Allworth Financial LP
All 13F Filings
- Location
- Folsom, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 24,413,220
- Description
- Folsom California based planning integrated investment advisor with a partnership structure and a high accountability and controls oriented investment mandate. The approach emphasizes fundamental research depth, active stewardship and governance oversight, and planning integrated mandate design for private client and family mandates. The process prioritizes downside control, mandate clarity, and consistent execution standards through multi horizon portfolio review and oversight rigor.
- Website
- https://allworthfinancial.com/
- Founded
- 1993
- Chairman
- —
- CEO
- John Bunch
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/5/2026 | 5,002 | 24,413,220 | 13F-HR | Allworth Financial LP |
| Q2 2025 | 8/7/2025 | 4,587 | 20,881,104 | 13F-HR | Allworth Financial LP |
| Q1 2025 | 4/30/2025 | 4,055 | 17,752,714 | 13F-HR | Allworth Financial LP |
| Q4 2024 | 1/30/2025 | 3,938 | 18,177,312 | 13F-HR | Allworth Financial LP |
| Q3 2024 | 10/23/2024 | 3,747 | 16,423,838 | 13F-HR | Allworth Financial LP |
| Q2 2024 | 7/24/2024 | 3,692 | 15,507,428 | 13F-HR | Allworth Financial LP |
| Q1 2024 | 4/25/2024 | 3,598 | 14,151,982 | 13F-HR | Allworth Financial LP |
| Q4 2023 | 1/24/2024 | 3,449 | 13,078,981 | 13F-HR | Allworth Financial LP |
| Q3 2023 | 10/31/2023 | 3,432 | 11,670,215 | 13F-HR | Allworth Financial LP |
| Q2 2023 | 7/18/2023 | 3,249 | 11,792,903 | 13F-HR | Allworth Financial LP |
| Q1 2023 | 4/18/2023 | 3,181 | 9,961,056 | 13F-HR | Allworth Financial LP |
| Q4 2022 | 1/13/2023 | 2,982 | 9,027,336 | 13F-HR | Allworth Financial LP |
| Q3 2022 | 11/14/2022 | 3,037 | 7,917,056 | 13F-HR/A - RESTATEMENT | Allworth Financial LP |
| Q3 2022 | 10/18/2022 | 3,037 | 7,917,056 | 13F-HR | Allworth Financial LP |
| Q2 2022 | 7/13/2022 | 2,828 | 7,306,060 | 13F-HR | Allworth Financial LP |
| Q1 2022 | 4/22/2022 | 2,368 | 7,841,166 | 13F-HR | Allworth Financial LP |
| Q4 2021 | 1/21/2022 | 2,080 | 7,054,297 | 13F-HR | Allworth Financial LP |
| Q3 2021 | 11/2/2021 | 1,986 | 5,993,538 | 13F-HR | Allworth Financial LP |
| Q2 2021 | 8/2/2021 | 1,605 | 5,410,356 | 13F-HR | Allworth Financial LP |
| Q1 2021 | 4/29/2021 | 1,556 | 4,868,737 | 13F-HR | Allworth Financial LP |
| Q4 2020 | 1/26/2021 | 1,437 | 3,812,295 | 13F-HR | Allworth Financial LP |
| Q3 2020 | 11/3/2020 | 1,243 | 3,320,673 | 13F-HR | Allworth Financial LP |
| Q2 2020 | 7/24/2020 | 1,252 | 3,242,568 | 13F-HR | Allworth Financial LP |
| Q1 2020 | 4/17/2020 | 1,338 | 3,009,277 | 13F-HR | Allworth Financial LP |
| Q4 2019 | 1/16/2020 | 1,112 | 2,846,139 | 13F-HR | Allworth Financial LP |
| Q2 2014 | 7/7/2014 | 94 | 222,304 | 13F-HR | Hanson McClain, Inc. |
| Q1 2014 | 4/4/2014 | 77 | 228,315 | 13F-HR | Hanson McClain, Inc. |
| Q4 2013 | 2/14/2014 | 68 | 202,108 | 13F-HR | Hanson McClain, Inc. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
75.24 K
(0.3% of total reported value)
· QoQ Δ:
+75.24 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 18.63 M | 76.6% | 18.63 M | 0 | 18.63 M |
| ETFs | 3.613 M | 14.8% | 3.613 M | 0 | 3.613 M |
| Debt | 1.934 M | 7.9% | 1.934 M | 0 | 1.934 M |
| Other | 157.2 K | 0.6% | 157.2 K | 0 | 157.2 K |
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Fund Snapshot
Q4 2025
Latest filed
2/5/2026
Total value ($000)
24,413,220
Holdings
5002
QoQ value change ($000)
—
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.