Allegiance Financial Group Advisory Services LLC
Annual return '25
+17.2%
SPY '25
+17.7%
Alpha
-0.5ptsvs SPY
Invested
$502.7M
Holdings
197
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD INDEX FDS
Q4 2025: Increased +5.6% (144.8k → 152.9k shares)
10.5%
02
$AVLV
AMERICAN CENTY ETF TR
Q4 2025: Increased +6.6% (569.1k → 606.6k shares)
10.1%
03
$AVDV
AMERICAN CENTY ETF TR
Q4 2025: Increased +4.9% (319.2k → 334.9k shares)
6.7%
04
$DFAU
DIMENSIONAL ETF TRUST
Q4 2025: Increased +7.5% (539.3k → 579.9k shares)
5.6%
05
$AVUV
AMERICAN CENTY ETF TR
Q4 2025: Increased +5.5% (221.8k → 234.0k shares)
5.4%
06
$AVIG
AMERICAN CENTY ETF TR
Q4 2025: Increased +7.2% (504.1k → 540.4k shares)
4.9%
07
$DFSD
DIMENSIONAL ETF TRUST
Q4 2025: Increased +7.2% (431.8k → 462.9k shares)
4.9%
08
$AVIV
AMERICAN CENTY ETF TR
Q4 2025: Increased +6.2% (273.2k → 290.2k shares)
4.5%
09
$DFAI
DIMENSIONAL ETF TRUST
Q4 2025: Increased +6.6% (470.3k → 501.4k shares)
4.1%
10
$IDEV
ISHARES TR
Q4 2025: Increased +7.6% (214.4k → 230.7k shares)
4.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:11 UTC.