13F Insight
DOSSIER · 13F-HR · Q1 2026

Allen Capital Group, LLC

$1.1B in tracked AUM across 292 positions as of Q1 2026.

AC
CIK 0001601384 · last filed Mar 31, 2026
Total AUM
$1.1B
as of Q1 2026
Holdings
292
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Allen Capital Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
JCPB
J P MORGAN EXCHANGE TRADED F
$69M1.5M6.2%02
SPYM
SPDR SERIES TRUST
$68M884K6.1%03
UITB
VICTORY PORTFOLIOS II
$52M1.1M4.7%04
IQLT
ISHARES TR
$47M1.0M4.2%05
BRK/B
BERKSHIRE HATHAWAY INC DEL
$43M90K3.8%06
DSTL
ETF SER SOLUTIONS
$32M555K2.9%07
AAPL
APPLE INC
$29M113K2.6%08
PYLD
PIMCO ETF TR
$29M1.1M2.6%09
DFAT
DIMENSIONAL ETF TRUST
$26M419K2.3%10
SGOL
ETFS GOLD TR
$21M463K1.8%

Filing history

2026Q1Mar 31
$1.1B▲ 2.4%
292 positionsView →2025Q4Dec 31
$1.1B▲ 2.9%
282 positionsView →2025Q3Sep 30
$1.1B▲ 8.9%
273 positionsView →2025Q2Jun 30
$974M▲ 9.9%
281 positionsLocked2025Q1Mar 31
$886M▲ 6.3%
254 positionsLocked2024Q4Dec 31
$834M▲ 3.4%
232 positionsLocked2024Q3Sep 30
$807M▲ 10.6%
234 positionsLocked2024Q2Jun 30
$729M▲ 2.7%
224 positionsLocked2024Q1Mar 31
$710M▲ 12.2%
213 positionsLocked2023Q4Dec 31
$633M▲ 12.1%
193 positionsLocked2023Q3Sep 30
$565M▼ 3.4%
178 positionsLocked2023Q2Jun 30
$585M▲ 6.2%
187 positionsLocked
Showing 12 of 30