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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 DFIC, DFGX, DFAU, DFSV, CGGR, and represent 56.28% of Alpha Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: CGGR (+$20M), DFCF (+$6.2M), DFIC, TSPA, DFGX, DFAU, SCHG, SCHD, ITOT, SCHA.
Started 4 new stock positions in TSPA, ITOT, CGGR, SCHD.
Reduced shares in these 10 stocks: XT (-$20M), , OMFL, FIXD, DFAS, , , VSS, DFAC, AAPL.
Sold out of its positions in CWI, UNH, VGLT.
Alpha Financial Advisors was a net seller of stock by $-507k.
Alpha Financial Advisors has $221M in assets under management (AUM), dropping by -2.27%.
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 49 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Intl Core Equity (DFIC)	13.2	$29M	+10%	1.1M	25.84	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	12.7	$28M	+2%	535k	52.32	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	10.9	$24M		596k	40.49	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	10.3	$23M		738k	30.78	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	9.2	$20M	NEW	550k	37.17	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	8.8	$19M	-8%	358k	54.23	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	7.4	$16M	-4%	382k	42.97	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	5.9	$13M	+92%	314k	41.27	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	5.3	$12M		182k	63.75	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	3.4	$7.5M	-3%	115k	65.08	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	2.1	$4.6M		94k	48.67	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.0	$4.3M		125k	34.59	View chart
Ishares Tr Exponential Tech (XT)	1.0	$2.1M	-90%	35k	59.66	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.8	$1.7M		69k	24.86	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.7	$1.5M	-4%	13k	114.48	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.7	$1.5M		59k	24.74	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	0.5	$1.2M	NEW	33k	36.97	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$744k	-4%	4.0k	185.15	View chart
Apple (AAPL)	0.3	$661k	-6%	2.6k	250.41	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$579k	+2%	6.0k	96.90	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$576k		982.00	586.36	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$547k		1.4k	401.54	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$510k	+299%	18k	27.87	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$478k		4.9k	96.93	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$472k		6.2k	75.61	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$442k		2.3k	189.30	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$398k		3.2k	124.96	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.2	$375k	+25%	17k	22.20	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$372k		6.1k	61.37	View chart
Microsoft Corporation (MSFT)	0.2	$368k		873.00	421.50	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.2	$364k	+25%	6.9k	52.83	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.2	$353k	+8%	5.2k	68.19	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$350k		1.8k	190.46	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.2	$333k	+5%	5.3k	62.47	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$330k		560.00	588.88	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$310k		6.5k	47.82	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$290k	NEW	11k	27.32	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$284k	+100%	11k	25.86	View chart
NVIDIA Corporation (NVDA)	0.1	$281k	+3%	2.1k	134.29	View chart
Procter & Gamble Company (PG)	0.1	$267k		1.6k	167.65	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$266k		4.3k	62.31	View chart
Linde SHS (LIN)	0.1	$262k		626.00	418.67	View chart
Amazon (AMZN)	0.1	$258k	-2%	1.2k	219.39	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$258k	+28%	5.4k	47.77	View chart
Bank of America Corporation (BAC)	0.1	$235k		5.3k	43.95	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$227k		1.2k	195.83	View chart
Lowe's Companies (LOW)	0.1	$221k	+12%	895.00	246.67	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$203k		845.00	240.34	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$203k	NEW	1.6k	128.62	View chart

Past Filings by Alpha Financial Advisors

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

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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