Allegiance Financial Group Advisory Services LLC - Portfolio overview

Allegiance Financial Group Advisory Services LLC has 227 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 10.26%
2. AVLV - AMERICAN CENTY ETF TR, 9.96%
3. AVDV - AMERICAN CENTY ETF TR, 6.61%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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