumer Staples Sel Sect | 0.28% | 5,127 | $433K | — |
| V Visa Inc. Class A | 0.27% | 1,222 | $425K | — |
| TSLA Tesla Inc. | 0.27% | 1,068 | $421K | — |
| WMT Walmart Inc. | 0.27% | 3,667 | $415K | — |
| SDOG Alps Sector Dividend Dogs | 0.27% | 5,974 | $414K | — |
| VYM Vanguard High DVD Yield ETF | 0.26% | 2,549 | $407K | — |
| KO The Coca-Cola Co. | 0.26% | 4,778 | $399K | — |
| HD Home Depot Inc. | 0.26% | 1,183 | $398K | — |
| FXL First Trust Technology Alpha | 0.25% | 1,942 | $397K | — |
| ADP Automatic Data Processing | 0.25% | 1,604 | $387K | — |
| AUID Authid Inc. | 0.24% | 318,000 | $375K | — |
| AIQ Global X Art Intel & Tech | 0.24% | 5,922 | $371K | — |
| CAT Caterpillar Inc. | 0.24% | 390 | $370K | — |
| RSPG Invesco S&P 500 Equal Weight | 0.24% | 3,621 | $369K | — |
| COF Capital One Financial Corp. | 0.23% | 1,861 | $357K | — |
| PEP Pepsico Inc. | 0.23% | 2,496 | $356K | — |
| FTNT Fortinet Inc. | 0.23% | 2,269 | $356K | — |
| RING iShares MSCI Global Gold Min | 0.23% | 5,619 | $355K | — |
| T AT&T Inc. | 0.22% | 16,297 | $344K | — |
| UNH Unitedhealth Group Inc. | 0.22% | 799 | $340K | — |
| EPD Enterprise Products Partners | 0.21% | 8,754 | $331K | — |
| CVX Chevron Corp. | 0.21% | 1,872 | $329K | — |
| PHYS Sprott Physical Gold Trust | 0.21% | 10,654 | $327K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.21% | 435 | $325K | — |
| YUM Yum! Brands Inc. | 0.20% | 1,934 | $320K | — |
| MS Morgan Stanley | 0.20% | 1,423 | $311K | — |
| SLV iShares Silver Trust | 0.20% | 5,831 | $308K | — |
| VIG Vanguard Dividend Apprec ETF | 0.19% | 1,256 | $298K | — |
| SO The Southern Co. | 0.19% | 3,029 | $292K | — |
| PM Philip Morris International | 0.18% | 1,538 | $288K | — |
| RTX RTX Corp. | 0.18% | 1,473 | $287K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.18% | 919 | $278K | — |
| FBTC Fidelity Wise Origin Bitcoin | 0.18% | 5,075 | $275K | — |
| MO Altria Group Inc. | 0.17% | 3,742 | $273K | — |
| XSSPX Nuveen S&P 500 Dynam Overwr | 0.16% | 13,717 | $254K | — |
Other holdings (5): bonds, preferreds, convertibles and warrants · $3K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 100 | $3K | — |
| GME.WS Gamestop Corp. | *W EXP 10/30/202 | 50 | $119 | — |
| OPENW Opendoor Technologies Inc.-26 | *W EXP 11/20/202 | 2 | $0 | — |
| OPENL Opendoor Technologies Inc.-26 | *W EXP 11/20/202 | 2 | $0 | — |
| OPENZ Opendoor Technologies Inc.-26 | *W EXP 11/20/202 | 2 | $0 | — |
Lines left out (3) · $27 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| GIS General Mills Inc. | COM | 0 | $10 |
| WPP WPP PLC-Sponsored ADR | ADR | 0 | $10 |
| AVUS Avantis U.S. Equity ETF | US EQT ETF | 0 | $7 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $156.0M.
Portfolio Sells Q2 2026
No earlier filing to compare with.
Portfolio Buys Q2 2026
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 898 | $156.0M | AAPL, MSFT, VOO, CGDV, AMZN |