# Allied Private Wealth LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2132253. Source: https://holderbook.com/funds/2132253-allied-private-wealth-llc/

- Reported value: $156.0M
- Positions: 906
- Weight of the ten largest: 43.6%
- Filed: 2026-07-09

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $21.2M | 67,800 | 13.6% | 1 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $9.3M | 24,134 | 5.9% | 1 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $7.4M | 10,747 | 4.7% | 1 |
| CAPITAL GROUP DIVIDEND VALUE | [CGDV](https://holderbook.com/stocks/CGDV/) | $7.2M | 147,354 | 4.6% | 1 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $4.6M | 19,030 | 3.0% | 1 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $4.6M | 22,476 | 2.9% | 1 |
| AMERICAN CENTY ETF TR | [AVDE](https://holderbook.com/stocks/AVDE/) | $4.1M | 45,515 | 2.6% | 1 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $4.0M | 8,002 | 2.5% | 1 |
| ISHARES TR | [SGOV](https://holderbook.com/stocks/SGOV/) | $3.5M | 34,899 | 2.2% | 1 |
| AMERICAN CENTY ETF TR | [TAXF](https://holderbook.com/stocks/TAXF/) | $2.2M | 43,894 | 1.4% | 1 |
| JANUS DETROIT STR TR | [JSMD](https://holderbook.com/stocks/JSMD/) | $2.1M | 22,193 | 1.4% | 1 |
| ISHARES TR | [IYW](https://holderbook.com/stocks/IYW/) | $2.1M | 8,538 | 1.3% | 1 |
| FIDELITY COVINGTON TRUST | [FTEC](https://holderbook.com/stocks/FTEC/) | $2.0M | 7,403 | 1.3% | 1 |
| BLACKSTONE INC | [BX](https://holderbook.com/stocks/BX/) | $1.8M | 15,158 | 1.2% | 1 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $1.7M | 4,646 | 1.1% | 1 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $1.6M | 11,788 | 1.0% | 1 |
| INVESCO EXCHANGE TRADED FD T | [PPA](https://holderbook.com/stocks/PPA/) | $1.6M | 9,225 | 1.0% | 1 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $1.5M | 2,412 | 0.9% | 1 |
| SKYX PLATFORMS CORP | [SKYX](https://holderbook.com/stocks/SKYX/) | $1.3M | 1,123,352 | 0.8% | 1 |
| EVEREST GROUP LTD | [EG](https://holderbook.com/stocks/EG/) | $1.2M | 3,334 | 0.8% | 1 |
| AMERICAN CENTY ETF TR | [KORP](https://holderbook.com/stocks/KORP/) | $1.2M | 25,733 | 0.8% | 1 |
| J P MORGAN EXCHANGE TRADED F | [JMUB](https://holderbook.com/stocks/JMUB/) | $1.2M | 23,426 | 0.8% | 1 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $1.2M | 10,008 | 0.7% | 1 |
| GLOBAL X FDS | [COPX](https://holderbook.com/stocks/COPX/) | $1.1M | 15,730 | 0.7% | 1 |
| ETFS GOLD TR | [SGOL](https://holderbook.com/stocks/SGOL/) | $1.1M | 28,673 | 0.7% | 1 |
| J P MORGAN EXCHANGE TRADED F | [JEPI](https://holderbook.com/stocks/JEPI/) | $1.1M | 18,693 | 0.7% | 1 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $1.0M | 2,663 | 0.7% | 1 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $1.0M | 1,076 | 0.7% | 1 |
| SELECT SECTOR SPDR TR | [XLU](https://holderbook.com/stocks/XLU/) | $997.3K | 21,987 | 0.6% | 1 |
| SOUND POINT MERIDIAN CAP INC | [SPMC](https://holderbook.com/stocks/SPMC/) | $984.0K | 94,982 | 0.6% | 1 |
| EXXONMOBIL HOLDINGS CORP COM SHS | [XOM](https://holderbook.com/stocks/XOM/) | $977.7K | 6,927 | 0.6% | 1 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $973.6K | 800 | 0.6% | 1 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $948.5K | 2,620 | 0.6% | 1 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $882.1K | 3,490 | 0.6% | 1 |
| VANGUARD WORLD FD | [VHT](https://holderbook.com/stocks/VHT/) | $858.6K | 2,801 | 0.6% | 1 |
| SPROTT FDS TR | [SETM](https://holderbook.com/stocks/SETM/) | $843.6K | 28,588 | 0.5% | 1 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $806.4K | 5,433 | 0.5% | 1 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $783.3K | 821 | 0.5% | 1 |
| USCF ETF TR | [SDCI](https://holderbook.com/stocks/SDCI/) | $778.2K | 28,286 | 0.5% | 1 |
| PURECYCLE TECHNOLOGIES INC | [PCT](https://holderbook.com/stocks/PCT/) | $775.3K | 106,499 | 0.5% | 1 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $772.5K | 2,062 | 0.5% | 1 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $725.0K | 17,080 | 0.5% | 1 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $723.7K | 2,188 | 0.5% | 1 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $713.3K | 9,295 | 0.5% | 1 |
| FIRST TR EXCHANGE TRADED FD | [CIBR](https://holderbook.com/stocks/CIBR/) | $696.2K | 7,595 | 0.4% | 1 |
| IRON MTN INC DEL | [IRM](https://holderbook.com/stocks/IRM/) | $686.5K | 5,945 | 0.4% | 1 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $673.6K | 7,703 | 0.4% | 1 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $672.4K | 12,093 | 0.4% | 1 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $657.9K | 8,703 | 0.4% | 1 |
| REAVES UTIL INCOME FD | [UTG](https://holderbook.com/stocks/UTG/) | $653.5K | 16,422 | 0.4% | 1 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $649.0K | 3,058 | 0.4% | 1 |
| FIRST TR EXCHANGE TRADED FD | [AIRR](https://holderbook.com/stocks/AIRR/) | $644.0K | 5,254 | 0.4% | 1 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $638.1K | 4,826 | 0.4% | 1 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $631.2K | 3,429 | 0.4% | 1 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $564.9K | 2,144 | 0.4% | 1 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $564.0K | 7,662 | 0.4% | 1 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $561.9K | 1,086 | 0.4% | 1 |
| J P MORGAN EXCHANGE TRADED F | [JEPQ](https://holderbook.com/stocks/JEPQ/) | $528.6K | 8,892 | 0.3% | 1 |
| PROSHARES TR | [SSO](https://holderbook.com/stocks/SSO/) | $496.0K | 7,400 | 0.3% | 1 |
| NOVO-NORDISK A S | [NVO](https://holderbook.com/stocks/NVO/) | $473.3K | 9,681 | 0.3% | 1 |
| SPROTT FDS TR | [SLVR](https://holderbook.com/stocks/SLVR/) | $469.9K | 9,794 | 0.3% | 1 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $465.8K | 1,066 | 0.3% | 1 |
| EATON VANCE TAX-MANAGED DIVE | [ETY](https://holderbook.com/stocks/ETY/) | $464.2K | 32,166 | 0.3% | 1 |
| AMPLIFY ETF TR | [YYY](https://holderbook.com/stocks/YYY/) | $450.0K | 39,164 | 0.3% | 1 |
| MPLX LP | [MPLX](https://holderbook.com/stocks/MPLX/) | $448.5K | 7,807 | 0.3% | 1 |
| SELECT SECTOR SPDR TR | [XLP](https://holderbook.com/stocks/XLP/) | $432.7K | 5,127 | 0.3% | 1 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $424.8K | 1,222 | 0.3% | 1 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $421.1K | 1,068 | 0.3% | 1 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $414.7K | 3,667 | 0.3% | 1 |
| ALPS ETF TR | [SDOG](https://holderbook.com/stocks/SDOG/) | $414.0K | 5,974 | 0.3% | 1 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $407.3K | 2,549 | 0.3% | 1 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $398.5K | 4,778 | 0.3% | 1 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $397.8K | 1,183 | 0.3% | 1 |
| FIRST TR EXCHANGE TRADED FD | [FXL](https://holderbook.com/stocks/FXL/) | $396.8K | 1,942 | 0.3% | 1 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $387.2K | 1,604 | 0.2% | 1 |
| AUTHID INC | [AUID](https://holderbook.com/stocks/AUID/) | $375.2K | 318,000 | 0.2% | 1 |
| GLOBAL X FDS | [AIQ](https://holderbook.com/stocks/AIQ/) | $370.6K | 5,922 | 0.2% | 1 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $370.4K | 390 | 0.2% | 1 |
| INVESCO EXCHANGE TRADED FD T | [RSPG](https://holderbook.com/stocks/RSPG/) | $368.8K | 3,621 | 0.2% | 1 |
| CAPITAL ONE FINL CORP | [COF](https://holderbook.com/stocks/COF/) | $357.3K | 1,861 | 0.2% | 1 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $355.8K | 2,496 | 0.2% | 1 |
| FORTINET INC | [FTNT](https://holderbook.com/stocks/FTNT/) | $355.6K | 2,269 | 0.2% | 1 |
| ISHARES INC | [RING](https://holderbook.com/stocks/RING/) | $355.4K | 5,619 | 0.2% | 1 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $344.2K | 16,297 | 0.2% | 1 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $340.1K | 799 | 0.2% | 1 |
| ENTERPRISE PRODS PARTNERS L | [EPD](https://holderbook.com/stocks/EPD/) | $330.9K | 8,754 | 0.2% | 1 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $329.5K | 1,872 | 0.2% | 1 |
| SPROTT ASSET MANAGEMENT LP | [PHYS](https://holderbook.com/stocks/PHYS/) | $327.3K | 10,654 | 0.2% | 1 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $325.0K | 435 | 0.2% | 1 |
| YUM BRANDS INC | [YUM](https://holderbook.com/stocks/YUM/) | $319.7K | 1,934 | 0.2% | 1 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $310.5K | 1,423 | 0.2% | 1 |
| ISHARES SILVER TR | [SLV](https://holderbook.com/stocks/SLV/) | $308.1K | 5,831 | 0.2% | 1 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $298.4K | 1,256 | 0.2% | 1 |
| SOUTHERN CO | [SO](https://holderbook.com/stocks/SO/) | $292.0K | 3,029 | 0.2% | 1 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $287.8K | 1,538 | 0.2% | 1 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $287.3K | 1,473 | 0.2% | 1 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $277.7K | 919 | 0.2% | 1 |
| FIDELITY WISE ORIGIN BITCOIN | [FBTC](https://holderbook.com/stocks/FBTC/) | $274.9K | 5,075 | 0.2% | 1 |
| ALTRIA GROUP INC | [MO](https://holderbook.com/stocks/MO/) | $272.5K | 3,742 | 0.2% | 1 |
| NUVEEN S&P 500 DYNAMIC OVERW | [SPXX](https://holderbook.com/stocks/SPXX/) | $254.5K | 13,717 | 0.2% | 1 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $156.0M | 906 |