Allworth Financial LP - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, Allworth Financial LP held in its portfolio 500 assets valued at $24,413,220,393 (i.e. $24.41B).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($2.85B), SPDR SERIES TRUST ($2.65B), and VANGUARD BD INDEX FDS ($1.58B).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Allworth Financial LP - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 8495987 | 2848449537 | TOTAL STK MKT |
| SPDR SERIES TRUST | 35422851 | 2650198946 | STATE STREET SPD |
| VANGUARD BD INDEX FDS | 21272987 | 1575690125 | TOTAL BND MRKT |
| VANGUARD BD INDEX FDS | 19624938 | 1546641429 | SHORT TRM BOND |
| SPDR INDEX SHS FDS | 29790838 | 1323011128 | PORTFOLIO DEVLPD |
| ISHARES TR | 23035555 | 530393668 | US TREAS BD ETF |
| APPLE INC | 1873987 | 509462308 | COM |
| VANGUARD INDEX FDS | 1520836 | 441376938 | MID CAP ETF |
| SPDR INDEX SHS FDS | 9355461 | 437929123 | PORTFOLIO EMG MK |
| J P MORGAN EXCHANGE TRADED F | 6001353 | 324493158 | ACTIVE BOND ETF |
| GMO ETF TRUST | 8286148 | 318685237 | GMO US QUALITY E |
| ISHARES TR | 3291695 | 313435263 | MBS ETF |
| ISHARES TR | 5786068 | 299544753 | USD INV GRDE ETF |
| ISHARES TR | 1986400 | 295357802 | CORE S&P TTL STK |
| NVIDIA CORPORATION | 1492800 | 278407286 | COM |
| DIMENSIONAL ETF TRUST | 5963230 | 236084296 | US CORE EQUITY 2 |
| MICROSOFT CORP | 461336 | 223111366 | COM |
| DIMENSIONAL ETF TRUST | 6610841 | 216372822 | WORLD EX US CORE |
| DIMENSIONAL ETF TRUST | 3849400 | 180151915 | US CORE EQT MKT |
| VANGUARD INDEX FDS | 822944 | 174291141 | SM CP VAL ETF |
| BROADCOM INC | 441839 | 152920488 | COM |
| ISHARES TR | 1244075 | 149512997 | CORE S&P SCP ETF |
| INVESCO EXCH TRADED FD TR II | 1261650 | 144458880 | S&P 500 REVENUE |
| T ROWE PRICE ETF INC | 3366745 | 144029335 | US EQUITY RESEAR |
| VICTORY PORTFOLIOS II | 3548818 | 139752456 | SHARES FREE CASH |
| JPMORGAN CHASE & CO. | 411727 | 132666734 | COM |
| SPDR S&P 500 ETF TR | 191732 | 130745865 | TR UNIT |
| AMAZON COM INC | 556939 | 128552470 | COM |
| ISHARES TR | 266004 | 125899693 | RUS 1000 GRW ETF |
| ISHARES TR | 1467071 | 124172916 | CORE MSCI TOTAL |
| J P MORGAN EXCHANGE TRADED F | 2042274 | 118696939 | NASDAQ EQT PREM |
| DIMENSIONAL ETF TRUST | 3109379 | 118249667 | US HIGH PROFITAB |
| ISHARES TR | 2496225 | 116174321 | CORE UNIVRSL USD |
| VANGUARD WHITEHALL FDS | 725844 | 104173084 | HIGH DIV YLD |
| ALPHABET INC | 327311 | 102448355 | CAP STK CL A |
| ALPHABET INC | 321086 | 100756755 | CAP STK CL C |
| VANGUARD INDEX FDS | 196274 | 95754307 | GROWTH ETF |
| INVESCO QQQ TR | 153823 | 94494823 | UNIT SER 1 |
| ISHARES TR | 131882 | 90331285 | CORE S&P500 ETF |
| JOHNSON & JOHNSON | 423224 | 87586203 | COM |
| BERKSHIRE HATHAWAY INC DEL | 164685 | 82778878 | CL B NEW |
| VANGUARD INDEX FDS | 420198 | 80253702 | VALUE ETF |
| DIMENSIONAL ETF TRUST | 1879309 | 79983413 | CORE FIXED INCOM |
| SCHWAB STRATEGIC TR | 2737782 | 75097359 | US DIVIDEND EQ |
| HOME DEPOT INC | 212008 | 72952053 | COM |
| ISHARES TR | 431822 | 72520255 | CORE S&P US GWT |
| J P MORGAN EXCHANGE TRADED F | 1226749 | 70219087 | EQUITY PREMIUM |
| VANGUARD INDEX FDS | 110292 | 69167183 | S&P 500 ETF SHS |
| ISHARES TR | 320484 | 67410658 | RUS 1000 VAL ETF |
| ELI LILLY & CO | 62429 | 67091373 | COM |
| ORACLE CORP | 340885 | 66441811 | COM |
| CHEVRON CORP NEW | 434138 | 66167012 | COM |
| ISHARES TR | 523308 | 64503002 | S&P 500 GRWT ETF |
| ISHARES TR | 600735 | 64098468 | SHRT NAT MUN ETF |
| ISHARES TR | 611958 | 62750143 | CORE S&P US VLU |
| META PLATFORMS INC | 92318 | 60938471 | CL A |
| ABBVIE INC | 264206 | 60368321 | COM |
| DIMENSIONAL ETF TRUST | 1007945 | 60013026 | US TARGETED VLU |
| AMERICAN EXPRESS CO | 161393 | 59707423 | COM |
| COSTCO WHSL CORP NEW | 68264 | 58867188 | COM |
| DBX ETF TR | 1878436 | 58327548 | XTRACK MSCI EAFE |
| PACER FDS TR | 1797687 | 58119213 | SWAN SOS FD OF |
| CISCO SYS INC | 743164 | 57245919 | COM |
| PROCTER AND GAMBLE CO | 388558 | 55684204 | COM |
| VANGUARD TAX-MANAGED FDS | 886695 | 55391846 | VAN FTSE DEV MKT |
| FIDELITY MERRIMACK STR TR | 1190370 | 54804652 | TOTAL BD ETF |
| VISA INC | 153980 | 54002219 | COM CL A |
| TESLA INC | 117648 | 52908781 | COM |
| CATERPILLAR INC | 92331 | 52893756 | COM |
| ISHARES TR | 518204 | 51758257 | CORE US AGGBD ET |
| VANGUARD INTL EQUITY INDEX F | 923216 | 49632105 | FTSE EMR MKT ETF |
| SPDR GOLD TR | 119478 | 47350339 | GOLD SHS |
| INTERNATIONAL BUSINESS MACHS | 159199 | 47156309 | COM |
| EXXON MOBIL CORP | 379969 | 45725509 | COM |
| ISHARES TR | 424154 | 45431145 | NATIONAL MUN ETF |
| COCA COLA CO | 620578 | 43384631 | COM |
| FIRST TR EXCHANGE-TRADED FD | 421645 | 41219814 | SHS |
| VANGUARD MUN BD FDS | 806676 | 40567725 | TAX EXEMPT BD |
| INNOVATOR ETFS TRUST | 1858658 | 40175079 | EQUITY DUAL DIRE |
| RTX CORPORATION | 215492 | 39521305 | COM |
| DISNEY WALT CO | 337036 | 38344644 | COM |
| ISHARES TR | 578918 | 38208616 | CORE S&P MCP ETF |
| VANECK ETF TRUST | 2165925 | 37708747 | VANECK SHRT MUNI |
| WELLS FARGO CO NEW | 399347 | 37219169 | COM |
| SCHWAB STRATEGIC TR | 1410115 | 36987310 | US BRD MKT ETF |
| WALMART INC | 331395 | 36920692 | COM |
| ISHARES TR | 1333472 | 36403773 | FALN ANGLS USD |
| NEXTERA ENERGY INC | 448976 | 36043772 | COM |
| INVESCO EXCH TRADED FD TR II | 3194448 | 35905592 | PFD ETF |
| AUTOMATIC DATA PROCESSING IN | 139006 | 35756560 | COM |
| ABBOTT LABS | 280467 | 35139694 | COM |
| VANGUARD SPECIALIZED FUNDS | 159395 | 35031739 | DIV APP ETF |
| MASTERCARD INCORPORATED | 58771 | 33551074 | CL A |
| DIMENSIONAL ETF TRUST | 716744 | 33393083 | US MKTWIDE VALUE |
| VANGUARD SCOTTSDALE FDS | 418714 | 33384065 | SHRT TRM CORP BD |
| FIDELITY COVINGTON TRUST | 588807 | 33379448 | HIGH DIVID ETF |
| VANGUARD STAR FDS | 424048 | 31990188 | VG TL INTL STK F |
| SCHWAB STRATEGIC TR | 971697 | 31696750 | US LCAP GR ETF |
| UNITEDHEALTH GROUP INC | 95035 | 31371995 | COM |
| STRYKER CORPORATION | 88867 | 31234011 | COM |
| TEXAS INSTRS INC | 176147 | 30559632 | COM |
| ISHARES TR | 234047 | 30229483 | EXPND TEC SC ETF |
| PROLOGIS INC. | 234588 | 29947545 | COM |
| EATON CORP PLC | 93843 | 29889784 | SHS |
| HONEYWELL INTL INC | 151460 | 29548260 | COM |
| INNOVATOR ETFS TRUST | 1053697 | 29418791 | US SMALL CAP POW |
| AT&T INC | 1157281 | 28746867 | COM |
| KLA CORP | 23615 | 28693577 | COM NEW |
| INNOVATOR ETFS TRUST | 645336 | 28320776 | US EQTY PWR BUF |
| VICTORY PORTFOLIOS II | 583300 | 27621988 | CORE INTERMEDIAT |
| DIMENSIONAL ETF TRUST | 713436 | 27189050 | INTL CORE EQT MK |
| BERKSHIRE HATHAWAY INC DEL | 36 | 27172800 | CL A |
| SCHWAB STRATEGIC TR | 998682 | 26874539 | US LRG CAP ETF |
| QUALCOMM INC | 154003 | 26342188 | COM |
| DIMENSIONAL ETF TRUST | 519723 | 25934197 | INTERNATNAL VAL |
| BANK AMERICA CORP | 467273 | 25700035 | COM |
| NETFLIX INC | 265498 | 24893102 | COM |
| MORGAN STANLEY ETF TRUST | 500450 | 24758463 | EATON VANCE FLTG |
| PHILIP MORRIS INTL INC | 153817 | 24672294 | COM |
| VANGUARD INTL EQUITY INDEX F | 328208 | 24143010 | ALLWRLD EX US |
| GE AEROSPACE | 76867 | 23677318 | COM NEW |
| CHUBB LIMITED | 75292 | 23500241 | COM |
| SCHWAB STRATEGIC TR | 934939 | 23448283 | INT-TRM U.S TRES |
| ISHARES TR | 191568 | 23230759 | ESG MSCI LEADR |
| ISHARES TR | 127322 | 23072109 | RUS 2000 VAL ETF |
| ADVANCED MICRO DEVICES INC | 106673 | 22845146 | COM |
| MCDONALDS CORP | 74207 | 22679833 | COM |
| MONDELEZ INTL INC | 416019 | 22394326 | CL A |
| MERCK & CO INC | 211931 | 22307818 | COM |
| SELECT SECTOR SPDR TR | 154187 | 22198372 | STATE STREET TEC |
| ISHARES TR | 447617 | 21418465 | ESG AWR US AGRGT |
| DUKE ENERGY CORP NEW | 179404 | 21028002 | COM NEW |
| ISHARES TR | 104563 | 20768385 | MSCI USA QLT FCT |
| ISHARES GOLD TR | 255500 | 20738927 | ISHARES NEW |
| SPDR DOW JONES INDL AVERAGE | 42378 | 20365693 | UT SER 1 |
| THERMO FISHER SCIENTIFIC INC | 35019 | 20291942 | COM |
| SOUTHERN CO | 232637 | 20285958 | COM |
| INNOVATOR ETFS TRUST | 712624 | 20281280 | INTL DEVELOPED |
| ISHARES TR | 95602 | 20274358 | S&P 500 VAL ETF |
| VERIZON COMMUNICATIONS INC | 485539 | 19775997 | COM |
| ISHARES TR | 194506 | 19524522 | 0-3 MNTH TREASRY |
| GOLDMAN SACHS ETF TR | 147147 | 19477893 | ACTIVEBETA US LG |
| ISHARES TR | 139089 | 19046836 | RUS MD CP GR ETF |
| GENERAL DYNAMICS CORP | 54700 | 18415419 | COM |
| CME GROUP INC | 66675 | 18207557 | COM |
| MICRON TECHNOLOGY INC | 63097 | 18008498 | COM |
| INVESCO EXCHANGE TRADED FD T | 383398 | 17989044 | RAFI US 1000 ETF |
| STARBUCKS CORP | 213401 | 17970522 | COM |
| AMERICAN CENTY ETF TR | 160451 | 17935175 | US EQT ETF |
| VANGUARD INDEX FDS | 69310 | 17878511 | SMALL CP ETF |
| VANGUARD SCOTTSDALE FDS | 314405 | 17543807 | LONG TERM TREAS |
| VANGUARD SCOTTSDALE FDS | 370876 | 17460823 | MTG-BKD SECS ETF |
| PEPSICO INC | 120085 | 17234615 | COM |
| DELL TECHNOLOGIES INC | 135696 | 17081409 | CL C |
| UNITED PARCEL SERVICE INC | 171799 | 17040674 | CL B |
| XCEL ENERGY INC | 226814 | 16752512 | COM |
| ISHARES TR | 173821 | 16692006 | MSCI EAFE ETF |
| CUMMINS INC | 32686 | 16684454 | COM |
| VANGUARD ADMIRAL FDS INC | 148854 | 16641867 | MIDCP 400 IDX |
| REALTY INCOME CORP | 295008 | 16629594 | COM |
| J P MORGAN EXCHANGE TRADED F | 328041 | 16595585 | ULTRA SHRT ETF |
| ISHARES TR | 287552 | 16557254 | ESG MSCI USA ETF |
| ISHARES TR | 116762 | 16469340 | RUS MDCP VAL ETF |
| TJX COS INC NEW | 104318 | 16024219 | COM |
| PALANTIR TECHNOLOGIES INC | 87585 | 15568147 | CL A |
| UNION PAC CORP | 66613 | 15408868 | COM |
| PROFESIONALLY MANAGED PORTFO | 234792 | 15381224 | AKRE FOCUS ETF |
| INTUITIVE SURGICAL INC | 26783 | 15168617 | COM NEW |
| AGNICO EAGLE MINES LTD | 89417 | 15158918 | COM |
| LOCKHEED MARTIN CORP | 31325 | 15151264 | COM |
| MORGAN STANLEY | 84489 | 14999220 | COM NEW |
| ISHARES INC | 222524 | 14958047 | CORE MSCI EMKT |
| TRAVELERS COMPANIES INC | 50155 | 14547833 | COM |
| DIMENSIONAL ETF TRUST | 441034 | 14505610 | US SMALL CAP VAL |
| VANGUARD BD INDEX FDS | 184709 | 14385139 | INTERMED TERM |
| J P MORGAN EXCHANGE TRADED F | 225998 | 14278557 | US QUALTY FCTR |
| LOWES COS INC | 59174 | 14270306 | COM |
| FRANKLIN TEMPLETON ETF TR | 650000 | 14056254 | US CORE BOND ETF |
| LAM RESEARCH CORP | 81358 | 13926901 | COM NEW |
| ISHARES TR | 56509 | 13910302 | RUSSELL 2000 ETF |
| INNOVATOR ETFS TRUST | 236082 | 13712208 | GRWT100 PWR BUF |
| AMGEN INC | 41798 | 13681145 | COM |
| AMERICAN CENTY ETF TR | 173696 | 13655973 | AVANTIS US LARG |
| ISHARES TR | 41909 | 13536963 | RUS 2000 GRW ETF |
| ISHARES TR | 176920 | 13297338 | ESG EAFE ETF |
| ALPS ETF TR | 282175 | 13267849 | ALERIAN MLP |
| ALLSTATE CORP | 62416 | 12991812 | COM |
| AMERICAN CENTY ETF TR | 126734 | 12924363 | US SML CP VALU |
| NOVARTIS AG | 93025 | 12825300 | SPONSORED ADR |
| VANGUARD SCOTTSDALE FDS | 138820 | 12813041 | VNG RUS1000VAL |
| T ROWE PRICE ETF INC | 283359 | 12742640 | PRICE DIV GRWT |
| SELECT SECTOR SPDR TR | 315140 | 12715899 | STATE STREET REA |
| WASTE CONNECTIONS INC | 71107 | 12469386 | COM |
| DIMENSIONAL ETF TRUST | 259648 | 12450105 | SHORT DURATION F |
| PARKER-HANNIFIN CORP | 14053 | 12352358 | COM |
| DIMENSIONAL ETF TRUST | 165437 | 12270432 | US EQUITY MARKET |
| VANGUARD INDEX FDS | 38786 | 12209761 | LARGE CAP ETF |
| VANGUARD INDEX FDS | 43573 | 12163092 | MCAP GR IDXVIP |
| SCHWAB STRATEGIC TR | 407361 | 12061947 | US LCAP VA ETF |
| ISHARES TR | 173590 | 12050592 | CORE DIV GRWTH |
| AMERICAN CENTY ETF TR | 144708 | 11912350 | INTL EQT ETF |
| TRUIST FINL CORP | 241535 | 11885929 | COM |
| SALESFORCE INC | 44701 | 11841782 | COM |
| VANECK ETF TRUST | 401936 | 11802855 | FALLEN ANGEL HG |
| BRISTOL-MYERS SQUIBB CO | 217248 | 11718358 | COM |
| DIMENSIONAL ETF TRUST | 340764 | 11657549 | US LARGE CAP VAL |
| TAIWAN SEMICONDUCTOR MFG LTD | 38181 | 11602788 | SPONSORED ADS |
| DIMENSIONAL ETF TRUST | 165331 | 11518590 | US SMALL CAP ETF |
| ISHARES TR | 138885 | 11455247 | CORE MSCI INTL |
| INVESCO EXCH TRADED FD TR II | 492908 | 11430527 | NATL AMT MUNI |
| DIMENSIONAL ETF TRUST | 210748 | 11395145 | GLOBAL CORE PLUS |
| T ROWE PRICE ETF INC | 294828 | 11268310 | CAP APPRECIATION |
| ALTRIA GROUP INC | 195212 | 11255947 | COM |
| ISHARES TR | 445511 | 11244701 | ESG AWRE 1 5 YR |
| DIMENSIONAL ETF TRUST | 339821 | 11241288 | EMERGING MKTS CO |
| AMERICAN TOWER CORP NEW | 63860 | 11211913 | COM |
| PNC FINL SVCS GROUP INC | 53140 | 11091916 | COM |
| J P MORGAN EXCHANGE TRADED F | 233227 | 11091577 | SHORT DURA CORE |
| J P MORGAN EXCHANGE TRADED F | 212416 | 10727008 | MUNICIPAL ETF |
| ISHARES TR | 239592 | 10520494 | ESG ADVANCED UNI |
| INTEL CORP | 275189 | 10154470 | COM |
| AMERICAN CENTY ETF TR | 131680 | 10141994 | AVANTIS EMGMKT |
| ISHARES TR | 413069 | 10008653 | IBONDS DEC2026 |
| ISHARES TR | 138220 | 9870280 | EAFE VALUE ETF |
| SCHWAB STRATEGIC TR | 321084 | 9654997 | US MID-CAP ETF |
| CARRIER GLOBAL CORPORATION | 181684 | 9600195 | COM |
| ONEOK INC NEW | 128642 | 9455212 | COM |
| GE VERNOVA INC | 14460 | 9450841 | COM |
| ISHARES TR | 385907 | 9369813 | IBONDS 27 ETF |
| UNILEVER PLC | 142464 | 9317147 | SPON ADR NEW |
| AUTOZONE INC | 2729 | 9253912 | COM |
| HUBBELL INC | 20790 | 9233244 | COM |
| DIMENSIONAL ETF TRUST | 275802 | 9084905 | INTL SMALL CAP E |
| VANGUARD SCOTTSDALE FDS | 150995 | 9049116 | INTER TERM TREAS |
| INVESCO EXCH TRADED FD TR II | 187937 | 9020982 | S&P500 HDL VOL |
| GOLDMAN SACHS ETF TR | 193873 | 8966627 | ACCESS INVT GR |
| BAKER HUGHES COMPANY | 196677 | 8956653 | CL A |
| RYDER SYS INC | 46727 | 8943097 | COM |
| GOLDMAN SACHS GROUP INC | 10171 | 8939947 | COM |
| PALO ALTO NETWORKS INC | 48455 | 8925369 | COM |
| KINDER MORGAN INC DEL | 324456 | 8919304 | COM |
| PFIZER INC | 356594 | 8879174 | COM |
| INVESCO EXCHANGE TRADED FD T | 118248 | 8874509 | S&P500 QUALITY |
| THE CIGNA GROUP | 32240 | 8873366 | COM |
| COHEN & STEERS ETF TRUST | 340958 | 8837359 | PREFERRED AND IN |
| VANGUARD WORLD FD | 11697 | 8816918 | INF TECH ETF |
| ISHARES TR | 337980 | 8603289 | IBDS DEC28 ETF |
| ECOLAB INC | 32594 | 8556473 | COM |
| BOEING CO | 39167 | 8503920 | COM |
| ENACT HLDGS INC | 214418 | 8499549 | COM |
| DIGITAL RLTY TR INC | 54864 | 8487987 | COM |
| CITIGROUP INC | 72592 | 8470816 | COM NEW |
| INVESCO EXCHANGE TRADED FD T | 44197 | 8466362 | S&P500 EQL WGT |
| AMPHENOL CORP NEW | 62317 | 8421530 | CL A |
| VANGUARD MALVERN FDS | 170251 | 8420615 | STRM INFPROIDX |
| VANGUARD INDEX FDS | 40118 | 8389493 | EXTEND MKT ETF |
| NUSHARES ETF TR | 185709 | 8366185 | NUVEEN ESG LRGVL |
| WP CAREY INC | 129753 | 8350888 | COM |
| SCHWAB STRATEGIC TR | 346629 | 8332953 | INTL EQTY ETF |
| MEDTRONIC PLC | 86611 | 8319896 | SHS |
| VANGUARD INDEX FDS | 93502 | 8273986 | REAL ESTATE ETF |
| HARTFORD FDS EXCHANGE TRADED | 232126 | 8225215 | CORE BD ETF |
| VANECK ETF TRUST | 78704 | 8150601 | MRNGSTR WDE MOAT |
| EASTMAN CHEM CO | 127604 | 8144958 | COM |
| CVS HEALTH CORP | 102415 | 8127662 | COM |
| VANGUARD INDEX FDS | 45020 | 7985237 | MCAP VL IDXVIP |
| PHILLIPS 66 | 61691 | 7960551 | COM |
| PIMCO ETF TR | 84436 | 7859294 | ACTIVE BD ETF |
| ZOETIS INC | 62429 | 7854838 | CL A |
| PENSKE AUTOMOTIVE GRP INC | 49433 | 7824773 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 28264 | 7783492 | ORD SHS |
| VANGUARD WHITEHALL FDS | 83565 | 7642027 | INTL DVD ETF |
| COMCAST CORP NEW | 252418 | 7544773 | CL A |
| GLOBE LIFE INC | 53928 | 7542348 | COM |
| FORD MTR CO | 574550 | 7538091 | COM |
| APPLIED MATLS INC | 29084 | 7474206 | COM |
| BROADRIDGE FINL SOLUTIONS IN | 33148 | 7397702 | COM |
| MARRIOTT INTL INC NEW | 23717 | 7357829 | CL A |
| FIRST AMERN FINL CORP | 118342 | 7270906 | COM |
| TRANE TECHNOLOGIES PLC | 18467 | 7187530 | SHS |
| ISHARES TR | 141873 | 7175959 | ULTRA SHORT DUR |
| ISHARES TR | 306525 | 7174224 | IBONDS DEC 29 |
| BLACKSTONE INC | 45948 | 7082340 | COM |
| ESSENTIAL UTILS INC | 181555 | 6964445 | COM |
| DIMENSIONAL ETF TRUST | 124966 | 6777847 | GLOBAL CR ETF |
| CAPITAL GROUP DIVIDEND VALUE | 154656 | 6749187 | SHS CREATION UNI |
| VANGUARD SCOTTSDALE FDS | 21833 | 6747151 | VNG RUS1000IDX |
| GLOBAL X FDS | 81979 | 6740849 | S&P 500 CATHOLIC |
| INNOVATOR ETFS TRUST | 212228 | 6719372 | EMERGING MKT PWR |
| NOVO-NORDISK A S | 131741 | 6702959 | ADR |
| EDWARDS LIFESCIENCES CORP | 78182 | 6664987 | COM |
| SCHWAB STRATEGIC TR | 233450 | 6648654 | US SML CAP ETF |
| INGREDION INC | 60269 | 6645210 | COM |
| AMERICAN FINL GROUP INC OHIO | 48584 | 6640446 | COM |
| INVESCO EXCHANGE TRADED FD T | 145908 | 6640281 | S&P500 EQL TEC |
| AMERICAN CENTY ETF TR | 140735 | 6626529 | AVANTIS SHFXDINC |
| CANADIAN PACIFIC KANSAS CITY | 88530 | 6518473 | COM |
| IRON MTN INC DEL | 77827 | 6455752 | COM |
| DEERE & CO | 13820 | 6433972 | COM |
| VERTEX PHARMACEUTICALS INC | 14036 | 6363411 | COM |
| VANGUARD WORLD FD | 22084 | 6356904 | HEALTH CAR ETF |
| DIMENSIONAL ETF TRUST | 130352 | 6279049 | NATL MUN BD ETF |
| ISHARES TR | 55021 | 6257017 | SP SMCP600VL ETF |
| PIMCO ETF TR | 122334 | 6169284 | SHTRM MUN BD ACT |
| DELTA AIR LINES INC DEL | 88709 | 6156408 | COM NEW |
| AMERICAN CENTY ETF TR | 65469 | 6152084 | INTL SMCP VLU |
| AMERICAN CENTY ETF TR | 146311 | 6133806 | AVANTIS CORE FI |
| INVESCO EXCH TRADED FD TR II | 85513 | 6107314 | S&P500 LOW VOL |
| NUSHARES ETF TR | 136567 | 6097719 | NUVEEN ESG SMLCP |
| GILEAD SCIENCES INC | 49679 | 6097517 | COM |
| ARISTA NETWORKS INC | 46502 | 6093141 | COM SHS |
| GE HEALTHCARE TECHNOLOGIES I | 73863 | 6058245 | COMMON STOCK |
| CAPITAL GROUP GROWTH ETF | 136063 | 6050724 | SHS CREATION UNI |
| EA SERIES TRUST | 257507 | 5999907 | EA BRIDGEWAY OMN |
| SLIDE INS HLDGS INC | 306742 | 5975335 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 9857 | 5946759 | UTSER1 S&PDCRP |
| ISHARES TR | 269444 | 5946632 | IBONDS DEC 2030 |
| ISHARES TR | 15787 | 5895617 | RUS 1000 ETF |
| PIMCO ETF TR | 112323 | 5886875 | INTER MUN BD ACT |
| EA SERIES TRUST | 377484 | 5760399 | BRIDGEWAY BLUE |
| WW GRAINGER INC | 5694 | 5745969 | COM |
| WILLIAMS COS INC | 94827 | 5700033 | COM |
| COLUMBIA BKG SYS INC | 201736 | 5638511 | COM |
| ACCENTURE PLC IRELAND | 20887 | 5603954 | SHS CLASS A |
| VERTIV HOLDINGS CO | 34461 | 5583022 | COM CL A |
| CROWDSTRIKE HLDGS INC | 11898 | 5577155 | CL A |
| TRICO BANCSHARES | 117019 | 5543197 | COM |
| ISHARES SILVER TR | 85014 | 5476602 | ISHARES |
| ISHARES TR | 58116 | 5472216 | MSCI USA MIN VOL |
| US BANCORP DEL | 99698 | 5319900 | COM NEW |
| VANGUARD SCOTTSDALE FDS | 62505 | 5234809 | INT-TERM CORP |
| ISHARES TR | 20860 | 5221538 | MSCI USA MMENTM |
| SELECT SECTOR SPDR TR | 122261 | 5219325 | STATE STREET UTI |
| ISHARES TR | 66594 | 5163032 | EAFE SML CP ETF |
| WEC ENERGY GROUP INC | 48949 | 5162210 | COM |
| 3M CO | 32117 | 5142056 | COM |
| SELECT SECTOR SPDR TR | 93723 | 5133183 | STATE STREET FIN |
| INNOVATOR ETFS TRUST | 131751 | 5094733 | US EQUITY ACCELE |
| SCHWAB CHARLES CORP | 50741 | 5069570 | COM |
| WASTE MGMT INC DEL | 23000 | 5053401 | COM |
| M & T BK CORP | 24990 | 5035053 | COM |
| DIMENSIONAL ETF TRUST | 188790 | 4987821 | GLOBAL REAL EST |
| ISHARES INC | 111337 | 4917744 | ESG AWR MSCI EM |
| INVESCO EXCH TRD SLF IDX FD | 248545 | 4865259 | BULSHS 2026 CB |
| SCHWAB STRATEGIC TR | 177821 | 4838503 | FUNDAMENTAL US L |
| MCKESSON CORP | 5896 | 4836309 | COM |
| DIAMONDBACK ENERGY INC | 32068 | 4820782 | COM |
| WARNER BROS DISCOVERY INC | 167125 | 4816552 | COM SER A |
| MID-AMER APT CMNTYS INC | 34403 | 4778928 | COM |
| PG&E CORP | 294898 | 4739015 | COM |
| FIRST TR EXCH TRADED FD III | 235153 | 4713633 | SHRT DUR MNG MUN |
| ISHARES TR | 33387 | 4712252 | SELECT DIVID ETF |
| INNOVATOR ETFS TRUST | 114551 | 4625321 | US EQT ULTRA BF |
| DIMENSIONAL ETF TRUST | 62578 | 4607584 | US CORE EQUITY 1 |
| QUANTA SVCS INC | 10889 | 4595956 | COM |
| PACER FDS TR | 76329 | 4592714 | US CASH COWS 100 |
| AMERICAN ELEC PWR CO INC | 39265 | 4527686 | COM |
| CAPITAL ONE FINL CORP | 18606 | 4509298 | COM |
| BOSTON SCIENTIFIC CORP | 46178 | 4403025 | COM |
| MARVELL TECHNOLOGY INC | 51570 | 4382395 | COM |
| SMUCKER J M CO | 44736 | 4375635 | COM NEW |
| GLOBAL X FDS | 91447 | 4370253 | US INFR DEV ETF |
| INTUIT | 6558 | 4344269 | COM |
| HOWMET AEROSPACE INC | 21182 | 4342811 | COM |
| INVESCO EXCH TRADED FD TR II | 36287 | 4329765 | S&P 500 MOMNTM |
| NIKE INC | 67925 | 4327486 | CL B |
| FIRST TR EXCH TRADED FD III | 84244 | 4307806 | MANAGD MUN ETF |
| INVESCO EXCHANGE TRADED FD T | 37671 | 4289206 | S&P 500 GARP ETF |
| VALERO ENERGY CORP | 26289 | 4279602 | COM |
| PROSHARES TR | 41043 | 4271354 | S&P 500 DV ARIST |
| VITA COCO CO INC | 80079 | 4244988 | COM |
| FLEXSHARES TR | 137341 | 4175153 | INTL QLTDV IDX |
| NORFOLK SOUTHN CORP | 14391 | 4154968 | COM |
| APPLOVIN CORP | 6160 | 4150503 | COM CL A |
| FIDELITY COVINGTON TRUST | 18467 | 4148924 | MSCI INFO TECH I |
| WELLTOWER INC | 22041 | 4091001 | COM |
| BOOKING HOLDINGS INC | 755 | 4045111 | COM |
| SELECT SECTOR SPDR TR | 89907 | 4019760 | STATE STREET ENE |
| AFLAC INC | 36183 | 3989902 | COM |
| FIRST TR EXCHANGE TRADED FD | 56952 | 3956422 | RISNG DIVD ACHIV |
| ENBRIDGE INC | 82586 | 3950102 | COM |
| ASML HOLDING N V | 3688 | 3945607 | N Y REGISTRY SHS |
| BANK NEW YORK MELLON CORP | 33863 | 3931179 | COM |
| SELECT SECTOR SPDR TR | 25327 | 3920637 | STATE STREET HEA |
| AMEREN CORP | 39205 | 3915043 | COM |
| CENTRAL BANCOMPANY | 162250 | 3913470 | COM CL A |
| CONSTELLATION ENERGY CORP | 10919 | 3857271 | COM |
| LINDE PLC | 9044 | 3856203 | SHS |
| SIMON PPTY GROUP INC NEW | 20823 | 3854485 | COM |
| VANGUARD ADMIRAL FDS INC | 32052 | 3852623 | MIDCP 400 GRTH |
| PROGRESSIVE CORP | 16882 | 3844418 | COM |
| ISHARES TR | 30836 | 3750009 | CORE HIGH DV ETF |
| LEGG MASON ETF INVT | 93478 | 3728055 | FRANKLIN US LOW |
| ENTERPRISE PRODS PARTNERS L | 115884 | 3715253 | COM |
| SNOWFLAKE INC | 16911 | 3709513 | COM SHS |
| NORTHROP GRUMMAN CORP | 6487 | 3699114 | COM |
| CONOCOPHILLIPS | 39341 | 3682650 | COM |
| NXP SEMICONDUCTORS N V | 16833 | 3653675 | COM |
| DIMENSIONAL ETF TRUST | 111148 | 3620091 | EMGR CRE EQT MNG |
| VANGUARD ADMIRAL FDS INC | 17479 | 3580524 | 500 VAL IDX FD |
| VANGUARD SCOTTSDALE FDS | 60590 | 3558461 | SHORT TERM TREAS |
| SYNOPSYS INC | 7457 | 3502768 | COM |
| VANGUARD ADMIRAL FDS INC | 34575 | 3492391 | MIDCP 400 VAL |
| VANGUARD WORLD FD | 26001 | 3470896 | FINANCIALS ETF |
| ISHARES TR | 71043 | 3463356 | CORE 1 5 YR USD |
| SELECT SECTOR SPDR TR | 22126 | 3432187 | STATE STREET IND |
| FEDEX CORP | 11733 | 3389105 | COM |
| IDEXX LABS INC | 4992 | 3377556 | COM |
| J P MORGAN EXCHANGE TRADED F | 49529 | 3374939 | DIV RTN INT EQ |
| ISHARES TR | 40684 | 3369484 | 1 3 YR TREAS BD |
| AXON ENTERPRISE INC | 5908 | 3355274 | COM |
| EMERSON ELEC CO | 25243 | 3350209 | COM |
| SOFI TECHNOLOGIES INC | 127644 | 3341716 | COM |
| SCHWAB STRATEGIC TR | 136744 | 3332453 | SHT TM US TRES |
| ADOBE INC | 9477 | 3316992 | COM |
| COMFORT SYS USA INC | 3532 | 3296396 | COM |
| SHOPIFY INC | 20419 | 3286835 | CL A SUB VTG SHS |
| FIRST TR EXCH TRADED FD III | 179205 | 3265120 | PFD SECS INC ETF |
| ISHARES TR | 63794 | 3244551 | FLTG RATE NT ETF |
| ISHARES TR | 63356 | 3196954 | TRS FLT RT BD |
| WISDOMTREE TR | 63111 | 3175729 | FLOATNG RAT TREA |
| CADENCE DESIGN SYSTEM INC | 10112 | 3160938 | COM |
| GAMING & LEISURE PPTYS INC | 70560 | 3153309 | COM |
| BLACKROCK INC | 2938 | 3144569 | COM |
| FIRST TR EXCHANGE-TRADED ALP | 25557 | 3137616 | COM SHS |
| INVESCO EXCH TRD SLF IDX FD | 156594 | 3091173 | BULSHS 2027 CB |
| ISHARES TR | 136312 | 3062931 | IBONDS 27 TRM TS |
| CINTAS CORP | 16285 | 3062639 | COM |
| MEDPACE HLDGS INC | 5450 | 3060993 | COM |
| SERVICENOW INC | 19872 | 3044191 | COM |
| ISHARES TR | 135502 | 3030509 | IBONDS 28 TRM TS |
| PURE STORAGE INC | 45205 | 3029188 | CL A |
| ISHARES TR | 43432 | 3015514 | U S EQUITY FACTR |
| MARATHON PETE CORP | 18527 | 3013008 | COM |
| NORTHERN LTS FD TR IV | 124128 | 3003907 | INSPIRE CORP BD |
| ISHARES TR | 33338 | 2985737 | CORE 80/20 AGGRE |
| HEICO CORP NEW | 9085 | 2939845 | COM |
| ISHARES TR | 94770 | 2934081 | PFD AND INCM SEC |
| COLGATE PALMOLIVE CO | 37102 | 2931829 | COM |
| FLEXSHARES TR | 35838 | 2896076 | QUALT DIVD IDX |
| TAPESTRY INC | 22641 | 2892829 | COM |
| DANAHER CORPORATION | 12592 | 2882532 | COM |
| FIDELITY COVINGTON TRUST | 37917 | 2866128 | QLTY FCTOR ETF |
| INVESCO EXCH TRADED FD TR II | 11301 | 2858366 | NASDAQ 100 ETF |
| ISHARES TR | 121567 | 2842804 | ESG AWRE USD ETF |
| EMCOR GROUP INC | 4621 | 2827372 | COM |
| ISHARES TR | 21571 | 2779051 | ESG MSCI KLD 400 |
| ISHARES TR | 19720 | 2747884 | ESG OPTIMIZED |
| BECTON DICKINSON & CO | 14072 | 2731033 | COM |
| CSX CORP | 75261 | 2728224 | COM |
| ISHARES TR | 118987 | 2721828 | IBONDS 26 TRM TS |
| OTIS WORLDWIDE CORP | 31056 | 2712710 | COM |
| NORDSON CORP | 11193 | 2691174 | COM |
| ENERGY TRANSFER L P | 163100 | 2689515 | COM UT LTD PTN |
| TENET HEALTHCARE CORP | 13481 | 2678945 | COM NEW |
| ANALOG DEVICES INC | 9706 | 2632206 | COM |
| ISHARES TR | 29335 | 2624329 | CORE MSCI EAFE |
| INVESCO EXCH TRADED FD TR II | 50140 | 2609299 | S&P ULTRA DIVIDE |
| VANGUARD WORLD FD | 6266 | 2586423 | MEGA GRWTH IND |
| UBER TECHNOLOGIES INC | 31360 | 2562428 | COM |
| SPROTT ASSET MANAGEMENT LP | 54777 | 2508787 | PHYSICAL GOLD AN |
| VANGUARD WORLD FD | 17583 | 2481992 | MEGA CAP VAL ETF |
| ISHARES TR | 12319 | 2459937 | U.S. TECH ETF |
| LPL FINL HLDGS INC | 6882 | 2458205 | COM |
| ISHARES BITCOIN TRUST ETF | 49242 | 2444876 | SHS BEN INT |
| MERCADOLIBRE INC | 1207 | 2430759 | COM |
| FIRST TR EXCHNG TRADED FD VI | 43708 | 2421253 | FT VEST US EQT |
| PUBLIC STORAGE OPER CO | 9317 | 2417868 | COM |
| KROGER CO | 37886 | 2367144 | COM |
| HALOZYME THERAPEUTICS INC | 35038 | 2358058 | COM |
| ISHARES TR | 17891 | 2354292 | S&P MC 400VL ETF |
| WORLD GOLD TR | 27414 | 2340334 | SPDR GLD MINIS |
| CORNING INC | 26626 | 2331374 | COM |
| WISDOMTREE TR | 27648 | 2239776 | INTL SMCAP DIV |
| SELECT SECTOR SPDR TR | 22214 | 2225161 | STATE STREET CON |
| CARPENTER TECHNOLOGY CORP | 7054 | 2220999 | COM |
| OMEGA HEALTHCARE INVS INC | 49779 | 2207211 | COM |
| TOPBUILD CORP | 5274 | 2200373 | COM |
| TRACTOR SUPPLY CO | 43681 | 2184504 | COM |
| ROBINHOOD MKTS INC | 19290 | 2181690 | COM CL A |
| OLD REP INTL CORP | 47021 | 2146037 | COM |
| VEEVA SYS INC | 9565 | 2135116 | CL A COM |
| VANECK ETF TRUST | 5891 | 2121454 | SEMICONDUCTR ETF |
| INVESCO EXCH TRADED FD TR II | 87072 | 2103666 | CALIF AMT MUN |
| ISHARES TR | 21783 | 2097002 | RUS MID CAP ETF |
| EATON VANCE ENHANCED EQUITY | 100496 | 2082997 | COM |
| ISHARES TR | 38054 | 2081950 | MSCI EMG MKT ETF |
| ISHARES TR | 45239 | 2080089 | ESG AWARE MSCI |
| WISDOMTREE TR | 44843 | 2075783 | INDIA ERNGS FD |
| AMPLIFY ETF TR | 46569 | 2072304 | CWP ENHANCED DIV |
| MADRIGAL PHARMACEUTICALS INC | 3558 | 2071966 | COM |
| WISDOMTREE TR | 40086 | 2054790 | US MULTIFACTOR |
| HARTFORD INSURANCE GROUP INC | 14873 | 2049469 | COM |
| TARGET CORP | 20922 | 2045169 | COM |
| AMERICAN HEALTHCARE REIT INC | 43137 | 2030048 | COM SHS |
| STERLING INFRASTRUCTURE INC | 6590 | 2018056 | COM |
| S&P GLOBAL INC | 3860 | 2017060 | COM |
| EBAY INC. | 23108 | 2012723 | COM |
| DIMENSIONAL ETF TRUST | 87820 | 2011187 | US REAL ESTATE E |
| ISHARES TR | 52600 | 2001445 | MSCI INTL VLU FT |
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