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Mark Allen

Allen Capital Group, Llc

Assets Managed
$1.118B
Holdings
282
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
2.45%(2Q avg: 2.69%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Allen Capital Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 282 positions.

Assets under management

The assets under management (AUM) of Allen Capital Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.118B in assets, with a quarterly growth rate of 2.45% and a 2-quarter average growth rate of 2.69%. The portfolio is managed by Mark Allen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Increased 20.79%
6.2%
$69.24M
1.471M shares@ $47.09 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -0.46%
6.06%
$67.676M
884,189 shares@ $76.55 avg price
UITB
Victoryshares Core Intermedi
Recent Activity
Increased 8.21%
4.69%
$52.374M
1.114M shares@ $47.02 avg price
IQLT
Ishares Msci International Q
Recent Activity
Increased 0.62%
4.21%
$47M
1.017M shares@ $46.23 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -0.66%
3.84%
$42.921M
89,568 shares@ $479.21 avg price
DSTL
Distillate Us Fundamental St
Recent Activity
Increased 0.68%
2.88%
$32.098M
554,563 shares@ $57.89 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.78%
2.56%
$28.597M
112,681 shares@ $253.8 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
Increased 53.98%
2.56%
$28.544M
1.089M shares@ $26.2 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Increased 2.41%
2.34%
$26.141M
418,599 shares@ $62.45 avg price
SGOL
Abrdn Physical Gold Shares
Recent Activity
Decreased -0.22%
1.85%
$20.668M
463,198 shares@ $44.63 avg price

1-10 of 282