§ 13F · FUND PROFILE
Alpha Financial Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $138.8T (13F)Positions · 89Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 69K | $46.9T | 28.7% | −6% |
| 2 | AGG | ISHARES TR | 174K | $17.4T | 10.6% | +1% |
| 3 | IJH | ISHARES TR | 115K | $7.6T | 4.6% | +4% |
| 4 | IXUS | ISHARES TR | 72K | $6.1T | 3.7% | +13% |
| 5 | MUB | ISHARES TR | 52K | $5.6T | 3.4% | ±0% |
| 6 | ALLW | SSGA ACTIVE TR | 186K | $5.1T | 3.1% | — |
| 7 | SPYM | SPDR SERIES TRUST | 63K | $5.0T | 3.1% | ±0% |
| 8 | DYNF | BLACKROCK ETF TRUST | 77K | $4.7T | 2.9% | +149% |
| 9 | QQQ | INVESCO QQQ TR | 8K | $4.6T | 2.8% | +31% |
| 10 | JPM | JPMORGAN CHASE & CO. | 12K | $4.0T | 2.4% | +346% |
§ 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 $138807.1 trillion in assets. The fund runs a portfolio of 89 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed