13F Filings History of Allegiance Financial Group Advisory Services LLC

Latest 13F report
Q4 2025 - 03 Feb 2026
Value $
$475,757,226
Signature - Title
Assaf Pinchas - Founding Member, Chief Compliance Officer
Location
Vienna, VA
Summary
This page shows a list of all the recent 13F filings made by Allegiance Financial Group Advisory Services LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Allegiance Financial Group Advisory Services LLC reported 177 stock holdings with total value $475,757,226 as of Q4 2025. Top holdings included VTI, AVLV, AVDV, DFAU, and AVUV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 177 $475,757,226 +$42,699,968 -$9,782,067 +$32,917,901 VTI, AVLV, AVDV, DFAU, AVUV 13F-HR 03 Feb 2026, 10:23
Q3 2025 164 $434,685,519 +$42,686,651 -$9,684,401 +$33,002,250 VTI, AVLV, AVDV, DFAU, AVUV 13F-HR 29 Oct 2025, 21:03
Q2 2025 152 $377,625,661 +$33,208,999 -$13,741,269 +$19,467,730 VTI, AVLV, AVDV, DFAU, MSFT 13F-HR 23 Jul 2025, 15:53
Q1 2025 140 $328,740,054 +$34,218,235 -$11,788,242 +$22,429,993 VTI, AVLV, AVDV, DFAU, AVIG 13F-HR 05 May 2025, 10:00
Q4 2024 113 $308,716,928 +$31,189,642 -$3,440,839 +$27,748,803 VTI, AVLV, AVDV, MSFT, DFAU 13F-HR 04 Feb 2025, 19:17
Q3 2024 79 $287,356,573 +$14,744,214 -$3,146,251 +$11,597,963 VTI, AVLV, MSFT, AVDV, DFAU 13F-HR 13 Nov 2024, 17:16
Q2 2024 72 $261,213,163 +$21,042,559 -$4,959,901 +$16,082,658 VTI, AVLV, MSFT, AVDV, DFAU 13F-HR 24 Jul 2024, 15:59
Q1 2024 71 $244,440,542 +$20,885,876 -$1,475,087 +$19,410,789 AVLV, VTI, MSFT, AVDV, AVUV 13F-HR 30 Apr 2024, 10:01
Q4 2023 66 $212,527,210 +$19,398,727 -$1,671,956 +$17,726,771 AVLV, VTI, MSFT, AVDV, AVUV 13F-HR 22 Jan 2024, 11:22
Q3 2023 66 $177,547,735 +$13,435,087 -$751,487 +$12,683,600 AVLV, VTI, MSFT, AVDV, AVUV 13F-HR 31 Oct 2023, 13:48
Q2 2023 68 $170,118,140 +$31,268,905 -$3,766,654 +$27,502,251 MSFT, AVLV, VTI, AVUV, AVDV 13F-HR 26 Jul 2023, 13:53
Q1 2023 68 $135,610,058 +$25,267,097 -$631,231 +$24,635,866 MSFT, AVLV, VTI, VOO, VEU 13F-HR 25 Apr 2023, 16:25
Q4 2022 69 $104,082,887 $0 $0 $0 MSFT, AVLV, VOO, VEU, VTI 13F-HR 01 Feb 2023, 15:40