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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 2 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NVDA NVIDIA CORPORATION Technology 7,295.0 $1.4M 0.83% +567.0 +8.4% $186.51 +17.7%
22 SPYI NEOS ETF TRUST 24,260.0 $1.3M 0.78% -4K -14.7% $52.53 +1.4%
23 PFF ISHARES TR 40,488.0 $1.3M 0.77% NEW $30.96 +0.5%
24 GOOG ALPHABET INC Communication Services 3,830.0 $1.2M 0.73% -64.0 -1.6% $313.78 +22.2%
25 IAU ISHARES GOLD TR Financial Services 12,960.0 $1.1M 0.64% $81.17 +5.2%
26 FLOT ISHARES TR 19,719.0 $1.0M 0.61% +10K +93.4% $50.86 +0.3%
27 IBIT ISHARES BITCOIN TRUST ETF Financial Services 18,009.0 $894K 0.55% +7K +60.5% $49.65 -11.4%
28 AMZN AMAZON COM INC Consumer Cyclical 3,770.0 $870K 0.53% -92.0 -2.4% $230.80 +16.3%
29 BERKSHIRE HATHAWAY INC DEL 1,632.0 $820K 0.50% -108.0 -6.2% $502.65
30 TSLA TESLA INC Consumer Cyclical 1,748.0 $786K 0.48% +83.0 +5.0% $449.73 -7.2%
31 LGN LEGENCE CORP Industrials 17,857.0 $769K 0.47% NEW $43.04 +90.4%
32 GOCT FIRST TR EXCHNG TRADED FD VI 18,951.0 $745K 0.46% -2K -8.5% $39.29 +4.6%
33 AVGO BROADCOM INC Technology 2,039.0 $706K 0.43% +12.0 +0.6% $346.15 +19.8%
34 GLDM WORLD GOLD TR Financial Services 8,160.0 $697K 0.42% -535.0 -6.2% $85.37 +5.3%
35 VTI VANGUARD INDEX FDS 2,062.0 $691K 0.42% -18.0 -0.9% $335.27 +8.9%
36 PALC PACER FDS TR 12,849.0 $671K 0.41% -16K -55.9% $52.24 +6.7%
37 COST COSTCO WHSL CORP NEW Consumer Defensive 776.0 $669K 0.41% +11.0 +1.4% $862.12 +21.8%
38 LLY ELI LILLY & CO Healthcare 611.0 $656K 0.40% +151.0 +32.8% $1074.05 -3.0%
39 MAGS LISTED FDS TR 9,680.0 $638K 0.39% $65.96 +5.4%
40 VGT VANGUARD WORLD FD 843.0 $635K 0.39% -1K -59.4% $753.53 -84.8%
Page 2 of 5  ·  95 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%