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Portfolio (Quarterly) Guide ↗

Alpha Financial Partners LLC

· CIK 0001966219
13F Portfolio $164M AUM 95 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 14 New 43 Added 27 Reduced
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QUAL ISHARES TR 2,071.0 $411K 0.25% -3K -55.9% $198.62 +12.1%
22 WMT WALMART INC Consumer Defensive 3,550.0 $396K 0.24% -88.0 -2.4% $111.42 -5.9%
23 ALL ALLSTATE CORP Financial Services 1,604.0 $334K 0.20% -91.0 -5.4% $208.09 +23.9%
24 ORCL ORACLE CORP Technology 1,503.0 $293K 0.18% -62.0 -4.0% $194.88 -23.5%
25 IVOO VANGUARD ADMIRAL FDS INC 2,033.0 $227K 0.14% -60.0 -2.9% $111.80 +14.1%
26 QCOM QUALCOMM INC Technology 1,297.0 $222K 0.14% -32.0 -2.4% $171.11 -0.4%
27 PCT PURECYCLE TECHNOLOGIES INC Industrials 20,713.0 $178K 0.11% -21K -50.1% $8.59 -24.0%
Page 2 of 2  ·  27 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 41.6%
Technology 17.6%
Industrials 14.8%
Consumer Cyclical 10.4%
Healthcare 4.4%
Consumer Defensive 3.7%
Communication Services 3.4%
Energy 1.7%
Utilities 1.6%
Real Estate 0.7%