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
$66B
$1.25 Million 0.01% of portfolio
23,748
Q2 2025 Added 31.72%
$50.4B
$1.31 Million 0.01% of portfolio
17,523
Q2 2025 Added 14.43%
$68.3B
$2.76 Million 0.01% of portfolio
84,652
Q2 2025 Added 19.77%
$96.4B
$1.85 Million 0.01% of portfolio
26,842
Q2 2025 Added 3.94%
$50.4B
$1.62 Million 0.01% of portfolio
28,616
Q2 2025 Added 32.86%
$38.6B
$1.05 Million 0.01% of portfolio
15,242
Q2 2025 Added 15.5%
$8.65B
$1.87 Million 0.01% of portfolio
9,264
Q2 2025 Added 1,092.28%
$7.27B
$1.23 Million 0.01% of portfolio
7,343
Q2 2025 Added 33,277.27%
$0
$2.06 Million 0.01% of portfolio
98,398
Q2 2025 Added 11.64%
$0
$1.03 Million 0.01% of portfolio
118,283
Q2 2025 Added 5,259.45%
$49.6B
$1.08 Million 0.01% of portfolio
14,451
Q2 2025 Added 71.99%
$77.1B
$1.22 Million 0.01% of portfolio
4,527
Q2 2025 Added 47.84%
$21.3B
$1.08 Million 0.01% of portfolio
20,949
Q2 2025 Added 19.96%
$75.6B
$1.22 Million 0.01% of portfolio
3,128
Q2 2025 Reduced 19.9%
$30B
$2.83 Million 0.01% of portfolio
5,290
Q2 2025 Added 2,337.79%
$54.1B
$2.65 Million 0.01% of portfolio
146,120
Q2 2025 Added 137.73%
$43.1B
$1.11 Million 0.01% of portfolio
25,479
Q2 2025 Added 9.73%
$1.42B
$1.91 Million 0.01% of portfolio
43,602
Q2 2025 Added 18,533.33%
$58.7B
$2.41 Million 0.01% of portfolio
10,621
Q2 2025 Added 13.96%
$79.5B
$1.08 Million 0.01% of portfolio
8,592
Q2 2025 Added 11.34%
$63.9B
$1.98 Million 0.01% of portfolio
18,732
Q2 2025 Added 215.73%
$19.5B
$2.06 Million 0.01% of portfolio
5,085
Q2 2025 Added 804.8%
$29.1B
$1.2 Million 0.01% of portfolio
23,246
Q2 2025 Added 5.98%
$4.49B
$2.35 Million 0.01% of portfolio
39,821
Q2 2025 Added 2,657.69%
$41.8B
$1.2 Million 0.01% of portfolio
9,440
Q2 2025 Added 10.49%
$10.2B
$1.32 Million 0.01% of portfolio
69,842
Q2 2025 Added 1,350.81%
$86.7M
$1.03 Million 0.01% of portfolio
81,380
Q1 2025 Added 202.53%
$27.3B
$1.35 Million 0.01% of portfolio
8,152
Q2 2025 Added 13.4%
$32B
$1.05 Million 0.01% of portfolio
51,355
Q2 2025 Added 13.25%
$78.6B
$1.36 Million 0.01% of portfolio
7,318
Q2 2025 Added 149.42%
$28.7B
$1.06 Million 0.01% of portfolio
43,231
Q2 2025 Added 2.78%
$53.6B
$2.51 Million 0.01% of portfolio
4,674
Q2 2025 Added 200.58%
$81.1B
$1.26 Million 0.01% of portfolio
5,115
Q2 2025 Added 11.44%
$18.1B
$1.2 Million 0.01% of portfolio
36,681
Q2 2025 Added 2,497.8%
$74.3B
$1.08 Million 0.01% of portfolio
10,270
Q2 2025 Added 62.94%
$42.3B
$1.88 Million 0.01% of portfolio
14,568
Q2 2025 Added 3.03%
$31.4B
$1.79 Million 0.01% of portfolio
69,507
Q2 2025 Added 52.29%
$48.3B
$2.62 Million 0.01% of portfolio
36,589
Q2 2025 Added 5.41%
$13.7B
$1.02 Million 0.01% of portfolio
4,934
Q1 2025 Added 0.12%
$26.9B
$2.65 Million 0.01% of portfolio
7,075
Q2 2025 Added 1,232.39%
$7.28B
$1.07 Million 0.01% of portfolio
3,534
Q2 2025 Added 17,570.0%
$4.9B
$1.07 Million 0.01% of portfolio
18,138
Q2 2025 Added 80.41%
$86.1B
$2.08 Million 0.01% of portfolio
7,618
Q2 2025 Added 139.18%
$98.3B
$1.02 Million 0.01% of portfolio
4,653
Q2 2025 Added 21.74%
$15.4B
$1.75 Million 0.01% of portfolio
5,591
Q2 2025 Added 9,708.77%
$118B
$3 Million 0.01% of portfolio
1,149
Q2 2025 Added 67.98%
$3.06B
$1.09 Million 0.01% of portfolio
2,704
Q2 2025 Added 10.23%
$80.5B
$1.47 Million 0.01% of portfolio
3,493
Q2 2025 Added 126.08%
$51.5B
$1.28 Million 0.01% of portfolio
24,847
Q2 2025 Added 860.83%

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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