Institutions / Allegheny Financial Group
Allegheny Financial Group
CIK 1844148 · Institution · as of Dec 31, 2025
Portfolio value
$675.56M
Positions
286
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 286 →
| Company | Value | % of portfolio |
|---|---|---|
| Putnam ETF Trust | $90.33M | 13.4% |
| J P Morgan Exchange Traded F | $32.08M | 4.7% |
| Ea Series Trust | $26.59M | 3.9% |
| Diamond Hill Funds | $26.20M | 3.9% |
| iShares Tr | $21.97M | 3.3% |
| Nvr Inc | $21.77M | 3.2% |
| Apple Inc. | $21.30M | 3.2% |
| Schwab Strategic Tr | $21.16M | 3.1% |
| Erie Indemnity Co | $18.82M | 2.8% |
| Exxon Mobil Corp | $15.24M | 2.3% |
| Invesco Exchange Traded Fd T | $12.94M | 1.9% |
| iShares Tr | $12.92M | 1.9% |
| Warren E. Buffett | $12.61M | 1.9% |
| Mfs Active Exchange Traded F | $12.00M | 1.8% |
| Microsoft Corp | $11.21M | 1.7% |
| Virtus ETF Tr II | $10.74M | 1.6% |
| J P Morgan Exchange Traded F | $9.50M | 1.4% |
| GMO ETF Trust | $9.39M | 1.4% |
| iShares Tr | $8.99M | 1.3% |
| ELI LILLY & Co | $8.60M | 1.3% |
| Federated Hermes ETF Trust | $8.51M | 1.3% |
| Ppg Industries Inc | $8.09M | 1.2% |
| Fidelity Wise Origin Bitcoin | $7.83M | 1.2% |
| SPDR S&P 500 ETF Tr | $6.40M | 0.9% |
| J P Morgan Exchange Traded F | $5.16M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.