Allworth Financial LP just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 06-30-2025 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- An addition of 563,683 shares of $AAPL (~$115,650,841). This was an increase of ~43% over their previous position.
- An addition of 652,174 shares of $NVDA (~$103,036,970). This was an increase of ~96% over their previous position.
- An addition of 156,244 shares of $VTI (~$47,487,239). This was an increase of ~2% over their previous position.
- An addition of 70,404 shares of $MSFT (~$35,019,654). This was an increase of ~20% over their previous position.
- An addition of 968,562 shares of $DFAC (~$34,713,262). This was an increase of ~21% over their previous position.
- An addition of 1,104,861 shares of $DFAX (~$32,449,768). This was an increase of ~21% over their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for Allworth Financial LP for more details.
