Allen Mooney & Barnes Investment Advisors LLC has filed a 13F-HR report disclosing its equity holdings as of September 30, 2026. The filing, signed by Chief Compliance Officer Brent P. Nicks, lists a total of 158 separate stock positions.
The portfolio is heavily weighted toward large-cap technology and consumer staples companies. Apple Inc. is the largest holding, with 117,671 shares. Other top positions include Microsoft Corp. (44,771 shares), Alphabet Inc. Class A (62,686 shares), and AbbVie Inc. (81,406 shares). The firm also holds significant stakes in Accenture PLC (112,243 shares), JPMorgan Chase & Co. (57,959 shares), and Becton Dickinson & Co. (105,324 shares).
Significant exposure to the healthcare sector is evident, with positions in UnitedHealth Group Inc. (49,862 shares), Merck & Co. Inc. (125,784 shares), and Elevance Health Inc. (46,767 shares). Additionally, the firm holds shares in Amazon.com Inc. (71,356 shares), ExxonMobil Holdings Corp. (85,530 shares), and AT&T Inc. (224,300 shares).
The filing also includes a substantial number of exchange-traded funds (ETFs). The firm holds shares in the State Street SPDR S&P 500 ETF (21,793 shares), the Vanguard S&P 500 ETF (6,722 shares), and the Vanguard Total International Stock ETF (3,060 shares).
