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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
Page 1 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 68,535.0 $46.9M 28.66% -4K -5.7% $684.94 +8.9%
2 IJR ISHARES TR 32,467.0 $3.9M 2.38% -913.0 -2.7% $120.18 +13.4%
3 SPYI NEOS ETF TRUST 24,260.0 $1.3M 0.78% -4K -14.7% $52.53 +1.4%
4 GOOG ALPHABET INC Communication Services 3,830.0 $1.2M 0.73% -64.0 -1.6% $313.78 +22.2%
5 AMZN AMAZON COM INC Consumer Cyclical 3,770.0 $870K 0.53% -92.0 -2.4% $230.80 +16.3%
6 BERKSHIRE HATHAWAY INC DEL 1,632.0 $820K 0.50% -108.0 -6.2% $502.65
7 GOCT FIRST TR EXCHNG TRADED FD VI 18,951.0 $745K 0.46% -2K -8.5% $39.29 +4.6%
8 GLDM WORLD GOLD TR Financial Services 8,160.0 $697K 0.42% -535.0 -6.2% $85.37 +5.3%
9 VTI VANGUARD INDEX FDS 2,062.0 $691K 0.42% -18.0 -0.9% $335.27 +8.9%
10 PALC PACER FDS TR 12,849.0 $671K 0.41% -16K -55.9% $52.24 +6.7%
11 VGT VANGUARD WORLD FD 843.0 $635K 0.39% -1K -59.4% $753.53 -84.8%
12 IGSB ISHARES TR 11,958.0 $632K 0.39% -15K -56.0% $52.88 -1.1%
13 TJX TJX COS INC NEW Consumer Cyclical 3,922.0 $602K 0.37% -122.0 -3.0% $153.60 +3.7%
14 QQQI NEOS ETF TRUST 10,564.0 $569K 0.35% -23K -68.9% $53.86 +4.2%
15 HD HOME DEPOT INC Consumer Cyclical 1,474.0 $507K 0.31% -24.0 -1.6% $344.20 -8.8%
16 SLQD ISHARES TR 9,899.0 $502K 0.31% -19K -65.2% $50.70 -0.8%
17 BAC BANK AMERICA CORP Financial Services 8,532.0 $469K 0.29% -243.0 -2.8% $55.00 -6.4%
18 ACWX ISHARES TR 6,537.0 $439K 0.27% -179.0 -2.7% $67.13 +12.2%
19 META META PLATFORMS INC Communication Services 664.0 $438K 0.27% -100.0 -13.1% $659.64 -7.9%
20 SLV ISHARES SILVER TR Financial Services 6,520.0 $420K 0.26% -650.0 -9.1% $64.42 +7.8%
Page 1 of 2  ·  27 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%