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Portfolio (Quarterly) Guide ↗

Allegiance Financial Group Advisory Services LLC

· CIK 0001964068
13F Portfolio $502.7B AUM 198 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 42 New 80 Added 56 Reduced 21 Exited
Page 1 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MSFT MICROSOFT CORP Technology 37,368.0 $13.8M 2.75% -2K -4.4% $370.17 +14.0%
2 VOO VANGUARD INDEX FDS 11,010.0 $6.6M 1.31% -1K -9.5% $597.53 +13.6%
3 VEU VANGUARD INTL EQUITY INDEX F 63,691.0 $4.8M 0.95% -9K -12.6% $75.10 +8.5%
4 AAPL APPLE INC Technology 14,117.0 $3.6M 0.71% -2K -10.5% $253.58 +17.5%
5 GOOG ALPHABET INC Communication Services 10,472.0 $3.0M 0.60% -479.0 -4.4% $286.85 +37.1%
6 DFIV DIMENSIONAL ETF TRUST 51,808.0 $2.7M 0.54% -6K -9.8% $52.78 +4.9%
7 VTWO VANGUARD SCOTTSDALE FDS 26,048.0 $2.6M 0.52% -4K -13.7% $100.17 +11.3%
8 VSS VANGUARD INTL EQUITY INDEX F 17,853.0 $2.6M 0.52% -2K -12.2% $145.79 +8.4%
9 ASTS AST SPACEMOBILE INC Technology 28,922.0 $2.4M 0.48% -2K -5.9% $82.87 +4.8%
10 BND VANGUARD BD INDEX FDS 31,872.0 $2.3M 0.47% -4K -10.3% $73.64 -1.3%
11 VWO VANGUARD INTL EQUITY INDEX F 41,984.0 $2.3M 0.45% -2K -5.0% $54.05 +8.2%
12 VONG VANGUARD SCOTTSDALE FDS 15,423.0 $1.7M 0.34% -3K -16.2% $109.69 +16.5%
13 JNJ JOHNSON & JOHNSON Healthcare 5,553.0 $1.4M 0.27% -464.0 -7.7% $244.44 -7.3%
14 VONV VANGUARD SCOTTSDALE FDS 13,175.0 $1.2M 0.25% -2K -11.8% $93.74 +8.9%
15 VO VANGUARD INDEX FDS 3,573.0 $1.0M 0.20% -1K -26.4% $287.15 -73.3%
16 INTC INTEL CORP Technology 21,113.0 $932K 0.18% -776.0 -3.5% $44.13 +146.5%
17 BSV VANGUARD BD INDEX FDS 11,546.0 $905K 0.18% -3K -20.9% $78.41 -0.8%
18 VNQ VANGUARD INDEX FDS 9,559.0 $848K 0.17% -482.0 -4.8% $88.70 +7.1%
19 MRK MERCK & CO INC Healthcare 6,810.0 $819K 0.16% -421.0 -5.8% $120.29 -7.4%
20 LEIDOS HOLDINGS INC 5,041.0 $784K 0.16% -702.0 -12.2% $155.53
Page 1 of 3  ·  56 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 39.0%
Healthcare 10.4%
Financial Services 10.1%
Communication Services 9.6%
Consumer Cyclical 9.4%
Industrials 9.1%
Energy 4.0%
Utilities 3.2%
Consumer Defensive 2.9%
Basic Materials 2.1%