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Portfolio (Quarterly) Guide ↗

Alpha Financial Advisors, LLC

· CIK 0001972138
13F Portfolio $382M AUM 159 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 54 New 17 Added 17 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 DFSU DIMENSIONAL ETF TRUST 9,350 $384K 0.12% SOLD
2 DUSB DIMENSIONAL ETF TRUST 4,145 $210K 0.06% SOLD
Sector Allocation
Technology 33.4%
Financial Services 25.6%
Healthcare 20.2%
Communication Services 9.1%
Consumer Defensive 5.3%
Basic Materials 3.6%
Consumer Cyclical 2.7%