Allegheny Financial Group
All 13F Filings
- Location
- Pittsburgh, PA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 675,557
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/2/2026 | 286 | 675,557 | 13F-HR | Allegheny Financial Group |
| Q3 2025 | 11/6/2025 | 263 | 535,189 | 13F-HR | Allegheny Financial Group |
| Q2 2025 | 8/13/2025 | 248 | 450,326 | 13F-HR | Allegheny Financial Group |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 526.8 K | 78.0% | 106.5 K | 0 | 106.5 K |
| ETFs | 116.5 K | 17.2% | 31.97 K | 0 | 31.97 K |
| Debt | 32.08 K | 4.7% | 1.821 K | 0 | 1.821 K |
| Other | 196 | 0.0% | 22 | 0 | 22 |
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Fund Snapshot
Q4 2025
Latest filed
2/2/2026
Total value ($000)
675,557
Holdings
286
QoQ value change ($000)
140,368
(26.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.