BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Alpha Financial Partners, LLC

· CIK 0001966219
13F Portfolio $164M AUM 95 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 14 New 43 Added 27 Reduced 11 Exited
Page 1 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AGG ISHARES TR 173,846.0 $17.4M 10.60% +872.0 +0.5% $99.88 -1.5%
2 IJH ISHARES TR 115,161.0 $7.6M 4.64% +4K +3.7% $66.00 +10.5%
3 IXUS ISHARES TR 71,504.0 $6.1M 3.69% +8K +13.3% $84.64 +12.4%
4 ALLW SSGA ACTIVE TR 186,408.0 $5.1M 3.13% +172K +1227.7% $27.49 +8.4%
5 DYNF BLACKROCK ETF TRUST 77,373.0 $4.7M 2.87% +46K +148.5% $60.81 +9.4%
6 QQQ INVESCO QQQ TR Financial Services 7,510.0 $4.6M 2.82% +2K +30.9% $614.33 +16.3%
7 JPM JPMORGAN CHASE & CO. Financial Services 12,288.0 $4.0M 2.42% +10K +345.9% $322.21 -6.0%
8 SGOV ISHARES TR 22,899.0 $2.3M 1.40% +4K +22.3% $100.38 +0.2%
9 VOO VANGUARD INDEX FDS 3,597.0 $2.3M 1.38% +283.0 +8.5% $627.19 +8.9%
10 AAPL APPLE INC Technology 7,353.0 $2.0M 1.22% +204.0 +2.9% $271.85 +12.2%
11 IFRA ISHARES TR 36,873.0 $1.9M 1.18% +2K +5.8% $52.62 +15.0%
12 USRT ISHARES TR 29,341.0 $1.7M 1.02% +20K +230.6% $56.96 +14.8%
13 MSFT MICROSOFT CORP Technology 3,154.0 $1.5M 0.93% +140.0 +4.6% $483.66 -13.4%
14 MUNI PIMCO ETF TR 27,263.0 $1.4M 0.87% +710.0 +2.7% $52.41 -0.7%
15 NVDA NVIDIA CORPORATION Technology 7,295.0 $1.4M 0.83% +567.0 +8.4% $186.51 +17.7%
16 FLOT ISHARES TR 19,719.0 $1.0M 0.61% +10K +93.4% $50.86 +0.3%
17 IBIT ISHARES BITCOIN TRUST ETF Financial Services 18,009.0 $894K 0.55% +7K +60.5% $49.65 -11.4%
18 TSLA TESLA INC Consumer Cyclical 1,748.0 $786K 0.48% +83.0 +5.0% $449.73 -7.2%
19 AVGO BROADCOM INC Technology 2,039.0 $706K 0.43% +12.0 +0.6% $346.15 +19.8%
20 COST COSTCO WHSL CORP NEW Consumer Defensive 776.0 $669K 0.41% +11.0 +1.4% $862.12 +21.8%
Page 1 of 3  ·  43 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 40.2%
Technology 17.0%
Industrials 14.3%
Consumer Cyclical 10.1%
Communication Services 6.6%
Healthcare 4.2%
Consumer Defensive 3.6%
Energy 1.6%
Utilities 1.6%
Real Estate 0.7%