§ 13F · FUND PROFILE
Bruce G. Allen Investments, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $131.9T (13F)Positions · 1079Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$651.8B 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 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | EFV | ISHARES MSCI EAFE VALUE ETF | 325K | $23.2T | 15.7% | ±0% |
| 2 | VTV | VANGUARD VALUE ETF | 85K | $16.3T | 11.0% | +11% |
| 3 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | 410K | $11.2T | 7.6% | +37% |
| 4 | FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 230K | $10.4T | 7.0% | ±0% |
| 5 | FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 351K | $9.6T | 6.5% | −1% |
| 6 | VOE | VANGUARD MID-CAP VALUE ETF | 28K | $5.0T | 3.4% | +5% |
| 7 | PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | 132K | $4.4T | 3.0% | −10% |
| 8 | DJP | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | 103K | $3.9T | 2.6% | +1% |
| 9 | AAPL | APPLE INC COM | 8K | $2.2T | 1.5% | −6% |
| 10 | VONV | VANGUARD RUSSELL 1000 VALUE ETF | 20K | $1.9T | 1.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BRUCE SIGNAL
AC read
Bruce G. Allen Investments, LLC is a Other fund managing $131913.0 trillion in assets. The fund runs a massive portfolio of 1,079 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