Allegiance Financial Group Advisory Services LLC

RIA/Wealth

Allegiance Financial Group Advisory Services LLC is a RIA/Wealth based in Vienna, VA led by Assaf Meir Pinchas, reporting $505.0M in AUM as of Q3 2025 with 78% ETF concentration and 60% concentrated in top 10 holdings.

FounderAssaf Meir Pinchas

Portfolio Value: $433.4M
Positions: 161
Top Holding: VTI at 10.99%
Last Reported: Q3 2025

Address374 Maple Avenue East, Suite 204, Vienna, VA, 22180, United States

Top Holdings

Largest long holdings in Allegiance Financial Group Advisory Services LLC's portfolio (60.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Total Stock Market VTI	ETF ETF	$47.6M	10.99%	+$4.5M Bought	— 144.8K shares	Q4 2022 Held for 2y 11m
2 AVLV Avantis U.S. Large Cap Value AVLV	ETF ETF	$41.1M	9.49%	+$3.5M Bought	— 569.1K shares	Q4 2022 Held for 2y 11m
3 Avantis International Small Cap Value AVDV	ETF ETF	$28.4M	6.56%	+$1.4M Bought	— 319.2K shares	Q4 2022 Held for 2y 11m
4 Dimensional US Core Equity Market DFAU	ETF ETF	$24.7M	5.69%	+$2.6M Bought	— 539.3K shares	Q4 2022 Held for 2y 11m
5 Avantis U.S. Small Cap Value AVUV	ETF ETF	$22.1M	5.09%	+$2.1M Bought	— 221.8K shares	Q4 2022 Held for 2y 11m
6 Avantis Core Fixed Income AVIG	ETF ETF	$21.2M	4.89%	+$2.9M Bought	— 504.1K shares	Q4 2022 Held for 2y 11m
7 DFSD Dimensional Short-Duration Fixed Income DFSD	ETF ETF	$20.8M	4.80%	+$2.8M Bought	— 431.8K shares	Q4 2022 Held for 2y 11m
8 Microsoft MSFT	Software - Infrastructure Technology	$20.2M	4.65%	+$93.2K Bought	0.00% 38.9K shares	Q4 2022 Held for 2y 11m
9 Avantis International Large Cap Value AVIV	Unknown Unknown	$18.4M	4.25%	+$1.5M Bought	— 273.2K shares	Q4 2022 Held for 2y 11m
10 iShares Core MSCI International Developed Markets IDEV	ETF ETF	$17.2M	3.97%	+$1.6M Bought	— 214.4K shares	Q4 2022 Held for 2y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Allegiance Financial Group Advisory Services LLC's latest filing

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Market Value

$433.4M

Prior: $376.4M

Q/Q Change

+15.16%

+$57.1M

Net Flows % of MV

+6.68%

Turnover Ratio

6.04%

New Purchases

13 stocks

$2.9M

Added To

60 stocks

+$35.7M

Sold Out Of

15 stocks

$4.0M

Reduced Holdings

54 stocks

-$5.6M

Increased Positions

Position	Shares Δ	Change
1 Meta Platforms, Inc. META	New	0 → 650.0 +$477.6K
2 Chewy CHWY	New	0 → 6.4K +$258.4K
3 Best Buy BBY	New	0 → 3.4K +$257.4K
4 Neurocrine Biosciences NBIX	New	0 → 1.8K +$250.4K
5 UnitedHealth Group UNH	New	0 → 675.0 +$233.1K

Decreased Positions

Position	Shares Δ	Change
1 Fortinet FTNT	Sold	5.1K → 0 −$536.4K
2 Ford Motor Company F	Sold	39.3K → 0 −$426.3K
3 AT&T T	Sold	13.7K → 0 −$396.3K
4 Airbnb ABNB	Sold	2.5K → 0 −$335.4K
5 Texas Roadhouse TXRH	Sold	1.6K → 0 −$306.6K