Question 1

What stocks does ALLEN WEALTH MANAGEMENT LLC hold in its portfolio?

Accepted Answer

ALLEN WEALTH MANAGEMENT LLC's top stock holdings include CSCO, VTV, 9666655D and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are ALLEN WEALTH MANAGEMENT LLC's largest stock holdings?

Accepted Answer

ALLEN WEALTH MANAGEMENT LLC's largest stock holdings as of their last filing include CSCO (valued at approximately $4.1 million), VTV (valued at approximately $36.2 million), 9666655D (valued at approximately $4.0 million), FNDX (valued at approximately $31.3 million), CVX (valued at approximately $3.8 million).

Question 3

When was ALLEN WEALTH MANAGEMENT LLC's last SEC filing?

Accepted Answer

ALLEN WEALTH MANAGEMENT LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has ALLEN WEALTH MANAGEMENT LLC recently bought or sold?

Accepted Answer

ALLEN WEALTH MANAGEMENT LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has ALLEN WEALTH MANAGEMENT LLC reported?

Accepted Answer

ALLEN WEALTH MANAGEMENT LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does ALLEN WEALTH MANAGEMENT LLC invest in?

Accepted Answer

ALLEN WEALTH MANAGEMENT LLC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.