Allied Private Wealth LLC

Top holdings

906 positions as of Q2 2026

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#	Stock	Value	Shares	% Portfolio	Change
1	A AAPL APPLE INC COM	$21.2M	67.8K	13.62%	—
2	M MSFT MICROSOFT CORP COM	$9.3M	24.1K	5.93%	—
3	V VGES VANGUARD S&P 500 ETF	$7.4M	10.7K	4.72%	—
4	? N/A CAPITAL GROUP DIVIDEND VALUE ETF	$7.2M	147.4K	4.60%	—
5	A AMZN AMAZON COM INC COM	$4.6M	19.0K	2.97%	—
6	N NVDA NVIDIA CORPORATION COM	$4.6M	22.5K	2.94%	—
7	? N/A AVANTIS INTERNATIONAL EQUITY ETF	$4.1M	45.5K	2.60%	—
8	B BRK-A BERKSHIRE HATHAWAY INC DEL CL B NEW	$4M	8.0K	2.54%	—
9	? N/A ISHARES 0-3 MONTH TREASURY BOND ETF	$3.5M	34.9K	2.25%	—
10	? N/A AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF	$2.2M	43.9K	1.42%	—
11	? N/A JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF	$2.1M	22.2K	1.38%	—
12	? N/A ISHARES U.S. TECHNOLOGY ETF	$2.1M	8.5K	1.34%	—
13	F FIS FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF	$2M	7.4K	1.31%	—
14	B BX BLACKSTONE INC COM	$1.8M	15.2K	1.15%	—
15	G GOOGN ALPHABET INC CAP STK CL C	$1.7M	4.6K	1.07%	—
16	C C-PR CITIGROUP INC COM NEW	$1.6M	11.8K	1.04%	—
17	? N/A INVESCO AEROSPACE & DEFENSE ETF	$1.6M	9.2K	1.04%	—
18	M META META PLATFORMS INC CL A	$1.5M	2.4K	0.93%	—
19	S SKYX SKYX PLATFORMS CORP COM	$1.3M	1.12M	0.85%	—
20	E EG EVEREST GROUP LTD COM	$1.2M	3.3K	0.79%	—

A

1.AAPL

APPLE INC COM

Value

$21.2M

Shares

67.8K

% Port

13.62%

M

2.MSFT

MICROSOFT CORP COM

Value

$9.3M

Shares

24.1K

% Port

5.93%

V

3.VGES

VANGUARD S&P 500 ETF

Value

$7.4M

Shares

10.7K

% Port

4.72%

?

4.N/A

CAPITAL GROUP DIVIDEND VALUE ETF

Value

$7.2M

Shares

147.4K

% Port

4.60%

A

5.AMZN

AMAZON COM INC COM

Value

$4.6M

Shares

19.0K

% Port

2.97%

N

6.NVDA

NVIDIA CORPORATION COM

Value

$4.6M

Shares

22.5K

% Port

2.94%

?

7.N/A

AVANTIS INTERNATIONAL EQUITY ETF

Value

$4.1M

Shares

45.5K

% Port

2.60%

B

8.BRK-A

BERKSHIRE HATHAWAY INC DEL CL B NEW

Value

$4M

Shares

8.0K

% Port

2.54%

?

9.N/A

ISHARES 0-3 MONTH TREASURY BOND ETF

Value

$3.5M

Shares

34.9K

% Port

2.25%

?

10.N/A

AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF

Value

$2.2M

Shares

43.9K

% Port

1.42%

?

11.N/A

JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF

Value

$2.1M

Shares

22.2K

% Port

1.38%

?

12.N/A

ISHARES U.S. TECHNOLOGY ETF

Value

$2.1M

Shares

8.5K

% Port

1.34%

F

13.FIS

FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF

Value

$2M

Shares

7.4K

% Port

1.31%

B

14.BX

BLACKSTONE INC COM

Value

$1.8M

Shares

15.2K

% Port

1.15%

G

15.GOOGN

ALPHABET INC CAP STK CL C

Value

$1.7M

Shares

4.6K

% Port

1.07%

C

16.C-PR

CITIGROUP INC COM NEW

Value

$1.6M

Shares

11.8K

% Port

1.04%

?

17.N/A

INVESCO AEROSPACE & DEFENSE ETF

Value

$1.6M

Shares

9.2K

% Port

1.04%

M

18.META

META PLATFORMS INC CL A

Value

$1.5M

Shares

2.4K

% Port

0.93%

S

19.SKYX

SKYX PLATFORMS CORP COM

Value

$1.3M

Shares

1.12M

% Port

0.85%

E

20.EG

EVEREST GROUP LTD COM

Value

$1.2M

Shares

3.3K

% Port

0.79%

View full portfolio (906 holdings) →