Allegheny Financial Group: 13F holdings
CIK 18441482026Q2
| Positions | 305 |
|---|
| Reported value | $942.0m |
|---|
| Filed | 2026-07-22 |
|---|
Change since last quarter
| Positions | 305 (+15 vs prior quarter) |
|---|
| Reported value | $942.0m (+27.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PVAL PUTNAM ETF TRUST | 2,609,319 | $132.9m | 14.1% |
| IMCG ISHARES TR | 622,184 | $61.2m | 6.5% |
| DIAMOND HILL FUNDS | 4,309,052 | $55.8m | 5.9% |
| EA SERIES TRUST | 1,432,307 | $36.7m | 3.9% |
| JFLX J P MORGAN EXCHANGE TRADED F | 702,054 | $35.4m | 3.8% |
| MFS ACTIVE EXCHANGE TRADED F | 845,444 | $25.6m | 2.7% |
| DGRO ISHARES TR | 323,740 | $24.5m | 2.6% |
| SCHG SCHWAB STRATEGIC TR | 678,496 | $23.0m | 2.4% |
| AAPL APPLE INC | 79,111 | $22.9m | 2.4% |
| JGRO J P MORGAN EXCHANGE TRADED F | 227,274 | $22.4m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1844148")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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