Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Allegiance Financial Group Advisory Services LLC (CIK 1964068) reported $502.7M across 198 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($52.5M, 10.45%), AVLV ($51.0M, 10.14%), AVDV ($33.8M, 6.73%), DFAU ($27.9M, 5.56%), AVUV ($27.2M, 5.42%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $52.5M | 10.45% | 163,814 | Added |
| 2 | AVLV | AMERICAN CENTY ETF TR | $51.0M | 10.14% | 632,785 | Added |
| 3 | AVDV | AMERICAN CENTY ETF TR | $33.8M | 6.73% | 339,046 | Added |
| 4 | DFAU | DIMENSIONAL ETF TRUST | $27.9M | 5.56% | 619,449 | Added |
| 5 | AVUV | AMERICAN CENTY ETF TR | $27.2M | 5.42% | 246,596 | Added |
| 6 | AVIG | AMERICAN CENTY ETF TR | $24.7M | 4.91% | 593,902 | Added |
| 7 | DFSD | DIMENSIONAL ETF TRUST | $24.5M | 4.88% | 511,899 | Added |
| 8 | AVIV | AMERICAN CENTY ETF TR | $22.7M | 4.52% | 303,419 | Added |
| 9 | DFAI | DIMENSIONAL ETF TRUST | $20.6M | 4.10% | 529,016 | Added |
| 10 | IDEV | ISHARES TR | $20.4M | 4.07% | 244,628 | Added |
| 11 | USHY | ISHARES TR | $18.9M | 3.75% | 512,430 | Added |
| 12 | AVRE | AMERICAN CENTY ETF TR | $14.9M | 2.96% | 337,833 | Added |
| 13 | MSFT | MICROSOFT CORP | $13.8M | 2.75% | 37,368 | Trimmed |
| 14 | AVES | AMERICAN CENTY ETF TR | $11.8M | 2.34% | 196,445 | Added |
| 15 | IEMG | ISHARES INC | $8.4M | 1.67% | 120,636 | Added |
| 16 | VOO | VANGUARD INDEX FDS | $6.6M | 1.31% | 11,010 | Trimmed |
| 17 | META | META PLATFORMS INC | $4.8M | 0.96% | 8,399 | New |
| 18 | VEU | VANGUARD INTL EQUITY INDEX F | $4.8M | 0.95% | 63,691 | Trimmed |
| 19 | AAPL | APPLE INC | $3.6M | 0.71% | 14,117 | Trimmed |
| 20 | NVDA | NVIDIA CORPORATION | $3.3M | 0.65% | 18,824 | Added |
| 21 | GOOG | ALPHABET INC | $3.0M | 0.60% | 10,472 | Trimmed |
| 22 | DFIV | DIMENSIONAL ETF TRUST | $2.7M | 0.54% | 51,808 | Trimmed |
| 23 | VSS | VANGUARD INTL EQUITY INDEX F | $2.6M | 0.52% | 17,853 | Trimmed |
| 24 | VTWO | VANGUARD SCOTTSDALE FDS | $2.6M | 0.52% | 26,048 | Trimmed |
| 25 | ASTS | AST SPACEMOBILE INC | $2.4M | 0.48% | 28,922 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31