Institutions / AllGen Financial Advisors, Inc.
AllGen Financial Advisors, Inc.
CIK 1964809 · Institution · as of Dec 31, 2025
Portfolio value
$421.66M
Positions
40
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 40 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $90.27M | 21.4% |
| Vanguard Bd Index Fds | $80.43M | 19.1% |
| Vanguard Intl Equity Index F | $37.78M | 9.0% |
| iShares Gold Tr | $30.74M | 7.3% |
| Invesco Exch Traded Fd Tr II | $26.39M | 6.3% |
| Vanguard World Fd | $23.04M | 5.5% |
| Janus Detroit Str Tr | $20.55M | 4.9% |
| Franklin Templeton ETF Tr | $15.15M | 3.6% |
| J P Morgan Exchange Traded F | $12.64M | 3.0% |
| SPDR Series Trust | $12.36M | 2.9% |
| SPDR Series Trust | $9.43M | 2.2% |
| Franklin Templeton ETF Tr | $8.99M | 2.1% |
| Invesco Qqq Tr | $7.71M | 1.8% |
| J P Morgan Exchange Traded F | $7.28M | 1.7% |
| American Centy ETF Tr | $6.91M | 1.6% |
| SPDR Series Trust | $5.66M | 1.3% |
| Schwab Strategic Tr | $3.12M | 0.7% |
| Microsoft Corp | $3.02M | 0.7% |
| iShares Tr | $2.96M | 0.7% |
| American Centy ETF Tr | $2.94M | 0.7% |
| Warren E. Buffett | $2.39M | 0.6% |
| Apple Inc. | $1.69M | 0.4% |
| iShares MSCI UAE ETF | $1.65M | 0.4% |
| Schwab Strategic Tr | $1.58M | 0.4% |
| RTX Corp | $1.00M | 0.2% |
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.