ALLEN WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Boone, NC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 205,357
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 60 | 205,357 | 13F-HR | ALLEN WEALTH MANAGEMENT, LLC |
| Q1 2026 | 5/8/2026 | 59 | 199,802 | 13F-HR | ALLEN WEALTH MANAGEMENT, LLC |
| Q4 2025 | 1/23/2026 | 60 | 166,188 | 13F-HR | ALLEN WEALTH MANAGEMENT, LLC |
| Q3 2025 | 10/22/2025 | 57 | 147,508 | 13F-HR | ALLEN WEALTH MANAGEMENT, LLC |
| Q2 2025 | 7/24/2025 | 59 | 142,970 | 13F-HR | ALLEN WEALTH MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 68.55 K | 33.4% | 0 | 4.287 K | -4.287 K |
| ETFs | 136.8 K | 66.6% | 9.844 K | 0 | 9.844 K |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
205,357
Holdings
60
QoQ value change ($000)
5,555
(2.8%)
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.