Fund HoldingsAllen Capital Group, LLC

Total Portfolio Value
$1.09B
Total Bought
$165.67M
Total Sold
$127.02M
Net Transaction
+$38.65M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR P500ETF
0888,348+888,348071,2636.53%+71,263
SPDR SERIES TRUST
ST STR SP600 SML
0397,908+397,908018,6461.71%+18,646
UNILEVER PLC(UL)080,565+80,56505,2690.48%+5,269
ALPHABET INC(GOOG)52,25553,245+99012,70316,6661.53%+3,963
VICTORY PORTFOLIOS II
CORE BD ETF
943,0841,029,479+86,39544,81548,7514.47%+3,935
WISDOMTREE TR(WT)196,127266,312+70,1859,85913,4011.23%+3,542
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
251,673308,587+56,91412,76715,6111.43%+2,844
APPLE INC(AAPL)105,963109,639+3,67626,98129,8072.73%+2,825
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
1,155,1111,217,603+62,49254,92657,6535.28%+2,728
SPDR SERIES TRUST
ST STR TIPS ETF
089,758+89,75802,3290.21%+2,329
EA SERIES TRUST
ALPHA ARCH 1-3
89,395103,633+14,23810,17911,9281.09%+1,750
PIMCO ETF TR
MULTISECTOR BD
646,675707,580+60,90517,35718,8781.73%+1,521
AMAZON COM INC(AMZN)44,12148,098+3,9779,68811,1021.02%+1,414
ONEOK INC NEW(OKE)044,659+44,65903,2820.30%+3,282
TAIWAN SEMICONDUCTOR MFG LTD(TSM)44,82245,038+21612,51813,6871.25%+1,168
DIMENSIONAL ETF TRUST
US TARGETED VLU
399,024408,773+9,74923,22724,3382.23%+1,111
VICTORY PORTFOLIOS II
SHS FR CA FL ETF
417,602424,990+7,38815,66016,7361.53%+1,076
JANUS DETROIT STR TR
HENDRSON AAA CL
367,651389,055+21,40418,66919,6781.80%+1,009
SPDR SERIES TRUST
ST SHO TREAS ETF
033,900+33,90009930.09%+993
AMERICAN CENTY ETF TR204,875212,558+7,68315,38816,3711.50%+983
ISHARES TR
MSCI INTL QUALTY
1,017,4391,010,420-7,01944,96145,9244.21%+963
JANUS DETROIT STR TR
HENDERSON MTG
253,210273,933+20,72311,56412,5161.15%+952
KLA CORP(KLAC)6,0186,124+1066,4917,4410.68%+950
ELI LILLY & CO(LLY)01,902+1,90202,0440.19%+2,044
PROFESIONALLY MANAGED PORTFO
AKRE FOCUS ETF
012,106+12,10607930.07%+793
SCHWAB CHARLES CORP(SCHW)105,236108,335+3,09910,04710,8240.99%+777
ALPHABET INC(GOOG)6,8777,739+8621,6752,4290.22%+754
SCHWAB STRATEGIC TR192,281216,355+24,0745,2495,9350.54%+685
JOHNSON & JOHNSON(JNJ)25,82026,432+6124,7885,4700.50%+683
ZOETIS INC(ZTS)038,177+38,17704,8030.44%+4,803
JPMORGAN CHASE & CO.(JPM)44,95746,067+1,11014,18114,8441.36%+663
SPROTT ASSET MANAGEMENT LP(PSLV)13,00935,950+22,9412048500.08%+646
SELECT SECTOR SPDR TR
ST STR FINL ETF
011,651+11,65106380.06%+638
BROADCOM INC(AVGO)8,78710,211+1,4242,8993,5340.32%+635
EA SERIES TRUST
FREEDOM 100 EM
041,475+41,47502,1260.19%+2,126
TEXAS INSTRS INC(TXN)03,532+3,53206130.06%+613
SELECT SECTOR SPDR TR
ST STR CARE ETF
03,747+3,74705800.05%+580
SCHWAB STRATEGIC TR218,375235,071+16,6965,0845,6510.52%+567
ELEVANCE HEALTH INC FORMERLY(ELV)13,26013,784+5244,2854,8320.44%+547
PPG INDS INC(PPG)05,169+5,16905300.05%+530
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
02,667+2,66705110.05%+511
ULTA BEAUTY INC(ULTA)7,0117,167+1563,8334,3360.40%+503
ASML HOLDING N V
N Y REGISTRY SHS
3,8963,961+653,7724,2380.39%+466
NVIDIA CORPORATION(NVDA)75,27477,757+2,48314,04514,5021.33%+457
SCHWAB STRATEGIC TR556,276582,869+26,59314,99215,4401.41%+449
APOLLO GLOBAL MGMT INC(APO)021,884+21,88403,1680.29%+3,168
MICRON TECHNOLOGY INC(MU)4,5544,153-4017621,1850.11%+423
COSTCO WHSL CORP NEW(COST)01,144+1,14409870.09%+987
UNITEDHEALTH GROUP INC(UNH)18,81020,759+1,9496,4956,8530.63%+358
NORTHERN LTS FD TR IV
INSPIRE CORP BD
43,64858,102+14,4541,0541,4060.13%+352
SCHWAB STRATEGIC TR104,066113,821+9,7553,0293,3700.31%+341
CATERPILLAR INC(CAT)4,0703,977-931,9422,2780.21%+336
ISHARES TR02,903+2,90303100.03%+310
SCHWAB STRATEGIC TR89,71396,936+7,2232,8633,1620.29%+299
DEERE & CO(DE)014,053+14,05306,5430.60%+6,543
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
019,813+19,81301,0090.09%+1,009
ISHARES SILVER TR(SLV)04,405+4,40502840.03%+284
VANGUARD MUN BD FDS25,36230,765+5,4031,2701,5470.14%+277
SPDR GOLD TR(GLD)03,015+3,01501,1950.11%+1,195
GENERAL MTRS CO(GM)03,123+3,12302540.02%+254
EXXON MOBIL CORP24,54825,097+5492,7683,0200.28%+252
SYLVAMO CORP(SLVM)05,038+5,03802430.02%+243
SPROTT ASSET MANAGEMENT LP(PHYS)6,78713,416+6,6292014430.04%+242
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
02,844+2,84402380.02%+238
BONDBLOXX ETF TRUST
BLOOMBERG TWO YR
04,626+4,62602290.02%+229
INTUITIVE SURGICAL INC01,254+1,25407100.07%+710
TJX COS INC NEW(TJX)01,442+1,44202220.02%+222
PARKER-HANNIFIN CORP(PH)0252+25202210.02%+221
ANGLOGOLD ASHANTI PLC(AU)02,564+2,56402190.02%+219
PIMCO ETF TR
ACTIVE BD ETF
02,242+2,24202090.02%+209
BLUEROCK PVT REAL ESTATE FD(BPRE)013,872+13,87202080.02%+208
SSGA ACTIVE TR
ST STR BLACK ETF
07,303+7,30302080.02%+208
TESLA INC(TSLA)6,5296,917+3882,9043,1110.29%+207
COCA COLA CO(KO)09,321+9,32106520.06%+652
THE CIGNA GROUP(CI)0746+74602050.02%+205
WORLD GOLD TR(GLDM)02,395+2,39502040.02%+204
TRAVELERS COMPANIES INC(TRV)0699+69902030.02%+203
SCHWAB STRATEGIC TR08,056+8,05602020.02%+202
SCHWAB STRATEGIC TR74,31179,695+5,3842,0732,2700.21%+196
WALMART INC(WMT)019,608+19,60802,1850.20%+2,185
MERCK & CO INC(MRK)09,994+9,99401,0520.10%+1,052
PEPSICO INC(PEP)42,98343,395+4126,0376,2280.57%+192
ADVANCED MICRO DEVICES INC(AMD)02,705+2,70505790.05%+579
BANK AMERICA CORP33,28534,388+1,1031,7171,8910.17%+174
ETF SER SOLUTIONS
DISTILLATE US
556,867550,849-6,01832,27632,4452.97%+169
CISCO SYS INC(CSCO)016,960+16,96001,3060.12%+1,306
COPART INC(CPRT)67,58681,402+13,8163,0393,1870.29%+148
AMERICAN ELEC PWR CO INC39,02739,339+3124,3914,5360.42%+146
INTERNATIONAL BUSINESS MACHS(IBM)05,321+5,32101,5760.14%+1,576
SCHWAB STRATEGIC TR63,46668,774+5,3082,1182,2520.21%+134
PFIZER INC(PFE)186,548196,236+9,6884,7534,8860.45%+133
NEWMONT CORP(NEM)06,119+6,11906110.06%+611
APPLIED MATLS INC01,514+1,51403890.04%+389
DANAHER CORPORATION(DHR)02,772+2,77206350.06%+635
SCHWAB STRATEGIC TR517,861511,501-6,36013,64013,7651.26%+124
SPDR INDEX SHS FDS
ST PORT MARK ETF
408,126410,735+2,60919,10419,2271.76%+122
HALEON PLC(HLN)011,899+11,89901200.01%+120
BOOKING HOLDINGS INC(BKNG)0628+62803,3630.31%+3,363
CUMMINS INC(CMI)01,147+1,14705850.05%+585
LAM RESEARCH CORP(LRCX)02,458+2,45804210.04%+421
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