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Manager record

Allegiance Financial Group Advisory Services LLC

Vienna, VA · CIK 1964068 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$577.59MReported 13F valueQ2 2026 · as filed
205Holdings listed
+14.9%vs prior quartervalue change includes market moves
5Quarters on record
Jul 27Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $377.6M$377.6MQ2 2025152 holdingsQ3 2025: $434.7M$434.7MQ3 2025164 holdingsQ4 2025: $475.8M$475.8MQ4 2025177 holdingsQ1 2026: $502.7M$502.7MQ1 2026198 holdingsQ2 2026: $577.6M$577.6MQ2 2026205 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 27 2026 13F-HR · period Q2 2026

$577.59M · 205 holdings listed · View original SEC filing ↗
May 08 2026 13F-HR · period Q1 2026

$502.73M · 198 holdings listed · View original SEC filing ↗
Feb 03 2026 13F-HR · period Q4 2025

$475.76M · 177 holdings listed · View original SEC filing ↗
Oct 30 2025 13F-HR · period Q3 2025

$434.69M · 164 holdings listed · View original SEC filing ↗
Jul 23 2025 13F-HR · period Q2 2025

$377.63M · 152 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 27, 2026 · Change methodology