Filed: 7/9/2026ACC: 0002132253-26-000001
📋 What this filing means
ALLIED PRIVATE WEALTH LLC filed this quarterly 13F‑HR report disclosing 906 equity positions with a total reported market value of $156.00M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
906
Positions
$156.00M
Total AUM (reported)
3.46M
Total Shares
Allocation by class
STOCK$86.41M55.4%
ETF$62.44M40.0%
CEF$4.02M2.6%
ADR$1.60M1.0%
REIT$1.50M1.0%
CONVERTIBLE$24.9K0.0%
Portfolio Concentration
Top 3$37.86M24.3%
4–10$30.14M19.3%
11–25$22.79M14.6%
Rest$65.21M41.8%
Top 3 weight
24.3%
Top 10 weight
43.6%
Voting Authority Distribution
Total shares with voting rights: 3.46M
Sole
Full voting authority
3.46M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole906
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings906
Rows:
APPLE INC COM
SOLEShares67.80K
TypeSH
Market value$21.25M
13.62%
Sole
67.80K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares24.13K
TypeSH
Market value$9.25M
5.93%
Sole
24.13K
Shared
0.00
None
0.00
VANGUARD S&P 500 ETF
SOLEShares10.75K
TypeSH
Market value$7.36M
4.72%
Sole
10.75K
Shared
0.00
None
0.00
CAPITAL GROUP DIVIDEND VALUE ETF
SOLEShares147.35K
TypeSH
Market value$7.18M
4.60%
Sole
147.35K
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares19.03K
TypeSH
Market value$4.64M
2.97%
Sole
19.03K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares22.48K
TypeSH
Market value$4.59M
2.94%
Sole
22.48K
Shared
0.00
None
0.00
AVANTIS INTERNATIONAL EQUITY ETF
SOLEShares45.52K
TypeSH
Market value$4.06M
2.60%
Sole
45.52K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares8K
TypeSH
Market value$3.96M
2.54%
Sole
8K
Shared
0.00
None
0.00
ISHARES 0-3 MONTH TREASURY BOND ETF
SOLEShares34.90K
TypeSH
Market value$3.51M
2.25%
Sole
34.90K
Shared
0.00
None
0.00
AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF
SOLEShares43.89K
TypeSH
Market value$2.21M
1.42%
Sole
43.89K
Shared
0.00
None
0.00
JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF
SOLEShares22.19K
TypeSH
Market value$2.15M
1.38%
Sole
22.19K
Shared
0.00
None
0.00
ISHARES U.S. TECHNOLOGY ETF
SOLEShares8.54K
TypeSH
Market value$2.09M
1.34%
Sole
8.54K
Shared
0.00
None
0.00
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
SOLEShares7.40K
TypeSH
Market value$2.04M
1.31%
Sole
7.40K
Shared
0.00
None
0.00
BLACKSTONE INC COM
SOLEShares15.16K
TypeSH
Market value$1.80M
1.15%
Sole
15.16K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares4.65K
TypeSH
Market value$1.67M
1.07%
Sole
4.65K
Shared
0.00
None
0.00
CITIGROUP INC COM NEW
SOLEShares11.79K
TypeSH
Market value$1.62M
1.04%
Sole
11.79K
Shared
0.00
None
0.00
INVESCO AEROSPACE & DEFENSE ETF
SOLEShares9.22K
TypeSH
Market value$1.62M
1.04%
Sole
9.22K
Shared
0.00
None
0.00
META PLATFORMS INC CL A
SOLEShares2.41K
TypeSH
Market value$1.46M
0.93%
Sole
2.41K
Shared
0.00
None
0.00
SKYX PLATFORMS CORP COM
SOLEShares1.12M
TypeSH
Market value$1.33M
0.85%
Sole
1.12M
Shared
0.00
None
0.00
EVEREST GROUP LTD COM
SOLEShares3.33K
TypeSH
Market value$1.24M
0.79%
Sole
3.33K
Shared
0.00
None
0.00
AMERICAN CENTURY DIVERSIFIED CORPORATE BOND ETF
SOLEShares25.73K
TypeSH
Market value$1.19M
0.76%
Sole
25.73K
Shared
0.00
None
0.00
JPMORGAN MUNICIPAL ETF
SOLEShares23.43K
TypeSH
Market value$1.18M
0.76%
Sole
23.43K
Shared
0.00
None
0.00
VANGUARD INFORMATION TECHNOLOGY ETF
SOLEShares10.01K
TypeSH
Market value$1.16M
0.74%
Sole
10.01K
Shared
0.00
None
0.00
GLOBAL X COPPER MINERS ETF
SOLEShares15.73K
TypeSH
Market value$1.15M
0.74%
Sole
15.73K
Shared
0.00
None
0.00
ABRDN PHYSICAL GOLD SHARES ETF
SOLEShares28.67K
TypeSH
Market value$1.11M
0.71%
Sole
28.67K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INC COMSOLE | Stock | 67.80K | SH | $21.25M 13.62% | 67.80K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 24.13K | SH | $9.25M 5.93% | 24.13K | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | ETF | 10.75K | SH | $7.36M 4.72% | 10.75K | 0.00 | 0.00 |
CAPITAL GROUP DIVIDEND VALUE ETFSOLE | ETF | 147.35K | SH | $7.18M 4.60% | 147.35K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 19.03K | SH | $4.64M 2.97% | 19.03K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 22.48K | SH | $4.59M 2.94% | 22.48K | 0.00 | 0.00 |
AVANTIS INTERNATIONAL EQUITY ETFSOLE | ETF | 45.52K | SH | $4.06M 2.60% | 45.52K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 8K | SH | $3.96M 2.54% | 8K | 0.00 | 0.00 |
ISHARES 0-3 MONTH TREASURY BOND ETFSOLE | ETF | 34.90K | SH | $3.51M 2.25% | 34.90K | 0.00 | 0.00 |
AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETFSOLE | ETF | 43.89K | SH | $2.21M 1.42% | 43.89K | 0.00 | 0.00 |
JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETFSOLE | ETF | 22.19K | SH | $2.15M 1.38% | 22.19K | 0.00 | 0.00 |
ISHARES U.S. TECHNOLOGY ETFSOLE | ETF | 8.54K | SH | $2.09M 1.34% | 8.54K | 0.00 | 0.00 |
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFSOLE | ETF | 7.40K | SH | $2.04M 1.31% | 7.40K | 0.00 | 0.00 |
BLACKSTONE INC COMSOLE | Stock | 15.16K | SH | $1.80M 1.15% | 15.16K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Stock | 4.65K | SH | $1.67M 1.07% | 4.65K | 0.00 | 0.00 |
CITIGROUP INC COM NEWSOLE | Stock | 11.79K | SH | $1.62M 1.04% | 11.79K | 0.00 | 0.00 |
INVESCO AEROSPACE & DEFENSE ETFSOLE | ETF | 9.22K | SH | $1.62M 1.04% | 9.22K | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | Stock | 2.41K | SH | $1.46M 0.93% | 2.41K | 0.00 | 0.00 |
SKYX PLATFORMS CORP COMSOLE | Stock | 1.12M | SH | $1.33M 0.85% | 1.12M | 0.00 | 0.00 |
EVEREST GROUP LTD COMSOLE | Stock | 3.33K | SH | $1.24M 0.79% | 3.33K | 0.00 | 0.00 |
AMERICAN CENTURY DIVERSIFIED CORPORATE BOND ETFSOLE | ETF | 25.73K | SH | $1.19M 0.76% | 25.73K | 0.00 | 0.00 |
JPMORGAN MUNICIPAL ETFSOLE | ETF | 23.43K | SH | $1.18M 0.76% | 23.43K | 0.00 | 0.00 |
VANGUARD INFORMATION TECHNOLOGY ETFSOLE | ETF | 10.01K | SH | $1.16M 0.74% | 10.01K | 0.00 | 0.00 |
GLOBAL X COPPER MINERS ETFSOLE | ETF | 15.73K | SH | $1.15M 0.74% | 15.73K | 0.00 | 0.00 |
ABRDN PHYSICAL GOLD SHARES ETFSOLE | ETF | 28.67K | SH | $1.11M 0.71% | 28.67K | 0.00 | 0.00 |
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