Allegiance Financial Group Advisory Services LLC
All 13F Filings
- Location
- Vienna, VA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 475,757
- Description
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- Website
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- Founded
- —
- 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 | 2/3/2026 | 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 | 425.5 K | 89.4% | 40.62 K | 0 | 40.62 K |
| ETFs | 31.47 K | 6.6% | 0 | 335 | -335 |
| Debt | 1.15 K | 0.2% | 0 | 30 | -30 |
| Other | 17.65 K | 3.7% | 821 | 0 | 821 |
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Fund Snapshot
Q4 2025
Latest filed
2/3/2026
Total value ($000)
475,757
Holdings
177
QoQ value change ($000)
41,071
(9.4%)
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.