Allen Wealth Management, LLC has submitted its latest 13F-HR filing, detailing its investment portfolio as of September 30, 2026. The firm reported a total value of $205.2 million in holdings, showcasing its investment strategies and asset allocations. This filing is significant as it provides insight into the firm’s positioning within the financial advisory industry.

Based in Boone, North Carolina, Allen Wealth Management operates as a financial advisory firm. The company is identified under the Central Index Key (CIK) 0002012003. Its recent filings include multiple 13F-HR submissions, with the latest being filed on October 29, 2026. This filing is part of the firm’s ongoing compliance with SEC regulations, ensuring transparency in its investment activities.

The 13F-HR filing indicates that Allen Wealth Management holds a diverse portfolio, with notable investments in major companies such as Apple Inc., Amazon.com Inc., and Microsoft Corp. The firm’s holdings also include significant positions in other well-known corporations like Alphabet Inc., Johnson & Johnson, and Procter & Gamble Co. This diversity in investments may reflect the firm’s strategy to mitigate risks while capitalizing on growth opportunities across various sectors.

According to the filing, the total number of entries in the portfolio amounts to 52, highlighting the firm’s extensive engagement in the market. The filing states, "The total value of the portfolio as of the reporting date is $205,180,598." This figure underscores the firm’s active management approach and its commitment to maximizing returns for its clients.

The impact of this filing extends beyond Allen Wealth Management. Other financial advisory firms may analyze this data to adjust their strategies in response to market trends and competitive positioning. The financial services sector is characterized by its dynamic nature, and such filings can influence how firms allocate resources and manage client portfolios.

As for what’s next, the filing does not specify any upcoming actions or changes. However, stakeholders will likely keep a close eye on Allen Wealth Management’s future filings to gauge how its investment strategies evolve in response to market conditions.