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
$27B
$1.49 Million 0.01% of portfolio
13,956
Q2 2025 Added 54.4%
$4.54B
$1.31 Million 0.01% of portfolio
29,317
Q2 2025 Added 0.55%
$92B
$2.6 Million 0.01% of portfolio
36,538
Q2 2025 Added 61.03%
$12.9B
$2.43 Million 0.01% of portfolio
11,350
Q2 2025 Added 0.2%
$64.2B
$2.84 Million 0.01% of portfolio
11,099
Q2 2025 Added 24.46%
$126B
$2.74 Million 0.01% of portfolio
39,650
Q2 2025 Added 28.71%
$18B
$1.08 Million 0.01% of portfolio
14,176
Q2 2025 Added 2,605.34%
$0
$1.74 Million 0.01% of portfolio
155,519
Q2 2025 Added 0.19%
$42.4B
$1.19 Million 0.01% of portfolio
28,333
Q2 2025 Reduced 5.51%
$16.2B
$1.85 Million 0.01% of portfolio
11,421
Q2 2025 Added 463.72%
$12.3B
$1.73 Million 0.01% of portfolio
44,955
Q2 2025 Added 314.75%
$9.99B
$1.7 Million 0.01% of portfolio
46,495
Q2 2025 Added 1,700.74%
$6.68B
$1.38 Million 0.01% of portfolio
15,261
Q2 2025 Added 2,299.53%
$2.01B
$1.35 Million 0.01% of portfolio
50,699
Q2 2025 Added 507.9%
$47.6B
$1.71 Million 0.01% of portfolio
11,760
Q2 2025 Added 15.06%
$77.6B
$2.54 Million 0.01% of portfolio
34,230
Q2 2025 Added 103.21%
$4.15B
$1.46 Million 0.01% of portfolio
41,809
Q2 2025 Added 391.29%
$39.2B
$1.84 Million 0.01% of portfolio
17,090
Q2 2025 Added 9.01%
$41.4B
$1.23 Million 0.01% of portfolio
14,599
Q2 2025 Added 24.85%
$25.9B
$2.18 Million 0.01% of portfolio
37,914
Q2 2025 Added 4,975.5%
$55.2B
$1.66 Million 0.01% of portfolio
4,399
Q2 2025 Added 135.24%
$40B
$2 Million 0.01% of portfolio
6,009
Q2 2025 Reduced 6.53%
$84.1B
$1.26 Million 0.01% of portfolio
4,021
Q2 2025 Reduced 0.4%
$177B
$1.3 Million 0.01% of portfolio
2,472
Q2 2025 Added 21.0%
$4.33B
$2.07 Million 0.01% of portfolio
20,998
Q2 2025 Added 38,785.19%
$256B
$2.71 Million 0.01% of portfolio
38,541
Q2 2025 Added 13.59%
$92.5B
$1.73 Million 0.01% of portfolio
5,032
Q2 2025 Added 5.36%
$176B
$2.36 Million 0.01% of portfolio
20,417
Q2 2025 Added 51.82%
$18.1B
$1.16 Million 0.01% of portfolio
3,743
Q2 2025 Added 638.26%
$18.7B
$1.02 Million 0.01% of portfolio
31,307
Q2 2025 Added 9.28%
$0
$1.34 Million 0.01% of portfolio
44,614
Q2 2025 Reduced 5.51%
$17.2B
$1.08 Million 0.01% of portfolio
11,012
Q2 2025 Added 119.32%
$26.7B
$1.24 Million 0.01% of portfolio
14,079
Q2 2025 Added 5.27%
$20.1B
$2.22 Million 0.01% of portfolio
12,595
Q2 2025 Reduced 1.07%
$298B
$1.56 Million 0.01% of portfolio
6,530
Q2 2025 Added 14.16%
$13.4B
$1.79 Million 0.01% of portfolio
5,529
Q2 2025 Added 4,288.1%
$6.62B
$2.4 Million 0.01% of portfolio
45,398
Q2 2025 Added 622.55%
$13B
$2.28 Million 0.01% of portfolio
15,553
Q2 2025 Added 4,730.12%
$93.3B
$1.42 Million 0.01% of portfolio
3,238
Q2 2025 Added 22.28%
$64.8B
$2.26 Million 0.01% of portfolio
8,462
Q2 2025 Added 33.03%
$0
$1.28 Million 0.01% of portfolio
40,485
Q2 2025 Added 146.14%
$196B
$2.61 Million 0.01% of portfolio
27,932
Q2 2025 Added 28.64%
$60.7B
$2.02 Million 0.01% of portfolio
15,042
Q2 2025 Added 96.42%
$38.8B
$2.86 Million 0.01% of portfolio
9,934
Q2 2025 Added 1,070.08%
$101B
$1.54 Million 0.01% of portfolio
3,462
Q2 2025 Added 77.9%
$39.3B
$1.96 Million 0.01% of portfolio
171,226
Q2 2025 Added 6.62%
$44.8B
$2.15 Million 0.01% of portfolio
8,973
Q2 2025 Added 812.82%
$42.4B
$2.09 Million 0.01% of portfolio
14,107
Q2 2025 Added 36.58%
$40.9B
$1.61 Million 0.01% of portfolio
5,132
Q2 2025 Added 412.18%

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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