ALLEN WEALTH MANAGEMENT, LLC
•CIK: 2012003•Filing: Q4 2025
**ALLEN WEALTH MANAGEMENT, LLC** manages $166M across a diversified portfolio of 60 positions. The strategy exhibits significant concentration in large-cap equity sectors, notably allocating $29.2M to VTV and $25.0M to FNDX. Further core holdings include substantial positions in DFIV ($13.0M) and VO ($13.0M), indicating a focus on established market leaders. This structure suggests a disciplined, large-cap growth orientation within the current market cycle.
Total AUM
$166.2M
QoQ Performance
+12.7%
Positions
59
Top 10 Concentration
67.7%
Latest Filing
Q4 2025
Top Holdings Allocation
VTV
FNDX
DFIV
VO
VDE
VTV17.6%
FNDX15.0%
DFIV7.8%
VO7.8%
VDE7.6%
AMLP3.0%
XOM2.6%
CHV2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other77.7%
Healthcare5.3%
Technology4.5%
Energy3.6%
Industrial3.2%
Financial1.7%
Consumer Staples1.6%
Consumer1.5%
Changes from Q3 2025
NEW5 new positions
↑22 increased
↓27 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023