account_balance
Investment manager · 13F filer · SEC CIK 1844148
Allegheny Financial Group
Reported value$997Mas of Sep 30, 2026
Positions310 20 new, 15 sold out
Top 10 weight47.0%PVAL alone is 15%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
PVALPutnam ETF Trust
15.0%Added +9%
IMCGiShares Tr
6.0%Added +2%
DHLXDiamond Hill Funds
5.3%Trimmed −7%
CDIGEa Series Trust
4.1%Added +14%
JFLXJ P Morgan Exchange Traded F
3.7%Added +8%
MFSGMFS Active Exchange Traded F
2.9%Added +12%
AAPLApple Inc.
2.6%
DGROiShares Tr
2.5%
SCHGSchwab Strategic Tr
2.5%
JGROJ P Morgan Exchange Traded F
2.4%
QLTYGmo ETF Trust
2.2%Added +9%
XOMExxonMobil Holdings Corp
2.1%
PVALPutnam ETF Trust
15.0%Added +9%
IMCGiShares Tr
6.0%
DHLXDiamond Hill Funds
5.3%
CDIGEa Series Trust
4.1%
JFLXJ P Morgan Exchange Traded F
3.7%+8%
MFSGMFS Active Exchange Traded F
2.9%
AAPLApple Inc.
2.6%
DGROiShares Tr
2.5%
SCHG2.5%
JGRO2.4%
QLTY2.2%
XOM2.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
PVAL Putnam ETF Trust 15.0% Added +9%
IMCG iShares Tr 6.0% Added +2%
DHLX Diamond Hill Funds 5.3% Trimmed −7%
CDIG Ea Series Trust 4.1% Added +14%
JFLX J P Morgan Exchange Traded F 3.7% Added +8%
MFSG MFS Active Exchange Traded F 2.9% Added +12%
AAPL Apple Inc. 2.6% HeldDGRO iShares Tr 2.5% Held
SCHG Schwab Strategic Tr 2.5% Held
JGRO J P Morgan Exchange Traded F 2.4% Added +10%
QLTY Gmo ETF Trust 2.2% Added +9%
XOM ExxonMobil Holdings Corp 2.1% HeldWhat changed
Biggest moves since Jun 30, 2026
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