Bruce G. Allen Investments, LLC - Portfolio Stock Holdings
Bruce G. Allen Investments, LLC disclosed 1158 stock positions in a recent SEC 13F filing. $156,896,461 of stock holdings were filed, with the largest holdings including EFV, VTV, and SCHD. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $258,147,622 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
1158Est. Stock Holding Value:
$156,896,461Top Stock Holdings By Sector
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Portfolio Stock Holdings - Bruce G. Allen Investments, LLC
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