13F Insight
DOSSIER · 13F-HR · Q1 2026

Allegiance Financial Group Advisory Services LLC

$503M in tracked AUM across 198 positions as of Q1 2026.

AF
CIK 0001964068 · last filed Mar 31, 2026
Total AUM
$503M
as of Q1 2026
Holdings
198
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Allegiance Financial Group Advisory Services LLC 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$53M164K10.5%02
AVLV
AMERICAN CENTY ETF TR
$51M633K10.1%03
AVDV
AMERICAN CENTY ETF TR
$34M339K6.7%04
DFAU
DIMENSIONAL ETF TRUST
$28M619K5.6%05
AVUV
AMERICAN CENTY ETF TR
$27M247K5.4%06
AVIG
AMERICAN CENTY ETF TR
$25M594K4.9%07
DFSD
DIMENSIONAL ETF TRUST
$25M512K4.9%08
AVIV
AMERICAN CENTY ETF TR
$23M303K4.5%09
DFAI
DIMENSIONAL ETF TRUST
$21M529K4.1%10
IDEV
ISHARES TR
$20M245K4.1%

Filing history

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 positionsLocked2023Q2Jun 30
$170M▲ 25.4%
68 positionsLocked
Showing 12 of 14