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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 5 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PM PHILIP MORRIS INTL INC Consumer Defensive 1,404.0 $254K 0.07% $180.91 +5.7%
82 MCK MCKESSON CORP Healthcare 332.0 $251K 0.07% NEW $755.60 +18.8%
83 AMZN AMAZON COM INC Consumer Cyclical 1,032.0 $246K 0.06% -100.0 -8.8% $238.34 +8.8%
84 ABBV ABBVIE INC Healthcare 963.0 $242K 0.06% -22.0 -2.2% $251.73 +2.1%
85 AMZN CALL AMAZON COM INC Consumer Cyclical 1,000.0 $238K 0.06% NEW $238.34 +8.8%
86 FIXD FIRST TR EXCHNG TRADED FD VI 5,444.0 $237K 0.06% -375K -98.6% $43.61 -1.3%
87 BNDW VANGUARD SCOTTSDALE FDS 3,425.0 $235K 0.06% -2K -40.1% $68.53 -1.4%
88 PG PROCTER & GAMBLE CO Consumer Defensive 1,594.0 $234K 0.06% -45.0 -2.8% $146.60 -2.0%
89 CVS CVS HEALTH CORP Healthcare 2,244.0 $232K 0.06% NEW $103.45 -9.5%
90 IAGG ISHARES TR 4,582.0 $232K 0.06% NEW $50.60 -1.6%
91 MU MICRON TECHNOLOGY INC Technology 188.0 $217K 0.06% NEW $1154.29 -19.2%
92 JPM JPMORGAN CHASE & CO Financial Services 618.0 $202K 0.05% NEW $327.33 +8.4%
93 INTC CALL INTEL CORP Technology 1,400.0 $195K 0.05% NEW $139.63 -33.3%
94 KEYS CALL KEYSIGHT TECHNOLOGIES INC Technology 500.0 $175K 0.05% NEW $350.07 -7.8%
95 AVGO BROADCOM INC Technology 443.0 $167K 0.04% NEW $377.75 -1.2%
96 ORCL ORACLE CORP Technology 1,065.0 $156K 0.04% NEW $146.53 +4.2%
97 ORCL CALL ORACLE CORP Technology 1,000.0 $147K 0.04% NEW $146.55 +4.1%
98 IBM INTERNATIONAL BUSINESS MACHS Technology 443.0 $125K 0.03% NEW $281.33 -16.1%
99 META META PLATFORMS INC Communication Services 204.0 $115K 0.03% NEW $563.29 +3.2%
100 CSCO CISCO SYS INC Technology 756.0 $89K 0.02% NEW $117.46 -5.7%
Page 5 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%