Universe · entity
Allworth Financial LP
Institutional manager (13F) · CIK 1555170
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $17.4B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $2.7B | 8,504,378 |
| 2 | VANGUARD BD INDEX FDS | $1.8B | 24,193,579 |
| 3 | VANGUARD BD INDEX FDS | $1.4B | 17,525,641 |
| 4 | SPDR INDEX SHS FDS | $1.3B | 29,472,844 |
| 5 | SPDR SERIES TRUST | $1.2B | 12,409,631 |
| 6 | SPDR SERIES TRUST | $1.1B | 19,767,082 |
| 7 | ISHARES TR | $535M | 23,374,003 |
| 8 | APPLE INC | $483M | 1,902,351 |
| 9 | VANGUARD INDEX FDS | $440M | 1,532,524 |
| 10 | SPDR INDEX SHS FDS | $438M | 9,331,742 |
| 11 | J P MORGAN EXCHANGE TRADED F | $330M | 6,129,907 |
| 12 | ISHARES TR | $316M | 3,330,589 |
| 13 | ISHARES TR | $300M | 5,862,267 |
| 14 | DIMENSIONAL ETF TRUST | $300M | 7,709,244 |
| 15 | GMO ETF TRUST | $299M | 8,275,177 |
| 16 | ISHARES TR | $278M | 1,948,805 |
| 17 | NVIDIA CORPORATION | $261M | 1,497,681 |
| 18 | DIMENSIONAL ETF TRUST | $247M | 7,258,730 |
| 19 | DIMENSIONAL ETF TRUST | $179M | 3,971,781 |
| 20 | VANGUARD INDEX FDS | $178M | 817,672 |
| 21 | MICROSOFT CORP | $176M | 475,497 |
| 22 | DIMENSIONAL ETF TRUST | $164M | 4,466,653 |
| 23 | ISHARES TR | $155M | 1,243,836 |
| 24 | INVESCO EXCH TRADED FD TR II | $144M | 1,249,240 |
| 25 | VICTORY PORTFOLIOS II | $139M | 3,516,446 |
| 26 | T ROWE PRICE ETF INC | $139M | 3,386,812 |
| 27 | DIMENSIONAL ETF TRUST | $138M | 3,257,427 |
| 28 | BROADCOM INC | $136M | 438,502 |
| 29 | STATE STR SPDR S&P 500 ETF T | $124M | 190,747 |
| 30 | ISHARES TR | $123M | 1,421,431 |
| 31 | AMAZON COM INC | $122M | 584,525 |
| 32 | JPMORGAN CHASE & CO | $121M | 411,708 |
| 33 | J P MORGAN EXCHANGE TRADED F | $115M | 2,069,787 |
| 34 | ISHARES TR | $113M | 2,456,447 |
| 35 | ISHARES TR | $112M | 262,468 |
| 36 | VANGUARD WHITEHALL FDS | $111M | 749,545 |
| 37 | JOHNSON & JOHNSON | $101M | 412,264 |
| 38 | ALPHABET INC | $97M | 337,301 |
| 39 | ALPHABET INC | $90M | 314,966 |
| 40 | INVESCO QQQ TR | $90M | 155,158 |
| 41 | CHEVRON CORPORATION | $89M | 430,632 |
| 42 | VANGUARD INDEX FDS | $87M | 199,494 |
| 43 | SPDR SERIES TRUST | $85M | 1,071,583 |
| 44 | VANGUARD INDEX FDS | $83M | 425,081 |
| 45 | ISHARES TR | $83M | 127,142 |
| 46 | BERKSHIRE HATHAWAY INC DEL | $80M | 166,696 |
| 47 | J P MORGAN EXCHANGE TRADED F | $73M | 1,293,806 |
| 48 | COSTCO WHOLESALE CORPORATION | $73M | 73,427 |
| 49 | HOME DEPOT INC | $70M | 213,356 |
| 50 | VANGUARD INDEX FDS | $69M | 115,757 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.