Long-term investor

Allen Wealth Management, LLC @allenwealthmanagementllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002012003).

Record

  • Tracked since 2025-06-30 (431 days), 53 trades recorded
  • Returns: week n/a · month n/a · 90 days +5.0% · 6 months +17.5% · 1 year +24.4% · all +24.4%
  • Max drawdown 0.0% · Sharpe 2.73 · win rate 14% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 922908744 · 17.6% · long · since 2025-06-30
  • 808524771 · 15.2% · long · since 2025-06-30
  • 922908629 · 8.7% · long · since 2025-12-31
  • 25434V807 · 8.5% · long · since 2025-12-31
  • 81369Y209 · 8.0% · long · since 2026-03-31
  • 92204A306 · 7.3% · long · since 2025-06-30
  • CSCO · 2.0% · long · since 2025-06-30
  • XOM · 1.9% · long · since 2025-06-30
  • CVX · 1.9% · long · since 2025-06-30
  • TSM · 1.6% · long · since 2025-06-30
  • C · 1.5% · long · since 2025-06-30
  • MRK · 1.5% · long · since 2025-06-30

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