Allen Capital Group, LLC
RIA/Wealth
Allen Capital Group, LLC is a RIA/Wealth based in Vancouver, WA led by Mark Jerome Allen, reporting $1.2B in AUM as of Q3 2025 with 58% ETF concentration.
Managing PartnerMark Jerome Allen
- Portfolio Value
- $1.0B
- Positions
- 262
- Top Holding
- SPLG at 6.81%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Allen Capital Group, LLC's portfolio (36.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $71.1M | 6.81% | -$1.6M Sold | — 907.7K shares | |
ETF ETF | $54.9M | 5.26% | +$2.9M Bought | — 1.2M shares | |
Insurance - Diversified Financial Services | $46.4M | 4.45% | -$856.7K Sold | 0.00% 92.3K shares | |
ETF ETF | $45.0M | 4.31% | +$460.7K Bought | — 1.0M shares | |
ETF ETF | $44.8M | 4.29% | +$3.8M Bought | — 943.1K shares | |
ETF ETF | $32.3M | 3.09% | -$691.9K Sold | — 556.9K shares | |
Consumer Electronics Technology | $27.0M | 2.58% | +$1.1M Bought | 0.00% 106.0K shares | |
ETF ETF | $23.2M | 2.22% | +$950.9K Bought | — 399.0K shares | |
Unknown Unknown | $21.6M | 2.07% | +$358.2K Bought | — 587.4K shares | |
ETF ETF | $19.1M | 1.83% | +$259.9K Bought | — 408.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Allen Capital Group, LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Allen Capital Group, LLC
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