Allen Capital Group, LLC — 13F holdings

Allen Capital Group, LLC reported 327 holdings worth $1.23B in its 13F filing for Q2 2026, filed July 27, 2026.

Largest positions

  1. SPYM SPDR SERIES TRUST — $79.4M (6.5%)
  2. JCPB J P MORGAN EXCHANGE TRADED F — $72.0M (5.9%)
  3. UITB VICTORY PORTFOLIOS II — $55.6M (4.5%)
  4. IQLT ISHARES TR — $52.2M (4.2%)
  5. BRK.B BERKSHIRE HATHAWAY INC DEL — $44.6M (3.6%)
  6. DSTL ETF SER SOLUTIONS — $34.3M (2.8%)
  7. AAPL APPLE INC — $32.9M (2.7%)
  8. PYLD PIMCO ETF TR — $30.7M (2.5%)
  9. DIMENSIONAL ETF TRUST — $29.5M (2.4%)
  10. SPSM SPDR SERIES TRUST — $24.3M (2.0%)