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Institutional

Allegiance Financial Group Advisory Services LLC

CIK 0001964068
$577.6M
Reported AUM
205
Positions
Q2 2026
Period
2026-07-27
Filed

Editorial summary

Summary for Allegiance Financial Group Advisory Services LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.

Portfolio · Q2 2026

VTI$66.7MAVLV$61.7MAVDV$37.4MDFAU$34.8MAVUV$33.0MAVIGDFSDAVIVIDEVDFAIUSHYAVREOther$176.1MAL

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1VTIVANGUARD INDEX FDS$360.42-1.52%21.10%68.36%$66.7M11.54%HELD
2AVLVAMERICAN CENTY ETF TR$91.17-1.22%36.73%88.22%$61.7M10.69%HELD
3AVDVAMERICAN CENTY ETF TR$102.22-1.10%32.57%85.21%$37.4M6.48%HELD
4DFAUDIMENSIONAL ETF TRUST$50.67-1.50%21.76%72.96%$34.8M6.03%HELD
5AVUVAMERICAN CENTY ETF TR$125.12-0.85%40.57%80.30%$33.0M5.72%HELD
6AVIGAMERICAN CENTY ETF TR$40.84-0.23%2.36%-1.21%$28.3M4.90%HELD
7DFSDDIMENSIONAL ETF TRUST$47.31-0.03%2.82%12.23%$27.7M4.80%HELD
8AVIVAMERICAN CENTY ETF TR$79.30-0.25%30.97%79.96%$25.4M4.40%HELD
9IDEVISHARES TR$88.89-0.59%23.08%50.64%$23.8M4.12%HELD
10DFAIDIMENSIONAL ETF TRUST$41.36-0.51%25.12%59.10%$23.8M4.12%HELD
11USHYISHARES TR$36.67-0.19%5.00%20.76%$21.1M3.65%HELD
12AVREAMERICAN CENTY ETF TR$49.25-0.24%17.57%9.36%$17.7M3.06%HELD
13MSFTMICROSOFT CORP$390.54-0.71%-24.89%34.54%$14.1M2.44%HELD
14AVESAMERICAN CENTY ETF TR$60.73-2.00%17.34%43.84%$13.9M2.40%HELD
15IEMGISHARES INC$74.15-2.18%29.78%36.78%$10.4M1.80%HELD
16VOOVANGUARD INDEX FDS$670.63-1.52%18.74%73.44%$7.1M1.23%HELD
17VEUVANGUARD INTL EQUITY INDEX F$80.63-1.13%24.78%48.26%$4.8M0.83%HELD
18NVDANVIDIA CORPORATION$190.01-3.55%13.56%782.99%$4.1M0.71%HELD
19GOOGALPHABET INC$335.760.95%75.60%130.67%$4.0M0.70%HELD
20AAPLAPPLE INC$338.19-0.56%67.77%128.17%$3.8M0.67%HELD
21VTWOVANGUARD SCOTTSDALE FDS$116.64-1.63%37.31%38.50%$2.8M0.48%HELD
22MUMICRON TECHNOLOGY INC$739.00-9.94%683.61%1041.72%$2.8M0.48%HELD
23DFIVDIMENSIONAL ETF TRUST$56.230.07%34.84%99.65%$2.7M0.47%HELD
24SPYSTATE STR SPDR S&P 500 ETF T$729.46-1.54%20.48%75.54%$2.6M0.45%HELD
25VSSVANGUARD INTL EQUITY INDEX F$147.75-1.35%14.46%22.87%$2.5M0.43%HELD
26FCNCAFIRST CTZNS BANCSHARES INC D$2171.89-1.19%14.03%145.97%$2.5M0.43%HELD
27ASTSAST SPACEMOBILE INC$53.03-6.22%1.09%329.39%$2.4M0.41%HELD
28UBERUBER TECHNOLOGIES INC$71.200.65%-19.24%79.33%$2.3M0.39%HELD
29DFUSDIMENSIONAL ETF TRUST$79.62-1.66%21.23%73.69%$2.2M0.38%HELD
30VWOVANGUARD INTL EQUITY INDEX F$56.92-1.42%17.90%27.36%$2.1M0.37%HELD
31BNDVANGUARD BD INDEX FDS$72.38-0.36%$2.1M0.36%HELD
32NOWSERVICENOW INC$115.764.65%$2.0M0.35%HELD
33AMZNAMAZON COM INC$226.65-1.82%$1.8M0.32%HELD
34VONGVANGUARD SCOTTSDALE FDS$117.42-2.08%$1.7M0.30%HELD
35PNOVINNOVATOR ETFS TRUST$44.05-0.92%$1.6M0.27%HELD
36GEGE AEROSPACE$350.63-3.56%$1.6M0.27%HELD
37FIXCOMFORT SYS USA INC$1519.96-6.54%$1.5M0.25%HELD
38JNJJOHNSON & JOHNSON$265.53-0.45%$1.4M0.24%HELD
39DISVDIMENSIONAL ETF TRUST$41.54-0.50%$1.2M0.21%HELD
40VONVVANGUARD SCOTTSDALE FDS$109.38-1.01%$1.2M0.21%HELD
41DFUVDIMENSIONAL ETF TRUST$55.02-1.40%$1.2M0.21%HELD
42CNCCENTENE CORP DEL$61.82-3.27%$1.2M0.21%HELD
43GEVGE VERNOVA INC$900.28-4.57%$1.2M0.20%HELD
44VOVANGUARD INDEX FDS$80.62-0.90%$1.1M0.20%HELD
45BMYBRISTOL-MYERS SQUIBB CO$63.10-0.79%$1.1M0.19%HELD
46INTCINTEL CORP$81.88-5.12%$1.1M0.19%HELD
47PMAYINNOVATOR ETFS TRUST$41.06-0.64%$1.1M0.19%HELD
48BRK/BBERKSHIRE HATHAWAY INC DEL$1.1M0.18%HELD
49WDCWESTERN DIGITAL CORP$462.04-0.32%$1.0M0.18%HELD
50PGPROCTER & GAMBLE CO$146.10-1.87%$996K0.17%HELD
51PLTRPALANTIR TECHNOLOGIES INC$123.00-0.43%$940K0.16%HELD
52TSLATESLA INC$298.32-2.97%$906K0.16%HELD
53VNQVANGUARD INDEX FDS$100.66-0.29%$897K0.16%HELD
54PCGPG&E CORP$17.71-0.39%$889K0.15%HELD
55EIXEDISON INTL$78.63-1.45%$883K0.15%HELD
56MRKMERCK & CO INC$130.36-1.11%$851K0.15%HELD
57DFICDIMENSIONAL ETF TRUST$37.46-0.29%$850K0.15%HELD
58VRTVERTIV HOLDINGS CO$223.04-17.26%$845K0.15%HELD
59MPCMARATHON PETE CORP$308.720.87%$844K0.15%HELD
60SNDKSANDISK CORP$1015.89-7.32%$839K0.15%HELD
61FTNTFORTINET INC$153.222.16%$836K0.14%HELD
62VTEBVANGUARD MUN BD FDS$49.70-0.14%$804K0.14%HELD
63ABNBAIRBNB INC$153.01-0.07%$784K0.14%HELD
64BSVVANGUARD BD INDEX FDS$77.620.05%$771K0.13%HELD
65JBHTHUNT J B TRANS SVCS INC$276.14-0.53%$747K0.13%HELD
66ILMNILLUMINA INC$194.820.95%$712K0.12%HELD
67GMGENERAL MTRS CO$89.40-1.00%$704K0.12%HELD
68COFCAPITAL ONE FINL CORP$208.71-1.74%$693K0.12%HELD
69RBLXROBLOX CORP$50.131.27%$671K0.12%HELD
70DFASDIMENSIONAL ETF TRUST$80.55-1.35%$635K0.11%HELD
71VVISA INC$368.730.58%$629K0.11%HELD
72BMAYINNOVATOR ETFS TRUST$46.85-0.93%$621K0.11%HELD
73HWMHOWMET AEROSPACE INC$272.79-4.63%$615K0.11%HELD
74MOHMOLINA HEALTHCARE INC$199.02-0.66%$596K0.10%HELD
75FTITECHNIPFMC PLC$71.73-0.91%$576K0.10%HELD
76VRSNVERISIGN INC$290.923.48%$567K0.10%HELD
77RLRALPH LAUREN CORP$375.68-0.47%$566K0.10%HELD
78HDHOME DEPOT INC$338.27-1.80%$554K0.10%HELD
79STXSEAGATE TECHNOLOGY HLDNGS PL$764.432.29%$553K0.10%HELD
80BNDXVANGUARD CHARLOTTE FDS$47.81-0.38%$551K0.10%HELD
81SCHBSCHWAB STRATEGIC TR$28.22-1.54%$549K0.09%HELD
82LDOSLEIDOS HOLDINGS INC$114.37-3.37%$542K0.09%HELD
83APHAMPHENOL CORP$150.314.49%$532K0.09%HELD
84DALDELTA AIR LINES INC$86.25-3.49%$520K0.09%HELD
85CRSCARPENTER TECHNOLOGY CORP$530.62-5.32%$509K0.09%HELD
86CVXCHEVRON CORPORATION$191.862.28%$508K0.09%HELD
87PNCPNC FINL SVCS GROUP INC$248.49-1.24%$507K0.09%HELD
88SLYGSPDR SERIES TRUST$113.60-1.63%$504K0.09%HELD
89AVLCAMERICAN CENTY ETF TR$87.16-1.64%$502K0.09%HELD
90TERTERADYNE INC$319.41-0.39%$498K0.09%HELD
91BABOEING CO$214.01-3.41%$492K0.09%HELD
92NBIXNEUROCRINE BIOSCIENCES INC$180.79-1.12%$490K0.08%HELD
93EFVISHARES TR$79.38-0.40%$485K0.08%HELD
94LRCXLAM RESEARCH CORP$252.35-6.40%$484K0.08%HELD
95FCXFREEPORT MCMORAN INC$59.99-2.68%$484K0.08%HELD
96TGTTARGET CORP$145.901.18%$479K0.08%HELD
97ANETARISTA NETWORKS INC$157.97-6.92%$471K0.08%HELD
98DKNGDRAFTKINGS INC NEW$24.55-0.28%$465K0.08%HELD
99JPMJPMORGAN CHASE & CO$344.71-3.53%$463K0.08%HELD
100INCYINCYTE CORP$127.10-2.18%$460K0.08%HELD
101CBCHUBB LIMITED$459K0.08%HELD
102NTRANATERA INC$457K0.08%HELD
103ESEVERSOURCE ENERGY$456K0.08%HELD
104JCIJOHNSON CONTROLS INTERNATION$445K0.08%HELD
105EXELEXELIXIS INC$439K0.08%HELD
106TPRTAPESTRY INC$437K0.08%HELD
107WCNWASTE CONNECTIONS INC$434K0.08%HELD
108PEPPEPSICO INC$428K0.07%HELD
109AVGOBROADCOM INC$425K0.07%HELD
110EXPEEXPEDIA GROUP INC$421K0.07%HELD
111MCKMCKESSON CORP$418K0.07%HELD
112TRVTRAVELERS COMPANIES INC$409K0.07%HELD
113SAICSCIENCE APPLICATIONS INTL CO$408K0.07%HELD
114MMM3M CO$394K0.07%HELD
115NTNXNUTANIX INC$391K0.07%HELD
116AONAON PLC$390K0.07%HELD
117SNOWSNOWFLAKE INC$389K0.07%HELD
118PJANINNOVATOR ETFS TRUST$385K0.07%HELD
119ZNGAZOOM COMMUNICATIONS INC$377K0.07%HELD
120DDOGDATADOG INC$375K0.07%HELD
121DFSVDIMENSIONAL ETF TRUST$370K0.06%HELD
122PSXPHILLIPS 66$363K0.06%HELD
123RBRKRUBRIK INC.$361K0.06%HELD
124MDBMONGODB INC$359K0.06%HELD
125SIRISIRIUSXM HOLDINGS INC$358K0.06%HELD
126HPEHEWLETT PACKARD ENTERPRISE C$354K0.06%HELD
127DINOHF SINCLAIR CORP$348K0.06%HELD
128OXYOCCIDENTAL PETE CORP$344K0.06%HELD
129UPSUNITED PARCEL SVCS INC$341K0.06%HELD
130DUKDUKE ENERGY CORP NEW$337K0.06%HELD
131LMTLOCKHEED MARTIN CORP$336K0.06%HELD
132TOLTOLL BROTHERS INC$330K0.06%HELD
133OSKOSHKOSH CORP$322K0.06%HELD
134CMECME GROUP INC$320K0.06%HELD
135UNHUNITEDHEALTH GROUP INC$319K0.06%HELD
136NUENUCOR CORP$315K0.05%HELD
137EMEEMCOR GROUP INC$315K0.05%HELD
138CHTRCHARTER COMMUNICATIONS INC$312K0.05%HELD
139TFCTRUIST FINL CORP$306K0.05%HELD
140SCHDSCHWAB STRATEGIC TR$305K0.05%HELD
141AMEAMETEK INC$305K0.05%HELD
142PDECINNOVATOR ETFS TRUST$304K0.05%HELD
143NVTNVENT ELEC PLC$303K0.05%HELD
144VIKVIKING HOLDINGS LTD$302K0.05%HELD
145DYNFBLACKROCK ETF TRUST$300K0.05%HELD
146DGDOLLAR GEN CORP$300K0.05%HELD
147IVWISHARES TR$299K0.05%HELD
148VTVVANGUARD INDEX FDS$299K0.05%HELD
149EVREVERCORE INC$293K0.05%HELD
150ULTAULTA BEAUTY INC$288K0.05%HELD
151QUALISHARES TR$285K0.05%HELD
152VZVERIZON COMMUNICATIONS INC$284K0.05%HELD
153TTTRANE TECHNOLOGIES PLC$280K0.05%HELD
154UMAYINNOVATOR ETFS TRUST$280K0.05%HELD
155HOODROBINHOOD MKTS INC$279K0.05%HELD
156BIIBBIOGEN INC$279K0.05%HELD
157NETCLOUDFLARE INC$278K0.05%HELD
158SMHVANECK ETF TRUST$275K0.05%HELD
159KMXCARMAX INC$273K0.05%HELD
160NEMNEWMONT CORP$269K0.05%HELD
161LYBLYONDELLBASELL INDUSTRIES NV$266K0.05%HELD
162TEAMATLASSIAN CORPORATION$264K0.05%HELD
163AMDADVANCED MICRO DEVICES INC$263K0.05%HELD
164LOBLIVE OAK BANCSHARES INC$258K0.04%HELD
165MHKMOHAWK INDS INC$255K0.04%HELD
166CMICUMMINS INC$252K0.04%HELD
167FNBF N B CORP$249K0.04%HELD
168CCITIGROUP INC$248K0.04%HELD
169DDOMINION ENERGY INC$248K0.04%HELD
170BACBANK OF AMER CORP$247K0.04%HELD
171SPGIS&P GLOBAL INC$245K0.04%HELD
172UJULINNOVATOR ETFS TRUST$244K0.04%HELD
173MTCHMATCH GROUP INC NEW$242K0.04%HELD
174EQIXEQUINIX INC$241K0.04%HELD
175UALUNITED AIRLS HLDGS INC$240K0.04%HELD
176CPRTCOPART INC$236K0.04%HELD
177DTEDTE ENERGY CO$235K0.04%HELD
178MLIMUELLER INDS INC$233K0.04%HELD
179BWABORGWARNER INC$232K0.04%HELD
180ZJULINNOVATOR ETFS TRUST$230K0.04%HELD
181VIOOVANGUARD ADMIRAL FDS INC$229K0.04%HELD
182FSCOFS CREDIT OPPORTUNITIES CORP$228K0.04%HELD
183GISGENERAL MILLS INC$219K0.04%HELD
184COSTCOSTCO WHOLESALE CORPORATION$215K0.04%HELD
185TXRHTEXAS ROADHOUSE INC$215K0.04%HELD
186VEEVVEEVA SYS INC$215K0.04%HELD
187TJXTJX COS INC NEW$215K0.04%HELD
188NYTNEW YORK TIMES CO MTN BE$213K0.04%HELD
189TTWOTAKE-TWO INTERACTIVE SOFTWAR$210K0.04%HELD
190MEDPMEDPACE HLDGS INC$209K0.04%HELD
191WCCWESCO INTL INC$209K0.04%HELD
192CMGCHIPOTLE MEXICAN GRILL INC$209K0.04%HELD
193ACMRACM RESH INC$208K0.04%HELD
194MAAMID-AMER APT CMNTYS INC$206K0.04%HELD
195TMUST-MOBILE US INC$204K0.04%HELD
196DOVDOVER CORP$202K0.03%HELD
197AVDEAMERICAN CENTY ETF TR$200K0.03%HELD
198SSENTINELONE INC$199K0.03%HELD
199FRSHFRESHWORKS INC$144K0.02%HELD
200FSKFS KKR CAP CORP$111K0.02%HELD
201BULLWEBULL CORP$96K0.02%HELD
202ADTADT INC DEL$79K0.01%HELD
203BRSPBRIGHTSPIRE CAPITAL INC$57K0.01%HELD
204IRWDIRONWOOD PHARMACEUTICALS INC$46K0.01%HELD
205BYNDBEYOND MEAT INC$12K0.00%HELD

Source: SEC EDGAR · accession 0001964068-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.