Holdings
Allworth Financial LP
As of Jun 30, 2026, Allworth Financial LP reported 3,266 positions worth US$5.16B. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 1.77M | US$511M | −135K | Jun 30, 2026 |
| Nvidia Corporation | 1.47M | US$294M | −27,883 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 573K | US$205M | −78,960 | Jun 30, 2026 |
| Microsoft Corp. | 408K | US$152M | −67,948 | Jun 30, 2026 |
| Amazon.com, Inc. | 541K | US$129M | −43,658 | Jun 30, 2026 |
| Broadcom Inc. | 335K | US$127M | −103K | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 369K | US$121M | −42,285 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 213K | US$107M | −7,739 | Jun 30, 2026 |
| Johnson & Johnson | 363K | US$92.2M | −49,306 | Jun 30, 2026 |
| Caterpillar, Inc. | 79,655 | US$84.8M | −4,746 | Jun 30, 2026 |