Institutional manager
Allworth Financial LP
Holds positions in 513 of the S&P 500, worth $4.88bn as reported for the quarter ended 31-mar-2026.
Positions held513of 488 index companies covered
Reported value$4.88bnS&P 500 positions only
Top ten weight37%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 513 held. The rest are smaller than every one of these.
Apple Inc.AAPL1.9m$483mInformation TechnologyNvidiaNVDA1.5m$261mInformation TechnologyAlphabet Inc. (Class A)GOOGL652,267$187mCommunication ServicesMicrosoftMSFT475,497$176mInformation TechnologyBroadcomAVGO438,502$136mInformation TechnologyAmazonAMZN584,525$122mConsumer DiscretionaryJPMorgan ChaseJPM411,708$121mFinancialsBerkshire HathawayBRK.B166,732$106mFinancialsJohnson & JohnsonJNJ412,264$101mHealth CareChevron CorporationCVX430,632$89mEnergyCostcoCOST73,427$73mConsumer StaplesHome Depot (The)HD213,356$70mConsumer DiscretionaryExxonMobilXOM391,970$67mEnergyLilly (Eli)LLY66,228$61mHealth CareCaterpillar Inc.CAT84,401$60mIndustrialsProcter & GamblePG405,246$59mConsumer StaplesMeta PlatformsMETA102,107$58mCommunication ServicesCiscoCSCO748,926$58mInformation TechnologyAbbVieABBV263,766$57mHealth CareNextEra EnergyNEE596,231$55mUtilitiesOracle CorporationORCL335,506$49mInformation TechnologyAmerican ExpressAXP158,479$48mFinancialsCoca-Cola Company (The)KO626,500$48mConsumer StaplesTesla, Inc.TSLA119,753$45mConsumer DiscretionaryVisa Inc.V146,395$44mFinancialsQuanta ServicesPWR79,690$44mIndustrialsWalmartWMT345,856$43mConsumer StaplesRTX CorporationRTX219,489$42mIndustrialsTexas InstrumentsTXN213,078$41mInformation TechnologyHoneywell TechnologiesHON152,630$34mIndustrialsEaton CorporationETN96,429$34mIndustrialsAT&TT1.2m$34mCommunication ServicesIBMIBM135,211$33mInformation TechnologyWalt Disney Company (The)DIS332,618$32mCommunication ServicesKLA CorporationKLAC21,478$32mInformation TechnologyMerck & Co.MRK262,901$32mHealth CareWells FargoWFC396,193$32mFinancialsPrologisPLD235,405$31mReal EstateUnitedHealth GroupUNH113,414$31mHealth CareNetflixNFLX307,320$30mCommunication ServicesMastercardMA58,782$29mFinancialsStryker CorporationSYK89,291$29mHealth CareAutomatic Data ProcessingADP142,220$29mIndustrialsLam ResearchLRCX128,188$27mInformation TechnologyPhilip Morris InternationalPM157,816$26mConsumer StaplesAbbott LaboratoriesABT252,813$26mHealth CareAdvanced Micro DevicesAMD127,480$26mInformation TechnologyVerizonVZ507,049$25mCommunication ServicesMondelez InternationalMDLZ437,119$25mConsumer StaplesChubb LimitedCB77,126$25mFinancialsMcDonald'sMCD77,344$24mConsumer DiscretionaryBank of AmericaBAC492,197$24mFinancialsDuke EnergyDUK182,673$24mUtilitiesSouthern CompanySO237,057$23mUtilitiesDell TechnologiesDELL135,639$22mInformation TechnologyPalantir TechnologiesPLTR146,574$21mInformation TechnologyQualcommQCOM162,124$21mInformation TechnologyLockheed MartinLMT34,247$21mIndustrialsCME GroupCME67,896$20mFinancialsApplied MaterialsAMAT58,325$20mInformation Technology
What this page is not
Positions in the companies this site covers, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.