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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 GNRC GENERAC HLDGS INC Industrials 880.0 $258K 0.12% NEW $292.81 -38.0%
2 DFSV DIMENSIONAL ETF TRUST 6,018.0 $233K 0.11% NEW $38.79 +1.9%
3 ALL ALLSTATE CORP Financial Services 904.0 $215K 0.10% NEW $237.94 +8.4%
4 NVO NOVO-NORDISK A S Healthcare 4,272.0 $205K 0.10% NEW $47.94 -5.9%

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%