Allegiance Financial Group Advisory Services LLC - Portfolio Stock Holdings
Allegiance Financial Group Advisory Services LLC disclosed 274 stock positions in a recent SEC 13F filing. $616,720,540 of stock holdings were filed, with the largest holdings including VTI, AVLV, and AVDV. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $674,998,291 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
274Est. Stock Holding Value:
$616,720,540Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Allegiance Financial Group Advisory Services LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...