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Allen Capital Group, LLC
Allen Capital Group, LLC is an SEC-registered investment advisory firm headquartered in Grand Island, Nebraska. Founded in 2011, the firm provides investment management, trust, and tax planning services to a diverse array of clients, focusing primarily on individuals and high-net-worth individuals, as well as charitable organizations and corporate entities. As of July 2025, Allen Capital Group manages approximately $1.2 billion in assets and employs 39 professionals. The firm emphasizes customized, innovative financial solutions designed to address clients’ unique risk tolerances, time horizons, and broader financial goals.
Investment Strategy
Allen Capital Group pursues a client-centric investment approach, offering custom-tailored portfolios that align with each client’s risk and return objectives, time horizon, and liquidity requirements. The firm blends active and passive investment management techniques, leverages diversified asset allocations, and emphasizes long-term growth while maintaining a careful balance of risk. In addition to traditional portfolio management, Allen Capital Group integrates comprehensive tax and estate planning to optimize outcomes and help clients preserve and grow their wealth for future generations.
Latest 13F Filing Activity
Allen Capital Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 266 equity positions and 2 options positions with a total 13F market value of $974M. The fund increased holdings in SPDR Series Trust, Microsoft Corp., Ishares TR among other positions. Allen Capital Group, LLC reduced exposure to Berkshire Hathaway Inc. Del, Cisco SYS Inc., Walmart Inc. among others.
Top Holdings
Equity Positions (266)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 6.92% | $67.4M | 927,722 | $49.49 | $72.69 | +$6.9M |
J JCPB | J P MORGAN EXCHANGE TRADED F | 5.29% | $51.5M | 1,094,615 | $47.04 | $47.06 | +$3.6M |
| BERKSHIRE HATHAWAY INC DEL | 4.69% | $45.7M | 94,019 | $320.35 | $485.77 | -$7.6M | |
I IQLT | ISHARES TR | 4.47% | $43.5M | 1,007,013 | $36.03 | $43.22 | +$4.3M |
U UITB | VICTORY PORTFOLIOS II | 4.17% | $40.6M | 862,897 | $46.04 | $47.07 | +$4.2M |
Options Positions (2)
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
 | Principal | Grand Island, NE , United States | |
 | Chief Investment Officer | Bennington, NE , United States | |
 | Investment Analyst | Omaha, NE , United States | |
 | Trading Specialist | Omaha, NE , United States |
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