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Portfolio (Quarterly) Guide ↗

Allegiance Financial Group Advisory Services LLC

· CIK 0001964068
13F Portfolio $476M AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 177 New
Page 3 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DISV DIMENSIONAL ETF TRUST 30,338.0 $1.2M 0.24% NEW $38.00 +9.5%
42 BSV VANGUARD BD INDEX FDS 14,594.0 $1.2M 0.24% NEW $78.81 -1.4%
43 PMAY INNOVATOR ETFS TRUST 26,681.0 $1.1M 0.22% NEW $39.59 +3.2%
44 LEIDOS HOLDINGS INC 5,743.0 $1.0M 0.22% NEW $180.38
45 DFUV DIMENSIONAL ETF TRUST 22,161.0 $1.0M 0.22% NEW $46.59 +11.8%
46 PG PROCTER AND GAMBLE CO Consumer Defensive 7,195.0 $1.0M 0.22% NEW $143.31 -1.4%
47 BMY BRISTOL-MYERS SQUIBB CO Healthcare 17,419.0 $940K 0.20% NEW $53.94 +8.1%
48 XOM EXXON MOBIL CORP Energy 7,649.0 $920K 0.19% NEW $120.34 +35.1%
49 VNQ VANGUARD INDEX FDS 10,041.0 $889K 0.19% NEW $88.49 +7.7%
50 CNC CENTENE CORP DEL Healthcare 21,099.0 $868K 0.18% NEW $41.15 +43.7%
51 INTC INTEL CORP Technology 21,889.0 $808K 0.17% NEW $36.90 +200.3%
52 DFIC DIMENSIONAL ETF TRUST 22,809.0 $786K 0.17% NEW $34.46 +8.3%
53 MRK MERCK & CO INC Healthcare 7,231.0 $761K 0.16% NEW $105.26 +8.6%
54 BNDX VANGUARD CHARLOTTE FDS 15,579.0 $753K 0.16% NEW $48.32 -1.5%
55 VTEB VANGUARD MUN BD FDS 14,964.0 $753K 0.16% NEW $50.29 -1.2%
56 TEAM ATLASSIAN CORPORATION Technology 4,457.0 $723K 0.15% NEW $162.14 -46.6%
57 V VISA INC Financial Services 2,053.0 $720K 0.15% NEW $350.71 -5.9%
58 FIX COMFORT SYS USA INC Industrials 748.0 $698K 0.15% NEW $933.29 +95.9%
59 PCG PG&E CORP Utilities 42,177.0 $678K 0.14% NEW $16.07 +2.1%
60 GM GENERAL MTRS CO Consumer Cyclical 8,193.0 $666K 0.14% NEW $81.32 -10.7%
Page 3 of 9  ·  177 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 50.6%
Financial Services 11.3%
Healthcare 9.8%
Consumer Cyclical 8.0%
Industrials 6.1%
Communication Services 5.3%
Consumer Defensive 3.1%
Utilities 2.4%
Energy 2.3%
Basic Materials 1.1%