account_balance

Investment manager · 13F filer · SEC CIK 2001461

Allen Mooney & Barnes Investment Advisors LLC

Reported value$673Mas of Sep 30, 2026
Positions158 9 new, 3 sold out
Top 10 weight32.5%AAPL alone is 6%
FiledOct 88 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
AAPL Apple Inc. 5.8% HeldMSFT Microsoft Corp 3.4% HeldGOOGL Alphabet Inc. 3.2% HeldABBV AbbVie Inc. 3.2% HeldACN Accenture PLC 3.1% HeldJPM JPMorgan Chase & Co 2.9% HeldBDX Becton Dickinson & Co 2.8% HeldUNH UnitedHealth Group Inc 2.7% HeldMRK Merck & Co., Inc. 2.7% HeldELV Elevance Health, Inc. 2.7% HeldAMZN Amazon.com Inc 2.6% HeldAEP American Electric Power Co Inc 2.5% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 8, 2026, compared with the Jul 13, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist