# EDGAR Filing Document

**Accession Number:** 0001964068
**File Stem:** 0001964068-23-000001
**Filing Date:** 2023-2
**Character Count:** 11035
**Document Hash:** 627ea5e5a48b8cca5e9c6bb5e6c24eac
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001964068-23-000001.hdr.sgml**: 20230201

**ACCESSION NUMBER**: 0001964068-23-000001

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230201

**DATE AS OF CHANGE**: 20230201

**EFFECTIVENESS DATE**: 20230201

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Allegiance Financial Group Advisory Services LLC
- **CENTRAL INDEX KEY:** 0001964068
- **IRS NUMBER:** 861933171
- **STATE OF INCORPORATION:** VA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22786
- **FILM NUMBER:** 23576552

**BUSINESS ADDRESS:**
- **STREET 1:** 374 MAPLE AVENUE EAST, SUITE 204
- **CITY:** VIENNA
- **STATE:** VA
- **ZIP:** 22180
- **BUSINESS PHONE:** 703-242-7900

**MAIL ADDRESS:**
- **STREET 1:** 374 MAPLE AVENUE EAST, SUITE 204
- **CITY:** VIENNA
- **STATE:** VA
- **ZIP:** 22180

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**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:** Allegiance Financial Group Advisory Services LLC<br>**Address:** 374 Maple Avenue East Suite 204<br>Vienna, VA 22180

**Form 13F File Number:** 028-22786

**CRD Number (if applicable):** 000313110

**SEC File Number (if applicable):** 801-122267

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:** Assaf M. Pinchas<br>**Title:** Chief Compliance Officer<br>**Phone:** 703-242-7900

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

/s/ Assaf M. Pinchas  Vienna, VA  02-01-2023<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:** 1

**Form 13F Information Table Entry Total:** 69

**Form 13F Information Table Value Total:** $104082887

      (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.]

| No.   | Name                          | Form 13F File Number   |
|:---|:---|:---|
|  | Buckingham Strategic Partners | 028-21711              |

### 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 |
| AETHLON MED INC | COM | 00808Y307 |  | 13770 | 50000 | SH |  | DFND | 1 | 0 | 0 | 50000 |
| AMAZON COM INC | COM | 023135106 |  | 267120 | 3180 | SH |  | DFND | 1 | 0 | 0 | 3180 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 4343774 | 58298 | SH |  | DFND | 1 | 0 | 0 | 58298 |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | 025072562 |  | 1904763 | 46487 | SH |  | DFND | 1 | 0 | 0 | 46487 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 |  | 7043397 | 140335 | SH |  | DFND | 1 | 0 | 0 | 140335 |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | 025072356 |  | 1636928 | 39809 | SH |  | DFND | 1 | 0 | 0 | 39809 |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | 025072372 |  | 857224 | 20918 | SH |  | DFND | 1 | 0 | 0 | 20918 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 |  | 3800878 | 68670 | SH |  | DFND | 1 | 0 | 0 | 68670 |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | 025072364 |  | 2607836 | 57811 | SH |  | DFND | 1 | 0 | 0 | 57811 |
| AMTD IDEA GROUP | SPONSORED ADS | 00180G205 |  | 45000 | 25000 | SH |  | DFND | 1 | 0 | 0 | 25000 |
| APPLE INC | COM | 037833100 |  | 1695040 | 13046 | SH |  | DFND | 1 | 0 | 0 | 13046 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 439874 | 1424 | SH |  | DFND | 1 | 0 | 0 | 1424 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 268053 | 3726 | SH |  | DFND | 1 | 0 | 0 | 3726 |
| CHEVRON CORP NEW | COM | 166764100 |  | 313990 | 1749 | SH |  | DFND | 1 | 0 | 0 | 1749 |
| COCA COLA CO | COM | 191216100 |  | 205893 | 3237 | SH |  | DFND | 1 | 0 | 0 | 3237 |
| COMSOVEREIGN HLDG CORP | COM NEW | 205650203 |  | 129744 | 1814596 | SH |  | DFND | 1 | 0 | 0 | 1814596 |
| CYNGN INC | COM | 23257B107 |  | 6736 | 10000 | SH |  | DFND | 1 | 0 | 0 | 10000 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 |  | 2523873 | 93408 | SH |  | DFND | 1 | 0 | 0 | 93408 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 1120470 | 33467 | SH |  | DFND | 1 | 0 | 0 | 33467 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 |  | 400680 | 16176 | SH |  | DFND | 1 | 0 | 0 | 16176 |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 25434V401 |  | 1106075 | 26582 | SH |  | DFND | 1 | 0 | 0 | 26582 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 |  | 489867 | 21918 | SH |  | DFND | 1 | 0 | 0 | 21918 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 1765310 | 70500 | SH |  | DFND | 1 | 0 | 0 | 70500 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 |  | 1871340 | 40602 | SH |  | DFND | 1 | 0 | 0 | 40602 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 |  | 719804 | 32409 | SH |  | DFND | 1 | 0 | 0 | 32409 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 1875456 | 61693 | SH |  | DFND | 1 | 0 | 0 | 61693 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 391556 | 7655 | SH |  | DFND | 1 | 0 | 0 | 7655 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 249248 | 2420 | SH |  | DFND | 1 | 0 | 0 | 2420 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 398836 | 3616 | SH |  | DFND | 1 | 0 | 0 | 3616 |
| FIRST CTZNS BANCSHARES INC N | CL A | 31946M103 |  | 895623 | 1181 | SH |  | DFND | 1 | 0 | 0 | 1181 |
| FORD MTR CO DEL | COM | 345370860 |  | 489806 | 42116 | SH |  | DFND | 1 | 0 | 0 | 42116 |
| FS CREDIT OPPORTUNITIES CORP | COMMON STOCK | 30290Y101 |  | 107850 | 22898 | SH |  | DFND | 1 | 0 | 0 | 22898 |
| FS KKR CAP CORP | COM | 302635206 |  | 210098 | 12006 | SH |  | DFND | 1 | 0 | 0 | 12006 |
| HOME DEPOT INC | COM | 437076102 |  | 272587 | 863 | SH |  | DFND | 1 | 0 | 0 | 863 |
| INNOVATOR ETFS TR | US EQTY BUFR MAR | 45782C326 |  | 380429 | 13114 | SH |  | DFND | 1 | 0 | 0 | 13114 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 45782C318 |  | 976886 | 34777 | SH |  | DFND | 1 | 0 | 0 | 34777 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 607804 | 13015 | SH |  | DFND | 1 | 0 | 0 | 13015 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 203661 | 4439 | SH |  | DFND | 1 | 0 | 0 | 4439 |
| ISHARES TR | BROAD USD HIGH | 46435U853 |  | 3127453 | 90572 | SH |  | DFND | 1 | 0 | 0 | 90572 |
| ISHARES TR | CORE MSCI INTL | 46435G326 |  | 1785043 | 31887 | SH |  | DFND | 1 | 0 | 0 | 31887 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 522001 | 2955 | SH |  | DFND | 1 | 0 | 0 | 2955 |
| JOURNEY MED CORP | COM | 48115J109 |  | 19200 | 10000 | SH |  | DFND | 1 | 0 | 0 | 10000 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 223629 | 1668 | SH |  | DFND | 1 | 0 | 0 | 1668 |
| LIVE OAK BANCSHARES INC | COM | 53803X105 |  | 241058 | 7982 | SH |  | DFND | 1 | 0 | 0 | 7982 |
| MARATHON PETE CORP | COM | 56585A102 |  | 390041 | 3351 | SH |  | DFND | 1 | 0 | 0 | 3351 |
| MICROSOFT CORP | COM | 594918104 |  | 11692354 | 48755 | SH |  | DFND | 1 | 0 | 0 | 48755 |
| PEPSICO INC | COM | 713448108 |  | 231885 | 1284 | SH |  | DFND | 1 | 0 | 0 | 1284 |
| PFIZER INC | COM | 717081103 |  | 211295 | 4124 | SH |  | DFND | 1 | 0 | 0 | 4124 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 1253374 | 8270 | SH |  | DFND | 1 | 0 | 0 | 8270 |
| SIRIUS XM HOLDINGS INC | COM | 82968B103 |  | 487257 | 83434 | SH |  | DFND | 1 | 0 | 0 | 83434 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1523352 | 3983 | SH |  | DFND | 1 | 0 | 0 | 3983 |
| SPDR SER TR | S 600 SMCP GRW | 78464A201 |  | 287696 | 3982 | SH |  | DFND | 1 | 0 | 0 | 3982 |
| TESLA INC | COM | 88160R101 |  | 402306 | 3266 | SH |  | DFND | 1 | 0 | 0 | 3266 |
| UNDER ARMOUR INC | CL C | 904311206 |  | 267600 | 30000 | SH |  | DFND | 1 | 0 | 0 | 30000 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 1271813 | 16894 | SH |  | DFND | 1 | 0 | 0 | 16894 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 2908332 | 40483 | SH |  | DFND | 1 | 0 | 0 | 40483 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 2441564 | 51477 | SH |  | DFND | 1 | 0 | 0 | 51477 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 4591286 | 24014 | SH |  | DFND | 1 | 0 | 0 | 24014 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 1375002 | 6746 | SH |  | DFND | 1 | 0 | 0 | 6746 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 6107916 | 17385 | SH |  | DFND | 1 | 0 | 0 | 17385 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 522128 | 6330 | SH |  | DFND | 1 | 0 | 0 | 6330 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 2597931 | 66648 | SH |  | DFND | 1 | 0 | 0 | 66648 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 |  | 2980059 | 28986 | SH |  | DFND | 1 | 0 | 0 | 28986 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 5194657 | 103603 | SH |  | DFND | 1 | 0 | 0 | 103603 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 717075 | 14489 | SH |  | DFND | 1 | 0 | 0 | 14489 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 |  | 1710464 | 25690 | SH |  | DFND | 1 | 0 | 0 | 25690 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 |  | 1882293 | 34149 | SH |  | DFND | 1 | 0 | 0 | 34149 |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 92206C664 |  | 3216779 | 45712 | SH |  | DFND | 1 | 0 | 0 | 45712 |
| VISA INC | COM CL A | 92826C839 |  | 1262765 | 6078 | SH |  | DFND | 1 | 0 | 0 | 6078 |

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