Allen Capital Group, LLC

Institutional manager (13F) · CIK 1601384

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $839M

#	Issuer	Value	Shares
1	J P MORGAN EXCHANGE TRADED F	$69M	1,470,695
2	SPDR SERIES TRUST	$68M	884,189
3	VICTORY PORTFOLIOS II	$52M	1,113,941
4	ISHARES TR	$47M	1,016,646
5	BERKSHIRE HATHAWAY INC DEL	$43M	89,568
6	ETF SER SOLUTIONS	$32M	554,563
7	APPLE INC	$29M	112,681
8	PIMCO ETF TR	$29M	1,089,470
9	DIMENSIONAL ETF TRUST	$26M	418,599
10	ETFS GOLD TR	$21M	463,198
11	SPDR SERIES TRUST	$20M	406,236
12	SPDR INDEX SHS FDS	$20M	415,708
13	AMERICAN CENTY ETF TR	$18M	220,279
14	VICTORY PORTFOLIOS II	$17M	429,047
15	SCHWAB STRATEGIC TR	$17M	633,703
16	ALPHABET INC	$16M	54,712
17	EA SERIES TRUST	$15M	131,933
18	TAIWAN SEMICONDUCTOR MANUFAC	$15M	44,449
19	NVIDIA CORPORATION	$14M	80,770
20	JPMORGAN CHASE & CO	$14M	47,834
21	J P MORGAN EXCHANGE TRADED F	$14M	244,812
22	JANUS DETROIT STR TR	$14M	302,550
23	SCHWAB STRATEGIC TR	$13M	502,045
24	TOUCHSTONE ETF TRUST	$12M	479,836
25	WISDOMTREE TR	$12M	238,214
26	MICROSOFT CORP	$12M	31,887
27	AMAZON COM INC	$11M	52,359
28	SCHWAB CHARLES CORP	$11M	112,611
29	CHEVRON CORPORATION	$11M	51,023
30	KINDER MORGAN INC DEL	$10M	287,137
31	KLA CORP	$9M	6,267
32	META PLATFORMS INC	$9M	15,867
33	HOME DEPOT INC	$9M	26,889
34	COSTCO WHOLESALE CORPORATION	$8M	8,322
35	BLACKSTONE INC	$8M	71,739
36	DEERE & CO	$8M	14,566
37	VERIZON COMMUNICATIONS INC	$7M	141,142
38	PEPSICO INC	$7M	45,426
39	SCHWAB STRATEGIC TR	$7M	228,625
40	JOHNSON & JOHNSON	$7M	27,685
41	ISHARES TR	$7M	10,340
42	SCHWAB STRATEGIC TR	$7M	274,651
43	VANGUARD WHITEHALL FDS	$7M	44,354
44	SPDR INDEX SHS FDS	$6M	139,179
45	GENUINE PARTS CO	$6M	59,640
46	SCHWAB STRATEGIC TR	$6M	248,153
47	PFIZER INC	$6M	211,583
48	VANECK ETF TRUST	$6M	58,956
49	ASML HLDG NV	$5M	3,995
50	AMERICAN ELEC PWR CO INC	$5M	40,236

All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.