# EDGAR Filing Document

**Accession Number:** 0001964809
**File Stem:** 0001705819-23-000029
**Filing Date:** 2023-2
**Character Count:** 6952
**Document Hash:** 7d597f2af7e0f4df7cd43fa5b0bf99c7
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001705819-23-000029.hdr.sgml**: 20230215

**ACCESSION NUMBER**: 0001705819-23-000029

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20210630

**FILED AS OF DATE**: 20230215

**DATE AS OF CHANGE**: 20230214

**EFFECTIVENESS DATE**: 20230215

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** AllGen Financial Advisors, Inc.
- **CENTRAL INDEX KEY:** 0001964809
- **IRS NUMBER:** 731662717
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23098
- **FILM NUMBER:** 23632744

**BUSINESS ADDRESS:**
- **STREET 1:** 100 W. LUCERNE CIRCLE
- **STREET 2:** SUITE 200
- **CITY:** ORLANDO
- **STATE:** FL
- **ZIP:** 32801
- **BUSINESS PHONE:** 407-210-3888

**MAIL ADDRESS:**
- **STREET 1:** 100 W. LUCERNE CIRCLE
- **STREET 2:** SUITE 200
- **CITY:** ORLANDO
- **STATE:** FL
- **ZIP:** 32801

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2021

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** AllGen Financial Advisors Inc.<br>**Address:** 100 W. Lucerne Circle<br>Suite 200<br>Orlando, FL 32801

**Form 13F File Number:** 028-23098

**CRD Number (if applicable):** 000126877

**SEC File Number (if applicable):** 801-80077

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jason C. Martin<br>**Title:** Senior Partner  CIO<br>**Phone:** 407-210-3888

**Signature, Place, and Date of Signing:**

Jason C. Martin  Orlando, FL  02-14-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 33

**Form 13F Information Table Value Total:** $130297435

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 1457442 | 4944 | SH |  | SOLE |  | 0 | 0 | 4944 |
| APPLE INC | COM | 037833100 |  | 1259002 | 9192 | SH |  | SOLE |  | 0 | 0 | 9192 |
| APTARGROUP INC | COM | 038336103 |  | 1442483 | 10242 | SH |  | SOLE |  | 0 | 0 | 10242 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 2273952 | 43954 | SH |  | SOLE |  | 0 | 0 | 43954 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 4517868 | 16256 | SH |  | SOLE |  | 0 | 0 | 16256 |
| CAL MAINE FOODS INC | COM NEW | 128030202 |  | 1333035 | 36814 | SH |  | SOLE |  | 0 | 0 | 36814 |
| CARLISLE COS INC | COM | 142339100 |  | 1301001 | 6798 | SH |  | SOLE |  | 0 | 0 | 6798 |
| CHURCH  DWIGHT CO INC | COM | 171340102 |  | 1568173 | 18401 | SH |  | SOLE |  | 0 | 0 | 18401 |
| CVS HEALTH CORP | COM | 126650100 |  | 1486817 | 17819 | SH |  | SOLE |  | 0 | 0 | 17819 |
| DIREXION SHS ETF TR | AUSPCE CMD STG | 25460E307 |  | 8959903 | 303766 | SH |  | SOLE |  | 0 | 0 | 303766 |
| DISNEY WALT CO | COM | 254687106 |  | 3140268 | 84397 | SH |  | SOLE |  | 0 | 0 | 84397 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 2575589 | 40831 | SH |  | SOLE |  | 0 | 0 | 40831 |
| FRANCO NEV CORP | COM | 351858105 |  | 1511484 | 10419 | SH |  | SOLE |  | 0 | 0 | 10419 |
| GLOBAL PMTS INC | COM | 37940X102 |  | 503732 | 2686 | SH |  | SOLE |  | 0 | 0 | 2686 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 14841333 | 440265 | SH |  | SOLE |  | 0 | 0 | 440265 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 4421091 | 26837 | SH |  | SOLE |  | 0 | 0 | 26837 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 2749947 | 17680 | SH |  | SOLE |  | 0 | 0 | 17680 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 251224 | 664 | SH |  | SOLE |  | 0 | 0 | 664 |
| MCDONALDS CORP | COM | 580135101 |  | 964194 | 38661 | SH |  | SOLE |  | 0 | 0 | 38661 |
| MICROSOFT CORP | COM | 594918104 |  | 5351505 | 19755 | SH |  | SOLE |  | 0 | 0 | 19755 |
| PEPSICO INC | COM | 713448108 |  | 2340681 | 15797 | SH |  | SOLE |  | 0 | 0 | 15797 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 884229 | 6553 | SH |  | SOLE |  | 0 | 0 | 6553 |
| QUALCOMM INC | COM | 747525103 |  | 2744828 | 19204 | SH |  | SOLE |  | 0 | 0 | 19204 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 |  | 1488233 | 17445 | SH |  | SOLE |  | 0 | 0 | 17445 |
| ROSS STORES INC | COM | 778296103 |  | 631408 | 5092 | SH |  | SOLE |  | 0 | 0 | 5092 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 20171708 | 266751 | SH |  | SOLE |  | 0 | 0 | 266751 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 14732167 | 235677 | SH |  | SOLE |  | 0 | 0 | 235677 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 444892 | 8148 | SH |  | SOLE |  | 0 | 0 | 8148 |
| SPDR SER TR | PORTFOLIO LN TSR | 78464A664 |  | 15401084 | 372908 | SH |  | SOLE |  | 0 | 0 | 372908 |
| VANECK ETF TRUST | CHINAAMC CHINA B | 92189F379 |  | 598058 | 24826 | SH |  | SOLE |  | 0 | 0 | 24826 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 7193150 | 130075 | SH |  | SOLE |  | 0 | 0 | 130075 |
| VULCAN MATLS CO | COM | 929160109 |  | 213236 | 1225 | SH |  | SOLE |  | 0 | 0 | 1225 |
| WALMART INC | COM | 931142103 |  | 1543718 | 10947 | SH |  | SOLE |  | 0 | 0 | 10947 |

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