account_balance

Investment manager · 13F filer · SEC CIK 1964068

Allegiance Financial Group Advisory Services LLC

Reported value$617Mas of Sep 30, 2026
Positions245 69 new, 29 sold out
Top 10 weight60.8%VTI alone is 12%
FiledNov 233 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
VTI Vanguard Index FDS 11.7% Added +7%
AVLV American Centy ETF Tr 10.0% Held
AVDV American Centy ETF Tr 6.5% Held
DFAU Dimensional ETF Trust 5.9% Added +2%
AVUV American Centy ETF Tr 5.1% Held
DFSD Dimensional ETF Trust 4.6% Added +5%
AVIG American Centy ETF Tr 4.6% Added +5%
AVIV American Centy ETF Tr 4.3% Held
DFAI Dimensional ETF Trust 4.0% Added +3%
IDEV iShares Tr 4.0% Added +3%
USHY iShares Tr 3.4% Added +3%
MSFT Microsoft Corp 3.3% Added +6%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 2, 2026, compared with the Jul 27, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • NOW −11%
  • GOOG −9%
  • VONG −7%
  • DFIV −5%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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