Allgen Financial Advisors, Inc. - Q42025 Holdings

Allgen Financial Advisors, Inc. holds 40 stocks with a total portfolio value of $ 421.66M as of Q42025. In Q42025, Allgen Financial Advisors, Inc. added 1 new position, increased stakes in 18 stocks, reduced 16 holdings, and fully exited 3 positions. The largest holding is Vanguard Index Fds (VTI), representing 21.41% of the total portfolio.