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Portfolio (Quarterly) Guide ↗

Alpha Wealth Funds, LLC

· CIK 0002059327
13F Portfolio $183M AUM 63 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 37 New 11 Added 9 Reduced 15 Exited
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPACE EXPLORATION TECHN CORP 1,385.0 $237K 0.13% NEW $170.81
22 AAPL APPLE INC Technology 793.0 $229K 0.12% NEW $289.36 +10.5%
23 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 10,000.0 $211K 0.12% NEW $21.11 -21.1%
24 BSM BLACK STONE MINERALS L P Energy 15,000.0 $210K 0.11% NEW $13.97 +5.6%
25 HD HOME DEPOT INC Consumer Cyclical 580.0 $205K 0.11% NEW $352.68 -6.4%
26 LITHIUM AMERS CORP NEW 32,085.0 $125K 0.07% NEW $3.90
27 MYGN MYRIAD GENETICS INC Healthcare 20,000.0 $113K 0.06% NEW $5.65 -44.1%
28 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 11,000.0 $106K 0.06% NEW $9.67 -11.3%
29 CHARGEPOINT HOLDINGS INC 17,673.0 $106K 0.06% NEW $5.97
30 JPM JPMORGAN CHASE & CO Financial Services 197.0 $64K 0.04% NEW $327.33 +9.3%
31 LULU LULULEMON ATHLETICA INC Consumer Cyclical 510.0 $58K 0.03% NEW $113.79 +6.2%
32 BSX BOSTON SCIENTIFIC CORP Healthcare 1,200.0 $51K 0.03% NEW $42.85 +9.3%
33 VOO VANGUARD INDEX FDS 63.0 $43K 0.02% NEW $686.81 +3.0%
34 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 36.0 $34K 0.02% NEW $935.47 +1.1%
35 ATYR ATYR PHARMA INC Healthcare 50,000.0 $30K 0.02% NEW $0.60 -9.7%
36 LLY ELI LILLY & CO Healthcare 22.0 $26K 0.01% NEW $1199.41 -2.2%
37 ALIT ALIGHT INC Technology 30,000.0 $17K 0.01% NEW $11.20 +25.2%
Page 2 of 2  ·  37 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 35.5%
Healthcare 21.0%
Technology 20.2%
Energy 8.4%
Consumer Cyclical 7.7%
Industrials 7.0%
Consumer Defensive 0.1%