Allegheny Financial Group - Portfolio overview

Allegheny Financial Group has 302 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. PVAL - PUTNAM ETF TRUST, 14.18%
2. DHLX - DIAMOND HILL FUNDS, 5.13%
3. JFLX - J P MORGAN EXCHANGE TRADED F, 4.64%

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

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