Allegheny Financial Group 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001844148 · Pittsburgh, PA

As of Sep 30, 2025, Allegheny Financial Group reported 263 positions worth $521.7M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
PUTNAM FOCUSED LARGE CAP VALUE ETF	PVAL	—	1,420,552	$60.7M	11.63%
JPMORGAN FLEXIBLE DEBT ETF	JFLX	—	602,649	$30.3M	5.80%
NVR INC	NVR	Consumer Cyclical	2,992	$24.0M	4.61%
ISHARES CORE DIVIDEND GROWTH ETF	DGRO	—	310,868	$21.2M	4.06%
ERIE INDEMNITY CO	ERIE	Financial Services	65,637	$20.9M	4.00%
SCHWAB US LARGE-CAP GROWTH	SCHG	—	646,788	$20.6M	3.96%
APPLE INC	AAPL	Technology	77,930	9.8M	3.80%
EXXON MOBIL CORP	XOM	Energy	126,404	4.3M	2.73%
BERKSHIRE HATHAWAY INC	BRK/B	Financial Services	25,656	2.9M	2.47%
ISHARES MORNINGSTAR MID-CAP GROWTH ETF	IMCG	—	149,820	2.4M	2.38%
MICROSOFT CORP	MSFT	Technology	23,368	2.1M	2.32%
FIDELITY WISE ORIGIN BITCOIN FUND	FBTC	—	101,492	0.1M	1.94%
INVESCO S&P 500 EQUAL WEIGHT ETF	RSP	—	47,203	$9.0M	1.72%
SYNOPSYS INC	SNPS	Technology	16,718	$8.2M	1.58%
PPG INDUSTRIES INC	PPG	Basic Materials	70,428	$7.4M	1.42%
JPMORGAN ACTIVE GROWTH ETF	JGRO	—	69,110	$6.5M	1.24%
FEDERATED HERMES ETF TRUST	—	—	253,500	$6.4M	1.23%
SPDR S&P 500 ETF TRUST	SPY	—	9,361	$6.2M	1.20%
ELI LILLY & CO	LLY	Healthcare	8,067	$6.2M	1.18%
ISHARES CORE S&P MID-CAP ETF	IJH	—	73,789	$4.8M	0.92%
2023 ETF SERIES TRUST II	QLTY	—	121,548	$4.4M	0.84%
VIRTUS ETF TR II	—	—	158,500	$3.9M	0.75%
ALPHABET INC	GOOG	Equity	15,663	$3.8M	0.73%
VANGUARD SCOTTSDALE FDS	—	—	16,197	$3.8M	0.73%
MFS ACTIVE EXCHANGE TRADED F	MFSG	—	132,054	$3.7M	0.71%