Allied Private Wealth LLC Top Holdings and 13F Report (2026) About Allied Private Wealth LLCInvestment ActivityAllied Private Wealth LLC has $156.00 million in total holdings as of June 30, 2026.Allied Private Wealth LLC owns shares of 906 different stocks, but just 79 companies or ETFs make up 80% of its holdings.Largest Holdings Apple $21,248,032Microsoft $9,251,574Vanguard S&P 500 ETF $7,364,498Capital Group Dividend Value ETF $7,177,628Amazon.com $4,636,229 Sector AllocationMap of 500 Largest Holdings ofAllied Private Wealth LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorAAPLApple$21,248,03267,80013.6%Computer and TechnologyMSFTMicrosoft$9,251,57424,1345.9%Computer and TechnologyVOOVanguard S&P 500 ETF$7,364,49810,7474.7%ETFCGDVCapital Group Dividend Value ETF$7,177,628147,3544.6%ETFAMZNAmazon.com$4,636,22919,0303.0%Retail/WholesaleNVDANVIDIA$4,587,96822,4762.9%Computer and TechnologyAVDEAvantis International Equity ETF$4,055,44545,5152.6%ETFBRK.BBerkshire Hathaway$3,959,5258,0022.5%FinanceSGOViShares 0-3 Month Treasury Bond ETF$3,506,30234,8992.2%ETFTAXFAmerican Century Diversified Municipal Bond ETF$2,214,04743,8941.4%ETFJSMDSmall/Mid Cap Growth Alpha ETF$2,145,14722,1931.4%ManufacturingIYWiShares U.S. Technology ETF$2,092,8068,5381.3%ManufacturingFTECFidelity MSCI Information Technology Index ETF$2,041,8247,4031.3%ETFBXBlackstone$1,798,14415,1581.2%FinanceGOOGAlphabet$1,666,9204,6461.1%Computer and TechnologyCCitigroup$1,619,57011,7881.0%Financial ServicesPPAInvesco Aerospace & Defense ETF$1,619,2529,2251.0%ETFMETAMeta Platforms$1,455,1732,4120.9%Computer and TechnologySKYXSKYX Platforms$1,325,5551,123,3520.8%Business ServicesEGEverest Group$1,237,8803,3340.8%FinanceKORPAmerican Century Diversified Corporate Bond ETF$1,192,51225,7330.8%ETFJMUBJPMorgan Municipal ETF$1,178,80623,4260.8%ETFVGTVanguard Information Technology ETF$1,155,63410,0080.7%ETFCOPXGlobal X Copper Miners ETF$1,148,92315,7300.7%ETFSGOLabrdn Physical Gold Shares ETF$1,113,94628,6730.7%ETFJEPIJPMorgan Equity Premium Income ETF$1,056,58018,6930.7%ETFAVGOBroadcom$1,035,2722,6630.7%Computer and TechnologyMUMicron Technology$1,021,0291,0760.7%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$997,34221,9870.6%ETFSOUND POINT MERIDIAN CAP INC COMMON STOCK$984,01394,9820.6%CEFEXXONMOBIL HOLDINGS CORP COM SHS$977,6736,9270.6%StockLLYEli Lilly and Company$973,6318000.6%MedicalGOOGLAlphabet$948,5202,6200.6%Computer and TechnologyABBVAbbVie$882,0693,4900.6%MedicalVHTVanguard Health Care ETF$858,5572,8010.6%ETFSETMSprott Critical Materials ETF$843,63128,5880.5%ETFPGProcter & Gamble$806,3955,4330.5%Consumer StaplesCOSTCostco Wholesale$783,2578210.5%Retail/WholesaleSDCIUSCF SummerHaven Dynamic Commodity Strategy No K-1 Fund$778,16228,2860.5%ETFPURECYCLE TECHNOLOGIES INC COM$775,312106,4990.5%StockGLDSPDR Gold Shares$772,4872,0620.5%FinanceVZVerizon Communications$725,05017,0800.5%Computer and TechnologyJPMJPMorgan Chase & Co.$723,6752,1880.5%FinanceIAUiShares Gold Trust$713,2989,2950.5%FinanceCIBRFirst Trust Nasdaq Cybersecurity ETF$696,2287,5950.4%ManufacturingIRMIron Mountain$686,4635,9450.4%Business ServicesNEENextEra Energy$673,5607,7030.4%UtilitiesXLEEnergy Select Sector SPDR Fund$672,40712,0930.4%ETFNFLXNetflix$657,9278,7030.4%Consumer DiscretionaryREAVES UTIL INCOME FD COM SH BEN INT$653,46116,4220.4%CEFRSPInvesco S&P 500 Equal Weight ETF$648,9873,0580.4%ETFAIRRFirst Trust RBA American Industrial Renaissance ETF$644,0235,2540.4%ManufacturingPALANTIR TECHNOLOGIES INC CL A$638,0934,8260.4%StockGLWCorning$631,1723,4290.4%Computer and TechnologyJNJJohnson & Johnson$564,9182,1440.4%MedicalUBERUber Technologies$563,9907,6620.4%Computer and TechnologyAMDAdvanced Micro Devices$561,9011,0860.4%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$528,6388,8920.3%ETFSSOProShares Ultra S&P500$496,0227,4000.3%ETFNVONovo Nordisk A/S$473,3199,6810.3%MedicalSPROTT SILVER MINERS & PHYSICAL SILVER ETF SILVER MINERS ETF$469,9169,7940.3%ETFTSMTaiwan Semiconductor Manufacturing$465,8201,0660.3%Computer and TechnologyETYEaton Vance Tax-Managed Diversified Equity Income Fund$464,16232,1660.3%Financial ServicesYYYAmplify High Income ETF$450,00539,1640.3%ETFMPLXMplx$448,4617,8070.3%EnergyXLPConsumer Staples Select Sector SPDR Fund$432,7465,1270.3%ETFVVisa$424,7721,2220.3%Business ServicesTSLATesla$421,1031,0680.3%Auto/Tires/TrucksWALMART INC COM$414,7403,6670.3%StockSDOGALPS Sector Dividend Dogs ETF$413,9525,9740.3%ETFVYMVanguard High Dividend Yield ETF$407,3042,5490.3%Financial ServicesKOCocaCola$398,5454,7780.3%Consumer StaplesHDHome Depot$397,7751,1830.3%Retail/WholesaleFXLFirst Trust Technology AlphaDEX Fund$396,8031,9420.3%ETFADPAutomatic Data Processing$387,1761,6040.2%Computer and TechnologyAUTHID INC COM$375,240318,0000.2%StockAIQGlobal X Artificial Intelligence & Technology ETF$370,5525,9220.2%ETFCATCaterpillar$370,4083900.2%IndustrialsRSPGInvesco S&P 500 Equal Weight Energy ETF$368,7833,6210.2%ETFCOFCapital One Financial$357,2911,8610.2%FinancePEPPepsiCo$355,7672,4960.2%Consumer StaplesFTNTFortinet$355,5742,2690.2%Computer and TechnologyRINGiShares MSCI Global Gold Miners ETF$355,3895,6190.2%ETFTAT&T$344,20216,2970.2%Computer and TechnologyUNHUnitedHealth Group$340,1167990.2%MedicalEPDEnterprise Products Partners$330,9048,7540.2%EnergyCVXChevron$329,4731,8720.2%EnergySPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR$327,29010,6540.2%CEFSPYSPDR S&P 500 ETF Trust$324,9824350.2%FinanceYUMYum! Brands$319,6681,9340.2%Retail/WholesaleMSMorgan Stanley$310,5211,4230.2%FinanceSLViShares Silver Trust$308,0515,8310.2%ETFVIGVanguard Dividend Appreciation ETF$298,3591,2560.2%ETFSOSouthern$291,9943,0290.2%UtilitiesPMPhilip Morris International$287,8071,5380.2%Consumer StaplesRTXRTX$287,2611,4730.2%AerospaceIBMInternational Business Machines$277,7059190.2%Computer and TechnologyFIDELITY WISE ORIGIN BITCOIN FUND$274,9125,0750.2%ETFMOAltria Group$272,5173,7420.2%Consumer StaplesSPXXNuveen S&P 500 Dynamic Overwrite Fund$254,45413,7170.2%Financial ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. 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