Allied Private Wealth LLC
CIK 2132253 · Holdings on Jun 30, 2026 · First reported Jul 9, 2026
Top ten holdings
Q2 2026- AAPL13.62%
- MSFT5.93%
- VOO4.72%
- CGDV4.60%
- AMZN2.97%
- NVDA2.94%
- AVDE2.60%
- BRK.B2.54%
- SGOV2.25%
- TAXF1.42%
Share classes counted separately43.59%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INCStock View history and evidence | $21.25M | 13.62% | 67.80K shares | Prior unavailable — | — | ▾ |
| 02 | MSFTMICROSOFT CORPStock View history and evidence | $9.25M | 5.93% | 24.13K shares | Prior unavailable — | — | ▾ |
| 03 | VOOVANGUARD S&P 500 ETFETF View history and evidence | $7.36M | 4.72% | 10.75K shares | Prior unavailable — | — | ▾ |
| 04 | CGDVCAP GROUP DIVIDEND VALUEETF View history and evidence | $7.18M | 4.60% | 147.35K shares | Prior unavailable — | — | ▾ |
| 05 | AMZNAMAZON.COM INCStock View history and evidence | $4.64M | 2.97% | 19.03K shares | Prior unavailable — | — | ▾ |
| 06 | NVDANVIDIA CORPStock View history and evidence | $4.59M | 2.94% | 22.48K shares | Prior unavailable — | — | ▾ |
| 07 | AVDEAVANTIS INTERNATIONAL EQUITYETF View history and evidence | $4.06M | 2.60% | 45.52K shares | Prior unavailable — | — | ▾ |
| 08 | BRK.BBERKSHIRE HATHAWAY INC-CL BStock View history and evidence | $3.96M | 2.54% | 8.00K shares | Prior unavailable — | — | ▾ |
| 09 | SGOVISHARES 0-3 MONTH TREASURY BETF View history and evidence | $3.51M | 2.25% | 34.90K shares | Prior unavailable — | — | ▾ |
| 10 | TAXFAMERICAN CENTURY DIVER MUNIETF View history and evidence | $2.21M | 1.42% | 43.89K shares | Prior unavailable — | — | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2132253 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-09
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 155999531
}Research all 906 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.