§ 13F · FUND PROFILE
AllGen Financial Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $372.3T (13F)Positions · 42Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$216.6B 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 JAN 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 269K | $90.3T | 21.4% | +1% |
| 2 | BND | VANGUARD BD INDEX FDS | 1.09M | $80.4T | 19.1% | +7% |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | 514K | $37.8T | 9.0% | +3% |
| 4 | IAU | ISHARES GOLD TR | 379K | $30.7T | 7.3% | +3% |
| 5 | QQQM | INVESCO EXCH TRADED FD TR II | 104K | $26.4T | 6.3% | +3% |
| 6 | MGV | VANGUARD WORLD FD | 163K | $23.0T | 5.5% | +4% |
| 7 | JMBS | JANUS DETROIT STR TR | 450K | $20.5T | 4.9% | +39% |
| 8 | DIVI | FRANKLIN TEMPLETON ETF TR | 389K | $15.1T | 3.6% | +6% |
| 9 | JMUB | J P MORGAN EXCHANGE TRADED F | 250K | $12.6T | 3.0% | +8% |
| 10 | BIL | SPDR SERIES TRUST | 135K | $12.4T | 2.9% | +20% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALLGEN SIGNAL
AC read
AllGen Financial Advisors, Inc. is a Other fund managing $372306.3 trillion in assets. The fund runs a portfolio of 42 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