AllGen Financial Advisors, Inc.
•CIK: 1964809•Filing: Q4 2025
**AllGen Financial Advisors, Inc.** manages $422M across a diversified portfolio of 40 positions. The strategy exhibits a core allocation to broad market exposure, anchored by VTI ($90.3M) and BND ($80.4M). Significant diversification is evident through international exposure in VEU ($37.8M) and a notable allocation to precious metals via IAU* ($30.7M). The fund maintains tactical positioning across growth (QQQM, $26.4M) and income-generating assets (DIVI, $15.1M).
Total AUM
$421.7M
QoQ Performance
+3.6%
Positions
31
Top 10 Concentration
82.9%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
BND
VEU
IAU*
QQQM
MGV
VTI21.4%
BND19.1%
VEU9.0%
IAU*7.3%
QQQM6.3%
MGV5.5%
JMBS4.9%
DIVI3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other97.2%
Technology1.2%
Financial0.6%
Consumer0.4%
Industrial0.2%
ETF0.2%
Energy0.1%
Communication0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑18 increased
↓16 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023