Institutional manager
Allworth Financial LP
Holds positions in 488 of the S&P 500, worth $9.55bn as reported for the quarter ended 31-mar-2026.
Positions held488of 488 index companies covered
Reported value$9.55bnS&P 500 positions only
Top ten weight65%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 488 held. The rest are smaller than every one of these.
State Street CorporationSTT74.8m$4.49bnFinancialsApple Inc.AAPL1.9m$483mInformation TechnologyNvidiaNVDA1.5m$261mInformation TechnologyAlphabet Inc. (Class A)GOOGL652,267$187mCommunication ServicesMicrosoftMSFT475,497$176mInformation TechnologyT. Rowe PriceTROW3.7m$150mFinancialsBroadcomAVGO438,502$136mInformation TechnologyAmazonAMZN584,525$122mConsumer DiscretionaryJPMorgan ChaseJPM411,708$121mFinancialsBerkshire HathawayBRK.B166,732$106mFinancialsJohnson & JohnsonJNJ412,264$101mHealth CareInvescoIVZ218,497$91mFinancialsChevron 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 TechnologyGoldman SachsGS361,553$37mFinancialsEaton CorporationETN96,429$34mIndustrialsAT&TT1.2m$34mCommunication ServicesIBMIBM135,211$33mInformation TechnologyWells FargoWFC396,922$32mFinancialsWalt Disney Company (The)DIS332,618$32mCommunication ServicesKLA CorporationKLAC21,478$32mInformation TechnologyMerck & Co.MRK262,901$32mHealth CarePrologisPLD235,405$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 Technology
What this page is not
Positions in S&P 500 constituents only, 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.