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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
Page 3 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCHG SCHWAB STRATEGIC TR 20,913.0 $708K 0.18% -602.0 -2.8% $33.84 +6.0%
42 GOOG CALL ALPHABET INC 2,000.0 $707K 0.18% NEW $353.33
43 FENI FIDELITY COVINGTON TRUST 15,756.0 $632K 0.17% +2K +16.0% $40.13 +3.5%
44 AVUS AMERICAN CENTY ETF TR 4,929.0 $631K 0.17% $128.08 +2.2%
45 IWF ISHARES TR 4,903.0 $609K 0.16% +4K +297.3% $124.17 -0.2%
46 UNH UNITEDHEALTH GROUP INC Healthcare 1,418.0 $589K 0.15% -41.0 -2.8% $415.63 -5.0%
47 DFAW DIMENSIONAL ETF TRUST 6,944.0 $575K 0.15% +3K +68.0% $82.79 +3.4%
48 LLY ELI LILLY & CO Healthcare 452.0 $542K 0.14% $1198.11 -1.9%
49 WDC CALL WESTERN DIGITAL CORP Technology 800.0 $511K 0.13% NEW $638.72 -27.7%
50 GOOG ALPHABET INC 1,440.0 $509K 0.13% $353.38
51 STX CALL SEAGATE TECHNOLOGY HLDNGS PL Technology 500.0 $482K 0.13% NEW $965.00 -12.2%
52 AVDE AMERICAN CENTY ETF TR 5,322.0 $475K 0.12% $89.20 +5.7%
53 IVV ISHARES TR 634.0 $475K 0.12% +9.0 +1.4% $748.73 +3.5%
54 MSFT MICROSOFT CORP Technology 1,184.0 $442K 0.12% -13.0 -1.1% $373.02 +35.4%
55 QQQ INVESCO QQQ TR Financial Services 598.0 $440K 0.12% $735.97 -2.0%
56 USXF ISHARES TR 6,030.0 $419K 0.11% $69.45 -0.5%
57 GLW CALL CORNING INC Technology 1,600.0 $409K 0.11% NEW $255.43 -40.2%
58 NVDA CALL NVIDIA CORPORATION Technology 2,000.0 $400K 0.10% NEW $200.09 +13.9%
59 BAC BANK OF AMER CORP Financial Services 6,763.0 $385K 0.10% $56.98 +7.4%
60 MSFT CALL MICROSOFT CORP Technology 1,000.0 $373K 0.10% NEW $373.02 +35.4%
Page 3 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%