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Allegiance Financial Group Advisory Services LLC

Q3 2025 · 13F-HR

Allegiance Financial Group Advisory Services LLCholdings as filed

Filed 2025-10-30 · accession 0001964068-25-000002

$434.7M
Reported value
164
Positions
2025-09-30
Period end
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The Brief · Allegiance Financial Group Advisory Services LLC · Q3 2025

AI · grounded in 13F

Allegiance Financial Group Advisory Services LLC established a new position in VTI valued at $47.6M. The fund also initiated new stakes in AVLV for $41.1M and AVDV for $28.4M. Additional new positions include DFAU at $24.7M and AVUV at $22.1M. Total assets under management stand at $434.7M across 164 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908769VTIVANGUARD INDEX FDS$47.6M11.0%144,789CommonNONE
025072349AVLVAMERICAN CENTY ETF TR$41.1M9.46%569,107CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$28.4M6.54%319,218CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$24.7M5.68%539,299CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$22.1M5.08%221,792CommonNONE
025072562AVIGAMERICAN CENTY ETF TR$21.2M4.88%504,080CommonNONE
25434V864DFSDDIMENSIONAL ETF TRUST$20.8M4.79%431,825CommonNONE
594918104MSFTMICROSOFT CORP$20.2M4.64%38,940CommonNONE
025072364AVIVAMERICAN CENTY ETF TR$18.4M4.24%273,192CommonNONE
46435G326IDEVISHARES TR$17.2M3.95%214,392CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$17.1M3.93%470,305CommonNONE
46435U853USHYISHARES TR$16.8M3.87%445,350CommonNONE
025072356AVREAMERICAN CENTY ETF TR$12.7M2.91%284,787CommonNONE
025072372AVESAMERICAN CENTY ETF TR$9.8M2.25%170,333CommonNONE
922908363VOOVANGUARD INDEX FDS$8.1M1.87%13,227CommonNONE
46434G103IEMGISHARES INC$6.8M1.57%103,374CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$5.4M1.25%76,313CommonNONE
037833100AAPLAPPLE INC$3.5M0.81%13,786CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$3.2M0.74%33,005CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$3.2M0.74%32,859CommonNONE
922042718VSSVANGUARD INTL EQUITY INDEX F$3.1M0.71%21,619CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$2.8M0.64%60,018CommonNONE
02079K107GOOGALPHABET INC$2.6M0.60%10,771CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$2.6M0.59%47,509CommonNONE
921937835BNDVANGUARD BD INDEX FDS$2.5M0.58%33,848CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$2.5M0.58%20,847CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$2.4M0.55%3,571CommonNONE
771049103RBLXROBLOX CORP$2.1M0.49%15,476CommonNONE
31946M103FCNCAFIRST CTZNS BANCSHARES INC D$2.1M0.49%1,186CommonNONE
67066G104NVDANVIDIA CORPORATION$2.0M0.45%10,493CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$1.9M0.44%26,628CommonNONE
922908629VOVANGUARD INDEX FDS$1.7M0.39%5,737CommonNONE
45782C573PNOVINNOVATOR ETFS TRUST$1.5M0.34%36,288CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$1.4M0.33%16,205CommonNONE
921937827BSVVANGUARD BD INDEX FDS$1.2M0.27%14,954CommonNONE
023135106AMZNAMAZON COM INC$1.2M0.27%5,293CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.1M0.26%7,418CommonNONE
369604301GEGE AEROSPACE$1.1M0.26%3,701CommonNONE
478160104JNJJOHNSON & JOHNSON$1.1M0.25%5,892CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$1.1M0.25%5,756CommonNONE
25434V781DISVDIMENSIONAL ETF TRUST$1.1M0.25%30,238CommonNONE
45782C318PMAYINNOVATOR ETFS TRUST$1.0M0.24%26,681CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$989,4440.23%22,140CommonNONE
922908553VNQVANGUARD INDEX FDS$881,8290.20%9,646CommonNONE
88160R101TSLATESLA INC$871,6510.20%1,960CommonNONE
92826C839VVISA INC$860,6190.20%2,521CommonNONE
30231G102XOMEXXON MOBIL CORP$834,0550.19%7,397CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$812,5910.19%16,429CommonNONE
25434V799DFICDIMENSIONAL ETF TRUST$747,9100.17%22,809CommonNONE
922907746VTEBVANGUARD MUN BD FDS$739,7240.17%14,774CommonNONE
25809K105DASHDOORDASH INC$725,6690.17%2,668CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$724,9510.17%1,442CommonNONE
458140100INTCINTEL CORP$711,0570.16%21,194CommonNONE
56585A102MPCMARATHON PETE CORP$669,2920.15%3,473CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$663,8260.15%3,639CommonNONE
770700102HOODROBINHOOD MKTS INC$657,9120.15%4,595CommonNONE
45782C532UDECINNOVATOR ETFS TRUST$586,9840.14%15,298CommonNONE
443201108HWMHOWMET AEROSPACE INC$577,0980.13%2,941CommonNONE
45782C326BMAYINNOVATOR ETFS TRUST$574,6660.13%13,114CommonNONE
833445109SNOWSNOWFLAKE INC$572,2200.13%2,537CommonNONE
45784N858ZDEKINNOVATOR ETFS TRUST$572,1900.13%22,652CommonNONE
12572Q105CMECME GROUP INC$569,2900.13%2,107CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$529,9550.12%7,741CommonNONE
58933Y105MRKMERCK & CO INC$527,7450.12%6,227CommonNONE
40171V100GWREGUIDEWIRE SOFTWARE INC$505,4620.12%2,199CommonNONE
37045V100GMGENERAL MTRS CO$504,2220.12%8,270CommonNONE
199908104FIXCOMFORT SYS USA INC$500,8840.12%607CommonNONE
713448108PEPPEPSICO INC$492,9500.11%3,510CommonNONE
58155Q103MCKMCKESSON CORP$487,9930.11%631CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$487,0760.11%18,945CommonNONE
30303M102METAMETA PLATFORMS INC$477,6420.11%650CommonNONE
36828A101GEVGE VERNOVA INC$477,1620.11%776CommonNONE
92343E102VRSNVERISIGN INC$467,4410.11%1,672CommonNONE
751212101RLRALPH LAUREN CORP$463,2180.11%1,473CommonNONE
45782C839UJULINNOVATOR ETFS TRUST$460,1650.11%12,075CommonNONE
45783Y251ZJULINNOVATOR ETFS TRUST$444,9700.10%15,488CommonNONE
464288877EFVISHARES TR$429,8390.10%6,337CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$416,8960.10%9,486CommonNONE
98980G102ZSZSCALER INC$412,9310.09%1,378CommonNONE
78464A201SLYGSPDR SERIES TRUST$396,8370.09%4,208CommonNONE
88579Y101MMM3M CO$396,1310.09%2,553CommonNONE
025072158AVLCAMERICAN CENTY ETF TR$384,8050.09%5,029CommonNONE
45784N643ZJUNINNOVATOR ETFS TRUST$383,3700.09%14,475CommonNONE
55087P104LYFTLYFT INC$382,9080.09%17,397CommonNONE
052769106ADSKAUTODESK INC$382,4750.09%1,204CommonNONE
876030107TPRTAPESTRY INC$376,1170.09%3,322CommonNONE
45782C540PDECINNOVATOR ETFS TRUST$375,4490.09%8,935CommonNONE
00217D100ASTSAST SPACEMOBILE INC$368,3940.08%7,506CommonNONE
30212P303EXPEEXPEDIA GROUP INC$361,4510.08%1,691CommonNONE
G5960L103MDTMEDTRONIC PLC$358,2770.08%3,734CommonNONE
90384S303ULTAULTA BEAUTY INC$358,1210.08%655CommonNONE
437076102HDHOME DEPOT INC$356,5670.08%880CommonNONE
45782C508PJANINNOVATOR ETFS TRUST$356,3770.08%7,782CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$351,6680.08%1,115CommonNONE
30290Y101FSCOFS CREDIT OPPORTUNITIES CORP$351,3060.08%50,840CommonNONE
922475108VEEVVEEVA SYS INC$348,5550.08%1,170CommonNONE
69331C108PCGPG&E CORP$348,0950.08%23,045CommonNONE
67059N108NTNXNUTANIX INC$345,9140.08%4,650CommonNONE
45337C102INCYINCYTE CORP$343,3110.08%4,048CommonNONE
808625107SAICSCIENCE APPLICATIONS INTL CO$342,1940.08%3,444CommonNONE
452327109ILMNILLUMINA INC$341,5120.08%3,596CommonNONE
032095101APHAMPHENOL CORP NEW$340,2860.08%2,746CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$336,8420.08%1,194CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$331,7350.08%1,651CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$327,7520.08%2,649CommonNONE
829933100SIRISIRIUSXM HOLDINGS INC$322,4930.07%13,856CommonNONE
931142103WMTWALMART INC$317,0870.07%3,077CommonNONE
98980L101ZNGAZOOM COMMUNICATIONS INC$310,3650.07%3,762CommonNONE
60855R100MOHMOLINA HEALTHCARE INC$305,9850.07%1,599CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$305,1870.07%1,093CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$303,8690.07%591CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$302,3590.07%56CommonNONE
281020107EIXEDISON INTL$301,5520.07%5,455CommonNONE
889478103TOLTOLL BROTHERS INC$298,3820.07%2,160CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$296,0690.07%2,683CommonNONE
30161Q104EXELEXELIXIS INC$290,5870.07%7,036CommonNONE
15135B101CNCCENTENE CORP DEL$284,0480.07%7,961CommonNONE
45784N833KDECINNOVATOR ETFS TRUST$283,7610.07%11,141CommonNONE
00724F101ADBEADOBE INC$280,7890.06%796CommonNONE
11135F101AVGOBROADCOM INC$280,7530.06%851CommonNONE
23804L103DDOGDATADOG INC$277,1100.06%1,946CommonNONE
670346105NUENUCOR CORP$275,5650.06%2,027CommonNONE
562750109MANHMANHATTAN ASSOCIATES INC$274,6730.06%1,340CommonNONE
166764100CVXCHEVRON CORP NEW$271,2920.06%1,747CommonNONE
020002101ALLALLSTATE CORP$269,5600.06%1,250CommonNONE
00090Q103ADTADT INC DEL$269,0850.06%30,723CommonNONE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$267,8780.06%3,018CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$264,5680.06%627CommonNONE
89832Q109TFCTRUIST FINL CORP$263,9870.06%5,774CommonNONE
45782C292UMAYINNOVATOR ETFS TRUST$263,8240.06%7,355CommonNONE
464287309IVWISHARES TR$262,2580.06%2,172CommonNONE
14040H105COFCAPITAL ONE FINL CORP$261,8990.06%1,232CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$261,4270.06%4,416CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$260,2350.06%5,770CommonNONE
026874784AIGAMERICAN INTL GROUP INC$258,7890.06%3,295CommonNONE
403949100DINOHF SINCLAIR CORP$258,6640.06%4,942CommonNONE
16679L109CHWYCHEWY INC$258,4350.06%6,389CommonNONE
086516101BBYBEST BUY INC$257,4380.06%3,362CommonNONE
25434V815DFSVDIMENSIONAL ETF TRUST$253,3720.06%7,958CommonNONE
46432F339QUALISHARES TR$253,0450.06%1,301CommonNONE
92537N108VRTVERTIV HOLDINGS CO$250,7290.06%1,662CommonNONE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$250,4380.06%1,784CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$233,1410.05%675CommonNONE
031100100AMEAMETEK INC$226,7280.05%1,206CommonNONE
040413205ANETARISTA NETWORKS INC$225,4130.05%1,547CommonNONE
53803X105LOBLIVE OAK BANCSHARES INC$222,7070.05%6,323CommonNONE
697435105PANWPALO ALTO NETWORKS INC$222,5570.05%1,093CommonNONE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$221,5380.05%2,216CommonNONE
G87110105FTITECHNIPFMC PLC$215,3970.05%5,460CommonNONE
247361702DALDELTA AIR LINES INC DEL$214,6880.05%3,783CommonNONE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$210,6720.05%462CommonNONE
049468101TEAMATLASSIAN CORPORATION$208,7280.05%1,307CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$208,3010.05%633CommonNONE
780287108RGLDROYAL GOLD INC$207,1990.05%1,033CommonNONE
060505104BACBANK AMERICA CORP$204,7450.05%3,963CommonNONE
G3223R108EGEVEREST GROUP LTD$204,5020.05%584CommonNONE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$204,4000.05%3,774CommonNONE
302520101FNBF N B CORP$204,2590.05%12,679CommonNONE
302635206FSKFS KKR CAP CORP$156,5320.04%10,442CommonNONE
904311206UAUNDER ARMOUR INC$143,9240.03%29,798CommonNONE
24906P109XRAYDENTSPLY SIRONA INC$139,8210.03%10,881CommonNONE
10949T109BRSPBRIGHTSPIRE CAPITAL INC$96,3430.02%17,235CommonNONE
48115J109DERMJOURNEY MED CORP$71,2000.02%10,000CommonNONE
46333X108IRWDIRONWOOD PHARMACEUTICALS INC$13,2410.00%10,108CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.