MondegarAI
ALLEN WEALTH MANAGEMENT, LLC

Q4 2025 · 13F-HR

ALLEN WEALTH MANAGEMENT, LLCholdings as filed

Filed 2026-01-23 · accession 0001172661-26-000286

$166.2M
Reported value
60
Positions
2025-12-31
Period end
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The Brief · ALLEN WEALTH MANAGEMENT, LLC · Q4 2025

AI · grounded in 13F

ALLEN WEALTH MANAGEMENT, LLC initiated a new position in DFIV valued at $12.96M. The fund also established new holdings in VO for $12.96M and KMB for $1.14M. On the sell side, the manager trimmed its position in AMLP by 67.82% and closed its position in NFLX for $239,784.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908744VTVVANGUARD INDEX FDS$29.2M17.6%152,940CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$25.0M15.0%918,905CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$13.0M7.80%259,722CommonNONE
922908629VOVANGUARD INDEX FDS$13.0M7.80%44,640CommonNONE
92204A306VDEVANGUARD WORLD FD$12.6M7.59%100,132CommonNONE
00162Q452AMLPALPS ETF TR$5.0M3.00%106,042CommonNONE
30231G102XOMEXXON MOBIL CORP$4.3M2.57%35,493CommonNONE
166764100CVXCHEVRON CORP NEW$4.1M2.46%26,829CommonNONE
17275R102CSCOCISCO SYS INC$3.2M1.91%41,279CommonNONE
539830109LMTLOCKHEED MARTIN CORP$3.2M1.91%6,548CommonNONE
172967424CCITIGROUP INC$2.9M1.74%24,801CommonNONE
037833100AAPLAPPLE INC$2.9M1.73%10,559CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$2.6M1.58%8,634CommonNONE
58933Y105MRKMERCK & CO INC$2.6M1.57%24,761CommonNONE
534187109LNCLINCOLN NATL CORP IND$2.5M1.50%56,046CommonNONE
478160104JNJJOHNSON & JOHNSON$2.4M1.42%11,441CommonNONE
767204100RIORIO TINTO PLC$2.3M1.37%28,421CommonNONE
064058100BKBANK NEW YORK MELLON CORP$2.2M1.30%18,627CommonNONE
G5960L103MDTMEDTRONIC PLC$2.1M1.24%21,534CommonNONE
670100205NVONOVO-NORDISK A S$1.7M1.05%34,151CommonNONE
713448108PEPPEPSICO INC$1.7M1.01%11,749CommonNONE
806857108SLBSLB LIMITED$1.7M1.00%43,414CommonNONE
149123101CATCATERPILLAR INC$1.6M0.96%2,771CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$1.5M0.92%5,880CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$1.5M0.89%14,491CommonNONE
854502101SWKSTANLEY BLACK & DECKER INC$1.5M0.87%19,559CommonNONE
835495102SONSONOCO PRODS CO$1.4M0.86%32,803CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1.4M0.84%11,952CommonNONE
494368103KMBKIMBERLY-CLARK CORP$1.1M0.68%11,254CommonNONE
904767803ULUNILEVER PLC$1.0M0.61%15,534CommonNONE
191216100KOCOCA COLA CO$1.0M0.61%14,423CommonNONE
594918104MSFTMICROSOFT CORP$988,5190.59%2,044CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$960,2160.58%2,980CommonNONE
92826C839VVISA INC$908,6900.55%2,591CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$829,5850.50%25,876CommonNONE
031162100AMGNAMGEN INC$807,8010.49%2,468CommonNONE
717081103PFEPFIZER INC$779,4310.47%31,302CommonNONE
931142103WMTWALMART INC$711,7980.43%6,389CommonNONE
742718109PGPROCTER AND GAMBLE CO$674,1300.41%4,704CommonNONE
31428X106FDXFEDEX CORP$636,9360.38%2,205CommonNONE
66987V109NVSNOVARTIS AG$630,0660.38%4,570CommonNONE
023135106AMZNAMAZON COM INC$505,9570.30%2,192CommonNONE
060505104BACBANK AMERICA CORP$479,7650.29%8,723CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$456,1680.27%800CommonNONE
02079K107GOOGALPHABET INC$454,0690.27%1,447CommonNONE
855244109SBUXSTARBUCKS CORP$417,7660.25%4,961CommonNONE
78463V107GLDSPDR GOLD TR$371,3420.22%937CommonNONE
94106L109WMWASTE MGMT INC DEL$357,2480.21%1,626CommonNONE
651639106NEMNEWMONT CORP$333,2990.20%3,338CommonNONE
580135101MCDMCDONALDS CORP$319,9950.19%1,047CommonNONE
59156R108METMETLIFE INC$312,9920.19%3,964CommonNONE
369550108GDGENERAL DYNAMICS CORP$307,7070.19%914CommonNONE
548661107LOWLOWES COS INC$289,6330.17%1,201CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$286,9840.17%7,046CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$275,4410.17%1,070CommonNONE
00287Y109ABBVABBVIE INC$257,0510.15%1,125CommonNONE
718172109PMPHILIP MORRIS INTL INC$242,0440.15%1,509CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$229,7110.14%457CommonNONE
88160R101TSLATESLA INC$222,1620.13%494CommonNONE
020002101ALLALLSTATE CORP$214,6030.13%1,031CommonNONE

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.