account_balance
Investment manager · 13F filer · SEC CIK 2012003
Allen Wealth Management, LLC
Reported value$205Mas of Sep 30, 2026
Positions52 1 new, 9 sold out
Top 10 weight76.7%VTV alone is 18%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTVVanguard Index FDS
18.1%Added +3%
FNDXSchwab Strategic Tr
16.1%Added +4%
DFIVDimensional ETF Trust
9.5%Added +8%
VOVanguard Index FDS
8.9%Added +6%
XLVSelect Sector SPDR Tr
8.9%Added +5%
VDEVanguard World Fd
8.8%Added +5%
CVXChevron Corp
2.0%−14%
AAPL1.6%MRKMerck & Co., Inc.
1.5%
CSCOCisco Systems, Inc.
1.4%
LMTLockheed Martin Corp
1.4%
TSMTaiwan Semiconductor Manufacturing Co Ltd
1.3%
VTVVanguard Index FDS
18.1%Added +3%
FNDXSchwab Strategic Tr
16.1%Added +4%
DFIVDimensional ETF Trust
9.5%Added +8%
VOVanguard Index FDS
8.9%Added +6%
XLVSelect Sector SPDR Tr
8.9%
VDEVanguard World Fd
8.8%
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
VTV Vanguard Index FDS 18.1% Added +3%
FNDX Schwab Strategic Tr 16.1% Added +4%
DFIV Dimensional ETF Trust 9.5% Added +8%
VO Vanguard Index FDS 8.9% Added +6%
XLV Select Sector SPDR Tr 8.9% Added +5%
VDE Vanguard World Fd 8.8% Added +5%
CVX Chevron Corp 2.0% Trimmed −14%AAPL Apple Inc. 1.6% Trimmed −3%MRK Merck & Co., Inc. 1.5% Trimmed −13%CSCO Cisco Systems, Inc. 1.4% Trimmed −24%LMT Lockheed Martin Corp 1.4% Trimmed −3%TSM Taiwan Semiconductor Manufacturing Co Ltd 1.3% Trimmed −12%What changed
Biggest moves since Jun 30, 2026
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