§ 13F · FUND PROFILE
Allen Capital Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $974.0T (13F)Positions · 281Turnover · — · Q4Filed · Feb 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 888K | $71.3T | 6.5% | −2% |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | 1.22M | $57.7T | 5.3% | +5% |
| 3 | UITB | VICTORY PORTFOLIOS II | 1.03M | $48.8T | 4.5% | +9% |
| 4 | IQLT | ISHARES TR | 1.01M | $45.9T | 4.2% | −1% |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 90K | $45.3T | 4.2% | −2% |
| 6 | DSTL | ETF SER SOLUTIONS | 551K | $32.4T | 3.0% | −1% |
| 7 | AAPL | APPLE INC | 110K | $29.8T | 2.7% | +3% |
| 8 | DFAT | DIMENSIONAL ETF TRUST | 409K | $24.3T | 2.2% | +2% |
| 9 | JAAA | JANUS DETROIT STR TR | 389K | $19.7T | 1.8% | +6% |
| 10 | SPEM | SPDR INDEX SHS FDS | 411K | $19.2T | 1.8% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALLEN SIGNAL
AC read
Allen Capital Group, LLC is a Other fund managing $974040.8 trillion in assets. The fund runs a broad portfolio of 281 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed