AllGen Financial Advisors, Inc.

Portfolio Overview

AllGen Financial Advisors, Inc. has reported a substantial expansion in its 13F portfolio for the period ending December 31, 2025. The total portfolio value surged by 248.5%, rising from approximately $120.98 million to $421.66 million. This dramatic increase in Assets Under Management (AUM) suggests significant capital inflows or a major consolidation of client accounts during the quarter. The portfolio composition reflects a highly diversified, passive-orient...