Allied Private Wealth LLC holds a focused book of 903 stocks worth $156.0M as of Q2 2026 (disclosed Jul 9, 2026, a ~9-day 13F lag). Their largest long position is Apple Inc at 14% of the equity book. Cloning the disclosed picks since 2026 would be +5%. That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +6.3%, a 1.8-point gap that is the cost of the ~9-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Allied Private Wealth LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~9 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
60% mapped to company sectors
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.
Other tracked managers holding the same core names as Allied Private Wealth LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 78 / 80 | $551.0B |
| UBS Group AG | 78 / 80 | $142.2B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $15.9B |
| Steward Partners Investment Advisory, LLC | 77 / 80 | $6.2B |
| Integrated Wealth Concepts LLC | 77 / 80 | $3.2B |
| ROYAL BANK OF CANADA | 76 / 80 | $151.4B |
| WELLS FARGO & COMPANY/MN | 76 / 80 | $137.2B |
| RAYMOND JAMES FINANCIAL INC | 76 / 80 | $97.0B |
Ranked by how many of Allied Private Wealth LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc Com Stock | $21.2M | 67.8K | 13.6% | ▲New New position | |
| 2 | Microsoft Corp Com Stock | $9.3M | 24.1K | 5.9% | ▲New New position | |
| 3 | Vanguard S&P 500 ETF ETF | $7.4M | 10.7K | 4.7% | ▲New New position | |
| 4 | Capital Group Dividend Value ETF ETF | $7.2M | 147.4K | 4.6% | ▲New New position | |
| 5 | Amazon Com Inc Com Stock | $4.6M | 19.0K | 3.0% | ▲New New position | |
| 6 | Nvidia Corporation Com Stock | $4.6M | 22.5K | 2.9% | ▲New New position | |
| 7 | Avantis International Equity ETF ETF | $4.1M | 45.5K | 2.6% | ▲New New position | |
| 8 | Berkshire Hathaway Inc Del CL B New Stock | $4.0M | 8.0K | 2.5% | ▲New New position | |
| 9 | Ishares 0-3 Month Treasury Bond ETF ETF | $3.5M | 34.9K | 2.2% | ▲New New position | |
| 10 | American Century Diversified Municipal Bond ETF ETF | $2.2M | 43.9K | 1.4% | ▲New New position | |
| 11 | Janus Henderson Small/mid Cap Growth Alpha ETF ETF | $2.1M | 22.2K | 1.4% | ▲New New position | |
| 12 | Ishares U.S. Technology ETF ETF | $2.1M | 8.5K | 1.3% | ▲New New position | |
| 13 | Fidelity Msci Information Technology Index ETF ETF | $2.0M | 7.4K | 1.3% | ▲New New position | |
| 14 | Blackstone Inc Com Stock | $1.8M | 15.2K | 1.2% | ▲New New position | |
| 15 | Alphabet Inc Cap STK CL C Stock | $1.7M | 4.6K | 1.1% | ▲New New position | |
| 16 | Citigroup Inc Com New Stock | $1.6M | 11.8K | 1.0% | ▲New New position | |
| 17 | Invesco Aerospace & Defense ETF ETF | $1.6M | 9.2K | 1.0% | ▲New New position | |
| 18 | Meta Platforms Inc CL A Stock | $1.5M | 2.4K | 0.9% | ▲New New position | |
| 19 | Skyx Platforms Corp Com Stock | $1.3M | 1.12M | 0.8% | ▲New New position | |
| 20 | Everest Group Ltd Com Stock | $1.2M | 3.3K | 0.8% | ▲New New position | |
| 21 | American Century Diversified Corporate Bond ETF ETF | $1.2M | 25.7K | 0.8% | ▲New New position | |
| 22 | JPMorgan Municipal ETF ETF | $1.2M | 23.4K | 0.8% | ▲New New position | |
| 23 | Vanguard Information Technology ETF ETF | $1.2M | 10.0K | 0.7% | ▲New New position | |
| 24 | Global X Copper Miners ETF ETF | $1.1M | 15.7K | 0.7% | ▲New New position | |
| 25 | Abrdn Physical Gold Shares ETF ETF | $1.1M | 28.7K | 0.7% | ▲New New position | |
| 26 | JPMorgan Equity Premium Income ETF ETF | $1.1M | 18.7K | 0.7% | ▲New New position | |
| 27 | Broadcom Inc Com Stock | $1.0M | 2.7K | 0.7% | ▲New New position | |
| 28 | Micron Technology Inc Com Stock | $1.0M | 1.1K | 0.7% | ▲New New position | |
| 29 | State Street Utilities Select Sector SPDR ETF ETF | $997K | 22.0K | 0.6% | ▲New New position | |
| 30 | Sound Point Meridian Cap Inc Common Stock CEF | $984K | 95.0K | 0.6% | ▲New New position | |
| 31 | ExxonMobil Holdings Corp Com SHS Stock | $978K | 6.9K | 0.6% | ▲New New position | |
| 32 | Eli Lilly & Co Com Stock | $974K | 800 | 0.6% | ▲New New position | |
| 33 | Alphabet Inc Cap STK CL A Stock | $949K | 2.6K | 0.6% | ▲New New position | |
| 34 | Abbvie Inc Com Stock | $882K | 3.5K | 0.6% | ▲New New position | |
| 35 | Vanguard Health Care ETF ETF | $859K | 2.8K | 0.6% | ▲New New position | |
| 36 | Sprott Critical Materials ETF ETF | $844K | 28.6K | 0.5% | ▲New New position | |
| 37 | Procter & Gamble Co Com Stock | $806K | 5.4K | 0.5% | ▲New New position | |
| 38 | Costco Wholesale Corporation Com Stock | $783K | 821 | 0.5% | ▲New New position | |
| 39 | Uscf Summerhaven Dynamic Commodity Strategy No K-1 Fund ETF | $778K | 28.3K | 0.5% | ▲New New position | |
| 40 | Purecycle Technologies Inc Com Stock | $775K | 106.5K | 0.5% | ▲New New position | |
| 41 | SPDR Gold Shares ETF | $772K | 2.1K | 0.5% | ▲New New position | |
| 42 | Verizon Communications Inc Com Stock | $725K | 17.1K | 0.5% | ▲New New position | |
| 43 | JPMorgan Chase & Co Com Stock | $724K | 2.2K | 0.5% | ▲New New position | |
| 44 | Ishares Gold Trust ETF | $713K | 9.3K | 0.5% | ▲New New position | |
| 45 | First Trust Nasdaq Cybersecurity ETF ETF | $696K | 7.6K | 0.4% | ▲New New position | |
| 46 | Iron MTN Inc Del Com REIT | $686K | 5.9K | 0.4% | ▲New New position | |
| 47 | NextEra Energy Inc Com Stock | $674K | 7.7K | 0.4% | ▲New New position | |
| 48 | State Street Energy Select Sector SPDR ETF ETF | $672K | 12.1K | 0.4% | ▲New New position | |
| 49 | Netflix Inc. Com Stock | $658K | 8.7K | 0.4% | ▲New New position | |
| 50 | Reaves Util Income FD Com SH Ben Int CEF | $653K | 16.4K | 0.4% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2132253/holdings"
Use Arkolith to show Allied Private Wealth LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 906 | $156.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. The performance line is a simulation of the disclosed long book, not an audited return.