Allegiance Financial Group Advisory Services
Latest statistics and disclosures from Allegiance Financial Group Advisory Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, AVLV, AVDV, DFAU, AVUV, and represent 38.31% of Allegiance Financial Group Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: META, VTI, DFSD, AVIG, AVLV, DFAU, USHY, AVUV, AVRE, IDEV.
- Started 42 new stock positions in TER, BIIB, EFX, OSK, TXRH, VEA, LMT, FIVE, INTU, AA.
- Reduced shares in these 10 stocks: TEAM, VEU, VOO, MSFT, UDEC, ZDEK, , HOOD, AAPL, VTWO.
- Sold out of its positions in ALGN, ALL, AIG, TEAM, ADSK, DASH, EXACT Sciences Corporation, GWRE, UDEC, KDEC. ZDEK, IBM, KDP, LYFT, MANH, PANW, HOOD, SSNC, ZS, TT, ESTC.
- Allegiance Financial Group Advisory Services was a net buyer of stock by $27M.
- Allegiance Financial Group Advisory Services has $503M in assets under management (AUM), dropping by 5.67%.
- Central Index Key (CIK): 0001964068
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Positions held by Allegiance Financial Group Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Allegiance Financial Group Advisory Services
Allegiance Financial Group Advisory Services holds 198 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 10.5 | $53M | +7% | 164k | 320.75 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 10.1 | $51M | +4% | 633k | 80.60 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 6.7 | $34M | 339k | 99.83 |
|
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 5.6 | $28M | +6% | 619k | 45.11 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 5.4 | $27M | +5% | 247k | 110.45 |
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| American Centy Etf Tr Avantis Core Fi (AVIG) | 4.9 | $25M | +9% | 594k | 41.54 |
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| Dimensional Etf Trust Short Duration F (DFSD) | 4.9 | $25M | +10% | 512k | 47.88 |
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| American Centy Etf Tr International Lr (AVIV) | 4.5 | $23M | +4% | 303k | 74.82 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 4.1 | $21M | +5% | 529k | 38.95 |
|
| Ishares Tr Core Msci Intl (IDEV) | 4.1 | $20M | +6% | 245k | 83.55 |
|
| Ishares Tr Broad Usd High (USHY) | 3.8 | $19M | +8% | 512k | 36.84 |
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| American Centy Etf Tr Real Estate Etf (AVRE) | 3.0 | $15M | +9% | 338k | 44.01 |
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| Microsoft Corporation (MSFT) | 2.8 | $14M | -4% | 37k | 370.17 |
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| American Centy Etf Tr Emerging Mkt Val (AVES) | 2.3 | $12M | +6% | 196k | 59.97 |
|
| Ishares Core Msci Emkt (IEMG) | 1.7 | $8.4M | +8% | 121k | 69.73 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.3 | $6.6M | -9% | 11k | 597.53 |
|
| Meta Platforms Cl A (META) | 1.0 | $4.8M | NEW | 8.4k | 572.10 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.0 | $4.8M | -12% | 64k | 75.10 |
|
| Apple (AAPL) | 0.7 | $3.6M | -10% | 14k | 253.58 |
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| NVIDIA Corporation (NVDA) | 0.7 | $3.3M | 19k | 174.40 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $3.0M | -4% | 11k | 286.85 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.5 | $2.7M | -9% | 52k | 52.78 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.5 | $2.6M | -13% | 26k | 100.17 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.5 | $2.6M | -12% | 18k | 145.79 |
|
| Uber Technologies (UBER) | 0.5 | $2.4M | +2% | 34k | 71.93 |
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| Ast Spacemobile Com Cl A (ASTS) | 0.5 | $2.4M | -5% | 29k | 82.87 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.5 | $2.3M | -10% | 32k | 73.64 |
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| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.5 | $2.3M | +2% | 1.2k | 1884.66 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.5 | $2.3M | 3.5k | 650.40 |
|
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $2.3M | -4% | 42k | 54.05 |
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| Servicenow (NOW) | 0.4 | $2.2M | +2% | 21k | 104.55 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.4 | $1.9M | 27k | 70.91 |
|
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.3 | $1.7M | -16% | 15k | 109.69 |
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| Amazon (AMZN) | 0.3 | $1.6M | +22% | 7.9k | 208.27 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) | 0.3 | $1.4M | 35k | 40.86 |
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| Johnson & Johnson (JNJ) | 0.3 | $1.4M | -7% | 5.6k | 244.44 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $1.3M | +3% | 7.9k | 169.66 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $1.3M | +20% | 9.0k | 146.28 |
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| Bristol Myers Squibb (BMY) | 0.2 | $1.3M | +18% | 21k | 60.65 |
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| Ge Aerospace Com New (GE) | 0.2 | $1.2M | +5% | 4.4k | 283.77 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.2 | $1.2M | -11% | 13k | 93.74 |
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| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.2 | $1.2M | 31k | 39.44 |
|
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| Comfort Systems USA (FIX) | 0.2 | $1.1M | +10% | 826.00 | 1378.99 |
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| Procter & Gamble Company (PG) | 0.2 | $1.1M | +3% | 7.5k | 144.44 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.2 | $1.1M | 22k | 48.46 |
|
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| Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) | 0.2 | $1.1M | 27k | 39.94 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $1.0M | -26% | 3.6k | 287.15 |
|
| Intel Corporation (INTC) | 0.2 | $932k | -3% | 21k | 44.13 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $905k | -20% | 12k | 78.41 |
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| PG&E Corporation (PCG) | 0.2 | $883k | +19% | 50k | 17.57 |
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| Edison International (EIX) | 0.2 | $848k | +28% | 12k | 73.18 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $848k | -4% | 9.6k | 88.70 |
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| Ge Vernova (GEV) | 0.2 | $838k | +3% | 960.00 | 872.90 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $822k | +35% | 3.4k | 244.18 |
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| Merck & Co (MRK) | 0.2 | $819k | -5% | 6.8k | 120.29 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.2 | $810k | 23k | 35.53 |
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| Leidos Holdings (LDOS) | 0.2 | $784k | -12% | 5.0k | 155.53 |
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| Airbnb Com Cl A (ABNB) | 0.2 | $764k | +66% | 6.0k | 126.28 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $755k | 15k | 49.89 |
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| Micron Technology (MU) | 0.1 | $736k | +34% | 2.2k | 337.81 |
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| Pepsi (PEP) | 0.1 | $695k | +2% | 4.5k | 155.31 |
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| Roblox Corp Cl A (RBLX) | 0.1 | $689k | -22% | 12k | 56.56 |
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| Centene Corporation (CNC) | 0.1 | $685k | 21k | 32.74 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $681k | -8% | 14k | 48.05 |
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| General Motors Company (GM) | 0.1 | $681k | +11% | 9.1k | 74.50 |
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| Howmet Aerospace (HWM) | 0.1 | $667k | 2.9k | 230.49 |
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| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.1 | $618k | NEW | 26k | 23.87 |
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| Technipfmc (FTI) | 0.1 | $592k | +10% | 8.6k | 69.13 |
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| Innovator Etfs Trust Us Eqty Bufr May (BMAY) | 0.1 | $589k | 13k | 44.87 |
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| McKesson Corporation (MCK) | 0.1 | $569k | -3% | 658.00 | 865.36 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $557k | +52% | 2.2k | 250.58 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $548k | 7.7k | 71.13 |
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| Ralph Lauren Corp Cl A (RL) | 0.1 | $546k | 1.6k | 343.99 |
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| S&p Global (SPGI) | 0.1 | $533k | NEW | 1.3k | 425.34 |
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| Western Digital (WDC) | 0.1 | $533k | +39% | 2.0k | 270.49 |
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| Visa Com Cl A (V) | 0.1 | $532k | -14% | 1.8k | 302.24 |
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| Sandisk Corp (SNDK) | 0.1 | $531k | -42% | 835.00 | 635.34 |
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| Cme (CME) | 0.1 | $528k | 1.8k | 295.35 |
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| Danaher Corporation (DHR) | 0.1 | $527k | +142% | 2.8k | 189.60 |
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| Tesla Motors (TSLA) | 0.1 | $521k | -4% | 1.4k | 371.75 |
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| J.B. Hunt Transport Services (JBHT) | 0.1 | $501k | +9% | 2.4k | 211.90 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $499k | +24% | 3.8k | 130.94 |
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| Illumina (ILMN) | 0.1 | $494k | -3% | 4.0k | 123.26 |
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| Verisign (VRSN) | 0.1 | $489k | -7% | 2.0k | 248.36 |
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| Tapestry (TPR) | 0.1 | $478k | +6% | 3.4k | 141.11 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $476k | 19k | 25.10 |
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| Fortinet (FTNT) | 0.1 | $474k | +93% | 5.8k | 81.72 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $471k | 6.3k | 74.35 |
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| Chubb (CB) | 0.1 | $448k | -3% | 1.4k | 325.93 |
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| Ciena Corp Com New (CIEN) | 0.1 | $446k | +2% | 1.1k | 388.23 |
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| Chevron Corporation (CVX) | 0.1 | $438k | +16% | 2.1k | 206.90 |
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| American Centy Etf Tr Avantis Us Larg (AVLC) | 0.1 | $432k | +3% | 5.6k | 77.55 |
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| Snowflake Com Shs (SNOW) | 0.1 | $431k | +5% | 2.9k | 150.82 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $428k | +14% | 7.3k | 58.78 |
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| Neurocrine Biosciences (NBIX) | 0.1 | $427k | +42% | 3.2k | 131.74 |
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| Expedia Group Com New (EXPE) | 0.1 | $422k | -6% | 1.8k | 230.89 |
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| Incyte Corporation (INCY) | 0.1 | $422k | 4.5k | 94.12 |
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| Target Corporation (TGT) | 0.1 | $415k | +21% | 3.4k | 121.21 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $414k | 864.00 | 478.67 |
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| Booking Holdings (BKNG) | 0.1 | $413k | +38% | 98.00 | 4210.32 |
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| PNC Financial Services (PNC) | 0.1 | $410k | +4% | 2.0k | 208.09 |
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| Spdr Series Trust State Street Spd (SLYG) | 0.1 | $408k | 4.2k | 96.61 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $395k | +30% | 511.00 | 772.64 |
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| Johnson Controls Internation SHS (JCI) | 0.1 | $387k | +28% | 3.0k | 130.95 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $387k | NEW | 16k | 24.75 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $381k | +13% | 728.00 | 522.71 |
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| Capital One Financial (COF) | 0.1 | $371k | +17% | 2.0k | 182.43 |
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| Amphenol Corp Cl A (APH) | 0.1 | $371k | +2% | 2.9k | 126.35 |
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| Exelixis (EXEL) | 0.1 | $369k | -3% | 8.6k | 42.89 |
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| Travelers Companies (TRV) | 0.1 | $369k | +11% | 1.3k | 291.68 |
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| 3M Company (MMM) | 0.1 | $367k | -3% | 2.5k | 145.24 |
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| Delta Air Lines Com New (DAL) | 0.1 | $366k | +24% | 5.5k | 66.48 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.1 | $359k | 7.8k | 46.13 |
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| Dollar General (DG) | 0.1 | $358k | +75% | 3.0k | 118.73 |
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| Science App Int'l (SAIC) | 0.1 | $358k | +12% | 3.8k | 94.92 |
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| Arista Networks Com Shs (ANET) | 0.1 | $356k | +15% | 2.9k | 122.78 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $355k | NEW | 1.5k | 243.08 |
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| Occidental Petroleum Corporation (OXY) | 0.1 | $351k | NEW | 5.4k | 65.00 |
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| MarketAxess Holdings (MKTX) | 0.1 | $349k | +16% | 2.1k | 164.98 |
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| Natera (NTRA) | 0.1 | $338k | 1.7k | 199.99 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $334k | +3% | 3.4k | 98.38 |
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| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.1 | $333k | +19% | 9.5k | 35.04 |
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| Broadcom (AVGO) | 0.1 | $333k | NEW | 1.1k | 309.51 |
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| Medpace Hldgs (MEDP) | 0.1 | $331k | -23% | 690.00 | 480.19 |
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| Zoom Communications Cl A (ZM) | 0.1 | $331k | -35% | 4.1k | 80.32 |
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| Emcor (EME) | 0.1 | $331k | NEW | 448.00 | 738.31 |
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| Newmont Mining Corporation (NEM) | 0.1 | $324k | +6% | 3.0k | 108.25 |
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| FedEx Corporation (FDX) | 0.1 | $322k | NEW | 904.00 | 356.21 |
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| New York Times Co Mtn Be Cl A (NYT) | 0.1 | $321k | NEW | 3.8k | 83.73 |
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| Hf Sinclair Corp (DINO) | 0.1 | $320k | +3% | 5.1k | 62.39 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $318k | NEW | 10k | 30.68 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $316k | 1.5k | 213.66 |
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| Teradyne (TER) | 0.1 | $312k | NEW | 1.1k | 296.46 |
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| Boeing Company (BA) | 0.1 | $311k | NEW | 1.6k | 199.03 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $311k | NEW | 514.00 | 604.39 |
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| Truist Financial Corp equities (TFC) | 0.1 | $310k | 6.8k | 45.97 |
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| Intuit (INTU) | 0.1 | $310k | NEW | 717.00 | 432.38 |
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| Siriusxm Holdings Common Stock (SIRI) | 0.1 | $300k | +19% | 13k | 23.08 |
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| Five Below (FIVE) | 0.1 | $299k | NEW | 1.3k | 228.48 |
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| Dow (DOW) | 0.1 | $292k | NEW | 7.0k | 41.65 |
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| Equifax (EFX) | 0.1 | $285k | NEW | 1.6k | 180.07 |
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| ConocoPhillips (COP) | 0.1 | $282k | -23% | 2.1k | 131.99 |
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| Ametek (AME) | 0.1 | $282k | +4% | 1.3k | 214.36 |
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| CarMax (KMX) | 0.1 | $275k | NEW | 6.6k | 41.58 |
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| Phillips 66 (PSX) | 0.1 | $275k | NEW | 1.5k | 182.14 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) | 0.1 | $272k | -44% | 6.4k | 42.50 |
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| Innovator Etfs Trust Us Eqt Ultra Bf (UMAY) | 0.1 | $271k | 7.4k | 36.82 |
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| Best Buy (BBY) | 0.1 | $266k | -13% | 4.1k | 64.20 |
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| Molina Healthcare (MOH) | 0.1 | $265k | NEW | 2.0k | 133.30 |
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| Medtronic SHS (MDT) | 0.1 | $264k | -16% | 3.0k | 86.65 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $264k | +27% | 1.5k | 175.66 |
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| Toll Brothers (TOL) | 0.1 | $262k | -6% | 1.9k | 136.47 |
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| Verizon Communications (VZ) | 0.1 | $262k | -35% | 5.2k | 50.20 |
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| Draftkings Com Cl A (DKNG) | 0.1 | $259k | +46% | 12k | 21.62 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.1 | $257k | 4.4k | 58.18 |
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| Lululemon Athletica (LULU) | 0.1 | $257k | NEW | 1.7k | 153.10 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $256k | NEW | 4.0k | 64.08 |
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| Wal-Mart Stores (WMT) | 0.0 | $250k | -37% | 2.0k | 124.28 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $250k | 1.3k | 191.81 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $249k | +7% | 8.7k | 28.71 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $246k | 2.2k | 113.09 |
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| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.0 | $243k | -6% | 48k | 5.10 |
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| Royal Gold (RGLD) | 0.0 | $242k | -4% | 951.00 | 254.49 |
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| United Therapeutics Corporation (UTHR) | 0.0 | $242k | -26% | 408.00 | 592.98 |
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| Nucor Corporation (NUE) | 0.0 | $238k | +13% | 1.4k | 169.16 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $237k | 7.4k | 32.01 |
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| Las Vegas Sands (LVS) | 0.0 | $237k | -24% | 4.4k | 53.88 |
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| Innovator Etfs Trust Us Eqt Ultra Bf (UJUL) | 0.0 | $229k | 6.0k | 38.30 |
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| Datadog Cl A Com (DDOG) | 0.0 | $228k | +4% | 1.9k | 118.05 |
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| Hasbro (HAS) | 0.0 | $224k | NEW | 2.4k | 93.60 |
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| Dover Corporation (DOV) | 0.0 | $224k | 1.1k | 208.45 |
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| Innovator Etfs Trust Equity Defined P (ZJUL) | 0.0 | $223k | 7.7k | 29.07 |
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| Mongodb Cl A (MDB) | 0.0 | $222k | NEW | 905.00 | 244.77 |
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| Linde SHS (LIN) | 0.0 | $221k | NEW | 445.00 | 495.76 |
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| Bank of America Corporation (BAC) | 0.0 | $221k | -5% | 4.5k | 48.75 |
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| Biogen Idec (BIIB) | 0.0 | $220k | NEW | 1.2k | 183.33 |
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| BioMarin Pharmaceutical (BMRN) | 0.0 | $218k | NEW | 3.9k | 56.49 |
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| Oshkosh Corporation (OSK) | 0.0 | $217k | NEW | 1.5k | 147.21 |
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| Burlington Stores (BURL) | 0.0 | $216k | NEW | 664.00 | 325.38 |
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| Corning Incorporated (GLW) | 0.0 | $215k | NEW | 1.6k | 135.97 |
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| Cigna Corp (CI) | 0.0 | $214k | NEW | 801.00 | 266.75 |
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| F.N.B. Corporation (FNB) | 0.0 | $214k | -3% | 13k | 16.72 |
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| Copart (CPRT) | 0.0 | $205k | NEW | 6.2k | 33.20 |
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| Marsh & McLennan Companies (MRSH) | 0.0 | $205k | NEW | 1.2k | 173.45 |
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| Alcoa (AA) | 0.0 | $204k | NEW | 3.1k | 66.33 |
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| Aon Shs Cl A (AON) | 0.0 | $204k | NEW | 632.00 | 322.78 |
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| UnitedHealth (UNH) | 0.0 | $203k | +18% | 750.00 | 270.68 |
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| General Dynamics Corporation (GD) | 0.0 | $203k | NEW | 590.00 | 343.22 |
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| BorgWarner (BWA) | 0.0 | $202k | NEW | 3.7k | 54.26 |
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| Match Group (MTCH) | 0.0 | $201k | -26% | 6.6k | 30.71 |
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| Texas Roadhouse (TXRH) | 0.0 | $201k | NEW | 1.2k | 165.14 |
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| Textron (TXT) | 0.0 | $201k | NEW | 2.3k | 87.56 |
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| Under Armour CL C (UA) | 0.0 | $174k | +2% | 30k | 5.79 |
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| Adt (ADT) | 0.0 | $152k | -35% | 23k | 6.57 |
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| Fs Kkr Capital Corp (FSK) | 0.0 | $103k | -4% | 10k | 10.18 |
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| Brightspire Capital Com Cl A (BRSP) | 0.0 | $60k | -16% | 11k | 5.60 |
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| Webull Corp Ord Shs (BULL) | 0.0 | $51k | NEW | 11k | 4.80 |
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| Ironwood Pharmaceuticals Com Cl A (IRWD) | 0.0 | $38k | NEW | 11k | 3.51 |
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Past Filings by Allegiance Financial Group Advisory Services
SEC 13F filings are viewable for Allegiance Financial Group Advisory Services going back to 2022
- Allegiance Financial Group Advisory Services 2026 Q1 filed May 8, 2026
- Allegiance Financial Group Advisory Services 2025 Q4 filed Feb. 3, 2026
- Allegiance Financial Group Advisory Services 2025 Q3 filed Oct. 30, 2025
- Allegiance Financial Group Advisory Services 2025 Q2 filed July 23, 2025
- Allegiance Financial Group Advisory Services 2025 Q1 filed May 5, 2025
- Allegiance Financial Group Advisory Services 2024 Q4 filed Feb. 5, 2025
- Allegiance Financial Group Advisory Services 2024 Q3 filed Nov. 13, 2024
- Allegiance Financial Group Advisory Services 2024 Q2 filed July 24, 2024
- Allegiance Financial Group Advisory Services 2024 Q1 filed April 30, 2024
- Allegiance Financial Group Advisory Services 2023 Q4 filed Jan. 22, 2024
- Allegiance Financial Group Advisory Services 2023 Q3 filed Oct. 31, 2023
- Allegiance Financial Group Advisory Services 2023 Q2 filed July 26, 2023
- Allegiance Financial Group Advisory Services 2023 Q1 filed April 25, 2023
- Allegiance Financial Group Advisory Services 2022 Q4 filed Feb. 1, 2023