Allworth Financial LP has filed its 13F form on December 02, 2025 for Q3 2025 where it was disclosed a total value porftolio of $22 Billion distributed in 4916 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 $2.78B, Vanguard Bd Index Fd Inc Total with a value of $1.53B, Vanguard Bd Index Fd Inc Short with a value of $1.51B, Spdr Ser Tr Fds Spdr Portfolio with a value of $1.27B, and Spdr Portfolio with a value of $1.19B.
Examining the 13F form we can see an increase of $1.85B in the current position value, from $20.2B to 22B.
Also it can be appreciated an additional of 498 stocks purchases and 2 closed positions.
Below you can find more details about Allworth Financial LP portfolio as well as his latest detailed transactions.
Portfolio value
$22 Billion
ETFs: $17 Billion
Technology: $1.61 Billion
Financial Services: $697 Million
Industrials: $446 Million
Healthcare: $433 Million
Consumer Cyclical: $371 Million
Communication Services: $355 Million
Consumer Defensive: $306 Million
Other: $499 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
