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 101–150 of 4,970
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | 313K | $1M+ | SH |
| QTEC | FIRST TR EXCHANGE-TRADED FD | 120K | $1M+ | SH |
| UITB | VICTORY PORTFOLIOS II | 583K | $1M+ | SH |
| KSEP | INNOVATOR ETFS TRUST | 976K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 713K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 999K | $1M+ | SH |
| POCT | INNOVATOR ETFS TRUST | 607K | $1M+ | SH |
| QCOM | QUALCOMM INC | 154K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 520K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 466K | $1M+ | SH |
| NFLX | NETFLIX INC | 265K | $1M+ | SH |
| EVLN | MORGAN STANLEY ETF TRUST | 500K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 154K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 328K | $1M+ | SH |
| GE | GE AEROSPACE | 77K | $1M+ | SH |
| CB | CHUBB LIMITED | 75K | $1M+ | SH |
| SCHR | SCHWAB STRATEGIC TR | 935K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 31 | $1M+ | SH |
| SUSL | ISHARES TR | 192K | $1M+ | SH |
| IWN | ISHARES TR | 127K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 106K | $1M+ | SH |
| MCD | MCDONALDS CORP | 74K | $1M+ | SH |
| MDLZ | MONDELEZ INTL INC | 416K | $1M+ | SH |
| MRK | MERCK & CO INC | 212K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 154K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 33K | $1M+ | PRN (Call) |
| EAGG | ISHARES TR | 448K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 179K | $1M+ | SH |
| QUAL | ISHARES TR | 105K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 256K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 42K | $1M+ | SH |
| IAUG | INNOVATOR ETFS TRUST | 713K | $1M+ | SH |
| IVE | ISHARES TR | 96K | $1M+ | SH |
| SO | SOUTHERN CO | 232K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 485K | $1M+ | SH |
| SGOV | ISHARES TR | 195K | $1M+ | SH |
| GSLC | GOLDMAN SACHS ETF TR | 147K | $1M+ | SH |
| IWP | ISHARES TR | 139K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 55K | $1M+ | SH |
| CME | CME GROUP INC | 67K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 63K | $1M+ | SH |
| PRF | INVESCO EXCHANGE TRADED FD T | 383K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 213K | $1M+ | SH |
| AVUS | AMERICAN CENTY ETF TR | 160K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 69K | $1M+ | SH |
| VGLT | VANGUARD SCOTTSDALE FDS | 314K | $1M+ | SH |
| VMBS | VANGUARD SCOTTSDALE FDS | 371K | $1M+ | SH |
| PEP | PEPSICO INC | 120K | $1M+ | SH |
| DELL | DELL TECHNOLOGIES INC | 136K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 172K | $1M+ | SH |