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Institutional

Allegiance Financial Group Advisory Services LLC

CIK 0001964068
$502.7M
Reported AUM
198
Positions
Q1 2026
Period
2026-05-08
Filed

The Brief · Allegiance Financial Group Advisory Services LLC · Q1 2026

AI · grounded in 13F

Allegiance Financial Group Advisory Services LLC established a new position in META valued at $4.8M. The fund also increased its holdings in several American Centy ETF TR funds, including AVUV by 5.4% and AVIV by 4.6%. On the sell side, the fund closed its position in TEAM, reducing its exposure by $722,658. Other reductions included trimming shares of AAPL by 10.5% and VOO by 9.5%.

Portfolio · Q1 2026

VTI$52.5MAVLV$51.0MAVDV$33.8MDFAU$27.9MAVUV$27.2MAVIGDFSDAVIVDFAIIDEVUSHYAVREOther$163.5MAL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1VTIVANGUARD INDEX FDS$363.38-2.68%24.59%71.45%$52.5M10.45%+10,871+7.1%
2AVLVAMERICAN CENTY ETF TR$89.80-1.74%35.81%82.54%$51.0M10.14%+26,183+4.3%
3AVDVAMERICAN CENTY ETF TR$105.99-3.19%39.79%90.17%$33.8M6.73%+4,126+1.2%
4DFAUDIMENSIONAL ETF TRUST$50.85-2.62%24.95%75.45%$27.9M5.56%+39,525+6.8%
5AVUVAMERICAN CENTY ETF TR$119.70-1.44%35.45%76.66%$27.2M5.42%+12,625+5.4%
6AVIGAMERICAN CENTY ETF TR$41.09-0.48%5.65%-1.39%$24.7M4.91%+53,528+9.9%
7DFSDDIMENSIONAL ETF TRUST$47.74-0.25%4.28%11.98%$24.5M4.88%+49,001+10.6%
8AVIVAMERICAN CENTY ETF TR$77.78-2.42%29.16%74.55%$22.7M4.52%+13,213+4.6%
9DFAIDIMENSIONAL ETF TRUST$40.82-2.44%21.89%56.68%$20.6M4.10%+27,638+5.5%
10IDEVISHARES TR$88.23-2.57%20.21%49.46%$20.4M4.07%+13,895+6.0%
11USHYISHARES TR$36.78-0.43%7.36%21.71%$18.9M3.75%+40,556+8.6%
12AVREAMERICAN CENTY ETF TR$47.360.13%10.87%3.84%$14.9M2.96%+28,332+9.2%
13MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$13.8M2.75%1,712−4.4%
14AVESAMERICAN CENTY ETF TR$64.47-4.91%27.42%50.59%$11.8M2.34%+11,701+6.3%
15IEMGISHARES INC$78.63-6.40%38.44%42.72%$8.4M1.67%+9,373+8.4%
16VOOVANGUARD INDEX FDS$678.00-2.59%24.60%80.00%$6.6M1.31%1,156−9.5%
17METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$4.8M0.96%+8,399NEW
18VEUVANGUARD INTL EQUITY INDEX F$81.13-3.76%26.24%50.97%$4.8M0.95%9,205−12.6%
19AAPLAPPLE INC$307.34-1.25%51.31%116.17%$3.6M0.71%1,661−10.5%
20NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$3.3M0.65%+308+1.7%
21GOOGALPHABET INC$365.76-0.95%109.82%172.71%$3.0M0.60%479−4.4%
22DFIVDIMENSIONAL ETF TRUST$54.66-2.25%32.06%91.41%$2.7M0.54%5,626−9.8%
23VTWOVANGUARD SCOTTSDALE FDS$113.83-3.53%34.67%36.35%$2.6M0.52%4,128−13.7%
24VSSVANGUARD INTL EQUITY INDEX F$154.39-3.51%22.81%29.86%$2.6M0.52%2,474−12.2%
25UBERUBER TECHNOLOGIES INC$70.71-2.08%-17.39%62.70%$2.4M0.48%+775+2.4%
26ASTSAST SPACEMOBILE INC$93.60-12.76%200.10%768.27%$2.4M0.48%1,828−5.9%
27BNDVANGUARD BD INDEX FDS$72.83-0.45%5.24%-1.47%$2.3M0.47%3,681−10.4%
28FCNCAFIRST CTZNS BANCSHARES INC D$2075.101.36%12.26%169.74%$2.3M0.46%+33+2.8%
29SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%24.51%79.50%$2.3M0.45%+11+0.3%
30VWOVANGUARD INTL EQUITY INDEX F$58.03-3.78%23.65%32.53%$2.3M0.45%2,205−5.0%
31NOWSERVICENOW INC$112.45-5.79%$2.2M0.44%+477+2.3%
32DFUSDIMENSIONAL ETF TRUST$80.40-2.76%$1.9M0.38%+101+0.4%
33VONGVANGUARD SCOTTSDALE FDS$126.34-3.25%$1.7M0.34%2,976−16.2%
34AMZNAMAZON COM INC$246.03-3.06%$1.6M0.33%+1,463+22.9%
35PNOVINNOVATOR ETFS TRUST$43.90-1.15%$1.4M0.29%HELD
36JNJJOHNSON & JOHNSON$232.772.02%$1.4M0.27%464−7.7%
37XOMEXXON MOBIL CORP$149.92-1.39%$1.3M0.27%+296+3.9%
38PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%$1.3M0.26%+1,554+20.9%
39BMYBRISTOL-MYERS SQUIBB CO$57.271.18%$1.3M0.25%+3,204+18.4%
40GEGE AEROSPACE$328.000.11%$1.2M0.25%+222+5.3%
41VONVVANGUARD SCOTTSDALE FDS$103.72-1.88%$1.2M0.25%1,763−11.8%
42DISVDIMENSIONAL ETF TRUST$41.41-2.72%$1.2M0.24%+267+0.9%
43FIXCOMFORT SYS USA INC$1843.94-3.69%$1.1M0.23%+78+10.4%
44PGPROCTER & GAMBLE CO$146.544.09%$1.1M0.21%+257+3.6%
45DFUVDIMENSIONAL ETF TRUST$53.53-1.98%$1.1M0.21%41−0.2%
46PMAYINNOVATOR ETFS TRUST$40.94-1.18%$1.1M0.21%HELD
47VOVANGUARD INDEX FDS$78.53-2.06%$1.0M0.20%1,281−26.4%
48INTCINTEL CORP$99.17-11.28%$932K0.19%776−3.5%
49BSVVANGUARD BD INDEX FDS$77.60-0.26%$905K0.18%3,048−20.9%
50PCGPG&E CORP$17.111.72%$883K0.18%+8,098+19.2%
51EIXEDISON INTL$73.332.12%$848K0.17%+2,544+28.1%
52VNQVANGUARD INDEX FDS$96.790.72%$848K0.17%482−4.8%
53GEVGE VERNOVA INC$933.61-3.09%$838K0.17%+34+3.7%
54MPCMARATHON PETE CORP$262.01-1.89%$822K0.16%+879+35.3%
55MRKMERCK & CO INC$120.790.44%$819K0.16%421−5.8%
56DFICDIMENSIONAL ETF TRUST$37.23-2.46%$810K0.16%HELD
57LDOSLEIDOS HOLDINGS INC$124.43-0.11%$784K0.16%702−12.2%
58ABNBAIRBNB INC$133.54-0.13%$764K0.15%+2,425+66.9%
59VTEBVANGUARD MUN BD FDS$50.30-0.16%$755K0.15%+176+1.2%
60MUMICRON TECHNOLOGY INC$864.01-13.25%$736K0.15%+560+34.6%
61PEPPEPSICO INC$141.92-0.16%$695K0.14%+119+2.7%
62RBLXROBLOX CORP$41.82-3.53%$689K0.14%3,541−22.5%
63CNCCENTENE CORP DEL$62.33-0.59%$685K0.14%166−0.8%
64BNDXVANGUARD CHARLOTTE FDS$48.01-0.15%$681K0.14%1,398−9.0%
65GMGENERAL MTRS CO$82.11-1.33%$681K0.14%+944+11.5%
66HWMHOWMET AEROSPACE INC$251.901.03%$667K0.13%+25+0.9%
67PWZINVESCO EXCH TRADED FD TR II$24.35-0.25%$618K0.12%+25,870NEW
68FTITECHNIPFMC PLC$66.82-3.17%$592K0.12%+793+10.2%
69BMAYINNOVATOR ETFS TRUST$46.86-1.62%$588K0.12%HELD
70MCKMCKESSON CORP$775.662.47%$569K0.11%27−3.9%
71VRTVERTIV HOLDINGS CO$300.51-7.23%$557K0.11%+763+52.3%
72DFASDIMENSIONAL ETF TRUST$77.60-2.07%$548K0.11%6−0.1%
73RLRALPH LAUREN CORP$366.55-0.05%$546K0.11%+8+0.5%
74SPGIS&P GLOBAL INC$424.441.03%$533K0.11%+1,254NEW
75WDCWESTERN DIGITAL CORP$511.72-11.08%$533K0.11%+557+39.4%
76VVISA INC$323.571.06%$532K0.11%293−14.3%
77SNDKSANDISK CORP$1559.32-11.39%$531K0.11%614−42.4%
78CMECME GROUP INC$257.400.52%$528K0.11%10−0.6%
79DHRDANAHER CORP DEL$184.30-1.25%$527K0.10%+1,631+142.3%
80TSLATESLA INC$391.00-6.56%$520K0.10%62−4.2%
81JBHTHUNT J B TRANS SVCS INC$284.950.58%$501K0.10%+208+9.6%
82DUKDUKE ENERGY CORP NEW$124.221.97%$499K0.10%+744+24.3%
83ILMNILLUMINA INC$162.32-3.42%$494K0.10%145−3.5%
84VRSNVERISIGN INC$294.920.38%$489K0.10%152−7.2%
85TPRTAPESTRY INC$140.10-0.26%$478K0.10%+201+6.3%
86SCHBSCHWAB STRATEGIC TR$28.45-2.70%$476K0.09%HELD
87FTNTFORTINET INC$144.68-3.33%$474K0.09%+2,803+93.5%
88EFVISHARES TR$76.90-1.91%$471K0.09%HELD
89CBCHUBB LTD SWITZ$326.273.74%$448K0.09%46−3.2%
90CIENCIENA CORP$488.21-8.85%$446K0.09%+29+2.6%
91CVXCHEVRON CORPORATION$187.31-0.55%$438K0.09%+305+16.8%
92AVLCAMERICAN CENTY ETF TR$87.85-2.77%$432K0.09%+202+3.8%
93SNOWSNOWFLAKE INC$238.26-2.42%$431K0.09%+138+5.1%
94FCXFREEPORT MCMORAN INC$63.37-9.07%$428K0.09%+950+15.0%
95NBIXNEUROCRINE BIOSCIENCES INC$163.88-2.07%$427K0.08%+966+42.5%
96EXPEEXPEDIA GROUP INC$228.880.75%$422K0.08%125−6.4%
97INCYINCYTE CORP$102.381.13%$422K0.08%63−1.4%
98TGTTARGET CORP$122.57-1.03%$415K0.08%+612+21.8%
99BRK/BBERKSHIRE HATHAWAY INC DEL$414K0.08%4−0.5%
100BKNGBOOKING HOLDINGS INC$165.84-0.99%$413K0.08%+27+38.0%
101PNCPNC FINL SVCS GROUP INC$410K0.08%+92+4.9%
102SLYGSPDR SERIES TRUST$408K0.08%+8+0.2%
103REGNREGENERON PHARMACEUTICALS$395K0.08%+120+30.7%
104JCIJOHNSON CONTROLS INTERNATION$387K0.08%+652+28.3%
105SCHFSCHWAB STRATEGIC TR$387K0.08%+15,645NEW
106ULTAULTA BEAUTY INC$381K0.08%+85+13.2%
107COFCAPITAL ONE FINL CORP$371K0.07%+298+17.2%
108APHAMPHENOL CORP$371K0.07%+85+3.0%
109EXELEXELIXIS INC$369K0.07%301−3.4%
110TRVTRAVELERS COMPANIES INC$369K0.07%+134+11.9%
111MMM3M CO$367K0.07%84−3.2%
112DALDELTA AIR LINES INC$366K0.07%+1,082+24.5%
113PJANINNOVATOR ETFS TRUST$359K0.07%HELD
114DGDOLLAR GEN CORP$358K0.07%+1,295+75.2%
115SAICSCIENCE APPLICATIONS INTL CO$358K0.07%+428+12.8%
116ANETARISTA NETWORKS INC$356K0.07%+389+15.5%
117ADBEADOBE INC$355K0.07%+1,462NEW
118OXYOCCIDENTAL PETE CORP$351K0.07%+5,400NEW
119MKTXMARKETAXESS HLDGS INC$349K0.07%+295+16.2%
120NTRANATERA INC$338K0.07%12−0.7%
121UPSUNITED PARCEL SVCS INC$334K0.07%+100+3.0%
122DFSVDIMENSIONAL ETF TRUST$333K0.07%+1,532+19.2%
123AVGOBROADCOM INC$333K0.07%+1,075NEW
124MEDPMEDPACE HLDGS INC$331K0.07%207−23.1%
125ZNGAZOOM COMMUNICATIONS INC$331K0.07%2,244−35.2%
126EMEEMCOR GROUP INC$331K0.07%+448NEW
127NEMNEWMONT CORP$324K0.06%+186+6.6%
128FDXFEDEX CORP$322K0.06%+904NEW
129NYTNEW YORK TIMES CO MTN BE$321K0.06%+3,828NEW
130DINOHF SINCLAIR CORP$320K0.06%+175+3.5%
131SCHDSCHWAB STRATEGIC TR$318K0.06%+10,360NEW
132LRCXLAM RESEARCH CORP$316K0.06%+11+0.7%
133TERTERADYNE INC$312K0.06%+1,052NEW
134BABOEING CO$311K0.06%+1,562NEW
135LMTLOCKHEED MARTIN CORP$311K0.06%+514NEW
136TFCTRUIST FINL CORP$310K0.06%97−1.4%
137INTUINTUIT$310K0.06%+717NEW
138SIRISIRIUSXM HOLDINGS INC$300K0.06%+2,086+19.1%
139FIVEFIVE BELOW INC$299K0.06%+1,309NEW
140DOWDOW HLDGS INC$292K0.06%+7,005NEW
141EFXEQUIFAX INC$285K0.06%+1,582NEW
142COPCONOCOPHILLIPS$282K0.06%674−24.0%
143AMEAMETEK INC$281K0.06%+59+4.7%
144KMXCARMAX INC$275K0.05%+6,622NEW
145PSXPHILLIPS 66$275K0.05%+1,508NEW
146PDECINNOVATOR ETFS TRUST$272K0.05%5,066−44.2%
147UMAYINNOVATOR ETFS TRUST$271K0.05%HELD
148BBYBEST BUY INC$266K0.05%666−13.8%
149MOHMOLINA HEALTHCARE INC$265K0.05%+1,986NEW
150MDTMEDTRONIC PLC$264K0.05%623−17.0%
151VEEVVEEVA SYS INC$264K0.05%+321+27.2%
152TOLTOLL BROTHERS INC$262K0.05%123−6.0%
153VZVERIZON COMMUNICATIONS INC$262K0.05%2,851−35.3%
154DKNGDRAFTKINGS INC NEW$259K0.05%+3,794+46.3%
155DYNFBLACKROCK ETF TRUST$257K0.05%HELD
156LULULULULEMON ATHLETICA INC$257K0.05%+1,676NEW
157VEAVANGUARD TAX-MANAGED FDS$256K0.05%+3,996NEW
158WMTWALMART INC$250K0.05%1,225−37.8%
159QUALISHARES TR$250K0.05%HELD
160CMCSACOMCAST CORP NEW$249K0.05%+602+7.5%
161IVWISHARES TR$246K0.05%HELD
162FSCOFS CREDIT OPPORTUNITIES CORP$243K0.05%3,151−6.2%
163RGLDROYAL GOLD INC$242K0.05%41−4.1%
164UTHRUNITED THERAPEUTICS CORP DEL$242K0.05%146−26.4%
165NUENUCOR CORP$238K0.05%+172+13.9%
166CMGCHIPOTLE MEXICAN GRILL INC$237K0.05%+29+0.4%
167LVSLAS VEGAS SANDS CORP$237K0.05%1,441−24.7%
168UJULINNOVATOR ETFS TRUST$229K0.05%HELD
169DDOGDATADOG INC$228K0.05%+84+4.5%
170HASHASBRO INC$224K0.04%+2,392NEW
171DOVDOVER CORP$224K0.04%+7+0.7%
172ZJULINNOVATOR ETFS TRUST$223K0.04%HELD
173MDBMONGODB INC$222K0.04%+905NEW
174LINLINDE PLC$221K0.04%+445NEW
175BACBANK AMERICA CORP$220K0.04%239−5.0%
176BIIBBIOGEN INC$220K0.04%+1,200NEW
177BMRNBIOMARIN PHARMACEUTICAL INC$218K0.04%+3,867NEW
178OSKOSHKOSH CORP$217K0.04%+1,472NEW
179BURLBURLINGTON STORES INC$216K0.04%+664NEW
180GLWCORNING INC$215K0.04%+1,578NEW
181CITHE CIGNA GROUP$214K0.04%+801NEW
182FNBF N B CORP$214K0.04%397−3.0%
183CPRTCOPART INC$205K0.04%+6,169NEW
184MRSHMARSH & MCLENNAN COS INC$204K0.04%+1,179NEW
185AAALCOA CORP$204K0.04%+3,078NEW
186AONAON PLC$204K0.04%+632NEW
187UNHUNITEDHEALTH GROUP INC$203K0.04%+116+18.3%
188GDGENERAL DYNAMICS CORP$203K0.04%+590NEW
189BWABORGWARNER INC$202K0.04%+3,718NEW
190MTCHMATCH GROUP INC NEW$201K0.04%2,421−27.0%
191TXRHTEXAS ROADHOUSE INC$201K0.04%+1,218NEW
192TXTTEXTRON INC$201K0.04%+2,290NEW
193UAUNDER ARMOUR INC$174K0.03%+789+2.7%
194ADTADT INC DEL$151K0.03%12,872−35.8%
195FSKFS KKR CAP CORP$103K0.02%449−4.2%
196BRSPBRIGHTSPIRE CAPITAL INC$60K0.01%2,202−17.0%
197BULLWEBULL CORP$51K0.01%+10,701NEW
198IRWDIRONWOOD PHARMACEUTICALS INC$38K0.01%+10,717NEW
199TEAMATLASSIAN CORPORATION4,457EXITED
200UDECINNOVATOR ETFS TRUST12,988EXITED
201ZDEKINNOVATOR ETFS TRUST18,481EXITED
202GWREGUIDEWIRE SOFTWARE INC2,175EXITED
203HOODROBINHOOD MKTS INC3,761EXITED
204IBMINTERNATIONAL BUSINESS MACHS1,201EXITED
205ADSKAUTODESK INC1,196EXITED
206LYFTLYFT INC18,153EXITED
207ESTCELASTIC N V4,190EXITED
208ZSZSCALER INC1,397EXITED
209EXKEXACT SCIENCES CORP2,800EXITED
210KDPKEURIG DR PEPPER INC9,746EXITED
211DASHDOORDASH INC1,192EXITED
212SSNCSS&C TECHNOLOGIES HLDGS INC2,882EXITED
213ALLALLSTATE CORP1,204EXITED
214MANHMANHATTAN ASSOCIATES INC1,414EXITED
215KDECINNOVATOR ETFS TRUST9,141EXITED
216PANWPALO ALTO NETWORKS INC1,258EXITED
217ALGNALIGN TECHNOLOGY INC1,404EXITED
218TTTRANE TECHNOLOGIES PLC560EXITED
219AIGAMERICAN INTL GROUP INC2,372EXITED

Source: SEC EDGAR · accession 0001964068-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.