Allen Capital Group LLC Increases Holdings Across Multiple ETFs in Q2 2026
Allen Capital Group, Llc's portfolio value as of June 30, 2026 is $1.2 billion. The investment firm held 308 positions this quarter.
As of June 30, 2026, Allen Capital Group LLC maintained a substantial portfolio valued at approximately $1.2 billion. This filing indicates that the firm increased its holdings in all previously held ETFs during the second quarter, with no reported decreases or exits for any stocks listed as of this date.
The investment strategy appears heavily focused on exchange-traded funds (ETFs), particularly those offered by major financial institutions like BlackRock and State Street. Allen Capital Group LLC significantly boosted its position in SPDR Series Trust ETFs, including SPLG, which increased to 6.51% allocation.
Within the Financial Services sector, the firm notably added shares of BlackRock Inc (BRK-B), increasing its stake by a full percentage point to 3.66%. This suggests confidence in large-cap financials despite broader market conditions.
Technology sector exposure was maintained through ETF holdings, with the largest being PIMCO's PYLD, which saw a quarter percentage point increase to 2.52% allocation.
Allen Capital Group LLC also increased its positions in several Dimensional ETFs, including DFAT, which now represents 2.42% of the portfolio.
In addition to expanding existing ETF holdings, Allen Capital Group LLC initiated new positions in several other funds including Schwab Strategic Trust ETFs (SCHP, SCHX, and SCHF), Victory Portfolios II ETFs (VFLO), Janus Detroit Strategy Trust (JMBS), and SPDR Index Shares ETFs (SPEM). The firm also added to its stake in Vanguard-like ETF solutions represented by DSTL.