Allegheny Financial Group
All 13F Filings
- Location
- Pittsburgh, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 741,827
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/16/2026 | 290 | 741,827 | 13F-HR | Allegheny Financial Group |
| Q4 2025 | 2/2/2026 | 286 | 675,557 | 13F-HR | Allegheny Financial Group |
| Q3 2025 | 11/6/2025 | 263 | 535,189 | 13F-HR | Allegheny Financial Group |
| Q2 2025 | 8/13/2025 | 248 | 450,326 | 13F-HR | Allegheny Financial Group |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 333.6 K | 45.0% | 0 | 193.2 K | -193.2 K |
| ETFs | 373.4 K | 50.3% | 256.9 K | 0 | 256.9 K |
| Debt | 34.66 K | 4.7% | 2.58 K | 0 | 2.58 K |
| Other | 151 | 0.0% | 0 | 45 | -45 |
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Fund Snapshot
Q1 2026
Latest filed
4/16/2026
Total value ($000)
741,827
Holdings
290
QoQ value change ($000)
66,270
(9.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.