Bruce G. Allen Investments, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $140 Billion distributed in 1080 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Msci Eafe Value ETF with a value of $22.1B, Vanguard Value ETF with a value of $14.3B, Schwab Fundamental Intl Large with a value of $9.92B, Schwab Fundamental U S Large C with a value of $9.31B, and Schwab Strategic Tr Us Dividen with a value of $8.16B.
Examining the 13F form we can see an increase of $7.69B in the current position value, from $132B to 140B.
Bruce G. Allen Investments, LLC is based out at Denver, CO
Below you can find more details about Bruce G. Allen Investments, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$140 Billion
ETFs: $86.8 Billion
Financial Services: $15.2 Billion
Technology: $7.25 Billion
Industrials: $5.54 Billion
Healthcare: $5.27 Billion
Consumer Defensive: $4.13 Billion
Energy: $3.03 Billion
Consumer Cyclical: $2.96 Billion
Other: $6.97 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
