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Portfolio (Quarterly) Guide ↗

Allegiance Financial Group Advisory Services LLC

· CIK 0001964068
13F Portfolio $578M AUM 205 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 43 New 63 Added 78 Reduced 36 Exited
Page 1 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTI VANGUARD INDEX FDS 180,147.0 $66.7M 11.54% +16K +10.0% $370.04 +2.2%
2 AVLV AMERICAN CENTY ETF TR 676,877.0 $61.7M 10.69% +44K +7.0% $91.21 +3.8%
3 AVDV AMERICAN CENTY ETF TR 362,990.0 $37.4M 6.48% +24K +7.1% $103.05 +8.6%
4 DFAU DIMENSIONAL ETF TRUST 673,456.0 $34.8M 6.03% +54K +8.7% $51.69 +2.7%
5 AVUV AMERICAN CENTY ETF TR 264,812.0 $33.0M 5.72% +18K +7.4% $124.76 +1.4%
6 AVIG AMERICAN CENTY ETF TR 683,919.0 $28.3M 4.90% +90K +15.2% $41.41 -1.7%
7 DFSD DIMENSIONAL ETF TRUST 581,099.0 $27.7M 4.80% +69K +13.5% $47.75 -0.9%
8 AVIV AMERICAN CENTY ETF TR 328,121.0 $25.4M 4.40% +25K +8.1% $77.42 +7.9%
9 IDEV ISHARES TR 267,531.0 $23.8M 4.12% +23K +9.4% $89.01 +4.8%
10 DFAI DIMENSIONAL ETF TRUST 576,374.0 $23.8M 4.12% +47K +8.9% $41.25 +5.1%
11 USHY ISHARES TR 568,995.0 $21.1M 3.65% +57K +11.0% $37.02 -0.5%
12 AVRE AMERICAN CENTY ETF TR 373,415.0 $17.7M 3.06% +36K +10.5% $47.38 +1.9%
13 MSFT MICROSOFT CORP Technology 37,834.0 $14.1M 2.44% +466.0 +1.2% $373.02 +29.5%
14 AVES AMERICAN CENTY ETF TR 211,649.0 $13.9M 2.40% +15K +7.7% $65.60 -0.7%
15 IEMG ISHARES INC 125,731.0 $10.4M 1.80% +5K +4.2% $82.84 -1.5%
16 NVDA NVIDIA CORPORATION Technology 20,408.0 $4.1M 0.71% +2K +8.4% $200.09 +7.3%
17 GOOG ALPHABET INC 11,392.0 $4.0M 0.70% +920.0 +8.8% $353.33
18 MU MICRON TECHNOLOGY INC Technology 2,402.0 $2.8M 0.48% +224.0 +10.3% $1154.19 -16.2%
19 DISV DIMENSIONAL ETF TRUST 30,836.0 $1.2M 0.21% +231.0 +0.8% $40.13 +10.9%
20 GEV GE VERNOVA INC Utilities 981.0 $1.2M 0.20% +21.0 +2.2% $1175.37 -18.6%
Page 1 of 4  ·  63 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 45.0%
Industrials 11.9%
Financial Services 11.6%
Healthcare 9.4%
Consumer Cyclical 8.9%
Utilities 4.3%
Consumer Defensive 2.7%
Energy 2.5%
Communication Services 1.9%
Basic Materials 1.4%