Allworth Financial LP - Portfolio overview

Allworth Financial LP has 5270 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 11.07%
2. BND - VANGUARD BD INDEX FDS, 7.23%
3. BSV - VANGUARD BD INDEX FDS, 5.58%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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