Alex Lee

Allied Private Wealth Llc

Assets Managed

$156M

Holdings

906

Last Quarter

2026 - Q2

Filed Date

2d ago

Growth Rate

0%(2Q avg: 0%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Allied Private Wealth Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 906 positions.

Assets under management

The assets under management (AUM) of Allied Private Wealth Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 156M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Alex Lee, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AAPL Apple Inc Recent Activity New Position	13.63%	$21.248M 67,800 shares@ $313.4 avg price	New Position
MSFT Microsoft Corp Recent Activity New Position	5.94%	$9.252M 24,134 shares@ $383.35 avg price	New Position
VOO Vanguard S&p 500 Etf Recent Activity New Position	4.73%	$7.364M 10,747 shares@ $685.27 avg price	New Position
CGDV Cap Group Dividend Value Recent Activity New Position	4.61%	$7.178M 147,354 shares@ $48.72 avg price	New Position
AMZN Amazon.com Inc Recent Activity New Position	2.98%	$4.636M 19,030 shares@ $243.63 avg price	New Position
NVDA Nvidia Corp Recent Activity New Position	2.95%	$4.588M 22,476 shares@ $204.13 avg price	New Position
AVDE Avantis International Equity Recent Activity New Position	2.6%	$4.055M 45,515 shares@ $89.11 avg price	New Position
BRK.B Berkshire Hathaway Inc-cl B Recent Activity New Position	2.54%	$3.96M 8,002 shares@ $494.82 avg price	New Position
SGOV Ishares 0-3 Month Treasury B Recent Activity New Position	2.25%	$3.506M 34,899 shares@ $100.47 avg price	New Position
TAXF American Century Diver Muni Recent Activity New Position	1.42%	$2.214M 43,894 shares@ $50.45 avg price	New Position

1-10 of 906