AllGen Financial Advisors, Inc.

Q1 2026 13F Holdings

Location
Orlando, FL
Holdings as of
3/31/2026
Value ($000)
$421,486
Num holdings
40
Date filed
7/16/2026
Form type
13F-HR
Prev filing
1/22/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type