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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 6 of 46  ·  906 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TT TRANE TECHNOLOGIES PLC SHS Industrials 532.0 $251K 0.16% NEW $472.70 -2.3%
102 NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 4,364.0 $247K 0.16% NEW $56.60 +3.1%
103 VST VISTRA CORP COM Utilities 1,564.0 $242K 0.15% NEW $154.91 -7.0%
104 AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF 2,291.0 $236K 0.15% NEW $103.06 +6.6%
105 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 11,508.0 $229K 0.15% NEW $19.86 +7.2%
106 XBI STATE STREET SPDR S&P BIOTECH ETF 1,353.0 $221K 0.14% NEW $163.06 -2.4%
107 BAC BANK OF AMER CORP COM Financial Services 3,776.0 $220K 0.14% NEW $58.30 +9.5%
108 BNL BROADSTONE NET LEASE INC COM Real Estate 10,000.0 $218K 0.14% NEW $21.85 -3.9%
109 ORCL ORACLE CORP COM Technology 1,532.0 $215K 0.14% NEW $140.54 +2.3%
110 VUG VANGUARD GROWTH ETF 2,454.0 $211K 0.14% NEW $86.02 +2.3%
111 IHI ISHARES U.S. MEDICAL DEVICES ETF 4,072.0 $209K 0.13% NEW $51.26 +9.1%
112 QQQ INVESCO QQQ TRUST SERIES I Financial Services 281.0 $200K 0.13% NEW $711.74 +0.9%
113 VOOG VANGUARD S&P 500 GROWTH ETF 2,419.0 $198K 0.13% NEW $81.89 +2.6%
114 RDDT REDDIT INC CL A Communication Services 1,001.0 $196K 0.12% NEW $195.31 -16.8%
115 YLD PRINCIPAL ACTIVE HIGH YIELD ETF 10,159.0 $192K 0.12% NEW $18.92 +0.0%
116 IWD ISHARES RUSSELL 1000 VALUE ETF 765.0 $188K 0.12% NEW $245.36 +4.8%
117 IWF ISHARES RUSSELL 1000 GROWTH ETF 1,541.0 $188K 0.12% NEW $121.80 +1.1%
118 GDX VANECK GOLD MINERS ETF 2,547.0 $187K 0.12% NEW $73.53 +21.5%
119 IEFA ISHARES CORE MSCI EAFE ETF 1,943.0 $187K 0.12% NEW $96.32 +3.8%
120 GDMN WISDOMTREE EFFICIENT GOLD PLUS GOLD MINERS STRATEGY FUND 2,604.0 $187K 0.12% NEW $71.70 +26.7%
Page 6 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%