Arkolith/Funds/Allied Private Wealth LLC

Allied Private Wealth LLC

CIK 2132253
Holdings as of Jun 30, 2026·disclosed Jul 9, 2026·~9-day 13F lag·13F-HR
Active Filer

Allied Private Wealth LLC holds a focused book of 903 stocks worth $156.0M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). Their largest long position is APPLE INC COM at 14% of the equity book.

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holdings, largest changes, and filing provenance.
First tracked quarter for this filer — quarter-over-quarter changes (opened / added / trimmed / sold) appear once the next 13F is filed and there is a prior book to compare.

Concentration

Top-heavy: focused book

Top 5 holdings
32%
Top 10 holdings
44%
Top 20 holdings
54%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

0% mapped to company sectors

ETF / fund or unclassified
100%
Industrials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

903 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc Com
Stock
$21.2M67.8K
13.6%
New
New position
2Microsoft Corp Com
Stock
$9.3M24.1K
5.9%
New
New position
3Vanguard S&P 500 ETF
ETF
$7.4M10.7K
4.7%
New
New position
4Capital Group Dividend Value ETF
ETF
$7.2M147.4K
4.6%
New
New position
5Amazon Com Inc Com
Stock
$4.6M19.0K
3.0%
New
New position
6Nvidia Corporation Com
Stock
$4.6M22.5K
2.9%
New
New position
7Avantis International Equity ETF
ETF
$4.1M45.5K
2.6%
New
New position
8Berkshire Hathaway Inc Del CL B New
Stock
$4.0M8.0K
2.5%
New
New position
9Ishares 0-3 Month Treasury Bond ETF
ETF
$3.5M34.9K
2.2%
New
New position
10American Century Diversified Municipal Bond ETF
ETF
$2.2M43.9K
1.4%
New
New position
11Janus Henderson Small/mid Cap Growth Alpha ETF
ETF
$2.1M22.2K
1.4%
New
New position
12Ishares U.S. Technology ETF
ETF
$2.1M8.5K
1.3%
New
New position
13Fidelity Msci Information Technology Index ETF
ETF
$2.0M7.4K
1.3%
New
New position
14Blackstone Inc Com
Stock
$1.8M15.2K
1.2%
New
New position
15Alphabet Inc Cap STK CL C
Stock
$1.7M4.6K
1.1%
New
New position
16Citigroup Inc Com New
Stock
$1.6M11.8K
1.0%
New
New position
17Invesco Aerospace & Defense ETF
ETF
$1.6M9.2K
1.0%
New
New position
18Meta Platforms Inc CL A
Stock
$1.5M2.4K
0.9%
New
New position
19Skyx Platforms Corp Com
Stock
$1.3M1.12M
0.8%
New
New position
20Everest Group Ltd Com
Stock
$1.2M3.3K
0.8%
New
New position
21American Century Diversified Corporate Bond ETF
ETF
$1.2M25.7K
0.8%
New
New position
22JPMorgan Municipal ETF
ETF
$1.2M23.4K
0.8%
New
New position
23Vanguard Information Technology ETF
ETF
$1.2M10.0K
0.7%
New
New position
24Global X Copper Miners ETF
ETF
$1.1M15.7K
0.7%
New
New position
25Abrdn Physical Gold Shares ETF
ETF
$1.1M28.7K
0.7%
New
New position
26JPMorgan Equity Premium Income ETF
ETF
$1.1M18.7K
0.7%
New
New position
27Broadcom Inc Com
Stock
$1.0M2.7K
0.7%
New
New position
28Micron Technology Inc Com
Stock
$1.0M1.1K
0.7%
New
New position
29State Street Utilities Select Sector SPDR ETF
ETF
$997K22.0K
0.6%
New
New position
30Sound Point Meridian Cap Inc Common Stock
CEF
$984K95.0K
0.6%
New
New position
31ExxonMobil Holdings Corp Com SHS
Stock
$978K6.9K
0.6%
New
New position
32Eli Lilly & Co Com
Stock
$974K800
0.6%
New
New position
33Alphabet Inc Cap STK CL A
Stock
$949K2.6K
0.6%
New
New position
34Abbvie Inc Com
Stock
$882K3.5K
0.6%
New
New position
35Vanguard Health Care ETF
ETF
$859K2.8K
0.6%
New
New position
36Sprott Critical Materials ETF
ETF
$844K28.6K
0.5%
New
New position
37Procter & Gamble Co Com
Stock
$806K5.4K
0.5%
New
New position
38Costco Wholesale Corporation Com
Stock
$783K821
0.5%
New
New position
39Uscf Summerhaven Dynamic Commodity Strategy No K-1 Fund
ETF
$778K28.3K
0.5%
New
New position
40Purecycle Technologies Inc Com
Stock
$775K106.5K
0.5%
New
New position
41SPDR Gold Shares
ETF
$772K2.1K
0.5%
New
New position
42Verizon Communications Inc Com
Stock
$725K17.1K
0.5%
New
New position
43JPMorgan Chase & Co Com
Stock
$724K2.2K
0.5%
New
New position
44Ishares Gold Trust
ETF
$713K9.3K
0.5%
New
New position
45First Trust Nasdaq Cybersecurity ETF
ETF
$696K7.6K
0.4%
New
New position
46Iron MTN Inc Del Com
REIT
$686K5.9K
0.4%
New
New position
47NextEra Energy Inc Com
Stock
$674K7.7K
0.4%
New
New position
48State Street Energy Select Sector SPDR ETF
ETF
$672K12.1K
0.4%
New
New position
49Netflix Inc. Com
Stock
$658K8.7K
0.4%
New
New position
50Reaves Util Income FD Com SH Ben Int
CEF
$653K16.4K
0.4%
New
New position
Showing 50 of 903 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 9, 2026906$156.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.