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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 33 of 46  ·  906 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 AA ALCOA CORP COM Basic Materials 80.0 $4K 0.00% NEW $48.56 +6.1%
642 DASH DOORDASH INC CL A Communication Services 20.0 $4K 0.00% NEW $194.05 +13.5%
643 MUFG MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS Financial Services 183.0 $4K 0.00% NEW $21.08 +2.3%
644 BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR Financial Services 151.0 $4K 0.00% NEW $25.32 +12.7%
645 ZETA ZETA GLOBAL HOLDINGS CORP CL A Technology 176.0 $4K 0.00% NEW $21.66 +32.9%
646 HASI HA SUSTAINABLE INFRA CAP INC COM Financial Services 100.0 $4K 0.00% NEW $37.40 +12.0%
647 INTELLIGENT PROTECTION MANAGEM COM 2,200.0 $4K 0.00% NEW $1.69
648 ITW ILLINOIS TOOL WKS INC COM Industrials 14.0 $4K 0.00% NEW $265.07 +7.2%
649 PRGO PERRIGO CO PLC SHS Healthcare 350.0 $4K 0.00% NEW $10.52 +32.7%
650 SWZ TOTAL RETURN SECURITIES FUND COM Financial Services 619.0 $4K 0.00% NEW $5.93 -0.1%
651 LYG LLOYDS BANKING GROUP PLC SPONSORED ADR Financial Services 612.0 $4K 0.00% NEW $5.90 +0.7%
652 EXR EXTRA SPACE STORAGE INC COM Real Estate 25.0 $4K 0.00% NEW $143.96 +2.7%
653 AXON AXON ENTERPRISE INC COM Industrials 6.0 $4K 0.00% NEW $599.67 +7.7%
654 ELS EQUITY LIFESTYLE PROPERTIES COM Real Estate 56.0 $4K 0.00% NEW $63.80 +3.0%
655 MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR Financial Services 346.0 $4K 0.00% NEW $10.23 -0.9%
656 TFC TRUIST FINL CORP COM Financial Services 70.0 $4K 0.00% NEW $50.23 +1.5%
657 IJR ISHARES CORE S&P SMALL CAP ETF 24.0 $3K 0.00% NEW $143.67 +3.0%
658 VDC VANGUARD CONSUMER STAPLES ETF 15.0 $3K 0.00% NEW $228.80 +2.4%
659 Q QNITY ELECTRONICS INC COMMON STOCK Technology 24.0 $3K 0.00% NEW $142.46 -11.5%
660 HALO HALOZYME THERAPEUTICS INC COM Healthcare 42.0 $3K 0.00% NEW $80.36 +33.9%
Page 33 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%