Allegiance Financial Group Advisory Services LLC: 13F holdings
CIK 19640682026Q2
| Positions | 205 |
|---|---|
| Reported value | $577.6m |
| Filed | 2026-07-27 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VTI VANGUARD INDEX FDS | 180,147 | $66.7m | 11.5% |
| AVLV AMERICAN CENTY ETF TR | 676,877 | $61.7m | 10.7% |
| AVDV AMERICAN CENTY ETF TR | 362,990 | $37.4m | 6.5% |
| PAVE DIMENSIONAL ETF TRUST | 673,456 | $34.8m | 6.0% |
| AVUV AMERICAN CENTY ETF TR | 264,812 | $33.0m | 5.7% |
| AMERICAN CENTY ETF TR | 683,919 | $28.3m | 4.9% |
| DFSD DIMENSIONAL ETF TRUST | 581,099 | $27.7m | 4.8% |
| AMERICAN CENTY ETF TR | 328,121 | $25.4m | 4.4% |
| VGK ISHARES TR | 267,531 | $23.8m | 4.1% |
| DFAI DIMENSIONAL ETF TRUST | 576,374 | $23.8m | 4.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1964068")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.