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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
# Ticker Company Sector Shares Value ↓ % Port Status
1 RSP INVESCO EXCHANGE TRADED FD T 12,144 $2.3M 1.50% SOLD
2 UNP UNION PAC CORP Industrials 1,339 $317K 0.21% SOLD
3 ICSH ISHARES TR 5,240 $266K 0.17% SOLD
4 VUG VANGUARD INDEX FDS 488 $234K 0.15% SOLD
5 PKG PACKAGING CORP AMER Consumer Cyclical 1,052 $229K 0.15% SOLD
6 ABT ABBOTT LABS Healthcare 1,706 $228K 0.15% SOLD
7 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 699 $226K 0.15% SOLD
8 LH LABCORP HOLDINGS INC Healthcare 778 $223K 0.14% SOLD
9 PG PROCTER AND GAMBLE CO Consumer Defensive 1,438 $221K 0.14% SOLD
10 J P MORGAN EXCHANGE TRADED F 4,154 $211K 0.14% SOLD
11 SHW SHERWIN WILLIAMS CO Basic Materials 604 $209K 0.14% SOLD
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%