What does Bruce G. Allen Investments, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Bruce G. Allen Investments, 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

ISHARES MSCI EAFE VALUE ETF

$24M319K15.5%

VANGUARD VALUE ETF

$17M88K11.3%

SCHWAB US DIVIDEND EQUITY ETF

$13M423K8.5%

SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF

$11M223K7.2%

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF

$10M351K6.4%

VANGUARD MID-CAP VALUE ETF

$5M28K3.3%

IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN

$5M98K3.1%

SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR

$4M113K2.6%

APPLE INC COM

$2M8K1.3%

VANGUARD RUSSELL 1000 VALUE ETF

$2M20K1.2%

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