13F Insight
DOSSIER · 13F-HR · Q2 2026

Allegiance Financial Group Advisory Services LLC

$578M in tracked AUM across 205 positions as of Q2 2026.

AF
CIK 0001964068 · last filed Jun 30, 2026
Total AUM
$578M
as of Q2 2026
Holdings
205
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Allegiance Financial Group Advisory Services LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$67M180K11.5%02
AVLV
AMERICAN CENTY ETF TR
$62M677K10.7%03
AVDV
AMERICAN CENTY ETF TR
$37M363K6.5%04
DFAU
DIMENSIONAL ETF TRUST
$35M673K6.0%05
AVUV
AMERICAN CENTY ETF TR
$33M265K5.7%06
AVIG
AMERICAN CENTY ETF TR
$28M684K4.9%07
DFSD
DIMENSIONAL ETF TRUST
$28M581K4.8%08
AVIV
AMERICAN CENTY ETF TR
$25M328K4.4%09
IDEV
ISHARES TR
$24M268K4.1%10
DFAI
DIMENSIONAL ETF TRUST
$24M576K4.1%

Filing history

2026Q2Jun 30
$578M▲ 14.9%
205 positionsView →2026Q1Mar 31
$503M▲ 5.7%
198 positionsView →2025Q4Dec 31
$476M▲ 9.4%
177 positionsView →2025Q3Sep 30
$435M▲ 15.1%
164 positionsView →2025Q2Jun 30
$378M▲ 207.9%
152 positionsLocked2025Q1Mar 31
$123M▼ 60.3%
79 positionsLocked2024Q4Dec 31
$309M▲ 7.4%
113 positionsLocked2024Q3Sep 30
$287M▲ 10.0%
79 positionsLocked2024Q2Jun 30
$261M▲ 6.9%
72 positionsLocked2024Q1Mar 31
$244M▲ 15.0%
71 positionsLocked2023Q4Dec 31
$213M▲ 19.7%
66 positionsLocked2023Q3Sep 30
$178M▲ 4.4%
66 positionsLocked
Showing 12 of 15