Assaf Pinchas

Allegiance Financial Group Advisory Services Llc

Assets Managed

$502.726M

Holdings

198

Last Quarter

2026 - Q1

Filed Date

23d ago

Growth Rate

5.67%(2Q avg: 7.56%)

Sustained Growth

13 quarters

Portfolio positions

This chart displays the top 10 holdings in Allegiance Financial Group Advisory Services Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 198 positions.

Assets under management

The assets under management (AUM) of Allegiance Financial Group Advisory Services Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 13 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 502.726M in assets, with a quarterly growth rate of 5.67% and a 2-quarter average growth rate of 7.56%. The portfolio is managed by Assaf Pinchas, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VTI Vanguard Total Stock Mkt Etf Recent Activity Increased 7.11%	10.46%	$52.543M 163,814 shares@ $320.75 avg price	Increased 7.11%
AVLV Avantis Us Large Cap Value Recent Activity Increased 4.32%	10.15%	$51.001M 632,785 shares@ $80.6 avg price	Increased 4.32%
AVDV Avantis Intl S C Value Etf Recent Activity Increased 1.24%	6.74%	$33.847M 339,046 shares@ $99.84 avg price	Increased 1.24%
DFAU Dimensional Us Core Equity M Recent Activity Increased 6.82%	5.56%	$27.943M 619,449 shares@ $45.11 avg price	Increased 6.82%
AVUV Avantis Us Small Cap Value Recent Activity Increased 5.4%	5.42%	$27.237M 246,596 shares@ $110.46 avg price	Increased 5.4%
AVIG Avantis Core Fixed Income Recent Activity Increased 9.91%	4.91%	$24.67M 593,902 shares@ $41.54 avg price	Increased 9.91%
DFSD Dimensional Short Duration Recent Activity Increased 10.59%	4.88%	$24.509M 511,899 shares@ $47.88 avg price	Increased 10.59%
AVIV Avantis Int Lrg Cap Val Etf Recent Activity Increased 4.56%	4.52%	$22.701M 303,419 shares@ $74.82 avg price	Increased 4.56%
DFAI Dimensional International Co Recent Activity Increased 5.52%	4.1%	$20.606M 529,016 shares@ $38.96 avg price	Increased 5.52%
IDEV Ishares Core Msci Dev Mkts Recent Activity Increased 6.03%	4.07%	$20.439M 244,628 shares@ $83.55 avg price	Increased 6.03%

1-10 of 198