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
$16.2B
$4.46 Million 0.02% of portfolio
30,112
Q2 2025 Added 33.06%
$88.4B
$3.09 Million 0.02% of portfolio
6,176
Q2 2025 Added 23.89%
$37.3B
$3.35 Million 0.02% of portfolio
33,805
Q2 2025 Added 4.47%
$60.2B
$3.23 Million 0.02% of portfolio
15,807
Q2 2025 Added 81.36%
$30.5B
$3.79 Million 0.02% of portfolio
271,544
Q2 2025 Reduced 0.5%
$81.8B
$4.83 Million 0.02% of portfolio
25,933
Q2 2025 Added 29.47%
$144B
$4.76 Million 0.02% of portfolio
17,849
Q2 2025 Added 104.48%
$50.3B
$3.31 Million 0.02% of portfolio
11,294
Q2 2025 Added 57.94%
$96B
$3.13 Million 0.02% of portfolio
33,464
Q2 2025 Added 2,288.58%
$167B
$3.87 Million 0.02% of portfolio
42,391
Q2 2025 Added 27.95%
$43.6B
$3.84 Million 0.02% of portfolio
26,579
Q2 2025 Reduced 0.65%
$60.2B
$3.37 Million 0.02% of portfolio
20,994
Q2 2025 Added 393.98%
$72.3B
$3.22 Million 0.02% of portfolio
14,379
Q2 2025 Added 2.79%
$64.1B
$3.61 Million 0.02% of portfolio
7,050
Q2 2025 Added 182.11%
$40.8B
$3.32 Million 0.02% of portfolio
33,675
Q2 2025 Added 0.76%
$164B
$4.16 Million 0.02% of portfolio
33,657
Q2 2025 Added 100.96%
$73.2B
$4.2 Million 0.02% of portfolio
92,769
Q2 2025 Added 20.73%
$2.2B
$4.3 Million 0.02% of portfolio
119,055
Q3 2022 New
$88.7B
$4.79 Million 0.02% of portfolio
20,932
Q2 2025 Added 40.72%
$35B
$4.51 Million 0.02% of portfolio
43,296
Q2 2025 Added 22.0%
$78.3B
$3.21 Million 0.02% of portfolio
20,880
Q2 2025 Added 243.76%
$5.62B
$1.78 Million 0.01% of portfolio
193,895
Q2 2025 Reduced 21.21%
$64.2B
$1.4 Million 0.01% of portfolio
4,949
Q2 2025 Added 58.67%
$58.6B
$1.07 Million 0.01% of portfolio
12,457
Q2 2025 Added 132.58%
$52B
$2.41 Million 0.01% of portfolio
4,524
Q2 2025 Added 1.25%
$126B
$2.14 Million 0.01% of portfolio
8,977
Q2 2025 Added 8.07%
$33.2B
$1.33 Million 0.01% of portfolio
14,590
Q2 2025 Added 2.54%
$0
$1.42 Million 0.01% of portfolio
64,674
Q2 2025 Added 810.0%
$30.9B
$1.01 Million 0.01% of portfolio
5,838
Q2 2025 Added 413.46%
$344B
$2.52 Million 0.01% of portfolio
3,147
Q2 2025 Added 130.21%
$242B
$1.11 Million 0.01% of portfolio
15,850
Q2 2025 Added 25.93%
$27B
$1.31 Million 0.01% of portfolio
6,457
Q2 2025 Added 639.63%
$978M
$2.45 Million 0.01% of portfolio
163,010
Q2 2025 Reduced 33.48%
$16.1B
$1.18 Million 0.01% of portfolio
21,061
Q2 2025 Added 431.17%
$86B
$2.86 Million 0.01% of portfolio
31,388
Q2 2025 Added 18.57%
$53B
$2.04 Million 0.01% of portfolio
11,840
Q2 2025 Added 17.88%
$4.59B
$1.63 Million 0.01% of portfolio
52,958
Q2 2025 Added 15.61%
$105B
$1.26 Million 0.01% of portfolio
42,226
Q2 2025 Added 59.61%
$11.7B
$1.98 Million 0.01% of portfolio
7,172
Q2 2025 Added 21.27%
$58.2B
$2.94 Million 0.01% of portfolio
12,055
Q2 2025 Added 83.18%
$1.07B
$2.1 Million 0.01% of portfolio
37,437
Q2 2025 Added 8.94%
$46.4B
$1.13 Million 0.01% of portfolio
3,224
Q2 2025 Added 33.61%
$68.5B
$2.48 Million 0.01% of portfolio
27,276
Q2 2025 Added 41.47%
$28B
$2.59 Million 0.01% of portfolio
4,823
Q2 2025 Added 6,506.85%
$8.49B
$2.07 Million 0.01% of portfolio
11,854
Q2 2025 Added 19,656.67%
$34.4B
$1.07 Million 0.01% of portfolio
10,712
Q2 2025 Added 74.21%
$21.8B
$1.39 Million 0.01% of portfolio
8,558
Q2 2025 Added 17.15%
$11.3B
$1.42 Million 0.01% of portfolio
28,978
Q2 2025 Added 0.79%
$2.71B
$1.05 Million 0.01% of portfolio
43,565
Q2 2025 Added 17,902.07%

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
Track This Portfolio

Track Allworth Financial LP Portfolio

Follow Allworth Financial LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allworth Financial LP, based on Form 13F filings with the SEC.

News

Stay updated on Allworth Financial LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email