Allworth Financial LP Portfolio Holdings
Allworth Financial LP
- $22 Billion
- Q3 2025
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 4,916
- Current Value $22 Billion
- Prior Value $20.2 Billion
- Filing
- Period Q3 2025
- Filing Date December 02, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 498 stocks
- Additional Purchases 2,622 stocks
- Sold out of 2 stocks
- Reduced holdings in 989 stocks