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Alpha Financial Advisors

Latest statistics and disclosures from Alpha Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAU, DFIC, DFGX, TSPA, CGGR, and represent 54.12% of Alpha Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: NEAR (+$5.4M), DFAU, DFCF, DFIC, DFGX, DFSV, TSPA, FIXD, CGGR, DBAW.
Started 3 new stock positions in NEAR, ABBV, DBAW.
Reduced shares in these 10 stocks: LMBS (-$5.2M), DFAS, DFUS, QQQM, DFAW, VOO, UNH, AVDE, NVDA, VIG.
Sold out of its position in LMBS.
Alpha Financial Advisors was a net buyer of stock by $10M.
Alpha Financial Advisors has $284M in assets under management (AUM), dropping by 9.77%.
Central Index Key (CIK): 0001972138

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Positions held by Alpha Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Alpha Financial Advisors

Alpha Financial Advisors holds 62 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	13.0	$37M	+6%	804k	45.76	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	12.3	$35M	+5%	1.1M	32.79	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	11.4	$33M	+4%	602k	53.96	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	10.8	$31M	+2%	734k	41.91	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	6.6	$19M		425k	43.92	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	6.4	$18M	+12%	426k	42.76	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	5.6	$16M	+4%	497k	31.84	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	5.5	$16M	+3%	353k	44.42	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	4.5	$13M		178k	72.44	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	3.4	$9.7M		39k	247.12	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.3	$9.3M		15k	612.38	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	2.3	$6.5M		95k	68.46	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	1.9	$5.4M	NEW	106k	51.28	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.7	$4.7M		123k	38.57	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	1.5	$4.4M		61k	71.94	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.9	$2.6M	+2%	26k	99.53	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.7	$2.0M		65k	31.38	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.6	$1.7M		12k	142.55	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.6	$1.6M		52k	30.54	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.5	$1.5M		66k	22.72	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$1.4M		14k	100.25	View chart
Apple (AAPL)	0.3	$936k		3.7k	254.63	View chart
UnitedHealth (UNH)	0.3	$844k	-4%	2.4k	345.30	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$815k		4.0k	203.61	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$802k	+21%	1.2k	666.27	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$758k		13k	59.92	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$687k		22k	31.91	View chart
Microsoft Corporation (MSFT)	0.2	$681k	-3%	1.3k	517.95	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$578k		1.2k	468.36	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.2	$578k	+26%	10k	55.57	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$564k		2.3k	243.10	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$536k		4.9k	108.70	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$446k		1.8k	243.58	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$420k	-7%	5.3k	78.90	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.1	$394k		5.7k	69.67	View chart
Bank of America Corporation (BAC)	0.1	$383k		7.4k	51.59	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$374k	-3%	558.00	669.53	View chart
Eli Lilly & Co. (LLY)	0.1	$344k		451.00	762.16	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$334k		5.8k	57.31	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$327k		3.5k	93.38	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$327k		681.00	479.49	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$318k	-3%	1.1k	293.77	View chart
NVIDIA Corporation (NVDA)	0.1	$308k	-8%	1.6k	186.58	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$303k		2.3k	129.72	View chart
Oracle Corporation (ORCL)	0.1	$301k		1.1k	281.20	View chart
Procter & Gamble Company (PG)	0.1	$301k		2.0k	153.62	View chart
Linde SHS (LIN)	0.1	$300k		631.00	475.00	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$299k		11k	27.30	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$297k		1.2k	254.29	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$283k		6.7k	42.47	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$278k	-9%	1.3k	215.87	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$276k		4.2k	65.26	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.1	$266k		5.2k	50.78	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$261k	-24%	3.6k	71.87	View chart
Amazon (AMZN)	0.1	$242k	-7%	1.1k	219.57	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$239k		3.3k	71.38	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$238k	-3%	8.5k	27.90	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$230k		1.6k	145.65	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$227k		451.00	502.74	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.1	$222k		3.4k	65.21	View chart
Dbx Etf Tr Xtrack Msci All (DBAW)	0.1	$211k	NEW	5.4k	39.41	View chart
Abbvie (ABBV)	0.1	$208k	NEW	896.00	231.60	View chart

Past Filings by Alpha Financial Advisors

SEC 13F filings are viewable for Alpha Financial Advisors going back to 2023

Alpha Financial Advisors 2025 Q3 filed Nov. 13, 2025
Alpha Financial Advisors 2025 Q2 filed Aug. 7, 2025
Alpha Financial Advisors 2025 Q1 filed April 23, 2025
Alpha Financial Advisors 2024 Q4 filed Jan. 21, 2025
Alpha Financial Advisors 2024 Q3 filed Oct. 18, 2024
Alpha Financial Advisors 2024 Q2 filed July 23, 2024
Alpha Financial Advisors 2024 Q1 filed April 29, 2024
Alpha Financial Advisors 2023 Q4 filed Feb. 6, 2024
Alpha Financial Advisors 2023 Q3 filed Oct. 26, 2023
Alpha Financial Advisors 2023 Q2 filed Aug. 7, 2023
Alpha Financial Advisors 2022 Q4 filed April 19, 2023
Alpha Financial Advisors 2023 Q1 filed April 19, 2023

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