Rick W. Allen Estimated Holdings (2026)

Base report: annual report CY2025 · trades through 2026-09-22 · later PTRs: 1 2 3 4 5 6 7 8 9

Estimated total: $10.7M–$36.6M across 87 positions.

Based on the annual report CY2025 and trades reported after it, Rep. Rick W. Allen holds an estimated 87 positions worth $10.7M–$36.6M in total. The largest estimated holding is INVESTMENTS ⇒ Personal Home ($1M–$5M). Disclosures give value ranges, not exact amounts, so treat this as a rough estimate for education, not investment advice.

Asset	Type	Estimated range	Confidence	Came from
INVESTMENTS ⇒ Personal Home	Real estate	$1M–$5M	High	Report
INVESTMENTS ⇒ Personal Home in DC	Real estate	$1M–$5M	High	Report
R.W. Allen & Associates, Inc. ⇒ RW Allen Construction LLC2,	Private	$1M–$5M	High	Report
R.W. Allen & Associates, Inc. ⇒ R.W. ALLEN, LLC ⇒ CASH ASSET	Private	$1M–$5M	High	Report
SCHB R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Schwab	Fund/ETF	$465K–$1.1M	High	Report
INVESTMENTS ⇒ 1015 BROAD STREET, LLC ⇒ COMMERCIAL RENTAL PRO	Real estate	$500K–$1M	High	Report
IRA ⇒ Schwab U.S. Broad Market ETF	Fund/ETF	$250K–$500K	High	Report
R.W. Allen & Associates, Inc. ⇒ R.W. ALLEN, LLC ⇒ LIFE INSUR	Other	$250K–$500K	High	Report
GOOGL LIVTR ⇒ Alphabet Inc. - Class A (GOOGL)	Stock	$200K–$500K	High	Report
XLK LIVTR ⇒ SPDR Select Sector Fund - Technology (XLK)	Fund/ETF	$200K–$500K	High	Report
NPSRX R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Nuveen	Fund/ETF	$182K–$480K	High	Report
IBTI R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ iShares	Fund/ETF	$146K–$415K	High	Report
USMV IRA ⇒ iShares MSCI USA Min Vol Factor ETF (USMV)	Fund/ETF	$165K–$400K	High	Report
XLC R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ The Com	Fund/ETF	$132K–$380K	High	Report
SNSXX R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Schwab	Fund/ETF	$146K–$365K	High	Report
MAR R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Marriot	Stock	$150K–$350K	High	Report
MSFT R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Microso	Stock	$150K–$350K	High	Report
SCHD R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Schwab	Fund/ETF	$130K–$350K	High	Report
XLF R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ SPDR Se	Fund/ETF	$117K–$330K	High	Report
AMZN R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Amazon.	Stock	$115K–$300K	High	Report
WMT R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Walmart	Stock	$115K–$300K	High	Report
Northwestern Mutual ORD Life-Former EOL	Other	$100K–$250K	High	Report
INVESTMENTS ⇒ RAWA Leasing Equipment	Private	$100K–$250K	High	Report
IRA ⇒ Schwab US Dividend Equity ETF	Fund/ETF	$100K–$250K	High	Report
R.W. Allen & Associates, Inc. ⇒ R.W. Allen Construction Serv	Private	$100K–$250K	High	Report
R.W. Allen & Associates, Inc. ⇒ R.W. ALLEN, LLC ⇒ LIFE INSUR	Other	$100K–$250K	High	Report
R.W. Allen & Associates, Inc. ⇒ R.W. ALLEN, LLC ⇒ LIFE INSUR	Other	$100K–$250K	High	Report
R.W. Allen & Associates, Inc. ⇒ R.W. ALLEN, LLC ⇒ LIFE INSUR	Other	$100K–$250K	High	Report
R.W. Allen & Associates, Inc. ⇒ R.W. ALLEN, LLC ⇒ LIFE INSUR	Other	$100K–$250K	High	Report
ABBV R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ AbbVie	Stock	$100K–$250K	High	Report
R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Centier	Cash	$100K–$250K	High	Report
CB R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Chubb L	Stock	$100K–$250K	High	Report
R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Morgan	Cash	$100K–$250K	High	Report
R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ The Cha	Stock	$100K–$250K	High	Report
R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ US Trea	Bond	$100K–$250K	High	Report
R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ US Trea	Bond	$100K–$250K	High	Report
SCH1 ⇒ US Treasury Bill 91282CHB0	Bond	$100K–$250K	High	Report
US Treasury Note 3.5% DUE 01/31/28 (91282CGH8)	Stock	$100K–$250K	Medium	Later trade
US Treasury Note 4% DUE 5/31/30 (91282CNG2)	Stock	$100K–$250K	Medium	Later trade
XLV R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ SPDR Se	Fund/ETF	$82K–$230K	High	Report
QUAL IRA ⇒ iShares MSCI USA Quality Factor ETF (QUAL)	Fund/ETF	$80K–$200K	High	Report
AMGN LIVTR ⇒ Amgen Inc. (AMGN)	Stock	$100K–$200K	High	Report
GSIE CONT IRA ⇒ Goldman Sachs ActiveBeta International Equity ETF	Fund/ETF	$60K–$200K	High	Report
IBTH CONT IRA ⇒ iShares iBonds Dec 2027 Term Treasury ETF (IBTH)	Fund/ETF	$60K–$200K	High	Report
IBTJ CONT IRA ⇒ iShares iBonds Dec 2029 Term Treasury ETF (IBTJ)	Fund/ETF	$60K–$200K	High	Report
CTAS LIVTR ⇒ Cintas Corporation (CTAS)	Stock	$65K–$150K	High	Report
DOV R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Dover C	Stock	$65K–$150K	High	Report
IBTG CONT IRA ⇒ iShares iBonds Dec 2026 Term Treasury ETF (IBTG)	Fund/ETF	$45K–$150K	High	Report
XLY CONT IRA ⇒ SPDR Select Sector Fund - Consumer Discretionary	Fund/ETF	$31K–$115K	High	Report
COST LIVTR ⇒ Costco Wholesale Corporation (COST)	Stock	$50K–$100K	High	Report
GPN LIVTR ⇒ Global Payments Inc. Common Stock (GPN)	Stock	$50K–$100K	High	Report
LIVTR ⇒ US Treasury Bill - Due 12/15/26 4.375% - 91282CJP7	Bond	$50K–$100K	High	Report
R.W. Allen & Associates, Inc. ⇒ R.W. ALLEN, LLC ⇒ LIFE INSUR	Other	$50K–$100K	High	Report
SHW R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Sherwin	Stock	$50K–$100K	High	Report
SCH1 ⇒ US TREASUR NOTE 3.75% DUE 08/15/27 (91282CLG4)	Bond	$50K–$100K	High	Report
SCH1 ⇒ US Treasury Bill 912797PD3	Bond	$50K–$100K	High	Report
SCH1 ⇒ US Treasury Bill 912797PV3	Bond	$50K–$100K	High	Report
SCH1 ⇒ US Treasury Bill 91282CKE0	Bond	$50K–$100K	High	Report
SCH1 ⇒ US Treasury Bill 91282CLP4 3.5% Due 9/30/26	Bond	$50K–$100K	High	Report
US Treasury Note 4% DUE 7/31/29 (91282CLC3)	Stock	$50K–$100K	Medium	Later trade
HD LIVTR ⇒ Home Depot, Inc. (HD)	Stock	$30K–$100K	High	Report
DABS SCH1 ⇒ DoubleLine Asset-Backed Securities ETF (DABS)	Fund/ETF	$18K–$95K	High	Report
BANK ACCOUNT(S) ⇒ South State Bank	Cash	$15K–$50K	High	Report
AZO LIVTR ⇒ AutoZone, Inc. Common Stock (AZO)	Stock	$15K–$50K	High	Report
BAC LIVTR ⇒ Bank of America Corporation Common Stock (BAC)	Stock	$15K–$50K	High	Report
LIVTR ⇒ Schwab US Dividend Equity ETF	Fund/ETF	$15K–$50K	High	Report
R.W. Allen & Associates, Inc. ⇒ R.W. ALLEN, LLC ⇒ LIFE INSUR	Other	$15K–$50K	High	Report
R.W. Allen & Associates, Inc. ⇒ R.W. ALLEN, LLC ⇒ LIFE INSUR	Other	$15K–$50K	High	Report
ATO R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Atmos E	Stock	$15K–$50K	High	Report
R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ CASH AC	Cash	$15K–$50K	High	Report
SCHW R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Charles	Stock	$15K–$50K	High	Report
DE R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Deere &	Stock	$15K–$50K	High	Report
FERG R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Ferguso	Stock	$15K–$50K	High	Report
WM R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Waste M	Stock	$15K–$50K	High	Report
US Treasury Note 3.5% DUE 1/31/30 (91282CGJ4)	Stock	$15K–$50K	Medium	Later trade
TSM Taiwan Semiconductor Manufacturing Company Ltd. (TSM)	Stock	$3K–$45K	Medium	Later trade
XLP CONT IRA ⇒ SPDR Select Sector Fund - Consumer Staples (XLP)	Fund/ETF	$3K–$45K	High	Report
AVGO Broadcom Inc. - Common Stock (AVGO)	Stock	$2K–$30K	Medium	Later trade
CONT IRA ⇒ CASH ACCOUNTS	Cash	$1K–$15K	High	Report
INIRA ⇒ CASH ACCOUNTS	Cash	$1K–$15K	High	Report
IRA ⇒ CASH ACCOUNTS	Cash	$1K–$15K	High	Report
LIVTR ⇒ CASH ACCOUNTS	Cash	$1K–$15K	High	Report
CHD LIVTR ⇒ Church & Dwight Company, Inc. (CHD)	Stock	$1K–$15K	High	Report
SCH1 ⇒ CASH ACCOUNTS	Cash	$1K–$15K	High	Report
KMI Kinder Morgan, Inc. Common Stock (KMI)	Stock	$1K–$15K	Medium	Later trade
AXP American Express Company Common Stock (AXP)	Stock	$1K–$15K	Medium	Later trade
AMD Advanced Micro Devices, Inc. (AMD)	Stock	$1K–$15K	Medium	Later trade

Education, not investment advice. This is an estimate, not a holdings report. We start from the value ranges in the member's most recent financial disclosure and add or subtract later periodic transaction reports (PTRs). Disclosures give ranges, not exact values, and the result can be wrong: valuation dates differ, some trades can't be matched to a holding, and assets may have moved since. Confidence: High = taken directly from the report; Medium = changed by later trades or matched by name; Low = no stated value or unclear match.

Sources: U.S. House Clerk Periodic Transaction Reports (disclosures-clerk.house.gov) and U.S. Senate eFD Periodic Transaction Reports (efdsearch.senate.gov), filed 2024 to present; SEC EDGAR submissions (Form 4 and 8-K filing dates); committee assignments from the unitedstates/congress-legislators project (current membership); daily closing prices from Yahoo Finance's public chart data (query1.finance.yahoo.com), which is unofficial and may be revised. Built 2026-11-03.

Rep. Rick W. Allen R-GA12