Sign In
test

Corey Gamble

Allworth Financial Lp

Assets Managed
$24.667B
Holdings
5164
Last Quarter
2026 - Q1
Filed Date
1mo ago
Growth Rate
1.04%(2Q avg: 4.35%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Allworth Financial Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 5164 positions.

Assets under management

The assets under management (AUM) of Allworth Financial Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 24.667B in assets, with a quarterly growth rate of 1.04% and a 2-quarter average growth rate of 4.35%. The portfolio is managed by Corey Gamble, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 0.1%
11.07%
$2.728B
8.504M shares@ $320.82 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 13.73%
7.23%
$1.782B
24.194M shares@ $73.64 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Decreased -10.69%
5.58%
$1.374B
17.526M shares@ $78.41 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Decreased -1.06%
5.46%
$1.345B
29.473M shares@ $45.66 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 0.2%
4.93%
$1.215B
12.41M shares@ $97.92 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 0.37%
4.54%
$1.118B
19.767M shares@ $56.58 avg price
GOVT
Ishares Us Treasury Bond Etf
Recent Activity
Increased 1.47%
2.18%
$535.498M
23.374M shares@ $22.92 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.47%
2%
$491.097M↑ Call
1.935M shares@ $253.79 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 0.77%
1.79%
$440.11M
1.533M shares@ $287.19 avg price
SPEM
Spdr Portfolio Emerging Mark
Recent Activity
Decreased -0.25%
1.78%
$437.752M
9.332M shares@ $46.91 avg price

1-10 of 5164