Allen Wealth Management, LLC Portfolio Holdings

Allen Wealth Management, LLC

  • $166 Billion
  • Q4 2025

Allen Wealth Management, LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $166 Billion distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $29.2B, Schwab Fundamental U S Large C with a value of $25B, Vanguard Mid Cap ETF with a value of $13B, Dimensional ETF Tr with a value of $13B, and Vanguard Energy ETF with a value of $12.6B.

Examining the 13F form we can see an increase of $18.7B in the current position value, from $148B to 166B.

Allen Wealth Management, LLC is based out at Boone, NC

Below you can find more details about Allen Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $166 Billion
ETFs: $98.1 Billion
Financial Services: $12.1 Billion
Healthcare: $11.3 Billion
Energy: $10.9 Billion
Technology: $9.66 Billion
Industrials: $8.24 Billion
Consumer Defensive: $5.46 Billion
Consumer Cyclical: $3.19 Billion
Other: $6.28 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $166 Billion
  • Prior Value $148 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 5 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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