Allied Private Wealth LLC

CIK 0002132253 · Q2 2026

13F Equity AUM

$156.0M

Positions

883

AUM Rank

#7,022

Top 80%

Skill Alpha (FF)

—

No alpha data

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 31.8%Top 10: 43.6%Top 20: 54.5%

AAPL13.6%

MSFT5.9%

VOO4.7%

CGDV4.6%

AMZN3.0%

NVDA2.9%

AVDE2.6%

BRK/B2.5%

SGOV2.3%

TAXF1.4%

Others (873)56.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services49.0%

Technology27.5%

Consumer Cyclical4.3%

Communication Services4.1%

Healthcare3.3%

Industrials3.0%

Consumer Defensive2.1%

Other6.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 883Median: 0.01%Avg: 0.11%

0–0.5%

845(34.0%)

0.5–1%

21(14.1%)

1–3%

13(23.0%)

3–5%

2(9.3%)

5%+

2(19.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 883vs 20 funds

0%Low

883

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New903Increased0Decreased0Exited0

New Positions

AAPL13.6%

+68K

MSFT5.9%

+24K

VOO4.7%

+11K

CGDV4.6%

+147K

AMZN3.0%

+19K

NVDA2.9%

+22K

AVDE2.6%

+46K

BRK/B2.5%

+8K

SGOV2.3%

+35K

TAXF1.4%

+44K

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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