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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 4 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SLQD ISHARES TR 9,926.0 $500K 0.26% $50.37 -0.5%
62 META META PLATFORMS INC Communication Services 887.0 $500K 0.26% +223.0 +33.6% $563.25 +2.6%
63 ABBV ABBVIE INC Healthcare 1,978.0 $498K 0.26% +180.0 +10.0% $251.70 +1.5%
64 GE GE AEROSPACE Industrials 1,316.0 $492K 0.26% +73.0 +5.9% $373.78 -8.3%
65 GJUL FIRST TR EXCHNG TRADED FD VI 10,793.0 $469K 0.25% +823.0 +8.2% $43.49 +2.3%
66 BAC BANK OF AMER CORP Financial Services 8,187.0 $466K 0.24% -345.0 -4.0% $56.98 +9.4%
67 WMT WALMART INC Consumer Defensive 4,008.0 $454K 0.24% +458.0 +12.9% $113.25 -9.0%
68 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 14,622.0 $441K 0.23% NEW $30.17 +12.0%
69 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 8,246.0 $421K 0.22% NEW $51.05 +32.1%
70 SLV ISHARES SILVER TR Financial Services 7,840.0 $419K 0.22% +1K +20.2% $53.47 +12.2%
71 AVEM AMERICAN CENTY ETF TR 4,258.0 $411K 0.22% NEW $96.49 -1.8%
72 ACWX ISHARES TR 5,392.0 $410K 0.22% -1K -17.5% $76.11 +2.0%
73 QUAL ISHARES TR 1,807.0 $396K 0.21% -264.0 -12.8% $219.41 +1.9%
74 HDV ISHARES TR 13,755.0 $377K 0.20% +11K +406.1% $27.41 +7.4%
75 XLK SELECT SECTOR SPDR TR 1,897.0 $361K 0.19% $190.50 -2.5%
76 AMD ADVANCED MICRO DEVICES INC Technology 569.0 $331K 0.17% NEW $580.91 -19.9%
77 IVW ISHARES TR 2,389.0 $329K 0.17% NEW $137.55 +1.8%
78 IVE ISHARES TR 1,417.0 $322K 0.17% NEW $227.07 +4.5%
79 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 3,261.0 $300K 0.16% +60.0 +1.9% $92.09 -3.9%
80 PG PROCTER & GAMBLE CO Consumer Defensive 2,035.0 $298K 0.16% NEW $146.62 -1.9%
Page 4 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%