Q2 2026 13F · SEC CIK 2001461

Allen Mooney & Barnes Investment Advisors LLC

Wealth managerFiled 2026-07-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $657.6M
Reported positions: 152
Top holdings a year, 3 yrs: +18.0%
Assets under management: $1.1B

Allen Mooney & Barnes Investment Advisors LLC is a wealth manager that reported 152 positions worth $657.6M in its Q2 2026 13F, filed 2026-07-13. Its largest holdings were Apple Inc (AAPL, 5.3%), Alphabet Inc (GOOGL, 3.4%), Abbvie Inc (ABBV, 3.1%). A portfolio copying its top holdings returned 18.0% a year over the last 3 years, against 18.8% for the S&P 500.

Allen Mooney & Barnes Investment Advisors LLC holdings largest 50 of 152 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Allen Mooney & Barnes Investment Advisors LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	5.3%	4.9%	119,343	-10.6%	$34.5M
GOOGLAlphabet Inc	3.4%	4.1%	62,244	-36.9%	$22.2M
ABBVAbbvie Inc	3.1%	2.8%	81,986	-6.9%	$20.6M
UNHUnitedhealth Group Inc Com	3.1%	2.0%	49,469	-5.3%	$20.6M
CMICummins Inc	3.0%	2.3%	28,039	-5.1%	$20.0M
AEPAmerican Elec Pwr Co Inc	3.0%	2.9%	142,926	-6.8%	$19.6M
JPMJpmorgan Chase & Co	2.9%	2.6%	57,680	-4.4%	$18.9M
ELVElevance Health Inc Formerly	2.7%	2.1%	46,398	-6.5%	$17.9M
SOXXIshares Semiconductor ETF	2.7%	—	27,349	—	$17.5M
EPDEnterprise Prods Partners L	2.6%	2.7%	458,936	-8.9%	$16.9M
MSFTMicrosoft Corp	2.6%	2.5%	45,178	-4.2%	$16.9M
AMZNAmazon Com Inc Com	2.6%	2.2%	70,428	-5.1%	$16.8M
AXPAmerican Express Co Com	2.5%	2.2%	49,326	-4.0%	$16.7M
MRKMerck & Co. Inc	2.5%	2.3%	126,728	-2.6%	$16.3M
SPYSpdr S&p 500 ETF Tr	2.5%	2.0%	21,777	+0.1%	$16.3M
BDXBecton Dickinson & Co	2.4%	—	106,244	—	$16.1M
ACNAccenture PLC Ireland Shs Class A	2.1%	—	112,246	—	$14.0M
WYWeyerhaeuser Co	2.1%	2.1%	575,908	-3.3%	$13.8M
LOWLowes Cos Inc	2.1%	2.2%	61,811	-6.6%	$13.6M
SCHWSchwab Charles Corp	2.0%	2.0%	145,478	-3.5%	$13.4M
LHXL3harris Technologies Inc	2.0%	2.4%	45,780	-5.1%	$13.3M
MOAltria Group Inc	2.0%	1.9%	179,267	-12.6%	$12.9M
METAMeta Platforms Inc Class A	1.9%	1.9%	22,398	-5.3%	$12.6M
XOMExxon Mobil Corp	1.8%	—	85,466	—	$11.7M
CCitigroup Inc Com New	1.8%	1.5%	83,365	-6.6%	$11.7M
ADBEAdobe Inc	1.8%	2.0%	56,470	-2.7%	$11.6M
MDTMedtronic PLC	1.5%	1.8%	130,036	-8.3%	$10.2M
PRUPrudential Finl Inc Com	1.5%	1.5%	94,082	-10.2%	$10.2M
CGCarlyle Group Inc	1.5%	1.8%	238,500	-7.8%	$10.0M
AMATApplied Matls Inc	1.5%	1.3%	13,482	-50.3%	$9.7M
EOGEog Res Inc	1.3%	2.3%	66,402	-40.0%	$8.6M
INTUIntuit	1.2%	2.0%	31,223	-0.8%	$8.1M
EFAiShs MSCI EAFE	1.2%	1.1%	77,190	-2.1%	$8.0M
AFLAflac Inc	1.1%	1.1%	60,870	-9.1%	$7.1M
PEPPepsico Inc	1.1%	1.3%	52,413	-7.1%	$7.1M
FLOFlowers Foods Inc	1.0%	1.1%	870,134	-6.6%	$6.9M
HONHoneywell International Inc.	1.0%	—	28,131	—	$6.3M
HONAHoneywell Aerospace Inc.	0.9%	—	28,068	—	$6.2M
VVisa Inc Com Cl A	0.9%	0.8%	17,504	-3.9%	$6.0M
LLYLilly Eli & Co	0.9%	0.7%	4,815	-13.1%	$5.8M
VOOVanguard S&p 500 ETF	0.8%	0.7%	8,105	+2.4%	$5.6M
VBVanguard Indx Fd	0.8%	0.7%	16,912	-4.2%	$5.1M
WMTWalmart Inc	0.8%	0.8%	45,107	-3.2%	$5.1M
TAt&t Inc Com	0.7%	1.1%	223,417	-17.3%	$4.6M
EFXEquifax Inc	0.7%	0.8%	28,655	-1.0%	$4.5M
VOVanguard Index Fds	0.7%	0.6%	53,583	+287.6%	$4.3M
EEMIshares	0.6%	0.5%	60,422	+0.0%	$4.1M
CVXChevron Corp New	0.4%	0.5%	16,837	-3.2%	$2.8M
KOCoca Cola Co	0.4%	0.4%	33,906	-15.7%	$2.8M
BRK-BBerkshire Hathaway Inc Del	0.4%	0.4%	5,292	-2.7%	$2.6M

What Allen Mooney & Barnes Investment Advisors LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +22.4% /yr; S&P 500 +20.1%
3 years: +18.0% /yr; S&P 500 +18.8%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$657.6M	152
Q1 2026	$695.3M	159
Q4 2025	$664.5M	162
Q3 2025	$641.8M	157
Q2 2025	$608.9M	153
Q1 2025	$615.0M	154
Q4 2024	$592.8M	149
Q3 2024	$587.4M	155
Q2 2024	$559.2M	151
Q1 2024	$521.0M	160
Q4 2023	$525.8M	154
Q3 2023	$469.5M	149

Questions about Allen Mooney & Barnes Investment Advisors LLC's portfolio

What stocks does Allen Mooney & Barnes Investment Advisors LLC own?

Allen Mooney & Barnes Investment Advisors LLC's latest 13F, for Q2 2026 and filed Jul 13, 2026, lists 152 positions worth $657.6M. The largest are Apple Inc (AAPL) at 5.3%, Alphabet Inc (GOOGL) at 3.4%, Abbvie Inc (ABBV) at 3.1%, Unitedhealth Group Inc Com (UNH) at 3.1% and Cummins Inc (CMI) at 3.0%.

What did Allen Mooney & Barnes Investment Advisors LLC buy last quarter?

In Q2 2026, Allen Mooney & Barnes Investment Advisors LLC added Vanguard Index Fds (VO) (+287.6% shares), compared with its Q1 2026 filing.

What did Allen Mooney & Barnes Investment Advisors LLC sell last quarter?

In Q2 2026, Allen Mooney & Barnes Investment Advisors LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Dow Inc. (DOW), cut from its top 50 Cisco Sys Inc (CSCO), cut from its top 50 Honeywell Intl Inc (HON), cut from its top 50 International Business Machs (IBM), Applied Matls Inc (AMAT) (-50.3% shares), Eog Res Inc (EOG) (-40.0% shares) and Alphabet Inc (GOOGL) (-36.9% shares), compared with its Q1 2026 filing.

How has Allen Mooney & Barnes Investment Advisors LLC's portfolio performed?

A portfolio copying Allen Mooney & Barnes Investment Advisors LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.0% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +22.4% against +20.1%.

When is Allen Mooney & Barnes Investment Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Allen Mooney & Barnes Investment Advisors LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Allen Mooney & Barnes Investment Advisors LLC manage?

Allen Mooney & Barnes Investment Advisors LLC reported $1.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $657.6M.