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Allworth Financial LP

Q3 2025 · Filed 2025-12-02
Market Value
$22.5B
+8.4%
Holdings
4,814
+324
New Purchases
430
Added To
2,558
Closed
167
Reduced
962
Top 10 Concentration
49.8%
Turnover
12.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPYV 4.74% 4.18% +0.56% $1.1B
SPEM 1.92% 1.37% +0.55% $434M
AAPL 2.19% 1.84% +0.36% $494M
DUHP 0.50% 0.18% +0.32% $112M
PJUL 0.26% 0.00% +0.26% $60M
NVDA 1.19% 1.01% +0.18% $268M
VTI 12.32% 12.18% +0.14% $2.8B
GOOG 0.33% 0.24% +0.09% $74M
SPYG 5.28% 5.20% +0.08% $1.2B
IAUG 0.08% 0.00% +0.08% $18M
DFAX 0.95% 0.89% +0.07% $215M
ORCL 0.40% 0.33% +0.07% $90M
GOOGL 0.29% 0.22% +0.07% $65M
ABBV 0.25% 0.19% +0.06% $56M
DFAC 1.00% 0.95% +0.04% $225M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPDW 5.64% 6.22% -0.58% $1.3B
VFLO 0.58% 1.14% -0.55% $132M
BSV 6.71% 7.07% -0.36% $1.5B
XBAP 0.02% 0.27% -0.25% $5M
BND 6.80% 7.03% -0.22% $1.5B
GOVT 2.30% 2.41% -0.11% $519M
IPDP 0.00% 0.10% -0.10% $0
IMAR 0.01% 0.08% -0.07% $2M
IUSB 0.53% 0.58% -0.05% $119M
MBB 1.35% 1.40% -0.05% $304M
NAPR 0.01% 0.06% -0.05% $1M
USIG 1.30% 1.35% -0.05% $293M
T 0.20% 0.25% -0.05% $45M
IXUS 0.52% 0.57% -0.05% $118M
PG 0.24% 0.29% -0.04% $55M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 82 $8.4B 37.2%
Large Cap 1,073 $11.9B 53.0%
Mid Cap 1,364 $1.7B 7.4%
Small Cap 1,583 $488M 2.2%
Micro Cap 712 $66M 0.3%

Portfolio Analytics

Avg Market Cap
$24.1B
Median Market Cap
$2.2B
Avg P/E
31.4
Median P/E
18.8
Avg Dividend Yield
0.03%
Avg Beta
1.01
# Stocks
3,367
# ETFs / Funds
1,448

Top Holdings (4,814 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VTI 12.32% 8,463,529 $2.8B $328.17 $243M +123,771 +1.5%
2 BND 6.80% 20,631,003 $1.5B $74.37 $72M +766,016 +3.9%
3 BSV 6.71% 19,160,220 $1.5B $78.91 $41M +474,427 +2.5%
4 SPDW 5.64% 29,699,973 $1.3B $42.79 -$23M -2,253,428 -7.0%
5 SPYG 5.28% 11,394,840 $1.2B $104.51 $109M +45,989 +0.4%
6 SPYV 4.74% 19,313,081 $1.1B $55.33 $198M +2,682,951 +16.1%
7 GOVT 2.30% 22,441,627 $519M $23.12 $18M +641,361 +2.9%
8 AAPL 2.19% 1,941,811 $494M $254.63 $112M +80,095 +4.3%
9 SPEM 1.92% 9,261,432 $434M $46.81 $148M +2,572,333 +38.5%
10 VO 1.92% 1,472,148 $432M $293.74 $32M +41,537 +2.9%
11 MBB 1.35% 3,193,216 $304M $95.15 $13M +91,900 +3.0%
12 QLTY 1.33% 8,266,142 $299M $36.19 $21M +135,354 +1.7%
13 ITOT 1.31% 2,029,185 $296M $145.65 $16M -37,865 -1.8%
14 USIG 1.30% 5,610,266 $293M $52.22 $12M +151,647 +2.8%
15 NVDA 1.19% 1,438,332 $268M $186.58 $58M +109,825 +8.3%
16 RWL 1.12% 2,284,609 $253M $110.66 $18M +32,997 +1.5%
17 MSFT 1.01% 439,993 $228M $517.95 $15M +11,017 +2.6%
18 DFAC 1.00% 5,823,133 $225M $38.57 $26M +284,482 +5.1%
19 DFAX 0.95% 6,861,971 $215M $31.38 $31M +581,087 +9.2%
20 DFAU 0.81% 3,989,254 $183M $45.76 $21M +175,456 +4.6%
21 VBR 0.75% 809,011 $169M $208.71 $14M +14,236 +1.8%
22 IJR 0.65% 1,227,931 $146M $118.83 $16M +37,333 +3.1%
23 TSPA 0.62% 3,329,644 $140M $41.91 $12M +59,848 +1.8%
24 VFLO 0.58% 3,512,017 $132M $37.50 -$105M -3,192,152 -47.6%
25 SPY 0.56% 190,331 $127M $666.18 $8M -1,334 -0.7%
26 IUSB 0.53% 2,542,343 $119M $46.71 -$2M -66,418 -2.5%
27 AVGO 0.53% 359,576 $119M $329.91 $16M -11,261 -3.0%
28 IXUS 0.52% 1,424,694 $118M $82.58 -$389K -102,153 -6.7%
29 JPM 0.51% 367,126 $116M $315.43 $10M +2,738 +0.8%
30 JEPQ 0.51% 1,988,980 $114M $57.52 $9M +56,814 +2.9%
31 DUHP 0.50% 2,961,456 $112M $37.77 $75M +1,931,114 +187.4%
32 AMZN 0.48% 494,526 $109M $219.57 $3M +11,903 +2.5%
33 VYM 0.46% 729,231 $103M $140.95 $8M +14,700 +2.1%
34 QQQ 0.41% 154,214 $93M $600.37 $8M +780 +0.5%
35 VUG 0.41% 190,981 $92M $479.61 $11M +7,327 +4.0%
36 ORCL 0.40% 320,789 $90M $281.24 $21M +3,465 +1.1%
37 HD 0.37% 204,834 $83M $405.19 $9M +3,831 +1.9%
38 IVV 0.36% 122,758 $82M $669.30 $7M +2,413 +2.0%
39 BRK-B 0.36% 162,259 $82M $502.74 $5M +3,986 +2.5%
40 SPTM 0.35% 973,158 $78M $80.65 $9M +51,593 +5.6%
41 GOOG 0.33% 304,234 $74M $243.55 $24M +21,728 +7.7%
42 IUSG 0.33% 446,824 $74M $164.54 $4M -14,679 -3.2%
43 VTV 0.32% 386,711 $72M $186.49 $7M +18,856 +5.1%
44 JNJ 0.31% 381,319 $71M $185.42 $14M +8,640 +2.3%
45 JEPI 0.30% 1,168,644 $67M $57.10 $2M +24,716 +2.2%
46 DFCF 0.30% 1,557,666 $67M $42.76 $11M +233,625 +17.6%
47 VOO 0.29% 107,451 $66M $612.38 $6M +1,313 +1.2%
48 GOOGL 0.29% 269,379 $65M $243.10 $19M +4,613 +1.7%
49 IVW 0.28% 530,547 $64M $120.72 $5M -6,128 -1.1%
50 IUSV 0.28% 639,528 $64M $99.95 $2M -13,124 -2.0%
51 META 0.28% 86,688 $64M $734.38 $8M +10,946 +14.4%
52 SUB 0.28% 591,086 $63M $106.78 $936K +6,354 +1.1%
53 SCHD 0.28% 2,271,849 $62M $27.30 $4M +90,043 +4.1%
54 CVX 0.27% 398,403 $62M $155.29 $7M +13,272 +3.5%
55 PJUL 0.26% 1,308,146 $60M $45.60 $59M +1,300,310 +16594.0%
56 IWF 0.26% 125,226 $59M $468.41 $5M -599 -0.5%
57 AXP 0.26% 174,245 $58M $332.16 $2M -1,636 -0.9%
58 DFAT 0.25% 979,067 $57M $58.21 $7M +53,063 +5.7%
59 ABBV 0.25% 243,834 $56M $231.54 $17M +30,124 +14.1%
60 COST 0.25% 60,683 $56M $925.63 -$2M +1,935 +3.3%
61 HDEF 0.25% 1,893,216 $56M $29.42 $2M +38,250 +2.1%
62 PG 0.24% 358,613 $55M $153.65 -$4M -14,319 -3.8%
63 PSFF 0.24% 1,739,542 $55M $31.60 $4M +71,609 +4.3%
64 AGG 0.22% 487,575 $49M $100.25 $4M +39,706 +8.9%
65 LLY 0.21% 62,578 $48M $763.00 $3M +5,249 +9.2%
66 TSLA 0.21% 106,923 $48M $444.72 $12M -5,626 -5.0%
67 V 0.21% 138,366 $47M $341.38 -$3M -2,306 -1.6%
68 CSCO 0.21% 688,503 $47M $68.42 $433K +15,774 +2.3%
69 T 0.20% 1,592,002 $45M $28.24 -$6M -174,094 -9.9%
70 XOM 0.19% 387,414 $44M $112.75 $2M -2,547 -0.7%
71 MUB 0.19% 392,810 $42M $106.49 $2M +13,396 +3.5%
72 VWO 0.18% 769,560 $42M $54.18 $3M -9,967 -1.3%
73 IBM 0.18% 146,454 $41M $282.16 -$4M -6,017 -4.0%
74 ADP 0.18% 139,014 $41M $293.50 $6M +25,787 +22.8%
75 GLD 0.18% 113,979 $41M $355.47 $5M -1,529 -1.3%
76 KO 0.18% 609,073 $40M $66.32 -$2M +13,743 +2.3%
77 IJH 0.17% 588,983 $38M $65.26 $1M -11,055 -1.8%
78 VTEB 0.17% 746,884 $37M $50.07 $3M +44,214 +6.3%
79 CAT 0.17% 78,181 $37M $477.15 $6M -1,678 -2.1%
80 FALN 0.16% 1,332,768 $37M $27.78 $2M +51,119 +4.0%
81 NFLX 0.16% 30,395 $36M $1,198.92 -$4M +353 +1.2%
82 SCHB 0.16% 1,404,466 $36M $25.71 $1M -60,993 -4.2%
83 ABT 0.16% 266,483 $36M $133.94 $368K +6,762 +2.6%
84 PGX 0.16% 3,050,046 $35M $11.60 $4M +201,458 +7.1%
85 WFC 0.16% 421,184 $35M $83.82 $4M +29,464 +7.5%
86 SMB 0.16% 2,013,157 $35M $17.42 $3M +146,094 +7.8%
87 VIG 0.15% 160,574 $35M $215.79 $3M +4,234 +2.7%
88 WMT 0.15% 323,324 $33M $103.06 -$37K -17,837 -5.2%
89 BIL 0.15% 362,471 $33M $91.75 $1M +13,069 +3.7%
90 HON 0.15% 157,809 $33M $210.50 -$4M -904 -0.6%
91 VCSH 0.14% 408,788 $33M $79.93 -$527K -8,843 -2.1%
92 UNH 0.14% 94,077 $32M $345.30 $4M +3,194 +3.5%
93 DIS 0.14% 283,652 $32M $114.50 -$2M +4,761 +1.7%
94 DFUV 0.14% 725,131 $32M $44.69 $2M -1,006 -0.1%
95 FDVV 0.14% 578,911 $32M $55.71 $4M +30,920 +5.6%
96 SYK 0.14% 85,693 $32M $369.67 -$3M -992 -1.1%
97 TXN 0.14% 171,346 $31M $183.73 -$4M +2,468 +1.5%
98 NEE 0.14% 411,766 $31M $75.49 $3M +1,446 +0.3%
99 IGM 0.14% 243,833 $31M $125.95 $3M -1,593 -0.7%
100 KLAC 0.13% 27,053 $29M $1,078.59 $4M -867 -3.1%

Options Breakdown

38 Calls $38M Call Value 11 Puts $38M Put Value 0.99 P/C Ratio

Top Calls

SymbolSharesValueStatus
SPY 34,300 $23M
AAPL 23,700 $6M NEW
SNOW 9,200 $2M NEW
NVDA 9,900 $2M NEW
GOOG 6,100 $1M NEW
AMZN 5,900 $1M NEW
Z 13,800 $1M NEW
PWR 900 $373K NEW
CSCO 3,200 $219K NEW
VOO 200 $122K NEW

Top Puts

SymbolSharesValueStatus
WFC 186,200 $16M
NVDA 54,400 $10M
AAPL 19,700 $5M
BRK-B 3,700 $2M NEW
MA 2,900 $2M NEW
THC 4,700 $954K
AMZN 3,300 $725K
TSLA 1,300 $578K
V 1,200 $410K NEW
JPM 1,200 $379K NEW

New Positions

SymbolValue% Port
IAUG $18M 0.08%
DFGP $5M 0.02%
DGCB $3M 0.01%
AVLC $3M 0.01%
IREN $651K —%
FNGS $618K —%
IVES $615K —%
CAIE $485K —%
BMNR $461K —%
CMCL $397K —%
GDLC $391K —%
OXLC $323K —%
MDV $253K —%
VNOM $243K —%
MSIF $197K —%

Sold Out Positions

SymbolValue% Port
GCV —%
EMD —%
THQ —%
HEQ —%
CLW —%
TX —%
AOMR —%
GBAB —%
SES —%
GRND —%
DHX —%
CHPT —%
JHX —%
SEG —%
HGER —%
View SEC EDGAR Filings for Allworth Financial LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms