AllGen Financial Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 22, 2026, for the 2025 Q4 period, AllGen Financial Advisors, Inc. held in its portfolio 38 assets valued at $421,655,447 (i.e. $421.66M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($90.27M), VANGUARD BD INDEX FDS ($80.43M), and VANGUARD INTL EQUITY INDEX F ($37.78M).
The chart below shows the top 10 valuable assets, and the table below shows the top 38 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
AllGen Financial Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 269236 | 90266597 | TOTAL STK MKT |
| VANGUARD BD INDEX FDS | 1085910 | 80433381 | TOTAL BND MRKT |
| VANGUARD INTL EQUITY INDEX F | 513639 | 37783271 | ALLWRLD EX US |
| ISHARES GOLD TR | 378708 | 30739728 | ISHARES NEW |
| SPDR SERIES TRUST | 627851 | 27446610 | STATE STREET SPD |
| INVESCO EXCH TRADED FD TR II | 104323 | 26385387 | NASDAQ 100 ETF |
| VANGUARD WORLD FD | 163240 | 23042890 | MEGA CAP VAL ETF |
| JANUS DETROIT STR TR | 449678 | 20545806 | HENDERSON MTG |
| FRANKLIN TEMPLETON ETF TR | 389481 | 15146918 | INTL COR DIV TIL |
| J P MORGAN EXCHANGE TRADED F | 250340 | 12642178 | MUNICIPAL ETF |
| FRANKLIN TEMPLETON ETF TR | 159756 | 8987849 | US MID CP MLTFCT |
| INVESCO QQQ TR | 12544 | 7705627 | UNIT SER 1 |
| J P MORGAN EXCHANGE TRADED F | 149488 | 7280075 | INTL BD OPP ETF |
| AMERICAN CENTY ETF TR | 89654 | 6905176 | AVANTIS EMGMKT |
| SCHWAB STRATEGIC TR | 95768 | 3123938 | US LCAP GR ETF |
| MICROSOFT CORP | 6247 | 3021387 | COM |
| ISHARES TR | 71322 | 2958419 | INTERNATIONAL SL |
| AMERICAN CENTY ETF TR | 31260 | 2937514 | INTL SMCP VLU |
| BERKSHIRE HATHAWAY INC DEL | 4763 | 2394122 | CL B NEW |
| APPLE INC | 6225 | 1692418 | COM |
| ISHARES TR | 18941 | 1650885 | 20 YR TR BD ETF |
| SCHWAB STRATEGIC TR | 57758 | 1584295 | US DIVIDEND EQ |
| RTX CORPORATION | 5463 | 1001916 | COM |
| LIMBACH HLDGS INC | 9565 | 744635 | COM |
| VANGUARD INDEX FDS | 1109 | 695191 | S&P 500 ETF SHS |
| FALCONS BEYOND GLOBAL INC | 43173 | 648027 | COM CL A |
| HOME DEPOT INC | 1804 | 620756 | COM |
| TESLA INC | 1129 | 507734 | COM |
| WALMART INC | 3870 | 431134 | COM |
| EXXON MOBIL CORP | 3199 | 384984 | COM |
| CARLISLE COS INC | 892 | 285344 | COM |
| PROCTER AND GAMBLE CO | 1929 | 276432 | COM |
| NVIDIA CORPORATION | 1419 | 264684 | COM |
| ALPHABET INC | 795 | 248984 | CAP STK CL A |
| NETFLIX INC | 2500 | 234400 | COM |
| VULCAN MATLS CO | 770 | 219619 | COM |
| ISHARES TR | 2168 | 216576 | CORE US AGGBD ET |
| SOUTHERN CO | 2300 | 200560 | COM |
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