# EDGAR Filing Document

**Accession Number:** 0002012003
**File Stem:** 0001172661-26-000286
**Filing Date:** 2026-1
**Character Count:** 9371
**Document Hash:** dadb1f683052b18f6010fbfe7ff17762
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-26-000286.hdr.sgml**: 20260123

**ACCESSION NUMBER**: 0001172661-26-000286

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260123

**DATE AS OF CHANGE**: 20260123

**EFFECTIVENESS DATE**: 20260123

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** ALLEN WEALTH MANAGEMENT, LLC
- **CENTRAL INDEX KEY:** 0002012003

**ORGANIZATION NAME:**
- **EIN:** 202101861
- **STATE OF INCORPORATION:** NC
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23830
- **FILM NUMBER:** 26555977

**BUSINESS ADDRESS:**
- **STREET 1:** 980 HIGHWAY 105
- **CITY:** BOONE
- **STATE:** NC
- **ZIP:** 28607
- **BUSINESS PHONE:** 828-268-9693

**MAIL ADDRESS:**
- **STREET 1:** 980 HIGHWAY 105
- **CITY:** BOONE
- **STATE:** NC
- **ZIP:** 28607

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** ALLEN WEALTH MANAGEMENT LLC<br>**Address:** 980 Highway 105<br>Boone, NC 28607

**Form 13F File Number:** 028-23830

**CRD Number (if applicable):** 000133038

**SEC File Number (if applicable):** 801-64431

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Joe Hill<br>**Title:** Office Manager<br>**Phone:** 828-268-9693

**Signature, Place, and Date of Signing:**

/s/ Joe Hill  Boone, NC  01-23-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 60

**Form 13F Information Table Value Total:** $166187872

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 257051 | 1125 | SH |  | SOLE |  | 0 | 0 | 1125 |
| ALLSTATE CORP | COM | 020002101 |  | 214603 | 1031 | SH |  | SOLE |  | 0 | 0 | 1031 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 454069 | 1447 | SH |  | SOLE |  | 0 | 0 | 1447 |
| ALPS ETF TR | ALERIAN MLP | 00162Q452 |  | 4986101 | 106042 | SH |  | SOLE |  | 0 | 0 | 106042 |
| AMAZON COM INC | COM | 023135106 |  | 505957 | 2192 | SH |  | SOLE |  | 0 | 0 | 2192 |
| AMGEN INC | COM | 031162100 |  | 807801 | 2468 | SH |  | SOLE |  | 0 | 0 | 2468 |
| APPLE INC | COM | 037833100 |  | 2870570 | 10559 | SH |  | SOLE |  | 0 | 0 | 10559 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 275441 | 1070 | SH |  | SOLE |  | 0 | 0 | 1070 |
| BANK AMERICA CORP | COM | 060505104 |  | 479765 | 8723 | SH |  | SOLE |  | 0 | 0 | 8723 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 2162504 | 18627 | SH |  | SOLE |  | 0 | 0 | 18627 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 229711 | 457 | SH |  | SOLE |  | 0 | 0 | 457 |
| CATERPILLAR INC | COM | 149123101 |  | 1587423 | 2771 | SH |  | SOLE |  | 0 | 0 | 2771 |
| CHEVRON CORP NEW | COM | 166764100 |  | 4089056 | 26829 | SH |  | SOLE |  | 0 | 0 | 26829 |
| CISCO SYS INC | COM | 17275R102 |  | 3179788 | 41279 | SH |  | SOLE |  | 0 | 0 | 41279 |
| CITIGROUP INC | COM NEW | 172967424 |  | 2894029 | 24801 | SH |  | SOLE |  | 0 | 0 | 24801 |
| COCA COLA CO | COM | 191216100 |  | 1008319 | 14423 | SH |  | SOLE |  | 0 | 0 | 14423 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 12960168 | 259722 | SH |  | SOLE |  | 0 | 0 | 259722 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 1400894 | 11952 | SH |  | SOLE |  | 0 | 0 | 11952 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 829585 | 25876 | SH |  | SOLE |  | 0 | 0 | 25876 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 4271254 | 35493 | SH |  | SOLE |  | 0 | 0 | 35493 |
| FEDEX CORP | COM | 31428X106 |  | 636936 | 2205 | SH |  | SOLE |  | 0 | 0 | 2205 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 307707 | 914 | SH |  | SOLE |  | 0 | 0 | 914 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 2367715 | 11441 | SH |  | SOLE |  | 0 | 0 | 11441 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 960216 | 2980 | SH |  | SOLE |  | 0 | 0 | 2980 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 1135416 | 11254 | SH |  | SOLE |  | 0 | 0 | 11254 |
| LINCOLN NATL CORP IND | COM | 534187109 |  | 2495728 | 56046 | SH |  | SOLE |  | 0 | 0 | 56046 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 3167071 | 6548 | SH |  | SOLE |  | 0 | 0 | 6548 |
| LOWES COS INC | COM | 548661107 |  | 289633 | 1201 | SH |  | SOLE |  | 0 | 0 | 1201 |
| MCDONALDS CORP | COM | 580135101 |  | 319995 | 1047 | SH |  | SOLE |  | 0 | 0 | 1047 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 2068556 | 21534 | SH |  | SOLE |  | 0 | 0 | 21534 |
| MERCK  CO INC | COM | 58933Y105 |  | 2606343 | 24761 | SH |  | SOLE |  | 0 | 0 | 24761 |
| METLIFE INC | COM | 59156R108 |  | 312992 | 3964 | SH |  | SOLE |  | 0 | 0 | 3964 |
| MICROSOFT CORP | COM | 594918104 |  | 988519 | 2044 | SH |  | SOLE |  | 0 | 0 | 2044 |
| NEWMONT CORP | COM | 651639106 |  | 333299 | 3338 | SH |  | SOLE |  | 0 | 0 | 3338 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 456168 | 800 | SH |  | SOLE |  | 0 | 0 | 800 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 |  | 630066 | 4570 | SH |  | SOLE |  | 0 | 0 | 4570 |
| NOVO-NORDISK A S | ADR | 670100205 |  | 1737603 | 34151 | SH |  | SOLE |  | 0 | 0 | 34151 |
| PEPSICO INC | COM | 713448108 |  | 1686216 | 11749 | SH |  | SOLE |  | 0 | 0 | 11749 |
| PFIZER INC | COM | 717081103 |  | 779431 | 31302 | SH |  | SOLE |  | 0 | 0 | 31302 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 242044 | 1509 | SH |  | SOLE |  | 0 | 0 | 1509 |
| PRICE T ROWE GROUP INC | COM | 74144T108 |  | 1483589 | 14491 | SH |  | SOLE |  | 0 | 0 | 14491 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 674130 | 4704 | SH |  | SOLE |  | 0 | 0 | 4704 |
| PUBLIC STORAGE OPER CO | COM | 74460D109 |  | 1525860 | 5880 | SH |  | SOLE |  | 0 | 0 | 5880 |
| RIO TINTO PLC | SPONSORED ADR | 767204100 |  | 2274533 | 28421 | SH |  | SOLE |  | 0 | 0 | 28421 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 |  | 25003416 | 918905 | SH |  | SOLE |  | 0 | 0 | 918905 |
| SLB LIMITED | COM STK | 806857108 |  | 1666229 | 43414 | SH |  | SOLE |  | 0 | 0 | 43414 |
| SONOCO PRODS CO | COM | 835495102 |  | 1431523 | 32803 | SH |  | SOLE |  | 0 | 0 | 32803 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 371342 | 937 | SH |  | SOLE |  | 0 | 0 | 937 |
| STANLEY BLACK  DECKER INC | COM | 854502101 |  | 1452843 | 19559 | SH |  | SOLE |  | 0 | 0 | 19559 |
| STARBUCKS CORP | COM | 855244109 |  | 417766 | 4961 | SH |  | SOLE |  | 0 | 0 | 4961 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 2623786 | 8634 | SH |  | SOLE |  | 0 | 0 | 8634 |
| TESLA INC | COM | 88160R101 |  | 222162 | 494 | SH |  | SOLE |  | 0 | 0 | 494 |
| UNILEVER PLC | SPON ADR NEW | 904767803 |  | 1015924 | 15534 | SH |  | SOLE |  | 0 | 0 | 15534 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 29210081 | 152940 | SH |  | SOLE |  | 0 | 0 | 152940 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 12955525 | 44640 | SH |  | SOLE |  | 0 | 0 | 44640 |
| VANGUARD WORLD FD | ENERGY ETF | 92204A306 |  | 12608700 | 100132 | SH |  | SOLE |  | 0 | 0 | 100132 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 286984 | 7046 | SH |  | SOLE |  | 0 | 0 | 7046 |
| VISA INC | COM CL A | 92826C839 |  | 908690 | 2591 | SH |  | SOLE |  | 0 | 0 | 2591 |
| WALMART INC | COM | 931142103 |  | 711798 | 6389 | SH |  | SOLE |  | 0 | 0 | 6389 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 357248 | 1626 | SH |  | SOLE |  | 0 | 0 | 1626 |

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