Allworth Financial LP Portfolio Holdings

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025

Allworth Financial LP has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $20.2 Billion distributed in 4588 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $2.53B, Vanguard Bd Index Fd Inc Short with a value of $1.47B, Vanguard Bd Index Fd Inc Total with a value of $1.46B, Spdr Ser Tr Fds Spdr Portfolio with a value of $1.29B, and Spdr Portfolio with a value of $1.08B.

Examining the 13F form we can see an increase of $2.76B in the current position value, from $17.4B to 20.2B. Also it can be appreciated an additional of 667 stocks purchases and 4 closed positions.

Below you can find more details about Allworth Financial LP portfolio as well as his latest detailed transactions.

Portfolio value $20.2 Billion
ETFs: $15.6 Billion
Technology: $1.35 Billion
Financial Services: $641 Million
Industrials: $401 Million
Healthcare: $384 Million
Consumer Cyclical: $337 Million
Consumer Defensive: $318 Million
Communication Services: $310 Million
Other: $461 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.8T
$382 Million 1.9% of portfolio
1,861,716
Q2 2025 Added 43.43%
$3.84T
$213 Million 1.06% of portfolio
428,976
Q2 2025 Added 19.63%
$443B
$210 Million 1.04% of portfolio
1,328,507
Q2 2025 Added 96.43%
$2.36T
$106 Million 0.53% of portfolio
482,623
Q2 2025 Added 31.68%
$906B
$106 Million 0.52% of portfolio
364,388
Q2 2025 Added 8.58%
$147B
$102 Million 0.51% of portfolio
370,837
Q2 2025 Added 15.57%
$644B
$76.9 Million 0.38% of portfolio
158,273
Q2 2025 Added 7.5%
$433B
$73.7 Million 0.37% of portfolio
201,003
Q2 2025 Added 16.86%
$815B
$69.4 Million 0.34% of portfolio
317,324
Q2 2025 Added 50.6%
$425B
$58.2 Million 0.29% of portfolio
58,748
Q2 2025 Added 10.0%
$372B
$59.4 Million 0.29% of portfolio
372,932
Q2 2025 Added 20.45%
$245B
$56.1 Million 0.28% of portfolio
175,881
Q2 2025 Added 42.02%
$464B
$56.9 Million 0.28% of portfolio
372,679
Q2 2025 Added 13.17%
$1.69T
$55.9 Million 0.28% of portfolio
75,742
Q2 2025 Added 56.98%
$308B
$55.1 Million 0.27% of portfolio
385,131
Q2 2025 Added 10.73%
$1.53T
$50.1 Million 0.25% of portfolio
282,506
Q2 2025 Added 24.12%
$554B
$49.9 Million 0.25% of portfolio
140,672
Q2 2025 Added 21.17%
$1.44T
$46.7 Million 0.23% of portfolio
264,766
Q2 2025 Added 39.24%
$275B
$46.7 Million 0.23% of portfolio
672,729
Q2 2025 Added 27.61%
$711B
$44.7 Million 0.22% of portfolio
57,329
Q2 2025 Added 144.66%
$230B
$44.9 Million 0.22% of portfolio
152,471
Q2 2025 Added 102.64%
$286B
$42.1 Million 0.21% of portfolio
595,330
Q2 2025 Added 12.16%
$468B
$42 Million 0.21% of portfolio
389,961
Q2 2025 Added 22.28%
$385B
$39.7 Million 0.2% of portfolio
213,710
Q2 2025 Added 43.41%
$535B
$40.2 Million 0.2% of portfolio
30,042
Q2 2025 Added 45.11%
$230B
$35.3 Million 0.18% of portfolio
259,721
Q2 2025 Added 3.15%
$142B
$37 Million 0.18% of portfolio
158,713
Q2 2025 Added 14.67%
$1.29T
$35.8 Million 0.18% of portfolio
112,549
Q2 2025 Added 48.92%
$121B
$34.9 Million 0.17% of portfolio
113,227
Q2 2025 Added 3.39%
$211B
$34.6 Million 0.17% of portfolio
278,891
Q2 2025 Added 11.7%
$143B
$34.3 Million 0.17% of portfolio
86,685
Q2 2025 Added 2.75%
$281B
$33.4 Million 0.17% of portfolio
341,161
Q2 2025 Added 36.08%
$177B
$32.9 Million 0.16% of portfolio
168,878
Q2 2025 Added 33.54%
$309B
$31.4 Million 0.16% of portfolio
391,720
Q2 2025 Added 109.3%
$230B
$31 Million 0.15% of portfolio
79,859
Q2 2025 Added 28.46%
$251B
$29.7 Million 0.15% of portfolio
163,305
Q2 2025 Added 58.68%
$140B
$28.5 Million 0.14% of portfolio
410,320
Q2 2025 Added 5.25%
$325B
$28.4 Million 0.14% of portfolio
90,883
Q2 2025 Added 17.96%
$150B
$24.3 Million 0.12% of portfolio
68,054
Q2 2025 Added 4.57%
$140B
$25 Million 0.12% of portfolio
27,920
Q2 2025 Added 99.41%
$556B
$23.8 Million 0.12% of portfolio
42,427
Q2 2025 Added 18.13%
$84.4B
$23.3 Million 0.12% of portfolio
346,224
Q2 2025 Added 12.32%
$105B
$24.1 Million 0.12% of portfolio
229,697
Q2 2025 Added 61.65%
$442B
$22.6 Million 0.11% of portfolio
31
Q2 2025 Added 72.22%
$94.2B
$21.4 Million 0.11% of portfolio
180,987
Q2 2025 Added 75.78%
$114B
$19.6 Million 0.1% of portfolio
67,569
Q2 2025 Added 4.72%
$233B
$20 Million 0.1% of portfolio
137,283
Q2 2025 Added 2.22%
$406B
$17.5 Million 0.09% of portfolio
370,201
Q2 2025 Added 26.57%
$29B
$17.7 Million 0.09% of portfolio
172,403
Q2 2025 Added 163.7%

Summary

  • Portfolio
  • No. of Stocks 4,588
  • Current Value $20.2 Billion
  • Prior Value $17.4 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 667 stocks
  • Additional Purchases 2,502 stocks
  • Sold out of 4 stocks
  • Reduced holdings in 739 stocks
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