Sign In
test

Darren Woolson

Asset Allocation Strategies Llc

Assets Managed
$563.067M
Holdings
167
Last Quarter
2026 - Q1
Filed Date
1mo ago
Growth Rate
4.19%(2Q avg: 5.59%)
Sustained Growth
11 quarters

Portfolio positions

This chart displays the top 10 holdings in Asset Allocation Strategies Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 167 positions.

Assets under management

The assets under management (AUM) of Asset Allocation Strategies Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 11 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 563.067M in assets, with a quarterly growth rate of 4.19% and a 2-quarter average growth rate of 5.59%. The portfolio is managed by Darren Woolson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 96.8%
5.99%
$33.715M
440,487 shares@ $76.54 avg price
RWL
Invesco S&p 500 Revenue Etf
Recent Activity
Increased 8.62%
5.23%
$29.444M
256,235 shares@ $114.92 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Decreased -3.51%
4.03%
$22.691M
95,493 shares@ $237.63 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 3.43%
4%
$22.512M
877,990 shares@ $25.64 avg price
SCHZ
Schwab Us Aggregate Bond Etf
Recent Activity
Increased 4.43%
3.81%
$21.409M
922,027 shares@ $23.23 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -1.48%
3.61%
$20.304M
661,795 shares@ $30.69 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 8.51%
3.47%
$19.526M
304,707 shares@ $64.08 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
New Position
3.23%
$18.142M
31,432 shares@ $577.19 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 1.23%
3.04%
$17.081M
690,140 shares@ $24.75 avg price
IOO
Ishares Global 100 Etf
Recent Activity
Increased 2.24%
3.01%
$16.929M
139,941 shares@ $120.97 avg price

1-10 of 167