SEC Form 13F · Q2 2026

Allegheny Financial Group

Institutional Holdings Report

13F-HRPA
$942.0M
Portfolio Value
305
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
Allegheny Financial Group
CIK
1844148
Accession No.
0001844148-26-000003
Location
Pittsburgh, PA
Form Type
13F-HR
Portfolio Value
$942.0M
Holdings Reported
305
Reporting Period
Q2 2026
Filed
July 22, 2026

About this Filing

Allegheny Financial Group is an institutional investment manager based in Pittsburgh, PA reporting approximately $942.0M in 13(f) securities across 305 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.