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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 3 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IGSB ISHARES TR 11,958.0 $632K 0.39% -15K -56.0% $52.88 -1.1%
42 TJX TJX COS INC NEW Consumer Cyclical 3,922.0 $602K 0.37% -122.0 -3.0% $153.60 +3.7%
43 XOM EXXON MOBIL CORP Energy 4,913.0 $591K 0.36% +336.0 +7.3% $120.34 +29.9%
44 QQQI NEOS ETF TRUST 10,564.0 $569K 0.35% -23K -68.9% $53.86 +4.2%
45 IWR ISHARES TR 5,774.0 $556K 0.34% $96.27 +9.1%
46 IWY ISHARES TR 1,957.0 $542K 0.33% $276.89 +5.8%
47 CMI CUMMINS INC Industrials 1,054.0 $538K 0.33% +15.0 +1.4% $510.39 +25.2%
48 GOOGL ALPHABET INC Communication Services 1,627.0 $509K 0.31% +153.0 +10.4% $313.02 +23.8%
49 HD HOME DEPOT INC Consumer Cyclical 1,474.0 $507K 0.31% -24.0 -1.6% $344.20 -8.8%
50 SLQD ISHARES TR 9,899.0 $502K 0.31% -19K -65.2% $50.70 -0.8%
51 BAC BANK AMERICA CORP Financial Services 8,532.0 $469K 0.29% -243.0 -2.8% $55.00 -6.4%
52 PAVE GLOBAL X FDS 9,320.0 $445K 0.27% $47.79 +14.1%
53 ACWX ISHARES TR 6,537.0 $439K 0.27% -179.0 -2.7% $67.13 +12.2%
54 META META PLATFORMS INC Communication Services 664.0 $438K 0.27% -100.0 -13.1% $659.64 -7.9%
55 SLV ISHARES SILVER TR Financial Services 6,520.0 $420K 0.26% -650.0 -9.1% $64.42 +7.8%
56 ETN EATON CORP PLC Industrials 1,307.0 $416K 0.25% +317.0 +32.0% $318.41 +19.8%
57 GJUL FIRST TR EXCHNG TRADED FD VI 9,970.0 $412K 0.25% +5K +83.8% $41.33 +4.2%
58 QUAL ISHARES TR 2,071.0 $411K 0.25% -3K -55.9% $198.62 +7.1%
59 ABBV ABBVIE INC Healthcare 1,798.0 $411K 0.25% $228.43 -6.1%
60 WMT WALMART INC Consumer Defensive 3,550.0 $396K 0.24% -88.0 -2.4% $111.42 +17.4%
Page 3 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%