Allegiance Financial Group Advisory Services LLC
All 13F Filings
- Location
- Vienna, VA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 616,771
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 11/2/2026 | 245 | 616,771 | 13F-HR | Allegiance Financial Group Advisory Services LLC |
| Q2 2026 | 7/27/2026 | 205 | 577,587 | 13F-HR | Allegiance Financial Group Advisory Services LLC |
| Q1 2026 | 5/8/2026 | 198 | 502,726 | 13F-HR | Allegiance Financial Group Advisory Services LLC |
| Q4 2025 | 2/3/2026 | 177 | 475,757 | 13F-HR | Allegiance Financial Group Advisory Services LLC |
| Q3 2025 | 10/30/2025 | 164 | 434,686 | 13F-HR | Allegiance Financial Group Advisory Services LLC |
| Q2 2025 | 7/23/2025 | 152 | 377,626 | 13F-HR | Allegiance Financial Group Advisory Services LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 134.3 K | 21.8% | 27 K | 0 | 27 K |
| ETFs | 481.7 K | 78.1% | 12.19 K | 0 | 12.19 K |
| Debt | 763 | 0.1% | 0 | 8 | -8 |
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Fund Snapshot
Q3 2026
Latest filed
11/2/2026
Total value ($000)
616,771
Holdings
245
QoQ value change ($000)
39,184
(6.8%)
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.