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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, DFCF, and represent 52.53% of Alpha Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: AVEM (+$18M), DFAU, DFIC, DFCF, DFGX, TSPA, FIXD, DFSV, VTI, FENI.
Started 8 new stock positions in MBB, GOVT, QQQ, FENI, AVEM, VTI, PM, JPM.
Reduced shares in these 10 stocks: DFUS, VO, SCHD, DCOR, QQQM, SCHA, AGG, DFAS, VSS, DEHP.
Sold out of its positions in SCHA, SCHD, VO.
Alpha Financial Advisors was a net buyer of stock by $38M.
Alpha Financial Advisors has $327M in assets under management (AUM), dropping by 15.12%.
Central Index Key (CIK): 0001972138

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Portfolio Holdings for Alpha Financial Advisors

Alpha Financial Advisors holds 67 positions in its portfolio as reported in the December 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)	12.9	$42M	+12%	904k	46.80	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	12.4	$41M	+10%	1.2M	34.46	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	10.6	$35M	+9%	658k	52.63	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	10.1	$33M	+5%	773k	42.78	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	6.5	$21M	+16%	496k	42.56	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	5.9	$19M		431k	44.47	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	5.6	$18M	NEW	238k	77.02	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	5.3	$17M	+6%	530k	32.89	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	5.2	$17M	+8%	385k	44.32	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	3.9	$13M	-4%	170k	74.17	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	3.0	$9.7M	-2%	38k	252.92	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.9	$9.5M		15k	627.13	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	2.0	$6.5M	-2%	93k	69.67	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	1.7	$5.7M	+5%	112k	51.10	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.5	$4.8M		122k	39.59	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	1.3	$4.2M	-5%	57k	73.63	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.8	$2.7M		26k	101.98	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.6	$2.1M		65k	32.73	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.5	$1.6M	-5%	11k	143.33	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.5	$1.6M	-5%	49k	32.25	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.5	$1.5M		66k	22.64	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$1.2M	-10%	12k	99.88	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$1.1M	+29%	1.6k	681.72	View chart
Apple (AAPL)	0.3	$1.1M	+5%	3.9k	271.86	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$842k		4.0k	210.36	View chart
UnitedHealth (UNH)	0.2	$779k	-3%	2.4k	330.11	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$759k	-3%	12k	62.47	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$702k		22k	32.62	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.2	$688k	+22%	13k	54.07	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$664k	-8%	2.1k	313.00	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$646k	NEW	1.9k	335.21	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$603k	+4%	1.9k	313.83	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$584k		1.2k	473.25	View chart
Microsoft Corporation (MSFT)	0.2	$582k	-8%	1.2k	483.62	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$551k		4.9k	111.78	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.2	$519k	NEW	14k	36.58	View chart
Eli Lilly & Co. (LLY)	0.1	$484k		451.00	1073.50	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$474k	+76%	6.4k	73.98	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$438k		5.3k	82.32	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$422k	+10%	616.00	685.25	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.1	$404k	+3%	5.9k	68.74	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$398k	NEW	17k	23.02	View chart
Bank of America Corporation (BAC)	0.1	$372k	-8%	6.8k	55.00	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$346k	+3%	6.0k	57.58	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$340k	+2%	697.00	488.04	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$327k	+44%	650.00	502.65	View chart
NVIDIA Corporation (NVDA)	0.1	$316k	+2%	1.7k	186.50	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$301k		1.2k	257.96	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$291k	-5%	2.2k	131.59	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$290k		6.7k	43.43	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$283k		1.3k	219.86	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$279k		4.2k	66.00	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$278k	NEW	2.9k	95.22	View chart
Linde SHS (LIN)	0.1	$268k		628.00	426.39	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.1	$265k		5.2k	50.65	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$262k	NEW	427.00	614.62	View chart
Amazon (AMZN)	0.1	$258k		1.1k	230.82	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$253k	-24%	2.6k	96.03	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$246k		3.3k	73.57	View chart
JPMorgan Chase & Co. (JPM)	0.1	$244k	NEW	757.00	322.22	View chart
Procter & Gamble Company (PG)	0.1	$241k	-14%	1.7k	143.28	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$235k		1.6k	148.69	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.1	$227k		3.4k	66.52	View chart
Philip Morris International (PM)	0.1	$225k	NEW	1.4k	160.40	View chart
Dbx Etf Tr Xtrack Msci All (DBAW)	0.1	$225k		5.5k	41.23	View chart
Oracle Corporation (ORCL)	0.1	$208k		1.1k	194.88	View chart
Abbvie (ABBV)	0.1	$202k		884.00	228.55	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 Q4 filed Jan. 20, 2026
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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