Allen Wealth Management, LLC - Q42025 Holdings

Allen Wealth Management, LLC holds 60 stocks with a total portfolio value of $ 166.19M as of Q42025. In Q42025, Allen Wealth Management, LLC added 4 new positions, increased stakes in 22 stocks, reduced 28 holdings, and fully exited 1 position. The largest holding is Vanguard Index Fds (VTV), representing 17.58% of the total portfolio.