Allegheny Financial Group
$742M 13F equity value
299 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| PVAL | PUTNAM ETF TRUST | 2,281,875 | $106M | 14.3% |
| DHLX | DIAMOND HILL FUNDS | 2,992,562 | $38M | 5.2% |
| JFLX | J P MORGAN EXCHANGE TRADED F | 697,861 | $35M | 4.7% |
| CDIG | EA SERIES TRUST | 1,202,997 | $30M | 4.0% |
| DGRO | ISHARES TR | 321,068 | $23M | 3.0% |
| XOM | EXXON MOBIL CORP | 126,111 | $21M | 2.9% |
| AAPL | APPLE INC | 77,369 | $20M | 2.6% |
| NVR | NVR INC | 2,971 | $20M | 2.6% |
| SCHG | SCHWAB STRATEGIC TR | 668,061 | $19M | 2.6% |
| IMCG | ISHARES TR | 220,414 | $17M | 2.3% |
Track Allegheny Financial Group's 13F portfolio: $742M in reported holdings, 299 positions. Top holdings and quarterly changes on SentiSense.