13F Filings History of ALLEN WEALTH MANAGEMENT, LLC

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$166,187,872
Signature - Title
Joe Hill - Office Manager
Location
Boone, NC
Summary
This page shows a list of all the recent 13F filings made by ALLEN WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ALLEN WEALTH MANAGEMENT, LLC reported 60 stock holdings with total value $166,187,872 as of Q4 2025. Top holdings included VTV, FNDX, DFIV, VO, and VDE.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 60 $166,187,872 +$29,937,082 -$16,273,994 +$13,663,088 VTV, FNDX, DFIV, VO, VDE 13F-HR 23 Jan 2026, 15:14
Q3 2025 57 $147,508,126 +$10,748,176 -$14,228,100 -$3,479,924 VTV, FNDX, AMLP, VDE, CVX 13F-HR 22 Oct 2025, 11:32
Q2 2025 59 $142,969,790 +$1,011,268 -$2,842,869 -$1,831,601 VTV, FNDX, AMLP, VDE, XOM 13F-HR 24 Jul 2025, 14:54
Q1 2025 61 $145,237,160 +$2,543,118 -$830,130 +$1,712,988 VTV, FNDX, AMLP, VDE, XOM 13F-HR 13 May 2025, 16:42
Q4 2024 59 $139,554,645 +$17,381,793 -$2,590,921 +$14,790,872 VTV, FNDX, AMLP, VDE, XOM 13F-HR 12 Feb 2025, 17:14
Q3 2024 59 $144,196,204 +$28,789,089 -$2,714,726 +$26,074,363 VTV, FNDX, AMLP, VDE, XOM 13F-HR 29 Oct 2024, 16:20
Q2 2024 58 $112,329,817 +$2,381,990 -$1,986,569 +$395,421 VTV, AMLP, VDE, XOM, CVX 13F-HR 19 Jul 2024, 10:50
Q1 2024 57 $113,353,334 +$8,711,193 -$5,612,978 +$3,098,215 VTV, AMLP, VDE, XOM, CVX 13F-HR 01 May 2024, 14:05
Q4 2023 52 $102,107,540 $0 $0 $0 VTV, AMLP, VDE, XOM, DOW 13F-HR 14 Feb 2024, 09:41