Bruce G. Allen Investments, LLC

DOSSIER · 13F-HR · Q1 2026

Bruce G. Allen Investments, LLC

$153M in tracked AUM across 1,084 positions as of Q1 2026.

BG

CIK 0002005409 · last filed Mar 31, 2026

Total AUM

$153M

as of Q1 2026

Holdings

1,084

—

positions

Whale Score

55

55

tracked

Activity

—

no data

changes this Q

AI Analysis · 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

EFV

ISHARES MSCI EAFE VALUE ETF

$24M319K15.5%02

VTV

VANGUARD VALUE ETF

$17M88K11.3%03

SCHD

SCHWAB US DIVIDEND EQUITY ETF

$13M423K8.5%04

FNDF

SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF

$11M223K7.2%05

FNDX

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF

$10M351K6.4%06

VOE

VANGUARD MID-CAP VALUE ETF

$5M28K3.3%07

DJP

IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN

$5M98K3.1%08

PHYS

SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR