What does Allegheny Financial Group hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Allegheny Financial Group filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

PUTNAM ETF TRUST

$106M2.3M14.3%

DIAMOND HILL FUNDS

$38M3.0M5.2%

J P MORGAN EXCHANGE TRADED F

$35M698K4.7%

EA SERIES TRUST

$30M1.2M4.0%

ISHARES TR

$23M321K3.0%

EXXON MOBIL CORP

$21M126K2.9%

APPLE INC

$20M77K2.6%

NVR INC

$20M3K2.6%

SCHWAB STRATEGIC TR

$19M668K2.6%

ISHARES TR

$17M220K2.3%

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