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Portfolio (Quarterly) Guide ↗

ALLEN WEALTH MANAGEMENT, LLC

· CIK 0002012003
13F Portfolio $200M AUM 59 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 16 Added 29 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XLV SELECT SECTOR SPDR TR 95,954.0 $14.1M 7.04% NEW $146.61 +1.3%
2 ACN ACCENTURE PLC IRELAND Technology 8,469.0 $1.7M 0.84% NEW $198.29 -10.7%
3 QQQ INVESCO QQQ TR Financial Services 476.0 $275K 0.14% NEW $577.18 +26.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Energy 19.9%
Financial Services 15.7%
Technology 14.6%
Healthcare 14.3%
Industrials 12.5%
Consumer Defensive 8.9%
Consumer Cyclical 4.9%
Basic Materials 3.9%
Real Estate 2.4%
Utilities 2.1%