Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Allen Capital Group, LLC (CIK 1601384) reported $1.12B across 281 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JCPB ($69.2M, 6.19%), SPLG ($67.7M, 6.05%), UITB ($52.4M, 4.68%), IQLT ($47.0M, 4.20%), BRK/B ($42.9M, 3.84%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JCPB | J P MORGAN EXCHANGE TRADED F | $69.2M | 6.19% | 1.5M | Added |
| 2 | SPLG | SPDR SERIES TRUST | $67.7M | 6.05% | 884,189 | Trimmed |
| 3 | UITB | VICTORY PORTFOLIOS II | $52.4M | 4.68% | 1.1M | Added |
| 4 | IQLT | ISHARES TR | $47.0M | 4.20% | 1.0M | Added |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $42.9M | 3.84% | 89,568 | Trimmed |
| 6 | DSTL | ETF SER SOLUTIONS | $32.1M | 2.87% | 554,563 | Added |
| 7 | AAPL | APPLE INC | $28.6M | 2.56% | 112,681 | Added |
| 8 | PYLD | PIMCO ETF TR | $28.5M | 2.55% | 1.1M | Added |
| 9 | DFAT | DIMENSIONAL ETF TRUST | $26.1M | 2.34% | 418,599 | Added |
| 10 | SGOL | ETFS GOLD TR | $20.7M | 1.85% | 463,198 | Trimmed |
| 11 | SPSM | SPDR SERIES TRUST | $19.6M | 1.76% | 406,236 | Added |
| 12 | SPEM | SPDR INDEX SHS FDS | $19.5M | 1.74% | 415,708 | Added |
| 13 | AVEM | AMERICAN CENTY ETF TR | $17.8M | 1.59% | 220,279 | Added |
| 14 | VFLO | VICTORY PORTFOLIOS II | $16.9M | 1.51% | 429,047 | Added |
| 15 | SCHP | SCHWAB STRATEGIC TR | $16.9M | 1.51% | 633,703 | Added |
| 16 | GOOGL | ALPHABET INC | $15.7M | 1.41% | 54,712 | Added |
| 17 | BOXX | EA SERIES TRUST | $15.3M | 1.37% | 131,933 | Added |
| 18 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $15.0M | 1.34% | 44,449 | Trimmed |
| 19 | NVDA | NVIDIA CORPORATION | $14.1M | 1.26% | 80,770 | Added |
| 20 | JPM | JPMORGAN CHASE & CO | $14.1M | 1.26% | 47,834 | Added |
| 21 | JEPI | J P MORGAN EXCHANGE TRADED F | $13.9M | 1.24% | 244,812 | Added |
| 22 | JMBS | JANUS DETROIT STR TR | $13.7M | 1.22% | 302,550 | Added |
| 23 | SCHX | SCHWAB STRATEGIC TR | $12.9M | 1.15% | 502,045 | Trimmed |
| 24 | TUSI | TOUCHSTONE ETF TRUST | $12.1M | 1.09% | 479,836 | New |
| 25 | USFR | WISDOMTREE TR | $12.0M | 1.07% | 238,214 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31