Allied Private Wealth LLC
13F Portfolio Filings
Most recent 13F
Q2 2026
Location
Boca Raton, FL
CIK
0002132253
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q2 2026
906
155,999
AAPL, MSFT, VOO, CGDV
13F-HR
7/9/2026
000213225326000001