Allen Wealth Management, LLC Portfolio Holdings

Allen Wealth Management, LLC

  • $148 Billion
  • Q3 2025

Allen Wealth Management, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $148 Billion distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $29.5B, Schwab Fundamental U S Large C with a value of $25.5B, Alps ETF Tr Alerian Mlp ETF with a value of $15.5B, Vanguard Energy ETF with a value of $12.1B, and Chevron Corp with a value of $4.14B.

Examining the 13F form we can see an increase of $4.54B in the current position value, from $143B to 148B.

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 $148 Billion
ETFs: $82.9 Billion
Financial Services: $11.6 Billion
Energy: $10.5 Billion
Healthcare: $10.4 Billion
Technology: $9.15 Billion
Industrials: $8.49 Billion
Consumer Defensive: $5.12 Billion
Consumer Cyclical: $3.14 Billion
Other: $6.19 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.99B
$2.24 Billion 1.52% of portfolio
55,646
Q3 2025 Reduced 6.62%
$9.71B
$1.6 Billion 1.09% of portfolio
21,532
Q3 2025 Added 15.4%
$3.99B
$1.49 Billion 1.01% of portfolio
34,547
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $148 Billion
  • Prior Value $143 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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