§ 13F · FUND PROFILE
Allegiance Financial Group Advisory Services LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $377.6T (13F)Positions · 152Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$12.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 153K | $51.3T | 10.8% | +6% |
| 2 | AVLV | AMERICAN CENTY ETF TR | 607K | $46.0T | 9.7% | +7% |
| 3 | AVDV | AMERICAN CENTY ETF TR | 335K | $31.5T | 6.6% | +5% |
| 4 | DFAU | DIMENSIONAL ETF TRUST | 580K | $27.1T | 5.7% | +8% |
| 5 | AVUV | AMERICAN CENTY ETF TR | 234K | $23.9T | 5.0% | +5% |
| 6 | AVIG | AMERICAN CENTY ETF TR | 540K | $22.7T | 4.8% | +7% |
| 7 | DFSD | DIMENSIONAL ETF TRUST | 463K | $22.2T | 4.7% | +7% |
| 8 | AVIV | AMERICAN CENTY ETF TR | 290K | $20.7T | 4.3% | +6% |
| 9 | DFAI | DIMENSIONAL ETF TRUST | 501K | $19.1T | 4.0% | +7% |
| 10 | IDEV | ISHARES TR | 231K | $19.0T | 4.0% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALLEGIANCE SIGNAL
AC read
Allegiance Financial Group Advisory Services LLC is a Other fund managing $377625.7 trillion in assets. The fund runs a portfolio of 152 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed