Weaver Consulting Group’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

Weaver Consulting 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 Q3	$2.12M	Buy	74,079 +12,169	+20%	+$360K	0.41%	58
2026 Q2	$1.81M	Buy	61,910 +20,995	+51%	+$623K	0.37%	60
2026 Q1	$1.18M	Buy	40,915 +11,215	+38%	+$325K	0.28%	77
2025 Q4	$816K	Buy	29,700 +9,425	+46%	+$270K	0.2%	99
2025 Q3	$565K	Buy	20,275 +11,775	+139%	+$314K	0.14%	129
2025 Q2	$222K	Buy	+8,500	New	+$214K	0.06%	221

Other funds holding ALLW

CPW

Catalyst Private Wealth San Mateo, California $239M AUM 21.76% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

WFAG

Worth Financial Advisory Group Charlotte, North Carolina $242M AUM 22.69% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

PWM

Puff Wealth Management Haddonfield, New Jersey $106M AUM

LWA

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Weaver Consulting Group's ALLW Position: Q3 2026 in Review

Weaver Consulting Group increased its State Street Bridgewater All Weather ETF (ALLW) stake by 20% in Q3 2026, buying an estimated $360K and bringing the position to 74,079 shares worth $2.12M. The position accounts for 0.41% of the portfolio, ranked #58.

Weaver Consulting Group first reported a position in ALLW in Q2 2025 and has held it in 6 quarters since. 26 funds tracked by Wall St. Rank hold ALLW as of Q3 2026.

Weaver Consulting Group held 74,079 shares of State Street Bridgewater All Weather ETF worth $2.12M as of Q3 2026.
Weaver Consulting Group bought 12,169 State Street Bridgewater All Weather ETF shares in Q3 2026, an estimated $360K.
State Street Bridgewater All Weather ETF made up 0.41% of Weaver Consulting Group's portfolio in Q3 2026, its #58 holding.
Weaver Consulting Group first reported a position in State Street Bridgewater All Weather ETF in Q2 2025 and has held it in 6 quarters since.
26 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.