AllGen Financial Advisors, Inc.
AllGen Financial Advisors, Inc. reported 36 positions worth $458.0M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: VTI (20.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $95.8M | 20.92% | 258,950 | — | — | |
| ▸ 2 | BND | SH | $46.0M | 10.05% | 627,291 | — | — | |
| ▸ 3 | VEU | SH | $40.4M | 8.83% | 482,791 | — | — | |
| ▸ 4 | JMUB | SH | $33.7M | 7.35% | 664,690 | — | — | |
| ▸ 5 | QQQM | SH | $25.8M | 5.63% | 85,045 | — | — | |
| ▸ 6 | MGV | SH | $23.9M | 5.23% | 146,457 | — | — | |
| ▸ 7 | IAU | SH | $23.1M | 5.05% | 306,180 | — | — | |
| ▸ 8 | JMBS | SH | $22.3M | 4.88% | 496,674 | — | — | |
| ▸ 9 | DIVI | SH | $17.7M | 3.87% | 414,857 | — | — | |
| ▸ 10 | SPIB | SH | $17.4M | 3.80% | 519,935 | — | — |
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Frequently Asked Questions
What stocks does AllGen Financial Advisors, Inc. hold as of Q2 2026?
AllGen Financial Advisors, Inc. reported 36 positions worth $458.0M in its Q2 2026 13F filing. Largest positions: VTI (20.9%), BND (10.1%), VEU (8.8%), JMUB (7.4%) and QQQM (5.6%).
What did AllGen Financial Advisors, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did AllGen Financial Advisors, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.