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Asset Manager ← All Institutions

Allworth Financial LP

Q4 2025 · Filed 2026-02-05
Market Value
$24.0B
+6.6%
Holdings
4,936
+122
New Purchases
289
Added To
2,370
Closed
292
Reduced
1,411
Top 10 Concentration
48.5%
Turnover
11.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
JBND 1.35% 0.00% +1.35% $324M
IWF 0.52% 0.26% +0.26% $126M
IWD 0.28% 0.04% +0.24% $67M
SPYG 5.50% 5.28% +0.22% $1.3B
FBND 0.23% 0.06% +0.17% $55M
GOOGL 0.43% 0.29% +0.14% $102M
POCT 0.11% 0.00% +0.11% $27M
AVGO 0.64% 0.53% +0.11% $153M
VEA 0.23% 0.13% +0.10% $55M
EVLN 0.10% 0.00% +0.10% $25M
GOOG 0.42% 0.33% +0.09% $101M
IWP 0.08% 0.00% +0.07% $19M
LLY 0.28% 0.21% +0.07% $67M
IWS 0.07% 0.00% +0.07% $16M
AKRE 0.06% 0.00% +0.06% $15M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
RWL 0.60% 1.12% -0.52% $144M
VTI 11.85% 12.32% -0.47% $2.8B
QQQ 0.00% 0.41% -0.41% $0
BSV 6.44% 6.71% -0.27% $1.5B
PJUL 0.00% 0.26% -0.26% $426K
BND 6.56% 6.80% -0.25% $1.6B
SPDW 5.50% 5.64% -0.13% $1.3B
ORCL 0.28% 0.40% -0.12% $66M
RTX 0.00% 0.11% -0.11% $0
SPEM 1.82% 1.92% -0.10% $438M
GOVT 2.21% 2.30% -0.09% $530M
SPYV 4.66% 4.74% -0.08% $1.1B
MSFT 0.93% 1.01% -0.08% $223M
ITOT 1.23% 1.31% -0.08% $295M
VO 1.84% 1.92% -0.08% $441M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 82 $8.7B 36.4%
Large Cap 1,073 $12.7B 53.0%
Mid Cap 1,376 $1.9B 8.1%
Small Cap 1,649 $508M 2.1%
Micro Cap 756 $89M 0.4%

Portfolio Analytics

Avg Market Cap
$23.6B
Median Market Cap
$2.1B
Avg P/E
31.3
Median P/E
18.8
Avg Dividend Yield
0.02%
Avg Beta
1.01
# Stocks
3,424
# ETFs / Funds
1,513

Top Holdings (4,936 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VTI 11.85% 8,495,987 $2.8B $335.27 $71M +32,458 +0.4%
2 BND 6.56% 21,272,987 $1.6B $74.07 $41M +641,984 +3.1%
3 BSV 6.44% 19,624,938 $1.5B $78.81 $35M +464,718 +2.4%
4 SPDW 5.50% 29,790,838 $1.3B $44.41 $52M +90,865 +0.3%
5 SPYG 5.50% 12,384,946 $1.3B $106.70 $131M +990,106 +8.7%
6 SPYV 4.66% 19,695,295 $1.1B $56.81 $50M +382,214 +2.0%
7 GOVT 2.21% 23,035,555 $530M $23.03 $12M +593,928 +2.6%
8 AAPL 2.12% 1,873,987 $509M $271.86 $15M -67,824 -3.5%
9 VO 1.84% 1,520,836 $441M $290.22 $9M +48,688 +3.3%
10 SPEM 1.82% 9,355,461 $438M $46.81 $4M +94,029 +1.0%
11 JBND 1.35% 6,001,353 $324M $54.07 +6,001,353 NEW
12 QLTY 1.33% 8,286,148 $319M $38.46 $20M +20,006 +0.2%
13 MBB 1.30% 3,291,695 $313M $95.22 $10M +98,479 +3.1%
14 USIG 1.25% 5,786,068 $300M $51.77 $7M +175,802 +3.1%
15 ITOT 1.23% 1,986,400 $295M $148.69 -$193K -42,785 -2.1%
16 NVDA 1.16% 1,492,800 $278M $186.50 $10M +54,468 +3.8%
17 DFAC 0.98% 5,963,230 $236M $39.59 $11M +140,097 +2.4%
18 MSFT 0.93% 461,336 $223M $483.62 -$5M +21,343 +4.8%
19 DFAX 0.90% 6,610,841 $216M $32.73 $1M -251,130 -3.7%
20 DFAU 0.75% 3,849,400 $180M $46.80 -$2M -139,854 -3.5%
21 VBR 0.73% 822,944 $174M $211.79 $5M +13,933 +1.7%
22 AVGO 0.64% 441,839 $153M $346.10 $34M +82,263 +22.9%
23 IJR 0.62% 1,244,075 $150M $120.18 $4M +16,144 +1.3%
24 RWL 0.60% 1,261,650 $144M $114.50 -$108M -1,022,959 -44.8%
25 TSPA 0.60% 3,366,745 $144M $42.78 $4M +37,101 +1.1%
26 VFLO 0.58% 3,548,818 $140M $39.38 $8M +36,801 +1.1%
27 JPM 0.55% 411,727 $133M $322.22 $17M +44,601 +12.2%
28 SPY 0.54% 191,732 $131M $681.92 $4M +1,401 +0.7%
29 AMZN 0.53% 556,939 $129M $230.82 $20M +62,413 +12.6%
30 IWF 0.52% 266,004 $126M $473.30 $67M +140,778 +112.4%
31 IXUS 0.52% 1,467,071 $124M $84.64 $7M +42,377 +3.0%
32 JEPQ 0.49% 2,042,274 $119M $58.12 $4M +53,294 +2.7%
33 DUHP 0.49% 3,109,379 $118M $38.03 $6M +147,923 +5.0%
34 IUSB 0.48% 2,496,225 $116M $46.54 -$3M -46,118 -1.8%
35 VYM 0.43% 725,844 $104M $143.52 $1M -3,387 -0.5%
36 GOOGL 0.43% 327,311 $102M $313.00 $37M +57,932 +21.5%
37 GOOG 0.42% 321,086 $101M $313.80 $27M +16,852 +5.5%
38 VUG 0.40% 196,274 $96M $487.86 $4M +5,293 +2.8%
39 IVV 0.38% 131,882 $90M $684.94 $8M +9,124 +7.4%
40 JNJ 0.36% 423,224 $88M $206.95 $17M +41,905 +11.0%
41 SPTM 0.36% 1,038,530 $86M $82.50 $7M +65,372 +6.7%
42 BRK-B 0.34% 164,685 $83M $502.65 $1M +2,426 +1.5%
43 VTV 0.33% 420,198 $80M $190.99 $8M +33,487 +8.7%
44 DFCF 0.33% 1,879,309 $80M $42.56 $13M +321,643 +20.6%
45 SCHD 0.31% 2,737,782 $75M $27.43 $13M +465,933 +20.5%
46 HD 0.30% 212,008 $73M $344.10 -$10M +7,174 +3.5%
47 IUSG 0.30% 431,822 $73M $167.94 -$1M -15,002 -3.4%
48 JEPI 0.29% 1,226,749 $70M $57.24 $3M +58,105 +5.0%
49 VOO 0.29% 110,292 $69M $627.13 $3M +2,841 +2.6%
50 IWD 0.28% 320,484 $67M $210.34 $58M +275,022 +605.0%
51 LLY 0.28% 62,429 $67M $1,074.68 $19M -149 -0.2%
52 ORCL 0.28% 340,885 $66M $194.91 -$24M +20,096 +6.3%
53 CVX 0.28% 434,138 $66M $152.41 $4M +35,735 +9.0%
54 IVW 0.27% 523,308 $65M $123.26 $455K -7,239 -1.4%
55 SUB 0.27% 600,735 $64M $106.70 $982K +9,649 +1.6%
56 IUSV 0.26% 611,958 $63M $102.54 -$1M -27,570 -4.3%
57 META 0.25% 92,318 $61M $660.09 -$3M +5,630 +6.5%
58 ABBV 0.25% 264,206 $60M $228.49 $4M +20,372 +8.3%
59 DFAT 0.25% 1,007,945 $60M $59.54 $3M +28,878 +3.0%
60 AXP 0.25% 161,393 $60M $369.95 $2M -12,852 -7.4%
61 COST 0.24% 68,264 $59M $862.35 $3M +7,581 +12.5%
62 PSFF 0.24% 1,797,687 $58M $32.33 $3M +58,145 +3.3%
63 HDEF 0.24% 1,871,729 $58M $30.99 $2M -21,487 -1.1%
64 CSCO 0.24% 743,164 $57M $77.03 $10M +54,661 +7.9%
65 PG 0.23% 388,558 $56M $143.31 $583K +29,945 +8.3%
66 VEA 0.23% 886,695 $55M $62.47 $27M +413,000 +87.2%
67 FBND 0.23% 1,190,370 $55M $46.04 $41M +890,484 +296.9%
68 V 0.22% 153,980 $54M $350.71 $7M +15,614 +11.3%
69 TSLA 0.22% 117,648 $53M $449.72 $5M +10,725 +10.0%
70 CAT 0.22% 92,331 $53M $572.87 $16M +14,150 +18.1%
71 AGG 0.22% 518,204 $52M $99.88 $3M +30,629 +6.3%
72 VWO 0.21% 923,216 $50M $53.76 $8M +153,656 +20.0%
73 GLD 0.20% 119,478 $47M $396.31 $7M +5,499 +4.8%
74 IBM 0.20% 159,199 $47M $296.21 $6M +12,745 +8.7%
75 XOM 0.19% 379,969 $46M $120.34 $2M -7,445 -1.9%
76 MUB 0.19% 424,154 $45M $107.11 $4M +31,344 +8.0%
77 KO 0.18% 620,578 $43M $69.91 $3M +11,505 +1.9%
78 VTEB 0.17% 806,676 $41M $50.29 $3M +59,792 +8.0%
79 DIS 0.16% 337,036 $38M $113.77 $6M +53,384 +18.8%
80 IJH 0.16% 578,918 $38M $66.00 -$228K -10,065 -1.7%
81 SMB 0.16% 2,165,925 $38M $17.41 $3M +152,768 +7.6%
82 WFC 0.15% 399,347 $37M $93.20 $2M -21,837 -5.2%
83 SCHB 0.15% 1,410,115 $37M $26.23 $878K +5,649 +0.4%
84 WMT 0.15% 331,395 $37M $111.41 $4M +8,071 +2.5%
85 FALN 0.15% 1,333,472 $36M $27.30 -$621K +704 +0.1%
86 NEE 0.15% 448,976 $36M $80.28 $5M +37,210 +9.0%
87 PGX 0.15% 3,194,448 $36M $11.24 $525K +144,402 +4.7%
88 ADP 0.15% 139,006 $36M $257.23 -$5M -8 -0.0%
89 ABT 0.15% 280,467 $35M $125.29 -$553K +13,984 +5.2%
90 VIG 0.15% 159,395 $35M $219.78 $381K -1,179 -0.7%
91 MA 0.14% 58,771 $34M $570.88 $8M +13,973 +31.2%
92 DFUV 0.14% 716,744 $33M $46.59 $987K -8,387 -1.2%
93 VCSH 0.14% 418,714 $33M $79.73 $710K +9,926 +2.4%
94 FDVV 0.14% 588,807 $33M $56.69 $1M +9,896 +1.7%
95 VXUS 0.13% 424,048 $32M $75.44 $4M +42,501 +11.1%
96 SCHG 0.13% 971,697 $32M $32.62 $11M +334,473 +52.5%
97 UNH 0.13% 95,035 $31M $330.11 -$1M +958 +1.0%
98 SYK 0.13% 88,867 $31M $351.47 -$444K +3,174 +3.7%
99 TXN 0.13% 176,147 $31M $173.49 -$922K +4,801 +2.8%
100 IGM 0.13% 234,047 $30M $129.16 -$481K -9,786 -4.0%

Options Breakdown

38 Calls $34M Call Value 13 Puts $40M Put Value 1.18 P/C Ratio

Top Calls

SymbolSharesValueStatus
SPY 32,500 $22M
AAPL 13,700 $4M
SNOW 9,200 $2M
GOOG 6,100 $2M
NVDA 9,900 $2M
AMZN 5,900 $1M
Z 13,700 $935K
CSCO 3,200 $246K
TMO 100 $58K
SLV 600 $39K

Top Puts

SymbolSharesValueStatus
WFC 186,200 $17M
NVDA 54,400 $10M
AAPL 19,500 $5M
BRK-B 3,700 $2M
MA 2,900 $2M
THC 4,200 $835K
AMZN 3,300 $762K
TSLA 1,300 $585K
ORCL 2,400 $468K NEW
SYK 1,200 $422K NEW

New Positions

SymbolValue% Port
JBND $324M 1.35%
POCT $27M 0.11%
EVLN $25M 0.10%
AKRE $15M 0.06%
JSCP $11M 0.05%
CSPF $9M 0.04%
EOCT $7M 0.03%
SLDE $6M 0.02%
CBC $4M 0.02%
SOLS $2M 0.01%
Q $657K —%
MICC $500K —%
TOTB.DE $488K —%
INCM $417K —%
BITW $360K —%

Sold Out Positions

SymbolValue% Port
UAMY —%
FINV —%
GNT —%
BNL —%
HCI —%
GGZ —%
BCS —%
AEO —%
BTZ —%
BGY —%
BRT —%
BBD —%
CARS —%
BMEZ —%
AMRC —%
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