Long-term investor
Allworth Financial LP @allworthfinanciallp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001555170).
Record
- Tracked since 2025-06-30 (441 days), 69 trades recorded
- Returns: week n/a · month n/a · 90 days +8.8% · 6 months n/a · 1 year +14.6% · all +14.6%
- Max drawdown n/a · win rate 30% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTI · 10.8% · long · since 2025-06-30
- BND · 5.9% · long · since 2025-06-30
- SPYG · 5.3% · long · since 2025-06-30
- BSV · 5.1% · long · since 2025-06-30
- SPDW · 4.8% · long · since 2025-06-30
- SPYV · 4.8% · long · since 2025-06-30
- AAPL · 2.2% · long · since 2025-06-30
- JBND · 2.1% · long · since 2025-12-31
- GOVT · 2.0% · long · since 2025-06-30
- VO · 1.8% · long · since 2025-06-30
- SPEM · 1.6% · long · since 2025-06-30
- NVDA · 1.3% · long · since 2025-06-30