CIK 2005409
Bruce G. Allen Investments, LLC
Institutional 13F holdings & portfolio
Holdings
1,081
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 1,081
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EFV | ISHARES MSCI EAFE VALUE ETF | 325K | $1M+ | SH |
| VTV | VANGUARD VALUE ETF | 85K | $1M+ | SH |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 410K | $1M+ | SH |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 230K | $1M+ | SH |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 351K | $1M+ | SH |
| VOE | VANGUARD MID-CAP VALUE ETF | 28K | $1M+ | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | 132K | $1M+ | SH |
| DJP | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | 103K | $1M+ | SH |
| AAPL | APPLE INC COM | 8K | $1M+ | SH |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | 20K | $1M+ | SH |
| SPY | STATE STR SPDR S&P 500 ETF TR TR UNIT | 2K | $1M+ | SH |
| RAFE | PIMCO RAFI ESG U.S. ETF | 38K | $1M+ | SH |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 7K | $1M+ | SH |
| GE | GE AEROSPACE COM NEW | 4K | $1M+ | SH |
| VBR | VANGUARD SMALL CAP VALUE ETF | 6K | $1M+ | SH |
| DLS | WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND | 14K | $1M+ | SH |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | 9K | $1M+ | SH |
| NBB | NUVEEN TAXABLE MUNICPAL INM FD COM | 58K | $500K+ | SH |
| PG | PROCTER & GAMBLE CO COM | 6K | $500K+ | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 2K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. COM | 2K | $500K+ | SH |
| MSFT | MICROSOFT CORP COM | 1K | $500K+ | SH |
| XOM | EXXON MOBIL CORP COM | 6K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON COM | 3K | $500K+ | SH |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | 21K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 1K | $500K+ | SH |
| CMI | CUMMINS INC COM | 1K | $500K+ | SH |
| SHEL | SHELL PLC SPON ADS | 8K | $500K+ | SH |
| BCI | ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF | 30K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC COM | 14K | $500K+ | SH |
| GEV | GE VERNOVA INC COM | 861 | $500K+ | SH |
| T | AT&T INC COM | 22K | $500K+ | SH |
| ABBV | ABBVIE INC COM | 2K | $500K+ | SH |
| BAC | BANK AMERICA CORP COM | 10K | $500K+ | SH |
| BK | BANK NEW YORK MELLON CORP COM | 5K | $500K+ | SH |
| META | META PLATFORMS INC CL A | 778 | $500K+ | SH |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | 6K | $100K–$500K | SH |
| UCIB | ETRACS CMCI TOTAL RETURN ETN SERIES B | 17K | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE CO COM | 6K | $100K–$500K | SH |
| MRK | MERCK & CO INC COM | 4K | $100K–$500K | SH |
| WFC | WELLS FARGO & CO COM | 5K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW COM | 3K | $100K–$500K | SH |
| KO | COCA COLA CO COM | 6K | $100K–$500K | SH |
| HD | HOME DEPOT INC COM | 1K | $100K–$500K | SH |
| UNP | UNION PAC CORP COM | 2K | $100K–$500K | SH |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | 8K | $100K–$500K | SH |
| GLD | SPDR GOLD SHARES | 881 | $100K–$500K | SH |
| IWR | ISHARES RUSSELL MIDCAP ETF | 4K | $100K–$500K | SH |
| WMT | WALMART INC COM | 3K | $100K–$500K | SH |
| SCHY | SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF | 11K | $100K–$500K | SH |