ALLEN WEALTH MANAGEMENT, LLC: summary

ALLEN WEALTH MANAGEMENT, LLC reported 52 positions with a reported value of $205.18M in its 13F for Q3 2026. Compared with Q2 2026: 1 new positions, 9 exited.

Top positions

• VANGUARD MORNINGSTAR VALUE ETF
• SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
• DIMENSIONAL INTERNATIONAL VALUE ETF
• VANGUARD MORNINGSTAR MID-CAP ETF
• STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
• VANGUARD ENERGY ETF
• CHEVRON CORPORATION COM
• APPLE INC COM
• MERCK & CO INC COM
• CISCO SYS INC COM