Question 1

What stocks does ALLWORTH FINANCIAL LP hold in its portfolio?

Accepted Answer

ALLWORTH FINANCIAL LP's top stock holdings include AAPL, VTI, BND and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are ALLWORTH FINANCIAL LP's largest stock holdings?

Accepted Answer

ALLWORTH FINANCIAL LP's largest stock holdings as of their last filing include AAPL (valued at approximately $511.4 million), VTI (valued at approximately $2547.3 million), BND (valued at approximately $1385.1 million), NVDA (valued at approximately $294.1 million), MSFT (valued at approximately $152.0 million).

Question 3

When was ALLWORTH FINANCIAL LP's last SEC filing?

Accepted Answer

ALLWORTH FINANCIAL LP's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has ALLWORTH FINANCIAL LP recently bought or sold?

Accepted Answer

ALLWORTH FINANCIAL LP's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has ALLWORTH FINANCIAL LP reported?

Accepted Answer

ALLWORTH FINANCIAL LP's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

Does ALLWORTH FINANCIAL LP hold options positions?

Accepted Answer

Yes, ALLWORTH FINANCIAL LP holds options positions in addition to equity holdings. You can view the details of these option positions in the Option Holdings section of this page.

Question 7

What types of securities does ALLWORTH FINANCIAL LP invest in?

Accepted Answer

ALLWORTH FINANCIAL LP's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.