Institutional investor · Portfolio as of Q4 2025
Allworth Financial LP manages $24.3B across 4970 positions as of Q4 2025. Top holdings: VTI (11.7%), BND (6.5%), VANGUARD BD INDEX FD INC (6.3%). Fund DNA: Momentum Trader.
Top holdings by portfolio weight
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile