§ 13F · FUND PROFILE
Alpha Financial Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $259M (13F)Positions · 60Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 952K | $43M | 13.2% | +5% |
| 2 | DFIC | DIMENSIONAL ETF TRUST | 1.16M | $41M | 12.6% | −2% |
| 3 | DFGX | DIMENSIONAL ETF TRUST | 700K | $37M | 11.2% | +6% |
| 4 | TSPA | T ROWE PRICE ETF INC | 804K | $33M | 10.1% | +4% |
| 5 | DFCF | DIMENSIONAL ETF TRUST | 547K | $23M | 7.1% | +10% |
| 6 | AVEM | AMERICAN CENTY ETF TR | 235K | $19M | 5.8% | −1% |
| 7 | DFSV | DIMENSIONAL ETF TRUST | 516K | $18M | 5.5% | −3% |
| 8 | CGGR | CAPITAL GROUP GROWTH ETF | 437K | $18M | 5.4% | +1% |
| 9 | FIXD | FIRST TR EXCHNG TRADED FD VI | 381K | $17M | 5.1% | −1% |
| 10 | DFUS | DIMENSIONAL ETF TRUST | 163K | $12M | 3.5% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALPHA SIGNAL
AC read
Alpha Financial Advisors, LLC is a Other fund managing $259 million in assets. The fund runs a portfolio of 60 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed