Allied Private Wealth LLC 13F Holdings Analysis

Stock	Portfolio %	Prev Q %	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Shares Change	Action
APPLE INCAAPL	13.61%	—	$21.2M	67,800	$0	+67,800	New Buy
MICROSOFT CORPMSFT	5.92%	—	$9.3M	24,134	$0	+24,134	New Buy
VVANGUARD INDEX FDSVOO	4.72%	—	$7.4M	10,747	$0	+10,747	New Buy
CCAPITAL GROUP DIVIDEND VALUECCBG	4.6%	—	$7.2M	147,354	$0	+147,354	New Buy
AMAZON COM INCAMZN	2.97%	—	$4.6M	19,030	$0	+19,030	New Buy
NVIDIA CORPORATIONNVDA	2.94%	—	$4.6M	22,476	$0	+22,476	New Buy
AVANTIS INTLNGG	2.6%	—	$4.1M	45,515	$0	+45,515	New Buy
BERKSHIRE HATHAWAY INC DELBRK.B	2.54%	—	$4.0M	8,002	$0	+8,002	New Buy
IISHARES TRSGOV	2.25%	—	$3.5M	34,899	$0	+34,899	New Buy
AAMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETFTAXF	1.42%	—	$2.2M	43,894	$0	+43,894	New Buy
JJANUS DETROIT STR TRJSMD	1.37%	—	$2.1M	22,193	$0	+22,193	New Buy
IISHARES U.S. TECHNOLOGY ETFIYW	1.34%	—	$2.1M	8,538	$0	+8,538	New Buy
FFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC	1.31%	—	$2.0M	7,403	$0	+7,403	New Buy
BLACKSTONE INCBX	1.15%	—	$1.8M	15,158	$0	+15,158	New Buy
AAlphabet Inc Class CGOOG	1.07%	—	$1.7M	4,646	$0	+4,646	New Buy
CCITIGROUP INCC	1.04%	—	$1.6M	11,788	$0	+11,788	New Buy
IINVESCO EXCHANGE TRADED FD TPPA	1.04%	—	$1.6M	9,225	$0	+9,225	New Buy
META PLATFORMS INCMETA	0.93%	—	$1.5M	2,412	$0	+2,412	New Buy
SSKYX PLATFORMS CORP COMSKYX	0.85%	—	$1.3M	1.1M	$0	+1.1M	New Buy
EVEREST GROUP LTDEG	0.79%	—	$1.2M	3,334	$0	+3,334	New Buy
AAMERICAN CENTURY DIVERSIFIED CORPORATE BOND ETFKORP	0.76%	—	$1.2M	25,733	$0	+25,733	New Buy
JJ P MORGAN EXCHANGE TRADED FJMUB	0.75%	—	$1.2M	23,426	$0	+23,426	New Buy
VVANGUARD WORLD FDVGT	0.74%	—	$1.2M	10,008	$0	+10,008	New Buy
GGLOBAL X COPPER MINERS ETFCOPX	0.74%	—	$1.1M	15,730	$0	+15,730	New Buy
EETFS GOLD TRSGOL	0.71%	—	$1.1M	28,673	$0	+28,673	New Buy
JJ P MORGAN EXCHANGE TRADED FJEPI	0.68%	—	$1.1M	18,693	$0	+18,693	New Buy
BROADCOM INCAVGO	0.66%	—	$1.0M	2,663	$0	+2,663	New Buy
MICRON TECHNOLOGY INCMU	0.65%	—	$1.0M	1,076	$0	+1,076	New Buy
SSELECT SECTOR SPDR TRXLU	0.64%	—	$997,342	21,987	$0	+21,987	New Buy
SSOUND POINT MERIDIAN CAP INCSPMC	0.63%	—	$984,013	94,982	$0	+94,982	New Buy
EXXON MOBIL CORPXOM	0.63%	—	$977,673	6,927	$0	+6,927	New Buy
ELI LILLY & COLLY	0.62%	—	$973,631	800	$0	+800	New Buy
ALPHABET INCGOOGL	0.61%	—	$948,520	2,620	$0	+2,620	New Buy
ABBVIE INCABBV	0.56%	—	$882,069	3,490	$0	+3,490	New Buy
VVANGUARD HEALTHVHT	0.55%	—	$858,557	2,801	$0	+2,801	New Buy
SSPROTT CRITICAL MATERIALS ETFSETM	0.54%	—	$843,631	28,588	$0	+28,588	New Buy
PROCTER & GAMBLE COPG	0.52%	—	$806,395	5,433	$0	+5,433	New Buy
COSTCO WHOLESALE CORPORATIONCOST	0.5%	—	$783,257	821	$0	+821	New Buy
UUSCF ETF TRSDCI	0.5%	—	$778,162	28,286	$0	+28,286	New Buy
PPURECYCLE TECHNOLOGIES INCPCT	0.5%	—	$775,312	106,499	$0	+106,499	New Buy
SSPDR GOLD TRGLD	0.49%	—	$772,487	2,062	$0	+2,062	New Buy
VERIZON COMMUNICATIONS INCVZ	0.46%	—	$725,050	17,080	$0	+17,080	New Buy
JPMORGAN CHASE & COJPM	0.46%	—	$723,675	2,188	$0	+2,188	New Buy
IISHARES GOLD TRIAU	0.46%	—	$713,298	9,295	$0	+9,295	New Buy
FFIRST TRUSTCIBR	0.45%	—	$696,228	7,595	$0	+7,595	New Buy
IRON MTN INC DEL COMIRM	0.44%	—	$686,463	5,945	$0	+5,945	New Buy
NNEXTERA ENERGY INCNEE	0.43%	—	$673,560	7,703	$0	+7,703	New Buy
SSELECT SECTOR SPDR TRXLE	0.43%	—	$672,407	12,093	$0	+12,093	New Buy
NETFLIX INCNFLX	0.42%	—	$657,927	8,703	$0	+8,703	New Buy
REAVES UTIL INCOME FDUTG	0.42%	—	$653,461	16,422	$0	+16,422	New Buy

Allied Private Wealth LLC

🧭 Institutional Sector Flow Heatmap