Allworth Financial LP

13F Filings History

Latest 13F report
Q2 2025 - Aug 7, 2025
Value $
$20.8B
Signature - Title
Corey Gamble - Chief Compliance Officer
Location
Folsom, CA
Summary
This page shows a list of all the recent 13F filings made by Allworth Financial LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Allworth Financial LP reported 4562 stock holdings with total value $20.8B as of Q2 2025. Top holdings included VTI, BSV, BND, SPDW, and SPYG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 4,562 $20.8B +$1.81B -$139M +$1.67B VTI, BSV, BND, SPDW, SPYG 13F-HR 8/7/2025, 04:49 PM
Q1 2025 4,037 $17.7B +$1.27B -$797M +$472M VTI, BSV, BND, SPDW, SPYG 13F-HR 4/30/2025, 02:40 PM
Q4 2024 3,929 $18.2B +$2.01B -$399M +$1.61B VTI, BND, SPYG, SPDW, SPYV 13F-HR 1/30/2025, 04:43 PM
Q3 2024 3,735 $16.4B +$543M -$296M +$247M VTI, BND, SPDW, SPYG, SPYV 13F-HR 10/23/2024, 02:05 PM
Q2 2024 3,706 $15.4B +$1.32B -$306M +$1.02B VTI, BND, SPDW, SPYG, SPYV 13F-HR 7/23/2024, 06:51 PM
Q1 2024 3,488 $14.1B +$776M -$342M +$433M VTI, BND, SPDW, SPYV, SPYG 13F-HR 4/25/2024, 12:35 PM
Q4 2023 3,400 $13.1B +$688M -$296M +$392M VTI, BND, SPDW, SPYV, BSV 13F-HR 1/24/2024, 05:08 PM
Q3 2023 3,601 $11.7B +$664M -$350M +$314M VTI, BND, SPDW, BSV, SPYV 13F-HR 10/31/2023, 11:51 AM
Q2 2023 3,225 $11.8B +$2.38B -$850M +$1.53B VTI, BND, BSV, SPDW, SPYV 13F-HR 7/18/2023, 05:14 PM
Q1 2023 3,163 $9.96B +$761M -$201M +$560M VTI, BND, SPDW, BSV, GOVT 13F-HR 4/18/2023, 11:31 AM
Q4 2022 2,963 $9B +$1.31B -$605M +$700M VTI, BND, SPDW, BSV, GOVT 13F-HR 1/13/2023, 10:18 AM
Q3 2022 2,357 $7.92B +$1.25B -$238M +$1.01B VTI, BND, BSV, FLOT, GOVT Restatement 11/14/2022, 01:43 PM
Q2 2022 2,139 $7.3B +$1B -$570M +$429M VTI, BND, BSV, FLOT, SPDW 13F-HR 7/13/2022, 01:31 PM
Q1 2022 1,914 $7.84B +$1.95B -$783M +$1.16B VTI, BND, FLOT, SPDW, SPYV 13F-HR 4/22/2022, 02:21 PM
Q4 2021 1,809 $7.05B +$967M -$185M +$782M VTI, BND, BSV, AGG, SPDW 13F-HR 1/21/2022, 03:01 PM
Q3 2021 1,824 $5.99B +$687M -$60.8M +$626M VTI, BND, BSV, AGG, SPDW 13F-HR 11/2/2021, 11:54 AM
Q2 2021 1,499 $5.41B +$459M -$124M +$335M VTI, BND, BSV, AGG, SPDW 13F-HR 8/2/2021, 02:33 PM
Q1 2021 1,438 $4.87B +$1.15B -$233M +$919M VTI, BND, BSV, AGG, SPDW 13F-HR 4/29/2021, 02:39 PM
Q4 2020 1,255 $3.81B +$604M -$447M +$157M VTI, BND, SPDW, SPYV, AGG 13F-HR 1/26/2021, 03:44 PM
Q3 2020 1,083 $3.32B +$81.7M -$149M -$67.6M VTI, BND, QUAL, JPST, IAGG 13F-HR 11/2/2020, 06:34 PM
Q2 2020 1,077 $3.24B +$187M -$326M -$139M VTI, BND, QUAL, JPST, IAGG 13F-HR 7/23/2020, 06:23 PM
Q1 2020 1,141 $3.01B +$1.46B -$875M +$581M VTI, BND, QUAL, JPST, IAGG 13F-HR 4/17/2020, 02:34 PM
Q4 2019 965 $2.85B +$107M -$14M +$92.5M SPTM, SPAB, QUAL, JPST, IAGG 13F-HR 1/16/2020, 03:53 PM
Q3 2019 885 $2.62B +$132M -$94.6M +$37.2M SPTM, SPAB, QUAL, JPST, IAGG 13F-HR 10/9/2019, 05:12 PM
Q2 2019 872 $2.56B +$304M -$103M +$201M SPTM, SPAB, QUAL, JPST, IAGG 13F-HR 7/25/2019, 01:27 PM
Q1 2019 893 $2.31B +$147M -$49.7M +$97.5M SPTM, SPAB, JPST, QUAL, SPDW 13F-HR 5/7/2019, 01:33 PM
Q4 2018 788 $2.03B +$226M -$187M +$38.7M SPTM, SPAB, JPST, QUAL, SPDW 13F-HR 2/11/2019, 03:02 PM
Q3 2018 833 $2.21B +$204M -$158M +$46M SPTM, SPAB, JPST, VTI, QUAL 13F-HR 10/29/2018, 07:01 PM
Q2 2018 876 $2.09B +$1.46B -$672M +$785M SPTM, SPAB, JPST, VTI, QUAL 13F-HR 8/8/2018, 10:24 AM
Q1 2018 758 $1.3B +$203M -$168M +$35.9M VTI, AGG, QUAL, ITOT, SPDW 13F-HR 5/1/2018, 07:59 PM
Q4 2017 694 $1.28B +$32.8M -$7.36M +$25.4M VTI, AGG, VYM, ITOT, VEA 13F-HR 2/21/2018, 05:17 PM
Q3 2017 703 $1.21B +$55.2M -$4.36M +$50.8M VTI, AGG, VYM, ITOT, VEA 13F-HR 10/12/2017, 04:29 PM
Q2 2017 691 $1.13B +$58.8M -$7.52M +$51.3M VTI, AGG, VYM, ITOT, VEA 13F-HR 8/7/2017, 05:08 PM
Q1 2017 690 $1.06B +$152M -$160M -$7.89M AGG, VTI, VYM, ITOT, VEA 13F-HR 5/9/2017, 04:33 PM
Q4 2016 617 $985M +$43M -$10.2M +$32.9M AGG, VTI, VYM, USMV, VEA 13F-HR 2/2/2017, 01:19 PM
Q3 2016 642 $951M +$76.7M -$7.67M +$69M AGG, VTI, VYM, USMV, VEA 13F-HR 2/7/2017, 10:29 AM
Q2 2016 591 $892M +$137M -$58M +$78.8M AGG, VTI, VYM, USMV, ITOT 13F-HR 8/22/2016, 07:14 PM
Q1 2016 565 $799M +$251M -$11.6M +$239M AGG, VTI, VEA, VYM, ITOT 13F-HR 5/16/2016, 03:12 PM
Q4 2015 583 $553M +$273M -$11.2M +$262M VTI, AGG, VEA, VYM, USMV 13F-HR 2/16/2016, 01:43 PM
Q3 2015 580 $281M +$25.5M -$1.72M +$23.7M VTI, AGG, VWO, VEA, FDL 13F-HR 10/29/2015, 06:31 PM
Q2 2015 569 $280M +$16M -$1.27M +$14.7M VTI, VWO, AGG, VEA, FDL 13F-HR 8/5/2015, 06:45 PM
Q1 2015 572 $269M +$28M -$24.7M +$3.32M VTI, VWO, AGG, FDL, VEA 13F-HR 6/1/2015, 12:53 PM
Q4 2014 120 $264M +$13M -$4.77M +$8.21M VTI, VWO, AGG, VOO, VXUS Restatement 3/9/2015, 04:33 PM
Q3 2014 92 $257M +$37.6M -$1.84M +$35.8M VTI, VWO, AGG, FDL, VOO Restatement 3/9/2015, 04:29 PM
Q2 2014 90 $222M +$9.38M -$23.6M -$14.3M VTI, VWO, FDL, INTC, IDV Restatement 3/9/2015, 04:25 PM
Q1 2014 75 $228M +$31.3M -$5.52M +$25.8M VTI, VWO, SPY, IDV, FDL 13F-HR 4/4/2014, 03:20 PM
Q4 2013 67 $202M VTI, VWO, FDL, IDV, VV 13F-HR 2/14/2014, 04:30 PM