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Portfolio (Quarterly) Guide ↗

Allied Private Wealth LLC

· CIK 0002132253
13F Portfolio $156M AUM 911 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 906 New
Page 4 of 46  ·  906 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SLVR SPROTT SILVER MINERS & PHYSICAL SILVER ETF SILVER MINERS ETF 9,794.0 $470K 0.30% NEW $47.98 +20.2%
62 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 1,066.0 $466K 0.30% NEW $436.98 -5.5%
63 ETY EATON VANCE TAX-MANAGED DIVERS COM Financial Services 32,166.0 $464K 0.30% NEW $14.43 +0.8%
64 YYY AMPLIFY CEF HIGH INCOME ETF 39,164.0 $450K 0.29% NEW $11.49 -0.5%
65 MPLX MPLX LP COM UNIT REP LTD Energy 7,807.0 $448K 0.29% NEW $57.44 +3.4%
66 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 5,127.0 $433K 0.28% NEW $84.41 +1.8%
67 V VISA INC COM CL A Financial Services 1,222.0 $425K 0.27% NEW $347.60 +5.1%
68 TSLA TESLA INC COM Consumer Cyclical 1,068.0 $421K 0.27% NEW $394.29 -14.5%
69 WMT WALMART INC COM Consumer Defensive 3,667.0 $415K 0.27% NEW $113.10 +2.4%
70 SDOG ALPS SECTOR DIVIDEND DOGS ETF 5,974.0 $414K 0.27% NEW $69.29 +6.3%
71 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 2,549.0 $407K 0.26% NEW $159.79 +3.7%
72 KO COCA COLA CO COM Consumer Defensive 4,778.0 $399K 0.26% NEW $83.41 +6.4%
73 HD HOME DEPOT INC COM Consumer Cyclical 1,183.0 $398K 0.26% NEW $336.24 +1.4%
74 FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 1,942.0 $397K 0.25% NEW $204.33 +6.3%
75 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 1,604.0 $387K 0.25% NEW $241.38 +13.0%
76 AUTHID INC COM 318,000.0 $375K 0.24% NEW $1.18
77 AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 5,922.0 $371K 0.24% NEW $62.57 +0.1%
78 CAT CATERPILLAR INC COM Industrials 390.0 $370K 0.24% NEW $949.76 -11.7%
79 RSPG INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF 3,621.0 $369K 0.24% NEW $101.85 +11.5%
80 COF CAPITAL ONE FINL CORP COM Financial Services 1,861.0 $357K 0.23% NEW $191.99 +15.4%
Page 4 of 46  ·  906 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 46.9%
Financial Services 17.2%
Consumer Cyclical 7.4%
Communication Services 7.0%
Healthcare 5.7%
Industrials 5.2%
Consumer Defensive 4.0%
Energy 2.3%
Utilities 2.2%
Real Estate 1.6%