Notify me when Allen Capital Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 272 | $1,087,022,661 | +$55,032,944 | -$26,076,360 | +$28,956,584 | SPYM, JCPB, UITB, IQLT, BRKB | 13F-HR | 09 Feb 2026, 10:35 |
| Q3 2025 | 263 | $1,047,622,349 | +$55,936,543 | -$20,718,983 | +$35,217,560 | SPLG, JCPB, BRKB, IQLT, UITB | 13F-HR | 27 Oct 2025, 10:34 |
| Q2 2025 | 266 | $959,855,351 | +$74,010,815 | -$28,394,390 | +$45,616,425 | SPLG, JCPB, BRKB, IQLT, UITB | 13F-HR | 12 Aug 2025, 09:58 |
| Q1 2025 | 240 | $872,040,603 | +$135,452,587 | -$82,090,602 | +$53,361,985 | SPLG, BRKB, JCPB, IQLT, UITB | 13F-HR | 02 May 2025, 13:17 |
| Q4 2024 | 219 | $816,487,392 | +$87,715,161 | -$28,392,412 | +$59,322,749 | SPLG, FIXD, BRKB, DSTL, IQLT | 13F-HR | 23 Jan 2025, 09:46 |
| Q3 2024 | 221 | $788,899,061 | +$50,414,812 | -$19,426,209 | +$30,988,603 | SPLG, FIXD, IQLT, BRKB, DSTL | 13F-HR | 12 Nov 2024, 09:45 |
| Q2 2024 | 212 | $709,982,850 | +$38,590,424 | -$14,508,516 | +$24,081,908 | SPLG, FIXD, IQLT, BRKB, DSTL | 13F-HR | 12 Aug 2024, 12:12 |
| Q1 2024 | 201 | $688,706,930 | +$73,562,418 | -$23,946,312 | +$49,616,106 | SPLG, FIXD, BRKB, IQLT, DSTL | 13F-HR | 15 Apr 2024, 10:19 |
| Q4 2023 | 176 | $604,196,046 | +$43,809,354 | -$30,858,754 | +$12,950,600 | SPLG, FIXD, IQLT, BRKB, DSTL | 13F-HR | 30 Jan 2024, 10:32 |
| Q3 2023 | 165 | $541,676,113 | +$53,199,211 | -$50,321,880 | +$2,877,331 | SPLG, FIXD, BRKB, IQLT, DSTL | 13F-HR | 01 Nov 2023, 11:17 |
| Q2 2023 | 172 | $558,810,267 | +$46,359,585 | -$31,860,901 | +$14,498,684 | SPLG, FIXD, IQLT, BRKB, FAUG | 13F-HR | 24 Jul 2023, 08:45 |
| Q1 2023 | 171 | $524,811,463 | +$506,407,778 | -$75,511,502 | +$430,896,276 | SPLG, FIXD, IQLT, BRKB, JAAA | 13F-HR | 28 Apr 2023, 09:36 |
| Q4 2022 | 41 | $85,491,779 | +$74,902,732 | -$416,891,121 | -$341,988,389 | AGG, VEU, GSLC, TDTF, STPZ | 13F-HR | 03 Feb 2023, 13:08 |
| Q3 2022 | 156 | $432,352,000 | +$36,218,968 | -$63,184,837 | -$26,965,869 | SPLG, JPST, FIXD, IQLT, BRKB | 13F-HR | 09 Nov 2022, 10:37 |
| Q2 2022 | 156 | $489,249,000 | +$54,529,369 | -$22,758,924 | +$31,770,445 | SPLG, JPST, FIXD, IQLT, SJNK | 13F-HR | 27 Jul 2022, 10:53 |
| Q1 2022 | 164 | $520,996,000 | +$52,880,866 | -$76,961,521 | -$24,080,655 | BRKB, USMV, SPLG, JPST, FIXD | 13F-HR | 10 May 2022, 09:50 |
| Q4 2021 | 159 | $524,277,000 | $0 | $0 | $0 | JPST, USMV, FIXD, SPLG, BRKB | New Holdings | 31 Jan 2022, 10:07 |
| Q4 2021 | 164 | $565,179,000 | +$71,306,569 | -$19,268,791 | +$52,037,778 | JPST, USMV, FIXD, SPLG, BRKB | 13F-HR | 25 Jan 2022, 06:44 |
| Q3 2021 | 153 | $489,696,000 | +$39,820,249 | -$32,670,363 | +$7,149,886 | JPST, FIXD, USMV, SPLG, BRKB | 13F-HR | 22 Oct 2021, 09:08 |
| Q2 2021 | 151 | $488,311,000 | +$59,055,227 | -$35,294,964 | +$23,760,263 | JPST, USMV, FIXD, SPLG, BRKB | 13F-HR | 20 Jul 2021, 11:53 |
| Q1 2021 | 149 | $445,137,000 | +$60,280,473 | -$36,516,672 | +$23,763,801 | JPST, FIXD, USMV, SPLG, BRKB | 13F-HR | 29 Apr 2021, 14:24 |
| Q4 2020 | 136 | $406,754,000 | +$27,577,573 | -$32,204,221 | -$4,626,648 | JPST, USMV, SPLG, FIXD, BRKB | 13F-HR | 19 Jan 2021, 13:25 |
| Q3 2020 | 136 | $392,127,000 | +$74,784,200 | -$73,286,534 | +$1,497,666 | JPST, USMV, SPLG, FIXD, BRKB | 13F-HR | 20 Oct 2020, 11:10 |
| Q2 2020 | 125 | $371,573,000 | +$33,586,860 | -$17,870,958 | +$15,715,902 | JPST, SPLG, USMV, SJNK, SPTS | 13F-HR | 05 Aug 2020, 09:17 |
| Q1 2020 | 121 | $320,759,000 | +$70,725,224 | -$64,231,564 | +$6,493,660 | JPST, SPLG, SJNK, USMV, SPTS | 13F-HR | 15 Apr 2020, 13:04 |
| Q4 2019 | 134 | $373,678,000 | +$51,747,452 | -$9,899,301 | +$41,848,151 | JPST, SPLG, NOBL, SPTS, SCHO | 13F-HR | 22 Jan 2020, 13:43 |
| Q3 2019 | 126 | $320,306,000 | +$71,648,882 | -$57,183,488 | +$14,465,394 | JPST, SPLG, NOBL, SPTS, SCHO | 13F-HR | 22 Oct 2019, 12:32 |
| Q2 2019 | 120 | $305,901,000 | +$14,306,046 | -$14,721,847 | -$415,801 | SCHX, JPST, SCHO, NOBL, BSJL | 13F-HR | 22 Jul 2019, 09:03 |
| Q1 2019 | 115 | $299,442,000 | +$15,556,028 | -$7,680,133 | +$7,875,895 | SCHX, JPST, SCHO, BSJL, NOBL | 13F-HR | 30 Apr 2019, 13:18 |
| Q4 2018 | 113 | $279,728,000 | +$60,803,532 | -$60,569,243 | +$234,289 | SCHX, JPST, SCHO, BSJL, NOBL | 13F-HR | 29 Jan 2019, 14:03 |
| Q3 2018 | 127 | $297,237,000 | +$29,102,492 | -$8,735,983 | +$20,366,509 | SCHX, NOBL, BSJK, SCHO, BSJL | 13F-HR | 22 Oct 2018, 13:03 |
| Q2 2018 | 121 | $267,812,000 | +$93,190,636 | -$76,478,262 | +$16,712,374 | SCHX, BSJK, BSJJ, NOBL, SCHO | 13F-HR | 27 Jul 2018, 09:04 |
| Q1 2018 | 112 | $255,065,000 | +$41,323,131 | -$12,983,597 | +$28,339,534 | SCHX, NOBL, BSJK, BSJJ, BSJL | 13F-HR | 01 May 2018, 09:51 |
| Q4 2017 | 114 | $231,135,000 | $0 | $0 | $0 | SCHX, NOBL, BSJJ, BSJK, BBVA | 13F-HR | 12 Feb 2018, 15:32 |