Allworth Financial LP Portfolio Holdings

Allworth Financial LP

  • $22 Billion
  • Q3 2025

Allworth Financial LP has filed its 13F form on December 02, 2025 for Q3 2025 where it was disclosed a total value porftolio of $22 Billion distributed in 4916 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $2.78B, Vanguard Bd Index Fd Inc Total with a value of $1.53B, Vanguard Bd Index Fd Inc Short with a value of $1.51B, Spdr Ser Tr Fds Spdr Portfolio with a value of $1.27B, and Spdr Portfolio with a value of $1.19B.

Examining the 13F form we can see an increase of $1.85B in the current position value, from $20.2B to 22B. Also it can be appreciated an additional of 498 stocks purchases and 2 closed positions.

Below you can find more details about Allworth Financial LP portfolio as well as his latest detailed transactions.

Portfolio value $22 Billion
ETFs: $17 Billion
Technology: $1.61 Billion
Financial Services: $697 Million
Industrials: $446 Million
Healthcare: $433 Million
Consumer Cyclical: $371 Million
Communication Services: $355 Million
Consumer Defensive: $306 Million
Other: $499 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$494 Million 2.25% of portfolio
1,941,811
Q3 2025 Added 4.3%
$465B
$268 Million 1.22% of portfolio
1,438,332
Q3 2025 Added 8.27%
$3.78T
$228 Million 1.04% of portfolio
439,993
Q3 2025 Added 2.57%
$139B
$119 Million 0.54% of portfolio
359,576
Q3 2025 Reduced 3.04%
$881B
$116 Million 0.53% of portfolio
367,126
Q3 2025 Added 0.75%
$2.39T
$109 Million 0.49% of portfolio
494,526
Q3 2025 Added 2.47%
$593B
$90.2 Million 0.41% of portfolio
320,789
Q3 2025 Added 1.09%
$367B
$83 Million 0.38% of portfolio
204,834
Q3 2025 Added 1.91%
$662B
$81.6 Million 0.37% of portfolio
162,259
Q3 2025 Added 2.52%
$1.74T
$74.1 Million 0.34% of portfolio
304,234
Q3 2025 Added 7.69%
$522B
$70.7 Million 0.32% of portfolio
381,319
Q3 2025 Added 2.32%
$1.65T
$65.5 Million 0.3% of portfolio
269,379
Q3 2025 Added 1.74%
$1.37T
$63.7 Million 0.29% of portfolio
86,688
Q3 2025 Added 14.45%
$303B
$61.9 Million 0.28% of portfolio
398,403
Q3 2025 Added 3.45%
$414B
$56.5 Million 0.26% of portfolio
243,834
Q3 2025 Added 14.1%
$255B
$57.9 Million 0.26% of portfolio
174,245
Q3 2025 Reduced 0.93%
$346B
$55.1 Million 0.25% of portfolio
358,613
Q3 2025 Reduced 3.84%
$971B
$47.7 Million 0.22% of portfolio
62,578
Q3 2025 Added 9.16%
$1.29T
$47.6 Million 0.22% of portfolio
106,923
Q3 2025 Reduced 5.0%
$319B
$47.1 Million 0.21% of portfolio
688,503
Q3 2025 Added 2.34%
$533B
$47.2 Million 0.21% of portfolio
138,366
Q3 2025 Reduced 1.64%
$181B
$45 Million 0.2% of portfolio
1,592,002
Q3 2025 Reduced 9.86%
$490B
$43.7 Million 0.2% of portfolio
387,414
Q3 2025 Reduced 0.65%
$104B
$40.8 Million 0.19% of portfolio
139,014
Q3 2025 Added 22.77%
$266B
$41.3 Million 0.19% of portfolio
146,454
Q3 2025 Reduced 3.95%
$306B
$40.4 Million 0.18% of portfolio
609,073
Q3 2025 Added 2.31%
$291B
$37.3 Million 0.17% of portfolio
78,181
Q3 2025 Reduced 2.1%
$49.1B
$36.4 Million 0.17% of portfolio
30,395
Q3 2025 Added 1.18%
$228B
$35.7 Million 0.16% of portfolio
266,483
Q3 2025 Added 2.6%
$317B
$35.3 Million 0.16% of portfolio
421,184
Q3 2025 Added 7.52%
$193B
$32.5 Million 0.15% of portfolio
283,652
Q3 2025 Added 1.71%
$132B
$33.2 Million 0.15% of portfolio
157,809
Q3 2025 Reduced 0.57%
$177B
$33.3 Million 0.15% of portfolio
171,346
Q3 2025 Added 1.46%
$300B
$32.5 Million 0.15% of portfolio
94,077
Q3 2025 Added 3.51%
$279B
$33.3 Million 0.15% of portfolio
323,324
Q3 2025 Reduced 5.23%
$168B
$31.1 Million 0.14% of portfolio
411,766
Q3 2025 Added 0.35%
$136B
$31.7 Million 0.14% of portfolio
85,693
Q3 2025 Reduced 1.14%
$453B
$27.9 Million 0.13% of portfolio
37
Q3 2025 Added 19.35%
$161B
$29.2 Million 0.13% of portfolio
27,053
Q3 2025 Reduced 3.11%
$512B
$25.5 Million 0.12% of portfolio
44,798
Q3 2025 Added 5.59%
$114B
$26.9 Million 0.12% of portfolio
234,768
Q3 2025 Added 2.21%
$140B
$25.1 Million 0.11% of portfolio
67,001
Q3 2025 Reduced 1.55%
$237B
$24.4 Million 0.11% of portfolio
150,323
Q3 2025 Reduced 7.95%
$258B
$25.2 Million 0.11% of portfolio
150,739
Q3 2025 Added 9.8%
$96.4B
$22.5 Million 0.1% of portfolio
182,108
Q3 2025 Added 0.62%
$328B
$21.5 Million 0.1% of portfolio
71,433
Q3 2025 Added 39.22%
$76.2B
$21.9 Million 0.1% of portfolio
350,293
Q3 2025 Added 1.18%
$413B
$19.1 Million 0.09% of portfolio
369,585
Q3 2025 Reduced 0.17%
$123B
$19.8 Million 0.09% of portfolio
70,280
Q3 2025 Added 4.01%

Summary

  • Portfolio
  • No. of Stocks 4,916
  • Current Value $22 Billion
  • Prior Value $20.2 Billion
  • Filing
  • Period Q3 2025
  • Filing Date December 02, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 498 stocks
  • Additional Purchases 2,622 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 989 stocks
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