§ 13F · FUND PROFILE
Alpha Financial Partners LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $154M (13F)Positions · 92Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
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 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 69K | $45M | 26.7% | +1% |
| 2 | AGG | ISHARES TR | 175K | $17M | 10.3% | ±0% |
| 3 | IJH | ISHARES TR | 102K | $7M | 4.1% | −12% |
| 4 | IXUS | ISHARES TR | 72K | $6M | 3.7% | ±0% |
| 5 | ALLW | SSGA ACTIVE TR | 210K | $6M | 3.6% | +13% |
| 6 | MUB | ISHARES TR | 56K | $6M | 3.5% | +6% |
| 7 | DYNF | BLACKROCK ETF TRUST | 84K | $5M | 2.9% | +8% |
| 8 | SPYM | SPDR SERIES TRUST | 63K | $5M | 2.8% | ±0% |
| 9 | QQQ | INVESCO QQQ TR | 8K | $5M | 2.7% | +7% |
| 10 | IJR | ISHARES TR | 31K | $4M | 2.3% | −3% |
§ 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 $154 million in assets. The fund runs a portfolio of 92 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed