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Portfolio (Quarterly) Guide ↗

ALLEN WEALTH MANAGEMENT, LLC

· CIK 0002012003
13F Portfolio $205M AUM 60 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 6 Added 43 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTV VANGUARD INDEX FDS 166,292.0 $36.2M 17.65% +7K +4.5% $217.93 +2.8%
2 FNDX SCHWAB STRATEGIC TR 1,005,844.0 $31.3M 15.23% +44K +4.5% $31.10 +4.0%
3 VO VANGUARD INDEX FDS 221,178.0 $17.8M 8.68% +169K +322.8% $80.57 +0.9%
4 DFIV DIMENSIONAL ETF TRUST 324,395.0 $17.5M 8.53% +32K +11.1% $54.02 +7.4%
5 XLV SELECT SECTOR SPDR TR 102,979.0 $16.3M 7.96% +7K +7.3% $158.66 +8.2%
6 MSFT MICROSOFT CORP Technology 2,438.0 $909K 0.44% +389.0 +19.0% $373.02 +34.3%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 18.2%
Technology 16.6%
Healthcare 14.4%
Energy 14.3%
Industrials 13.5%
Consumer Defensive 9.1%
Consumer Cyclical 4.6%
Basic Materials 3.9%
Real Estate 2.9%
Utilities 2.0%