Bruce G. Allen Investments, LLC

DOSSIER · 13F-HR · Q2 2026

Bruce G. Allen Investments, LLC

$157M in tracked AUM across 1,037 positions as of Q2 2026.

BG

CIK 0002005409 · last filed Jun 30, 2026

Total AUM

$157M

as of Q2 2026

Holdings

1,037

—

positions

Whale Score

52

52

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Bruce G. Allen Investments, 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

EFV

ISHARES MSCI EAFE VALUE ETF

$23M303K14.8%02

VTV

VANGUARD VALUE ETF

$18M82K11.4%03

SCHD

SCHWAB US DIVIDEND EQUITY ETF

$13M400K8.1%04

FNDX

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF

$11M353K7.0%05

FNDF

SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF

$11M208K7.0%06

VOE

VANGUARD MID-CAP VALUE ETF

$5M25K3.2%07

DJP

IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN

$5M104K2.9%08

PHYS

SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR