Allworth Financial LP Q3 2025 Filing

Filed December 2, 2025

Portfolio Value

$22.7B

Holdings

4,864

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (4,864 positions)

StockValue
QTECFIRST TR EXCHANGE-TRADED FD
$29.0M
VEAVANGUARD TAX-MANAGED FDS
$28.4M
VXUSVANGUARD STAR FDS
$28.0M
BRK-BBERKSHIRE HATHAWAY INC DEL
$27.9M
MAMASTERCARD INCORPORATED
$27.1M
PLDPROLOGIS INC.
$26.9M
SCHXSCHWAB STRATEGIC TR
$26.7M
UITBVICTORY PORTFOLIOS II
$26.7M
DFAIDIMENSIONAL ETF TRUST
$26.1M
RTXRTX CORPORATION
$25.2M
ETNEATON CORP PLC
$25.1M
SCHRSCHWAB STRATEGIC TR
$24.6M
4I1PHILIP MORRIS INTL INC
$24.4M
KFEBINNOVATOR ETFS TRUST
$24.2M
DFIVDIMENSIONAL ETF TRUST
$23.6M
SUSLISHARES TR
$23.0M
DUKDUKE ENERGY CORP NEW
$22.5M
XLKSELECT SECTOR SPDR TR
$22.4M
MDLZMONDELEZ INTL INC
$21.9M
SGOVISHARES TR
$21.7M
GEGE AEROSPACE
$21.5M
EAGGISHARES TR
$21.2M
VEUVANGUARD INTL EQUITY INDEX F
$20.8M
QUALISHARES TR
$20.7M
PLTRPALANTIR TECHNOLOGIES INC
$20.5M
SCHGSCHWAB STRATEGIC TR
$20.3M
CBCHUBB LIMITED
$19.8M
IVEISHARES TR
$19.8M
DONSPDR DOW JONES INDL AVERAGE
$19.2M
GSLCGOLDMAN SACHS ETF TR
$19.2M
BACBANK AMERICA CORP
$19.1M
QCOMQUALCOMM INC
$19.0M
IAU*ISHARES GOLD TR
$18.8M
OREALTY INCOME CORP
$18.5M
GDGENERAL DYNAMICS CORP
$18.4M
XELXCEL ENERGY INC
$18.4M
AVUSAMERICAN CENTY ETF TR
$18.2M
TFISPDR SERIES TRUST
$17.9M
VGLTVANGUARD SCOTTSDALE FDS
$17.9M
MCDMCDONALDS CORP
$17.8M
VMBSVANGUARD SCOTTSDALE FDS
$17.7M
SBUXSTARBUCKS CORP
$17.7M
IRMIRON MTN INC DEL
$17.7M
IAUGINNOVATOR ETFS TRUST
$17.6M
PRFINVESCO EXCHANGE TRADED FD T
$17.5M
SOSOUTHERN CO
$17.3M
BACVERIZON COMMUNICATIONS INC
$17.3M
IVOOVANGUARD ADMIRAL FDS INC
$17.1M
JPSTJ P MORGAN EXCHANGE TRADED F
$17.0M
USXFISHARES TR
$16.7M
UPSUNITED PARCEL SERVICE INC
$16.1M
VBVANGUARD INDEX FDS
$16.0M
CMECME GROUP INC
$15.3M
LMTLOCKHEED MARTIN CORP
$15.2M
SPMDSPDR SERIES TRUST
$14.7M
FLCBFRANKLIN TEMPLETON ETF TR
$14.6M
IWMISHARES TR
$14.4M
JQUAJ P MORGAN EXCHANGE TRADED F
$14.3M
AMDADVANCED MICRO DEVICES INC
$14.2M
CMICUMMINS INC
$14.1M
BIVVANGUARD BD INDEX FDS
$14.0M
ALSALLSTATE CORP
$14.0M
DFSVDIMENSIONAL ETF TRUST
$14.0M
FBNDFIDELITY MERRIMACK STR TR
$13.9M
IEMGISHARES INC
$13.8M
DMXFISHARES TR
$13.6M
VONVVANGUARD SCOTTSDALE FDS
$13.5M
AMLPALPS ETF TR
$13.5M
MOALTRIA GROUP INC
$13.4M
XLRESELECT SECTOR SPDR TR
$13.2M
VOTVANGUARD INDEX FDS
$13.1M
AVUVAMERICAN CENTY ETF TR
$12.9M
EMNEASTMAN CHEM CO
$12.9M
WCNWASTE CONNECTIONS INC
$12.6M
UNPUNION PAC CORP
$12.5M
EFAISHARES TR
$12.5M
NVSNNOVARTIS AG
$12.3M
DFUSDIMENSIONAL ETF TRUST
$12.2M
DGROISHARES TR
$12.2M
SCHVSCHWAB STRATEGIC TR
$12.1M
SPSMSPDR SERIES TRUST
$12.1M
TDVGT ROWE PRICE ETF INC
$11.9M
NSEPINNOVATOR ETFS TRUST
$11.9M
VVVANGUARD INDEX FDS
$11.9M
ISRGINTUITIVE SURGICAL INC
$11.8M
IWNISHARES TR
$11.7M
DFASDIMENSIONAL ETF TRUST
$11.5M
DELLDELL TECHNOLOGIES INC
$11.5M
IDEVISHARES TR
$11.4M
DFSDDIMENSIONAL ETF TRUST
$11.4M
PEPPEPSICO INC
$11.3M
SUSBISHARES TR
$11.2M
AMGNAMGEN INC
$11.1M
TFCTRUIST FINL CORP
$11.1M
CRMSALESFORCE INC
$11.0M
ANGLVANECK ETF TRUST
$11.0M
TCAFT ROWE PRICE ETF INC
$10.8M
LRCXLAM RESEARCH CORP
$10.8M
PHPARKER-HANNIFIN CORP
$10.7M
DFLVDIMENSIONAL ETF TRUST
$10.6M
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