Allen Wealth Management, LLC - Q12026 Holdings

Allen Wealth Management, LLC holds 59 stocks with a total portfolio value of $ 199.8M as of Q12026. In Q12026, Allen Wealth Management, LLC added 3 new positions, increased stakes in 17 stocks, reduced 29 holdings, and fully exited 4 positions. The largest holding is Vanguard Index Fds (VTV), representing 15.63% of the total portfolio.