# Allied Private Wealth LLC 13F holdings

> Latest reported SEC 13F equity book. Teaser: top 10 of 903 long-equity positions.
> CIK 2132253. Latest filing Q2 2026, as of quarter end 2026-06-30. Long-equity book $156.0M.

## Top holdings (teaser)

| # | Ticker | Issuer | Value | % of book | Change |
|---|--------|--------|-------|-----------|--------|
| 1 | n/a | Apple Inc Com | $21.2M | 13.6% | first filing |
| 2 | n/a | Microsoft Corp Com | $9.3M | 5.9% | first filing |
| 3 | n/a | Vanguard S&P 500 ETF | $7.4M | 4.7% | first filing |
| 4 | n/a | Capital Group Dividend Value ETF | $7.2M | 4.6% | first filing |
| 5 | n/a | Amazon Com Inc Com | $4.6M | 3.0% | first filing |
| 6 | n/a | Nvidia Corporation Com | $4.6M | 2.9% | first filing |
| 7 | n/a | Avantis International Equity ETF | $4.1M | 2.6% | first filing |
| 8 | n/a | Berkshire Hathaway Inc Del CL B New | $4.0M | 2.5% | first filing |
| 9 | n/a | Ishares 0-3 Month Treasury Bond ETF | $3.5M | 2.2% | first filing |
| 10 | n/a | American Century Diversified Municipal Bond ETF | $2.2M | 1.4% | first filing |

## Latest moves

First tracked quarter for this filer, so every position reads as new (no prior 13F to compare). Quarter-over-quarter moves appear from the next filing.

Counts and totals reflect the 13F filers and securities Arkolith tracks, not the entire institutional universe. Option legs are excluded from the book above.

## Full data via the API and MCP

This page is a teaser. The complete book, full quarter-over-quarter history, and per-datapoint
provenance are available through the metered REST API and MCP server.

- Endpoint: https://arkolith.com/api/mcp (transport: streamable-http)
- Auth: Bearer API key. Mint one and copy a ready-to-paste command at https://arkolith.com/connect
- Claude Code: `claude mcp add --transport http arkolith https://arkolith.com/api/mcp --header "Authorization: Bearer YOUR_API_KEY"`
- Discovery: `tools/list` is free; `tools/call` is metered by credits.

### Machine-readable
- Tool catalog JSON: https://arkolith.com/api/mcp/catalog
- MCP descriptor: https://arkolith.com/.well-known/mcp.json
- OpenAPI 3.1 REST spec: https://arkolith.com/openapi.json
- Full LLM guide: https://arkolith.com/llms-full.txt
- Human docs: https://arkolith.com/docs

## Source and method

- Source: SEC EDGAR 13F-HR (public domain). Long-equity positions only (option legs excluded). Filed quarterly, about a 45-day lag.
- Primary source: https://www.sec.gov/Archives/edgar/data/2132253/000213225326000001/xslForm13F_X02/primary_doc.xml
- Human page: https://arkolith.com/fund/allied-private-wealth-llc-2132253
- Per-datapoint lineage: call the `provenance.get` MCP tool for the source URL and fetch history behind any figure.

Paid product with a one-time evaluation grant at signup (no card to evaluate). Most calls cost 1 credit (~$0.01); heavier point-in-time / cross-source tools cost more.

_Latest disclosed public filings. Data, not investment advice._