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%TechnologyMSFTMicrosoft$9,251,57424,1345.9%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%Consumer DiscretionaryNVDANVIDIA$4,587,96822,4762.9%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%ETFIYWiShares U.S. Technology ETF$2,092,8068,5381.3%ETFFTECFidelity MSCI Information Technology Index ETF$2,041,8247,4031.3%ETFBXBlackstone$1,798,14415,1581.2%FinanceGOOGAlphabet$1,666,9204,6461.1%Communication ServicesCCitigroup$1,619,57011,7881.0%FinancePPAInvesco Aerospace & Defense ETF$1,619,2529,2251.0%ETFMETAMeta Platforms$1,455,1732,4120.9%Communication ServicesSKYXSKYX Platforms$1,325,5551,123,3520.8%IndustrialsEGEverest 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%TechnologyMUMicron Technology$1,021,0291,0760.7%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%HealthcareGOOGLAlphabet$948,5202,6200.6%Communication ServicesABBVAbbVie$882,0693,4900.6%HealthcareVHTVanguard 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%Consumer StaplesSDCIUSCF 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%ETFVZVerizon Communications$725,05017,0800.5%Communication ServicesJPMJPMorgan Chase & Co.$723,6752,1880.5%FinanceIAUiShares Gold Trust$713,2989,2950.5%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$696,2287,5950.4%ETFIRMIron Mountain$686,4635,9450.4%Real EstateNEENextEra Energy$673,5607,7030.4%UtilitiesXLEEnergy Select Sector SPDR Fund$672,40712,0930.4%ETFNFLXNetflix$657,9278,7030.4%Communication ServicesREAVES 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%ETFPALANTIR TECHNOLOGIES INC CL A$638,0934,8260.4%StockGLWCorning$631,1723,4290.4%TechnologyJNJJohnson & Johnson$564,9182,1440.4%HealthcareUBERUber Technologies$563,9907,6620.4%IndustrialsAMDAdvanced Micro Devices$561,9011,0860.4%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%HealthcareSPROTT SILVER MINERS & PHYSICAL SILVER ETF SILVER MINERS ETF$469,9169,7940.3%ETFTSMTaiwan Semiconductor Manufacturing$465,8201,0660.3%TechnologyETYEaton Vance Tax-Managed Diversified Equity Income Fund$464,16232,1660.3%FinanceYYYAmplify 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%FinanceTSLATesla$421,1031,0680.3%Consumer DiscretionaryWALMART INC COM$414,7403,6670.3%StockSDOGALPS Sector Dividend Dogs ETF$413,9525,9740.3%ETFVYMVanguard High Dividend Yield ETF$407,3042,5490.3%ETFKOCocaCola$398,5454,7780.3%Consumer StaplesHDHome Depot$397,7751,1830.3%Consumer DiscretionaryFXLFirst Trust Technology AlphaDEX Fund$396,8031,9420.3%ETFADPAutomatic Data Processing$387,1761,6040.2%IndustrialsAUTHID 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%TechnologyRINGiShares MSCI Global Gold Miners ETF$355,3895,6190.2%ETFTAT&T$344,20216,2970.2%Communication ServicesUNHUnitedHealth Group$340,1167990.2%HealthcareEPDEnterprise 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%ETFYUMYum! Brands$319,6681,9340.2%Consumer DiscretionaryMSMorgan 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%IndustrialsIBMInternational Business Machines$277,7059190.2%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%FinanceShowing 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. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. 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