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Allied Private Wealth LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2132253

$156.0M

disclosed book value

906

positions

13.6%

largest position share

Positions, as of 2026-06-30

top 100 of 906 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1AAPLAPPLE INC COM67,800$21.2M13.6%
2MSFTMICROSOFT CORP COM24,134$9.3M5.9%
3VOOVANGUARD S&P 500 ETF10,747$7.4M4.7%
4CGDVCAPITAL GROUP DIVIDEND VALUE ETF147,354$7.2M4.6%
5AMZNAMAZON COM INC COM19,030$4.6M3%
6NVDANVIDIA CORPORATION COM22,476$4.6M2.9%
7AVDEAVANTIS INTERNATIONAL EQUITY ETF45,515$4.1M2.6%
8BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW8,002$4.0M2.5%
9SGOVISHARES 0-3 MONTH TREASURY BOND ETF34,899$3.5M2.2%
10TAXFAMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF43,894$2.2M1.4%
11JSMDJANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF22,193$2.1M1.4%
12IYWISHARES U.S. TECHNOLOGY ETF8,538$2.1M1.3%
13FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF7,403$2.0M1.3%
14BXBLACKSTONE INC COM15,158$1.8M1.2%
15GOOGALPHABET INC CAP STK CL C4,646$1.7M1.1%
16CCITIGROUP INC COM NEW11,788$1.6M1%
17PPAINVESCO AEROSPACE & DEFENSE ETF9,225$1.6M1%
18METAMETA PLATFORMS INC CL A2,412$1.5M0.9%
19SKYXSKYX PLATFORMS CORP COM1.1M$1.3M0.8%
20EVEREST GROUP LTD COM3,334$1.2M0.8%
21KORPAMERICAN CENTURY DIVERSIFIED CORPORATE BOND ETF25,733$1.2M0.8%
22JMUBJPMORGAN MUNICIPAL ETF23,426$1.2M0.8%
23VGTVANGUARD INFORMATION TECHNOLOGY ETF10,008$1.2M0.7%
24COPXGLOBAL X COPPER MINERS ETF15,730$1.1M0.7%
25SGOLABRDN PHYSICAL GOLD SHARES ETF28,673$1.1M0.7%
26JEPIJPMORGAN EQUITY PREMIUM INCOME ETF18,693$1.1M0.7%
27AVGOBROADCOM INC COM2,663$1.0M0.7%
28MUMICRON TECHNOLOGY INC COM1,076$1.0M0.7%
29XLUSTATE STREET UTILITIES SELECT SECTOR SPDR ETF21,987$997,3420.6%
30SPMCSOUND POINT MERIDIAN CAP INC COMMON STOCK94,982$984,0130.6%
31XOMEXXONMOBIL HOLDINGS CORP COM SHS6,927$977,6730.6%
32LLYELI LILLY & CO COM800$973,6310.6%
33GOOGLALPHABET INC CAP STK CL A2,620$948,5200.6%
34ABBVABBVIE INC COM3,490$882,0690.6%
35VHTVANGUARD HEALTH CARE ETF2,801$858,5570.6%
36SETMSPROTT CRITICAL MATERIALS ETF28,588$843,6310.5%
37PGPROCTER & GAMBLE CO COM5,433$806,3950.5%
38COSTCOSTCO WHOLESALE CORPORATION COM821$783,2570.5%
39SDCIUSCF SUMMERHAVEN DYNAMIC COMMODITY STRATEGY NO K-1 FUND28,286$778,1620.5%
40PCTPURECYCLE TECHNOLOGIES INC COM106,499$775,3120.5%
41GLDSPDR GOLD SHARES2,062$772,4870.5%
42VZVERIZON COMMUNICATIONS INC COM17,080$725,0500.5%
43JPMJPMORGAN CHASE & CO COM2,188$723,6750.5%
44IAUISHARES GOLD TRUST9,295$713,2980.5%
45CIBRFIRST TRUST NASDAQ CYBERSECURITY ETF7,595$696,2280.4%
46IRMIRON MTN INC DEL COM5,945$686,4630.4%
47NEENEXTERA ENERGY INC COM7,703$673,5600.4%
48XLESTATE STREET ENERGY SELECT SECTOR SPDR ETF12,093$672,4070.4%
49NFLXNETFLIX INC. COM8,703$657,9270.4%
50UTGREAVES UTIL INCOME FD COM SH BEN INT16,422$653,4610.4%
51RSPINVESCO S&P 500 EQUAL WEIGHT ETF3,058$648,9870.4%
52AIRRFIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF5,254$644,0230.4%
53PLTRPALANTIR TECHNOLOGIES INC CL A4,826$638,0930.4%
54GLWCORNING INC COM3,429$631,1720.4%
55JNJJOHNSON & JOHNSON COM2,144$564,9180.4%
56UBERUBER TECHNOLOGIES INC COM7,662$563,9900.4%
57AMDADVANCED MICRO DEVICES INC COM1,086$561,9010.4%
58JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF8,892$528,6380.3%
59SSOPROSHARES ULTRA S&P 5007,400$496,0220.3%
60NVONOVO-NORDISK A S ADR9,681$473,3190.3%
61SLVRSPROTT SILVER MINERS & PHYSICAL SILVER ETF SILVER MINERS ETF9,794$469,9160.3%
62TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS1,066$465,8200.3%
63XETYXEATON VANCE TAX-MANAGED DIVERS COM32,166$464,1620.3%
64YYYAMPLIFY CEF HIGH INCOME ETF39,164$450,0050.3%
65MPLXMPLX LP COM UNIT REP LTD7,807$448,4610.3%
66XLPSTATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF5,127$432,7460.3%
67VVISA INC COM CL A1,222$424,7720.3%
68TSLATESLA INC COM1,068$421,1030.3%
69WMTWALMART INC COM3,667$414,7400.3%
70SDOGALPS SECTOR DIVIDEND DOGS ETF5,974$413,9520.3%
71VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF2,549$407,3040.3%
72KOCOCA COLA CO COM4,778$398,5450.3%
73HDHOME DEPOT INC COM1,183$397,7750.3%
74FXLFIRST TRUST TECHNOLOGY ALPHADEX FUND1,942$396,8030.3%
75ADPAUTOMATIC DATA PROCESSING INC COM1,604$387,1760.2%
76AUIDAUTHID INC COM318,000$375,2400.2%
77AIQGLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF5,922$370,5520.2%
78CATCATERPILLAR INC COM390$370,4080.2%
79RSPGINVESCO S&P 500 EQUAL WEIGHT ENERGY ETF3,621$368,7830.2%
80COFCAPITAL ONE FINL CORP COM1,861$357,2910.2%
81PEPPEPSICO INC COM2,496$355,7670.2%
82FTNTFORTINET INC COM2,269$355,5740.2%
83RINGISHARES MSCI GLOBAL GOLD MINERS ETF5,619$355,3890.2%
84TAT&T INC COM16,297$344,2020.2%
85UNHUNITEDHEALTH GROUP INC COM799$340,1160.2%
86EPDENTERPRISE PRODS PARTNERS L P COM8,754$330,9040.2%
87CVXCHEVRON CORPORATION COM1,872$329,4730.2%
88PHYSSPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR10,654$327,2900.2%
89SPYSTATE STREET SPDR S&P 500 ETF435$324,9820.2%
90YUMYUM BRANDS INC COM1,934$319,6680.2%
91MSMORGAN STANLEY COM NEW1,423$310,5210.2%
92SLVISHARES SILVER TRUST5,831$308,0510.2%
93VIGVANGUARD DIVIDEND APPRECIATION ETF1,256$298,3590.2%
94SOSOUTHERN CO COM3,029$291,9940.2%
95PMPHILIP MORRIS INTL INC COM1,538$287,8070.2%
96RTXRTX CORPORATION COM1,473$287,2610.2%
97IBMINTERNATIONAL BUSINESS MACHS COM919$277,7050.2%
98FBTCFIDELITY WISE ORIGIN BITCOIN FUND5,075$274,9120.2%
99MOALTRIA GROUP INC COM3,742$272,5170.2%
100XSSPXNUVEEN S&P 500 DYNAMIC OVERWRI COM13,717$254,4540.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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