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
$37.2B
$18.2 Million 0.09% of portfolio
315,266
Q2 2025 Added 12.45%
$94.5B
$18.6 Million 0.09% of portfolio
203,055
Q2 2025 Added 7.8%
$61.3B
$19.1 Million 0.09% of portfolio
189,045
Q2 2025 Added 26.93%
$93B
$15.4 Million 0.08% of portfolio
55,844
Q2 2025 Added 109.58%
$89.8B
$15.2 Million 0.08% of portfolio
52,046
Q2 2025 Added 94.15%
$222B
$16.5 Million 0.08% of portfolio
56,557
Q2 2025 Added 22.93%
$181B
$17.1 Million 0.08% of portfolio
107,250
Q2 2025 Added 178.04%
$100B
$16.4 Million 0.08% of portfolio
178,783
Q2 2025 Added 6.43%
$184B
$16.9 Million 0.08% of portfolio
390,603
Q2 2025 Added 15.29%
$40B
$15.8 Million 0.08% of portfolio
232,262
Q2 2025 Reduced 2.64%
$7.82B
$14.7 Million 0.07% of portfolio
196,410
Q2 2025 Added 4.24%
$313B
$13.2 Million 0.07% of portfolio
51,308
Q2 2025 Reduced 12.38%
$153B
$14.5 Million 0.07% of portfolio
26,628
Q2 2025 Added 44.92%
$336B
$13.7 Million 0.07% of portfolio
100,672
Q2 2025 Added 186.15%
$243B
$14.4 Million 0.07% of portfolio
52,645
Q2 2025 Added 99.1%
$45.2B
$13.6 Million 0.07% of portfolio
72,744
Q2 2025 Added 0.18%
$116B
$11.6 Million 0.06% of portfolio
197,244
Q2 2025 Added 73.4%
$51.2B
$13.1 Million 0.06% of portfolio
178,914
Q2 2025 Added 7.58%
$32.9B
$11.2 Million 0.06% of portfolio
91,137
Q2 2025 Added 1,031.86%
$265B
$11.6 Million 0.06% of portfolio
95,858
Q2 2025 Added 1.02%
$133B
$12.8 Million 0.06% of portfolio
55,498
Q2 2025 Added 3.87%
$260B
$9.79 Million 0.05% of portfolio
68,987
Q2 2025 Added 152.44%
$89.6B
$10 Million 0.05% of portfolio
45,402
Q2 2025 Added 16.64%
$147B
$10.8 Million 0.05% of portfolio
38,633
Q2 2025 Added 5.11%
$58.4B
$10.8 Million 0.05% of portfolio
32,900
Q2 2025 Added 482.2%
$50.3B
$9.26 Million 0.05% of portfolio
53,110
Q2 2025 Added 26.65%
$124B
$10.9 Million 0.05% of portfolio
23,626
Q2 2025 Added 38.64%
$205B
$9.49 Million 0.05% of portfolio
119,871
Q2 2025 Added 15.05%
$32.4B
$10 Million 0.05% of portfolio
123,049
Q2 2025 Added 448.0%
$97.6B
$10 Million 0.05% of portfolio
14,355
Q2 2025 Added 2,692.8%
$194B
$9.96 Million 0.05% of portfolio
75,438
Q2 2025 Added 1.94%
$90.7B
$9.49 Million 0.05% of portfolio
28,721
Q2 2025 Added 352.73%
$59.4B
$10.3 Million 0.05% of portfolio
238,765
Q2 2025 Added 512.52%
$158B
$10 Million 0.05% of portfolio
164,053
Q2 2025 Added 1.58%
$8.44B
$8.24 Million 0.04% of portfolio
86,783
Q2 2025 Added 31,572.63%
$46.3B
$7.9 Million 0.04% of portfolio
206,180
Q2 2025 Added 4,343.53%
$129B
$8.17 Million 0.04% of portfolio
39,002
Q2 2025 Added 62.02%
$38.6B
$7.9 Million 0.04% of portfolio
32,497
Q2 2025 Added 2,191.75%
$6.22B
$8 Million 0.04% of portfolio
215,329
Q2 2025 Added 203,040.56%
$9.91B
$7.13 Million 0.04% of portfolio
192,104
Q2 2025 Added 1.77%
$6.91B
$7.52 Million 0.04% of portfolio
122,554
Q2 2025 Reduced 0.49%
$23.5B
$8.67 Million 0.04% of portfolio
21,228
Q2 2025 Added 3,780.8%
$8.1B
$7.92 Million 0.04% of portfolio
58,434
Q2 2025 Added 3,856.26%
$12.7B
$8.46 Million 0.04% of portfolio
49,247
Q2 2025 Added 3,351.09%
$9.42B
$7.53 Million 0.04% of portfolio
47,367
Q2 2025 Added 135,234.3%
$191B
$7.81 Million 0.04% of portfolio
7,598
Q2 2025 Added 480.44%
$1.36T
$7.41 Million 0.04% of portfolio
32,706
Q2 2025 Added 5.81%
$186B
$7.97 Million 0.04% of portfolio
19,655
Q2 2025 Reduced 2.91%
$14.2B
$8.21 Million 0.04% of portfolio
131,675
Q2 2025 Reduced 0.02%

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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