AllGen Financial Advisors, Inc.
All 13F Filings
- Location
- Orlando, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 457,983
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 36 | 457,983 | 13F-HR | AllGen Financial Advisors, Inc. |
| Q1 2026 | 7/16/2026 | 40 | 421,486 | 13F-HR | AllGen Financial Advisors, Inc. |
| Q4 2025 | 1/22/2026 | 40 | 421,655 | 13F-HR | AllGen Financial Advisors, Inc. |
| Q3 2025 | 10/29/2025 | 42 | 407,015 | 13F-HR | AllGen Financial Advisors, Inc. |
| Q2 2025 | 8/7/2025 | 42 | 372,306 | 13F-HR | AllGen Financial Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 30.55 K | 6.9% | 7.85 K | 0 | 7.85 K |
| ETFs | 410.5 K | 93.1% | 16.2 K | 0 | 16.2 K |
| Debt | 0 | 0.0% | 0 | 3.921 K | -3.921 K |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
457,983
Holdings
36
QoQ value change ($000)
36,497
(8.7%)
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.