13F Insight
DOSSIER · 13F-HR · Q3 2026

Allen Mooney & Barnes Investment Advisors LLC

$673M in tracked AUM across 158 positions as of Q3 2026.

AM
CIK 0002001461 · last filed Sep 30, 2026
Total AUM
$673M
as of Q3 2026
Holdings
158
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Allen Mooney & Barnes Investment Advisors LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC COM
$39M118K5.8%02
MSFT
MICROSOFT CORP COM
$23M45K3.4%03
GOOGL
ALPHABET INC CAP STK CL A
$22M63K3.2%04
ABBV
ABBVIE INC COM
$21M81K3.2%05
G1151C101
ACCENTURE PLC IRELAND SHS CLASS A
$21M112K3.1%06
JPM
JPMORGAN CHASE & CO COM
$19M58K2.9%07
BDX
BECTON DICKINSON & CO COM
$19M105K2.8%08
UNH
UNITEDHEALTH GROUP INC COM
$18M50K2.7%09
MRK
MERCK & CO INC COM
$18M126K2.7%10
ELV
ELEVANCE HEALTH INC FORMERLY A COM
$18M47K2.7%

Filing history

2026Q3Sep 30
$673M▲ 2.3%
158 positionsView →2026Q2Jun 30
$658M▼ 5.4%
152 positionsView →2026Q1Mar 31
$695M▲ 4.6%
159 positionsView →2025Q4Dec 31
$665M▲ 3.5%
162 positionsView →2025Q3Sep 30
$642M▲ 5.4%
157 positionsLocked2025Q2Jun 30
$609M▼ 1.0%
153 positionsLocked2025Q1Mar 31
$615M▲ 3.7%
154 positionsLocked2024Q4Dec 31
$593M▲ 0.9%
149 positionsLocked2024Q3Sep 30
$587M▲ 5.0%
155 positionsLocked2024Q2Jun 30
$559M▲ 7.3%
151 positionsLocked2024Q1Mar 31
$521M▼ 0.9%
160 positionsLocked2023Q4Dec 31
$526M▲ 12.0%
154 positionsLocked
Showing 12 of 19