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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 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QUAL ISHARES TR 1,807.0 $396K 0.21% -264.0 -12.8% $219.41 +1.9%
22 VYM VANGUARD WHITEHALL FDS 1,782.0 $282K 0.15% -34.0 -1.9% $158.05 +3.9%
23 IWD ISHARES TR 1,158.0 $281K 0.15% -23.0 -1.9% $242.43 +6.6%
24 PFF ISHARES TR 8,213.0 $250K 0.13% -32K -79.7% $30.49 +0.2%
25 NEE NEXTERA ENERGY INC Utilities 2,630.0 $231K 0.12% -234.0 -8.2% $87.77 -6.8%
26 AMGN AMGEN INC Healthcare 631.0 $228K 0.12% -54.0 -7.9% $361.85 +19.5%
27 QCOM QUALCOMM INC Technology 1,208.0 $223K 0.12% -89.0 -6.9% $184.80 -11.2%
28 PLD PROLOGIS INC. Real Estate 1,587.0 $215K 0.11% -370.0 -18.9% $135.44 +3.9%
29 ALL ALLSTATE CORP Financial Services 874.0 $208K 0.11% -730.0 -45.5% $237.87 +9.5%
Page 2 of 2  ·  29 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%