ALLEN WEALTH MANAGEMENT, LLC: 13F holdings
CIK 20120032026Q2
| Positions | 60 |
|---|
| Reported value | $205.4m |
|---|
| Filed | 2026-07-24 |
|---|
Change since last quarter
| Positions | 60 (+1 vs prior quarter) |
|---|
| Reported value | $205.4m (+2.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTV VANGUARD INDEX FDS | 166,292 | $36.2m | 17.6% |
| FNDX SCHWAB STRATEGIC TR | 1,005,844 | $31.3m | 15.2% |
| VO VANGUARD INDEX FDS | 221,178 | $17.8m | 8.7% |
| DFIV DIMENSIONAL ETF TRUST | 324,395 | $17.5m | 8.5% |
| XLV SELECT SECTOR SPDR TR | 102,979 | $16.3m | 8.0% |
| VDE VANGUARD WORLD FD | 100,242 | $15.0m | 7.3% |
| CSCO CISCO SYS INC | 35,216 | $4.1m | 2.0% |
| EXXON MOBIL CORP | 29,280 | $4.0m | 1.9% |
| CVX CHEVRON CORPORATION | 22,981 | $3.8m | 1.9% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 6,759 | $3.2m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2012003")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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