§ 13F · FUND PROFILE
Alpha Financial Partners LLC.
AUM · $190M (13F)Positions · 118Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 67K | $50M | 26.4% | −3% |
| 2 | AGG | ISHARES TR | 176K | $17M | 9.2% | +1% |
| 3 | IJH | ISHARES TR | 98K | $8M | 4.0% | −4% |
| 4 | IXUS | ISHARES TR | 72K | $7M | 3.6% | +1% |
| 5 | ALLW | SSGA ACTIVE TR | 225K | $7M | 3.5% | +7% |
| 6 | QQQ | INVESCO QQQ TR | 9K | $6M | 3.3% | +7% |
| 7 | MUB | ISHARES TR | 57K | $6M | 3.2% | +2% |
| 8 | DYNF | BLACKROCK ETF TRUST | 84K | $6M | 3.0% | ±0% |
| 9 | SPYM | SPDR SERIES TRUST | 54K | $5M | 2.5% | −14% |
| 10 | IJR | ISHARES TR | 28K | $4M | 2.1% | −12% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALPHA SIGNAL
AC read
Alpha Financial Partners LLC is a Other fund managing $190 million in assets. The fund runs a portfolio of 118 positions.
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