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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
Page 3 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MET METLIFE INC Financial Services 2,830.0 $239K 0.12% -936.0 -24.9% $84.61 +11.6%
42 QQQ INVESCO QQQ TR Financial Services 300.0 $221K 0.11% -176.0 -37.0% $736.40 -3.9%
43 LOW LOWES COS INC Consumer Cyclical 918.0 $202K 0.10% -150.0 -14.0% $220.49 -9.3%
Page 3 of 3  ·  43 positions

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%