Institutions / Allegiance Financial Group Advisory Services LLC
Allegiance Financial Group Advisory Services LLC
CIK 1964068 · Institution · as of Dec 31, 2025
Portfolio value
$475.76M
Positions
177
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 177 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $51.28M | 10.8% |
| American Centy ETF Tr | $45.96M | 9.7% |
| American Centy ETF Tr | $31.47M | 6.6% |
| Dimensional ETF Trust | $27.14M | 5.7% |
| American Centy ETF Tr | $23.86M | 5.0% |
| American Centy ETF Tr | $22.65M | 4.8% |
| Dimensional ETF Trust | $22.20M | 4.7% |
| American Centy ETF Tr | $20.67M | 4.3% |
| Dimensional ETF Trust | $19.11M | 4.0% |
| iShares MSCI UAE ETF | $19.03M | 4.0% |
| Microsoft Corp | $18.90M | 4.0% |
| iShares Tr | $17.65M | 3.7% |
| American Centy ETF Tr | $13.47M | 2.8% |
| American Century ETF Trust | $10.77M | 2.3% |
| Vanguard Index Fds | $7.63M | 1.6% |
| iShares Inc | $7.48M | 1.6% |
| Vanguard Intl Equity Index F | $5.36M | 1.1% |
| Apple Inc. | $4.29M | 0.9% |
| NVIDIA Corp | $3.45M | 0.7% |
| Alphabet Inc. | $3.44M | 0.7% |
| ServiceNow Inc | $3.18M | 0.7% |
| Vanguard Scottsdale Fds | $3.00M | 0.6% |
| Vanguard Intl Equity Index F | $2.91M | 0.6% |
| Dimensional ETF Trust | $2.87M | 0.6% |
| Uber Technologies, Inc | $2.68M | 0.6% |
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.