SEC Form 13F

ALLEN WEALTH MANAGEMENT, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-25
Reported value$205,356,701
Positions60

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVTVVALUE ETF$36,240,230166,292
SCHWAB STRATEGIC TRFNDXFUNDAMENTAL US L$31,281,7501,005,844
VANGUARD INDEX FDSVOMID CAP ETF$17,820,330221,178
DIMENSIONAL ETF TRUSTDFIVINTERNATNAL VAL$17,523,855324,395
SELECT SECTOR SPDR TRXLVST STR CARE ETF$16,338,765102,979
VANGUARD WORLD FDVDEENERGY ETF$15,049,347100,242
CISCO SYS INCCSCOCOM$4,136,47135,216
EXXON MOBIL CORPXOMCOM$4,003,29629,280
CHEVRON CORPORATIONCVXCOM$3,809,33122,981
TAIWAN SEMICONDUCTOR MANUFACTSMSPONSORED ADS$3,227,8966,759

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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