ALLEN WEALTH MANAGEMENT, LLC - Portfolio overview

ALLEN WEALTH MANAGEMENT, LLC has 63 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Healthcare.

Largest reported holdings by portfolio allocation

1. VTV - VANGUARD INDEX FDS, 15.44%
2. FNDX - SCHWAB STRATEGIC TR, 13.25%
3. VDE - VANGUARD WORLD FD, 9.29%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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