CIK 1964809
AllGen Financial Advisors, Inc.
Institutional 13F holdings & portfolio
Holdings
40
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–40 of 40
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 269K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 1.1M | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 514K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 379K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 104K | $1M+ | SH |
| MGV | VANGUARD WORLD FD | 163K | $1M+ | SH |
| JMBS | JANUS DETROIT STR TR | 450K | $1M+ | SH |
| DIVI | FRANKLIN TEMPLETON ETF TR | 389K | $1M+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 250K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 135K | $1M+ | SH |
| SPIB | SPDR SERIES TRUST | 279K | $1M+ | SH |
| FLQM | FRANKLIN TEMPLETON ETF TR | 160K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 13K | $1M+ | SH |
| JPIB | J P MORGAN EXCHANGE TRADED F | 149K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 90K | $1M+ | SH |
| SPTL | SPDR SERIES TRUST | 214K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 96K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 6K | $1M+ | SH |
| ISCF | ISHARES TR | 71K | $1M+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 31K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5K | $1M+ | SH |
| AAPL | APPLE INC | 6K | $1M+ | SH |
| TLT | ISHARES TR | 19K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 58K | $1M+ | SH |
| RTX | RTX CORPORATION | 5K | $1M+ | SH |
| LMB | LIMBACH HLDGS INC | 10K | $500K+ | SH |
| VOO | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| FBYD | FALCONS BEYOND GLOBAL INC | 43K | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |
| TSLA | TESLA INC | 1K | $500K+ | SH |
| WMT | WALMART INC | 4K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 3K | $100K–$500K | SH |
| CSL | CARLISLE COS INC | 892 | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 2K | $100K–$500K | SH |
| NVDA | NVIDIA CORPORATION | 1K | $100K–$500K | SH |
| GOOGL | ALPHABET INC | 795 | $100K–$500K | SH |
| NFLX | NETFLIX INC | 3K | $100K–$500K | SH |
| VMC | VULCAN MATLS CO | 770 | $100K–$500K | SH |
| AGG | ISHARES TR | 2K | $100K–$500K | SH |
| SO | SOUTHERN CO | 2K | $100K–$500K | SH |