CIK 1555170
Allworth Financial LP
Institutional 13F holdings & portfolio
Holdings
4,970
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 4,970
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| META | META PLATFORMS INC | 92K | $1M+ | SH |
| ABBV | ABBVIE INC | 264K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 1.0M | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 161K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 68K | $1M+ | SH |
| PSFF | PACER FDS TR | 1.8M | $1M+ | SH |
| HDEF | DBX ETF TR | 1.9M | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 388K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 886K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 1.2M | $1M+ | SH |
| V | VISA INC | 154K | $1M+ | SH |
| TSLA | TESLA INC | 118K | $1M+ | SH |
| CAT | CATERPILLAR INC | 92K | $1M+ | SH |
| AGG | ISHARES TR | 518K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 923K | $1M+ | SH |
| GLD | SPDR GOLD TR | 119K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 159K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 379K | $1M+ | SH |
| MUB | ISHARES TR | 424K | $1M+ | SH |
| KO | COCA COLA CO | 620K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 806K | $1M+ | SH |
| DDFO | INNOVATOR ETFS TRUST | 1.9M | $1M+ | SH |
| — | RTX CORPORATION | 215K | $1M+ | SH |
| DIS | DISNEY WALT CO | 337K | $1M+ | SH |
| IJH | ISHARES TR | 579K | $1M+ | SH |
| SMB | VANECK ETF TRUST | 2.2M | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 399K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 1.4M | $1M+ | SH |
| WMT | WALMART INC | 331K | $1M+ | SH |
| FALN | ISHARES TR | 1.3M | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 449K | $1M+ | SH |
| PGX | INVESCO EXCH TRADED FD TR II | 3.2M | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 139K | $1M+ | SH |
| ABT | ABBOTT LABS | 280K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 159K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 59K | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 717K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 419K | $1M+ | SH |
| FDVV | FIDELITY COVINGTON TRUST | 589K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 424K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 972K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 95K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 89K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 176K | $1M+ | SH |
| IGM | ISHARES TR | 234K | $1M+ | SH |
| PLD | PROLOGIS INC. | 235K | $1M+ | SH |
| ETN | EATON CORP PLC | 94K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 151K | $1M+ | SH |
| T | AT&T INC | 1.2M | $1M+ | SH |
| KLAC | KLA CORP | 24K | $1M+ | SH |