Allegheny Financial Group

13F Portfolio Filings

Most recent 13F
Q1 2026
Location
Pittsburgh, PA
CIK
0001844148
Alternate names
Allegheny Financial Group LTD
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2026 290 741,827 PVAL, DIAMOND HILL FUNDS, JFLX, EA SERIES TRUST 13F-HR 4/16/2026 000184414826000002
Q4 2025 286 675,557 PVAL, JFLX, EA SERIES TRUST, DIAMOND HILL FUNDS 13F-HR 2/2/2026 000184414826000001
Q3 2025 263 535,189 PVAL, J P MORGAN EXCHANGE TRADED F, NVR, DGRO 13F-HR 11/6/2025 000184414825000003
Q2 2025 248 450,325 PVAL, ERIE, NVR, DGRO 13F-HR 8/13/2025 000108514625005018
Q1 2025 231 390,072 ERIE, NVR, PVAL, DGRO 13F-HR 5/13/2025 000108514625003057
Q4 2024 230 388,282 ERIE, NVR, AAPL, DGRO 13F-HR 2/14/2025 000108514625001470
Q3 2024 242 405,071 ERIE, NVR, DGRO, AAPL 13F-HR 11/14/2024 000117266124005142
Q2 2024 221 348,523 ERIE, NVR, ANSS, DGRO 13F-HR 8/1/2024 000117266124003038
Q1 2024 205 324,037 ERIE, NVR, ANSS, DGRO 13F-HR 5/7/2024 000117266124002039
Q4 2023 209 311,393 ERIE, NVR, ANSS, AAPL 13F-HR 2/8/2024 000117266124000598
Q3 2023 192 266,893 ERIE, NVR, ANSS, XOM 13F-HR 11/14/2023 000117266123003938
Q2 2023 150 211,347 ANSS, ERIE, XOM, AAPL 13F-HR 8/7/2023 000117266123002793
Q1 2023 164 247,575 ANSS, NVR, ERIE, XOM 13F-HR 5/5/2023 000117266123001857
Q4 2022 169 239,220 ERIE, NVR, ANSS, XOM 13F-HR 2/8/2023 000117266123000515
Q3 2022 162 212,544 ERIE, NVR, ANSS, XOM 13F-HR 11/1/2022 000160658722002077
Q2 2022 166 214,559 ERIE, ANSS, NVR, DGRO 13F-HR 8/11/2022 000160658722001713
Q1 2022 161 236,265 ANSS, NVR, ERIE, DGRO 13F-HR 5/11/2022 000160658722001087
Q4 2021 158 250,591 ANSS, NVR, ERIE, RH RESTATEMENT 5/11/2022 000160658722001086
Q3 2021 150 218,133 ANSS, NVR, RH, ERIE 13F-HR 11/4/2021 000108514621003018
Q2 2021 152 220,980 ANSS, NVR, ERIE, RH 13F-HR 8/9/2021 000108514621002302
Q1 2021 101 136,674 ANSS, ERIE, DGRO, XOM 13F-HR 5/12/2021 000108514621001596
Q4 2020 130 186,212 ANSS, ERIE, NVR, RH 13F-HR 2/11/2021 000108514621000604
Additional filings from Allegheny Financial Group that have since been restated