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
$68.5B
$7.36 Million 0.04% of portfolio
47,179
Q2 2025 Added 8.73%
$86.6B
$5.51 Million 0.03% of portfolio
36,192
Q2 2025 Added 2.12%
$150B
$6.32 Million 0.03% of portfolio
21,142
Q2 2025 Added 16.11%
$161B
$5.07 Million 0.03% of portfolio
13,108
Q2 2025 Added 38.07%
$11.9B
$5.86 Million 0.03% of portfolio
46,468
Q2 2025 Added 4,760.67%
$147B
$5.75 Million 0.03% of portfolio
31,392
Q2 2025 Added 40.21%
$130B
$5.37 Million 0.03% of portfolio
35,919
Q2 2025 Added 13.27%
$98.5B
$5.18 Million 0.03% of portfolio
111,801
Q2 2025 Added 37.37%
$37.5B
$5.63 Million 0.03% of portfolio
114,378
Q2 2025 Added 19.82%
$46.1B
$5.57 Million 0.03% of portfolio
513,521
Q2 2025 Added 81.94%
$141B
$5.12 Million 0.03% of portfolio
46,201
Q2 2025 Added 10.02%
$13.9B
$6.84 Million 0.03% of portfolio
55,021
Q2 2025 Added 9,535.9%
$51.2B
$5.99 Million 0.03% of portfolio
5,757
Q2 2025 Added 68.68%
$102B
$6.14 Million 0.03% of portfolio
274,049
Q2 2025 Added 6.88%
$169B
$6.27 Million 0.03% of portfolio
28,270
Q2 2025 Added 76.06%
$265B
$5.49 Million 0.03% of portfolio
38,998
Q2 2025 Added 34.1%
$71.2B
$6.09 Million 0.03% of portfolio
96,993
Q2 2025 Added 50.17%
$68.5B
$3.81 Million 0.02% of portfolio
36,153
Q2 2025 Added 23.92%
$26B
$3.15 Million 0.02% of portfolio
32,747
Q2 2025 Added 9.87%
$56.1B
$3.47 Million 0.02% of portfolio
33,396
Q2 2025 Added 105.88%
$43.5B
$3.63 Million 0.02% of portfolio
20,070
Q2 2025 Added 3,827.59%
$70.9B
$4.22 Million 0.02% of portfolio
42,716
Q2 2025 Added 366.59%
$54.1B
$4.75 Million 0.02% of portfolio
5,734
Q2 2025 Added 455.08%
$221B
$4.67 Million 0.02% of portfolio
806
Q2 2025 Added 123.27%
$143B
$4.18 Million 0.02% of portfolio
38,961
Q2 2025 Added 215.78%
$96.4B
$3.03 Million 0.02% of portfolio
9,833
Q2 2025 Added 467.07%
$86.9B
$3.51 Million 0.02% of portfolio
16,505
Q2 2025 Added 212.24%
$20.3B
$3.93 Million 0.02% of portfolio
17,626
Q2 2025 Added 46.33%
$193B
$5 Million 0.02% of portfolio
58,701
Q2 2025 Added 43.03%
$2.03B
$4.66 Million 0.02% of portfolio
199,213
Q2 2025 Added 3.35%
$144B
$3.32 Million 0.02% of portfolio
92,934
Q2 2025 Added 5.49%
$118B
$3.49 Million 0.02% of portfolio
38,931
Q2 2025 Added 29.44%
$104B
$3.07 Million 0.02% of portfolio
9,527
Q2 2025 Added 10.46%
$95.6B
$4.73 Million 0.02% of portfolio
9,294
Q2 2025 Added 86.78%
$142B
$4.82 Million 0.02% of portfolio
9,488
Q2 2025 Added 38.05%
$80.2B
$3.11 Million 0.02% of portfolio
23,289
Q2 2025 Added 12.3%
$99.3B
$3.65 Million 0.02% of portfolio
80,521
Q2 2025 Added 17.35%
$69.1B
$3.27 Million 0.02% of portfolio
105,311
Q2 2025 Added 145.72%
$60.9B
$3.47 Million 0.02% of portfolio
10,855
Q2 2025 Added 175.65%
$12.3B
$3.24 Million 0.02% of portfolio
69,489
Q2 2025 Reduced 1.41%
$269B
$3.74 Million 0.02% of portfolio
5,284
Q2 2025 Added 9.69%
$184B
$4.46 Million 0.02% of portfolio
5,668
Q2 2025 Added 88.06%
$61.5B
$3.36 Million 0.02% of portfolio
114,411
Q2 2025 Added 66.94%
$34B
$4.8 Million 0.02% of portfolio
24,731
Q2 2025 Added 33.67%
$89.7B
$3.58 Million 0.02% of portfolio
21,579
Q2 2025 Added 63.07%
$57.5B
$3.37 Million 0.02% of portfolio
43,579
Q2 2025 Added 821.92%
$101B
$4.21 Million 0.02% of portfolio
5,739
Q2 2025 Added 5.4%
$124B
$4 Million 0.02% of portfolio
45,859
Q2 2025 Added 21.28%
$172B
$3.2 Million 0.02% of portfolio
25,924
Q2 2025 Added 175.32%

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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