account_balance
Investment manager · 13F filer · SEC CIK 1601384
Allen Capital Group, LLC
Reported value$1.24Bas of Sep 30, 2026
Positions313 19 new, 22 sold out
Top 10 weight38.6%SPYM alone is 7%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
6.7%Added +3%
JCPBJ P Morgan Exchange Traded F
5.8%Added +4%
IQLTiShares Tr
4.4%Added +4%
BRK-BBerkshire Hathaway Inc
3.5%Trimmed −3%
AVEMAmerican Centy ETF Tr
3.4%Added +99%
UITBVictory Portfolios II
3.4%Trimmed −21%
AAPLApple Inc.
3.1%
DSTLETF Ser Solutions
3.0%Added +2%
DFATDimensional ETF Trust
3.0%Added +32%
PYLDPimco ETF Tr
2.5%Added +4%
VFLOVictory Portfolios II
1.9%
TSMTaiwan Semiconductor Manufacturing Co Ltd
1.6%
SPYMSPDR Series Trust
6.7%Added +3%
JCPBJ P Morgan Exchange Traded F
5.8%Added +4%
IQLTiShares Tr
4.4%+4%
BRK-BBerkshire Hathaway Inc
3.5%−3%
AVEMAmerican Centy ETF Tr
3.4%+99%
UITBVictory Portfolios II
3.4%
AAPLApple Inc.
3.1%
DSTLETF Ser Solutions
3.0%
DFATDimensional ETF Trust
3.0%
PYLDPimco ETF Tr
2.5%
VFLO1.9%
TSM1.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYM SPDR Series Trust 6.7% Added +3%
JCPB J P Morgan Exchange Traded F 5.8% Added +4%
IQLT iShares Tr 4.4% Added +4%
BRK-B Berkshire Hathaway Inc 3.5% Trimmed −3%AVEM American Centy ETF Tr 3.4% Added +99%
UITB Victory Portfolios II 3.4% Trimmed −21%
AAPL Apple Inc. 3.1% HeldDSTL ETF Ser Solutions 3.0% Added +2%
DFAT Dimensional ETF Trust 3.0% Added +32%
PYLD Pimco ETF Tr 2.5% Added +4%
VFLO Victory Portfolios II 1.9% Added +2%
TSM Taiwan Semiconductor Manufacturing Co Ltd 1.6% HeldWhat changed
Biggest moves since Jun 30, 2026
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