CIK 1844148
Allegheny Financial Group
Institutional 13F holdings & portfolio
Holdings
286
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 286
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PVAL | PUTNAM ETF TRUST | 2.0M | $1M+ | SH |
| JFLX | J P MORGAN EXCHANGE TRADED F | 639K | $1M+ | SH |
| CDIG | EA SERIES TRUST | 1.1M | $1M+ | SH |
| DHLX | DIAMOND HILL FUNDS | 2.0M | $1M+ | SH |
| DGRO | ISHARES TR | 316K | $1M+ | SH |
| NVR | NVR INC | 3K | $1M+ | SH |
| AAPL | APPLE INC | 78K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 649K | $1M+ | SH |
| ERIE | ERIE INDTY CO | 66K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 127K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 68K | $1M+ | SH |
| IMCG | ISHARES TR | 162K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 25K | $1M+ | SH |
| MFSG | MFS ACTIVE EXCHANGE TRADED F | 424K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 23K | $1M+ | SH |
| KMID | VIRTUS ETF TR II | 441K | $1M+ | SH |
| JGRO | J P MORGAN EXCHANGE TRADED F | 102K | $1M+ | SH |
| QLTY | GMO ETF TRUST | 244K | $1M+ | SH |
| IJH | ISHARES TR | 136K | $1M+ | SH |
| LLY | ELI LILLY & CO | 8K | $1M+ | SH |
| FTRB | FEDERATED HERMES ETF TRUST | 335K | $1M+ | SH |
| PPG | PPG INDS INC | 79K | $1M+ | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 103K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 9K | $1M+ | SH |
| HELO | J P MORGAN EXCHANGE TRADED F | 78K | $1M+ | SH |
| GOOG | ALPHABET INC | 15K | $1M+ | SH |
| FEGE | RBB FUND TRUST | 96K | $1M+ | SH |
| GOOGL | ALPHABET INC | 13K | $1M+ | SH |
| SNPS | SYNOPSYS INC | 9K | $1M+ | SH |
| VTWG | VANGUARD SCOTTSDALE FDS | 17K | $1M+ | SH |
| PRCS | PARNASSUS INCOME FDS | 140K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 8K | $1M+ | SH |
| CAT | CATERPILLAR INC | 6K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 12K | $1M+ | SH |
| AVGO | BROADCOM INC | 10K | $1M+ | SH |
| IYR | ISHARES TR | 35K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 10K | $1M+ | SH |
| IAGG | ISHARES TR | 64K | $1M+ | SH |
| MRK | MERCK & CO INC | 30K | $1M+ | SH |
| AMZN | AMAZON COM INC | 13K | $1M+ | SH |
| IWF | ISHARES TR | 6K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 15K | $1M+ | SH |
| IVV | ISHARES TR | 4K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 11K | $1M+ | SH |
| IJR | ISHARES TR | 23K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| IWD | ISHARES TR | 12K | $1M+ | SH |
| VTWV | VANGUARD SCOTTSDALE FDS | 16K | $1M+ | SH |
| IJJ | ISHARES TR | 19K | $1M+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 12K | $1M+ | SH |