MondegarAI
ALLEN WEALTH MANAGEMENT, LLC

Q2 2025 · 13F-HR

ALLEN WEALTH MANAGEMENT, LLCholdings as filed

Filed 2025-07-24 · accession 0001172661-25-002706

$143.0M
Reported value
59
Positions
2025-06-30
Period end
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The Brief · ALLEN WEALTH MANAGEMENT, LLC · Q2 2025

AI · grounded in 13F

ALLEN WEALTH MANAGEMENT, LLC established a new position in VTV valued at $27.5M. The fund also initiated new stakes in FNDX for $23.4M and AMLP for $15.7M. Additional new positions include VDE at $11.1M, XOM at $5.8M, and CVX at $3.9M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908744VTVVANGUARD INDEX FDS$27.5M19.3%155,752CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$23.4M16.4%955,540CommonNONE
00162Q452AMLPALPS ETF TR$15.7M11.0%321,313CommonNONE
92204A306VDEVANGUARD WORLD FD$11.1M7.79%93,550CommonNONE
30231G102XOMEXXON MOBIL CORP$5.8M4.06%53,891CommonNONE
166764100CVXCHEVRON CORP NEW$4.0M2.77%27,621CommonNONE
17275R102CSCOCISCO SYS INC$3.5M2.44%50,218CommonNONE
539830109LMTLOCKHEED MARTIN CORP$3.1M2.16%6,656CommonNONE
172967424CCITIGROUP INC$2.6M1.83%30,818CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$2.4M1.70%10,713CommonNONE
037833100AAPLAPPLE INC$2.2M1.56%10,857CommonNONE
717081103PFEPFIZER INC$2.2M1.55%91,386CommonNONE
064058100BKBANK NEW YORK MELLON CORP$2.1M1.49%23,395CommonNONE
534187109LNCLINCOLN NATL CORP IND$2.1M1.44%59,594CommonNONE
G5960L103MDTMEDTRONIC PLC$1.9M1.32%21,663CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$1.9M1.32%6,419CommonNONE
58933Y105MRKMERCK & CO INC$1.9M1.31%23,630CommonNONE
67077M108NTRNUTRIEN LTD$1.8M1.26%31,052CommonNONE
49177J102KVUEKENVUE INC$1.7M1.22%83,569CommonNONE
438128308HMCHONDA MOTOR LTD$1.7M1.16%57,695CommonNONE
767204100RIORIO TINTO PLC$1.6M1.10%27,037CommonNONE
149123101CATCATERPILLAR INC$1.4M1.00%3,681CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1.3M0.92%11,152CommonNONE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$1.3M0.92%43,609CommonNONE
854502101SWKSTANLEY BLACK & DECKER INC$1.3M0.88%18,659CommonNONE
191216100KOCOCA COLA CO$1.2M0.84%16,908CommonNONE
904767704UNILEVER PLC$1.2M0.83%19,350CommonNONE
92826C839VVISA INC$1.0M0.71%2,866CommonNONE
594918104MSFTMICROSOFT CORP$932,1460.65%1,874CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$923,8190.65%29,791CommonNONE
855244109SBUXSTARBUCKS CORP$896,2330.63%9,781CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$874,3690.61%3,016CommonNONE
031162100AMGNAMGEN INC$764,7560.53%2,739CommonNONE
742718109PGPROCTER AND GAMBLE CO$739,0850.52%4,639CommonNONE
931142103WMTWALMART INC$637,4280.45%6,519CommonNONE
31428X106FDXFEDEX CORP$552,3630.39%2,430CommonNONE
66987V109NVSNOVARTIS AG$549,9900.38%4,545CommonNONE
260557103DOWDOW INC$546,9850.38%20,657CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$468,9810.33%938CommonNONE
478160104JNJJOHNSON & JOHNSON$467,4150.33%3,060CommonNONE
023135106AMZNAMAZON COM INC$451,5050.32%2,058CommonNONE
060505104BACBANK AMERICA CORP$409,8860.29%8,662CommonNONE
94106L109WMWASTE MGMT INC DEL$372,0610.26%1,626CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$351,4710.25%1,140CommonNONE
59156R108METMETLIFE INC$348,2650.24%4,331CommonNONE
369550108GDGENERAL DYNAMICS CORP$325,7840.23%1,117CommonNONE
580135101MCDMCDONALDS CORP$305,9020.21%1,047CommonNONE
020002101ALLALLSTATE CORP$292,1010.20%1,451CommonNONE
78463V107GLDSPDR GOLD TR$285,6260.20%937CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$274,2020.19%6,337CommonNONE
64110L106NFLXNETFLIX INC$270,5040.19%202CommonNONE
718172109PMPHILIP MORRIS INTL INC$270,2810.19%1,484CommonNONE
00287Y109ABBVABBVIE INC$257,8260.18%1,389CommonNONE
651639106NEMNEWMONT CORP$250,8090.18%4,305CommonNONE
548661107LOWLOWES COS INC$244,2790.17%1,101CommonNONE
02079K107GOOGALPHABET INC$239,8310.17%1,352CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$239,0310.17%2,477CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$226,3690.16%466CommonNONE
670100205NVONOVO-NORDISK A S$201,1930.14%2,915CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.