Allied Private Wealth LLC

Allied Private Wealth LLC is an Investment Adviser institutional filer with the SEC under CIK 2132253, reporting 903 portfolio positions, with 1 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

• State of incorporation: FL
• Filing type: 13F-HR
• Latest reporting period: 2026-06-30
• Last filed: 2026-07-09

Top 10 portfolio positions

The largest reported holdings in Allied Private Wealth LLC's most recent 13F filing, ranked by reported market value.

1. APPLE INC COM (AAPL)
2. MICROSOFT CORP COM (MSFT)
3. VANGUARD S&P 500 ETF (VOO)
4. CAPITAL GROUP DIVIDEND VALUE ETF (CGDV)
5. AMAZON COM INC COM (AMZN)
6. NVIDIA CORPORATION COM (NVDA)
7. AVANTIS INTERNATIONAL EQUITY ETF (AVDE)
8. BERKSHIRE HATHAWAY INC DEL CL B NEW (BRK.B)
9. ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV)
10. AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF (TAXF)