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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 20 of 46  ·  906 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 WFC WELLS FARGO & CO COM Financial Services 249.0 $21K 0.01% NEW $85.63 +2.1%
382 WTAI WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND 500.0 $21K 0.01% NEW $42.58 -2.5%
383 DOCN DIGITALOCEAN HLDGS INC COM Technology 150.0 $21K 0.01% NEW $140.47 -10.8%
384 ETHE GRAYSCALE ETHEREUM STAKING ETF Financial Services 1,500.0 $21K 0.01% NEW $14.04 +9.8%
385 ASX ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS Technology 526.0 $21K 0.01% NEW $39.93 -8.8%
386 SYK STRYKER CORPORATION COM Healthcare 63.0 $21K 0.01% NEW $327.02 +1.3%
387 SCHX SCHWAB U.S. LARGE-CAP ETF 699.0 $21K 0.01% NEW $29.39 +3.0%
388 EVH EVOLENT HEALTH INC CL A Healthcare 3,660.0 $20K 0.01% NEW $5.60 -18.2%
389 SCHA SCHWAB U.S. SMALL-CAP ETF 594.0 $20K 0.01% NEW $34.33 +2.0%
390 TJX TJX COS INC NEW COM Consumer Cyclical 133.0 $20K 0.01% NEW $152.89 -1.3%
391 HIG HARTFORD INSURANCE GROUP INC COM Financial Services 145.0 $20K 0.01% NEW $139.47 -0.4%
392 DOCS DOXIMITY INC CL A Healthcare 926.0 $20K 0.01% NEW $21.69 +15.0%
393 KLAC KLA CORP COM NEW Technology 90.0 $20K 0.01% NEW $221.18 -11.9%
394 RSPU INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF 244.0 $20K 0.01% NEW $81.36 -4.0%
395 NDAQ NASDAQ INC COM Financial Services 234.0 $20K 0.01% NEW $84.45 +14.5%
396 LIN LINDE PLC SHS Basic Materials 37.0 $20K 0.01% NEW $530.54 -9.8%
397 NEBIUS GROUP N.V. SHS CLASS A 90.0 $19K 0.01% NEW $216.48
398 EQIX EQUINIX INC COM Real Estate 19.0 $19K 0.01% NEW $1015.95 +6.8%
399 VXF VANGUARD EXTENDED MARKET ETF 80.0 $19K 0.01% NEW $240.91 +2.0%
400 FOUR SHIFT4 PMTS INC CL A Technology 400.0 $19K 0.01% NEW $47.82 -2.3%
Page 20 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%