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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 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ICSH ISHARES TR 30,237.0 $1.5M 0.80% NEW $50.58 -0.1%
22 LGN LEGENCE CORP Industrials 17,867.0 $1.5M 0.80% $85.23 -36.8%
23 PFFD GLOBAL X FDS 75,479.0 $1.4M 0.74% NEW $18.69 -1.5%
24 IFRA ISHARES TR 21,639.0 $1.4M 0.72% -15K -41.3% $63.04 -6.1%
25 GOOG ALPHABET INC 3,833.0 $1.4M 0.71% $353.30
26 SPYI NEOS ETF TRUST 25,331.0 $1.3M 0.71% +1K +4.4% $53.09 +1.2%
27 SGOV ISHARES TR 12,673.0 $1.3M 0.67% -10K -44.7% $100.67 +0.0%
28 MSFT MICROSOFT CORP Technology 3,073.0 $1.1M 0.60% -81.0 -2.6% $373.06 +37.7%
29 FLOT ISHARES TR 22,452.0 $1.1M 0.60% +3K +13.9% $51.05 +0.0%
30 VGT VANGUARD WORLD FD 8,867.0 $1.1M 0.56% +8K +951.8% $119.51 +0.5%
31 CGXU CAPITAL GROUP INTL FOCUS EQT 30,411.0 $1.1M 0.55% +19K +164.8% $34.62 +1.1%
32 QQQI NEOS ETF TRUST 17,420.0 $989K 0.52% +7K +64.9% $56.79 -4.0%
33 AMZN AMAZON COM INC Consumer Cyclical 4,085.0 $974K 0.51% +315.0 +8.4% $238.32 +11.8%
34 IAU ISHARES GOLD TR Financial Services 12,760.0 $963K 0.51% -200.0 -1.5% $75.51 +11.0%
35 BERKSHIRE HATHAWAY INC DEL 1,755.0 $878K 0.46% +123.0 +7.5% $500.39
36 LLY ELI LILLY & CO Healthcare 684.0 $820K 0.43% +73.0 +11.9% $1199.37 -2.2%
37 TSLA TESLA INC Consumer Cyclical 1,847.0 $777K 0.41% +99.0 +5.7% $420.63 -17.1%
38 GLDM WORLD GOLD TR Financial Services 9,550.0 $758K 0.40% +1K +17.0% $79.42 +11.1%
39 VTI VANGUARD INDEX FDS 2,011.0 $744K 0.39% -51.0 -2.5% $369.97 +2.5%
40 SPACE EXPLORATION TECHN CORP 4,120.0 $704K 0.37% NEW $170.86
Page 2 of 6  ·  118 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%