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Joe Hill

Allen Wealth Management, Llc

Assets Managed
$199.802M
Holdings
59
Last Quarter
2026 - Q1
Filed Date
8d ago
Growth Rate
20.23%(2Q avg: 16.45%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Allen Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 59 positions.

Assets under management

The assets under management (AUM) of Allen Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 199.802M in assets, with a quarterly growth rate of 20.23% and a 2-quarter average growth rate of 16.45%. The portfolio is managed by Joe Hill, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTV
Vanguard Value Etf
Recent Activity
Increased 4.08%
15.64%
$31.23M
159,176 shares@ $196.21 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Increased 4.71%
13.42%
$26.795M
962,107 shares@ $27.86 avg price
VDE
Vanguard Energy Etf
Recent Activity
Increased 8.47%
9.41%
$18.793M
108,606 shares@ $173.05 avg price
DFIV
Dimensional International Va
Recent Activity
Increased 12.43%
7.72%
$15.412M
291,996 shares@ $52.79 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 17.2%
7.52%
$15.024M
52,316 shares@ $287.19 avg price
XLV
Health Care Select Sector
Recent Activity
New Position
7.05%
$14.068M
95,954 shares@ $146.62 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -3.33%
2.92%
$5.821M
34,311 shares@ $169.67 avg price
CVX
Chevron Corp
Recent Activity
Decreased -0.82%
2.76%
$5.506M
26,609 shares@ $206.91 avg price
AMLP
Alerian Mlp Etf
Recent Activity
Decreased -11.05%
2.49%
$4.965M
94,314 shares@ $52.65 avg price
LMT
Lockheed Martin Corp
Recent Activity
Decreased -6.27%
1.86%
$3.709M
6,137 shares@ $604.39 avg price

1-10 of 59