Allen Mooney & Barnes Investment Advisors LLC
All 13F Filings
- Location
- Thomasville, GA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 695,302
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/13/2026 | 159 | 695,302 | 13F-HR | Allen Mooney & Barnes Investment Advisors LLC |
| Q4 2025 | 1/21/2026 | 162 | 664,513 | 13F-HR | Allen Mooney & Barnes Investment Advisors LLC |
| Q3 2025 | 10/15/2025 | 157 | 641,784 | 13F-HR | Allen Mooney & Barnes Investment Advisors LLC |
| Q2 2025 | 7/8/2025 | 153 | 608,881 | 13F-HR | Allen Mooney & Barnes Investment Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 645.7 K | 92.9% | 31.36 K | 0 | 31.36 K |
| ETFs | 49.61 K | 7.1% | 0 | 563 | -563 |
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Fund Snapshot
Q1 2026
Latest filed
4/13/2026
Total value ($000)
695,302
Holdings
159
QoQ value change ($000)
30,789
(4.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.