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Portfolio (Quarterly) Guide ↗

Alpha Financial Partners LLC

· CIK 0001966219
13F Portfolio $190M AUM 118 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 32 New 48 Added 29 Reduced 9 Exited
Page 2 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TSLA TESLA INC Consumer Cyclical 1,847.0 $777K 0.41% +99.0 +5.7% $420.63 -17.1%
22 GLDM WORLD GOLD TR Financial Services 9,550.0 $758K 0.40% +1K +17.0% $79.42 +11.1%
23 GOOGL ALPHABET INC Communication Services 1,896.0 $678K 0.36% +269.0 +16.5% $357.41 -3.0%
24 IBIT ISHARES BITCOIN TRUST ETF Financial Services 19,888.0 $662K 0.35% +2K +10.4% $33.29 +31.9%
25 IGSB ISHARES TR 12,187.0 $639K 0.34% +229.0 +1.9% $52.41 -0.6%
26 MAGS LISTED FDS TR 9,823.0 $632K 0.33% +143.0 +1.5% $64.30 +7.4%
27 GEV GE VERNOVA INC Utilities 521.0 $612K 0.32% +17.0 +3.4% $1175.47 -22.4%
28 ETN EATON CORP PLC Industrials 1,317.0 $561K 0.29% +10.0 +0.8% $426.03 -5.5%
29 PAVE GLOBAL X FDS 9,382.0 $553K 0.29% +62.0 +0.7% $58.92 -6.1%
30 META META PLATFORMS INC Communication Services 887.0 $500K 0.26% +223.0 +33.6% $563.25 +2.6%
31 ABBV ABBVIE INC Healthcare 1,978.0 $498K 0.26% +180.0 +10.0% $251.70 +1.5%
32 GE GE AEROSPACE Industrials 1,316.0 $492K 0.26% +73.0 +5.9% $373.78 -8.3%
33 GJUL FIRST TR EXCHNG TRADED FD VI 10,793.0 $469K 0.25% +823.0 +8.2% $43.49 +2.3%
34 WMT WALMART INC Consumer Defensive 4,008.0 $454K 0.24% +458.0 +12.9% $113.25 -9.0%
35 SLV ISHARES SILVER TR Financial Services 7,840.0 $419K 0.22% +1K +20.2% $53.47 +12.2%
36 HDV ISHARES TR 13,755.0 $377K 0.20% +11K +406.1% $27.41 +7.4%
37 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 3,261.0 $300K 0.16% +60.0 +1.9% $92.09 -3.9%
38 MMIT NEW YORK LIFE INVTS ACTIVE E 12,064.0 $294K 0.15% +458.0 +4.0% $24.35 -1.7%
39 CTAS CINTAS CORP Industrials 1,671.0 $284K 0.15% +107.0 +6.8% $170.06 +20.1%
40 KO COCA COLA CO Consumer Defensive 3,460.0 $281K 0.15% +206.0 +6.3% $81.28 +10.3%
Page 2 of 3  ·  48 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 38.7%
Industrials 19.5%
Technology 18.8%
Consumer Cyclical 8.3%
Consumer Defensive 3.9%
Healthcare 3.6%
Communication Services 2.7%
Energy 2.0%
Utilities 1.9%
Real Estate 0.5%