GVAG
ALLW

Great Valley Advisor Group’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

Great Valley Advisor Group’s Portfolio ALLW Stock Details ALLW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.97M Buy
101,378
+43,419
+75% +$1.29M 0.05% 318
2026
Q1 		$1.67M Buy
57,959
+37,859
+188% +$1.1M 0.03% 412
2025
Q4 		$553K Buy
+20,100
New +$575K 0.01% 603

Other funds holding ALLW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
CPW
Catalyst Private Wealth San Mateo, California $207M AUM 11.77% 1-Year Est. Return
PWM
Pinnacle Wealth Management Roseville, California $161M AUM 27.7% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
CWA
Crusonia Wealth Advisors Denver, Colorado $609M AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Great Valley Advisor Group's ALLW Position: Q2 2026 in Review

Great Valley Advisor Group increased its State Street Bridgewater All Weather ETF (ALLW) stake by 75% in Q2 2026, buying an estimated $1.29M and bringing the position to 101,378 shares worth $2.97M. The position accounts for 0.05% of the portfolio, ranked #318.

Great Valley Advisor Group first reported a position in ALLW in Q4 2025 and has held it in 3 quarters since. 161 funds tracked by Wall St. Rank hold ALLW as of Q2 2026.

  • Great Valley Advisor Group held 101,378 shares of State Street Bridgewater All Weather ETF worth $2.97M as of Q2 2026.
  • Great Valley Advisor Group bought 43,419 State Street Bridgewater All Weather ETF shares in Q2 2026, an estimated $1.29M.
  • State Street Bridgewater All Weather ETF made up 0.05% of Great Valley Advisor Group's portfolio in Q2 2026, its #318 holding.
  • Great Valley Advisor Group first reported a position in State Street Bridgewater All Weather ETF in Q4 2025 and has held it in 3 quarters since.
  • 161 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.