13F Insight
DOSSIER · 13F-HR · Q2 2026

Allen Capital Group, LLC

$1.2B in tracked AUM across 327 positions as of Q2 2026.

AC
CIK 0001601384 · last filed Jun 30, 2026
Total AUM
$1.2B
as of Q2 2026
Holdings
327
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Allen Capital Group, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$79M903K6.5%02
JCPB
J P MORGAN EXCHANGE TRADED F
$72M1.5M5.9%03
UITB
VICTORY PORTFOLIOS II
$56M1.2M4.5%04
IQLT
ISHARES TR
$52M1.1M4.2%05
BRK/B
BERKSHIRE HATHAWAY INC DEL
$45M89K3.6%06
DSTL
ETF SER SOLUTIONS
$34M573K2.8%07
AAPL
APPLE INC
$33M114K2.7%08
PYLD
PIMCO ETF TR
$31M1.2M2.5%09
DFAT
DIMENSIONAL ETF TRUST
$29M422K2.4%10
SPSM
SPDR SERIES TRUST
$24M421K2.0%

Filing history

2026Q2Jun 30
$1.2B▲ 9.8%
327 positionsView →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 positionsLocked
Showing 12 of 31