BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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
Page 2 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMD CALL ADVANCED MICRO DEVICES INC Technology 3,000.0 $1.7M 0.46% NEW $580.91 -17.9%
22 ALAB CALL ASTERA LABS INC Technology 3,500.0 $1.7M 0.44% NEW $483.02 -37.0%
23 DEHP DIMENSIONAL ETF TRUST 38,170.0 $1.6M 0.43% -2K -4.4% $42.77 -2.5%
24 VSS VANGUARD INTL EQUITY INDEX F 9,399.0 $1.5M 0.38% -196.0 -2.0% $154.29 +4.8%
25 ARM CALL ARM HOLDINGS PLC Technology 4,000.0 $1.4M 0.37% NEW $354.57 -28.0%
26 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,771.0 $1.3M 0.35% +261.0 +17.3% $746.69 +3.3%
27 AGG ISHARES TR 13,086.0 $1.3M 0.34% +750.0 +6.1% $98.98 -1.2%
28 DFGP DIMENSIONAL ETF TRUST 20,721.0 $1.1M 0.29% +597.0 +3.0% $54.46 -1.8%
29 DELL CALL DELL TECHNOLOGIES INC Technology 2,600.0 $1.1M 0.29% NEW $431.46 +9.3%
30 AAPL APPLE INC Technology 3,771.0 $1.1M 0.28% $289.36 +8.7%
31 IWD ISHARES TR 4,003.0 $971K 0.25% $242.45 +6.2%
32 AVGO CALL BROADCOM INC Technology 2,500.0 $944K 0.25% NEW $377.75 -1.6%
33 MRVL CALL MARVELL TECHNOLOGY INC Technology 3,000.0 $894K 0.23% NEW $297.89 -18.9%
34 VEA VANGUARD TAX-MANAGED FDS 12,046.0 $858K 0.23% +166.0 +1.4% $71.25 +3.0%
35 META CALL META PLATFORMS INC Communication Services 1,500.0 $845K 0.22% NEW $563.29 +1.4%
36 VTI VANGUARD INDEX FDS 2,232.0 $826K 0.22% $370.09 +2.8%
37 QCOM CALL QUALCOMM INC Technology 4,400.0 $813K 0.21% NEW $184.79 -10.8%
38 AAPL CALL APPLE INC Technology 2,500.0 $723K 0.19% NEW $289.36 +8.7%
39 AMAT CALL APPLIED MATLS INC Technology 1,000.0 $723K 0.19% NEW $723.00 -33.3%
40 GOOGL ALPHABET INC Communication Services 2,015.0 $720K 0.19% $357.37 -4.7%
Page 2 of 6  ·  114 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
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%