Allegheny Financial Group
All holdings · as of Dec 31, 2025
| 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% |
| Alphabet Inc. | $4.72M | 0.7% |
| RBB FUND TRUST | $4.42M | 0.7% |
| Alphabet Inc. | $4.07M | 0.6% |
| SYNOPSYS INC | $4.07M | 0.6% |
| VANGUARD SCOTTSDALE FDS | $3.93M | 0.6% |
| PARNASSUS INCOME FDS | $3.75M | 0.6% |
| VANGUARD INDEX FDS | $3.74M | 0.6% |
| CATERPILLAR INC | $3.61M | 0.5% |
| INTERNATIONAL BUSINESS MACHINES CORP | $3.55M | 0.5% |
| Broadcom Inc. | $3.52M | 0.5% |
| ISHARES TR | $3.26M | 0.5% |
| JPMORGAN CHASE & CO | $3.22M | 0.5% |
| ISHARES TR | $3.21M | 0.5% |
| Merck & Co., Inc. | $3.13M | 0.5% |
| Amazon.com Inc | $3.06M | 0.5% |
| ISHARES TR | $2.93M | 0.4% |
| VANGUARD INDEX FDS | $2.90M | 0.4% |
| ISHARES TR | $2.86M | 0.4% |
| VANGUARD INDEX FDS | $2.85M | 0.4% |
| ISHARES TR | $2.80M | 0.4% |
| VANGUARD INDEX FDS | $2.68M | 0.4% |
| ISHARES TR | $2.62M | 0.4% |
| VANGUARD SCOTTSDALE FDS | $2.56M | 0.4% |
| iShares MSCI UAE ETF | $2.52M | 0.4% |
| The PNC Financial Services Group, Inc. | $2.52M | 0.4% |