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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 54.18% of Alpha Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: DFGX, DFAU, DFCF, TSPA, DFGP, CGGR, NEAR, DFSU, QQQ, VTI.
Reduced shares in these 10 stocks: DFIC, DFUS, DFSV, , DEHP, MBB, VSS, VEU, AVEM, .
Sold out of its positions in MBB, GOVT, JPM, ORCL, VEU.
Alpha Financial Advisors was a net buyer of stock by $3.6M.
Alpha Financial Advisors has $326M in assets under management (AUM), dropping by -0.20%.
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 March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	13.2	$43M	+5%	952k	45.12	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	12.6	$41M		1.2M	35.53	View chart
Dimensional Etf Trust Dimensional Inte (DFGX)	11.2	$37M	+6%	700k	52.45	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	10.1	$33M	+4%	804k	40.90	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	7.1	$23M	+10%	547k	42.22	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	5.8	$19M		235k	80.58	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	5.5	$18M	-2%	516k	35.04	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	5.4	$18M		437k	40.19	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	5.1	$17M		381k	43.59	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	3.5	$12M	-4%	163k	70.91	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.8	$9.1M		15k	597.55	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	2.8	$9.1M		38k	237.62	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	2.0	$6.4M	-2%	90k	71.13	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	1.8	$5.9M	+3%	116k	50.84	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.4	$4.6M	-2%	119k	38.86	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	1.3	$4.1M		57k	72.08	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.9	$2.9M		27k	110.47	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.7	$2.1M	-2%	63k	33.97	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.4	$1.4M	-16%	9.6k	145.79	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.4	$1.4M	-6%	62k	22.34	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.4	$1.3M	-18%	40k	33.79	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$1.2M		12k	99.27	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.3	$1.1M	+58%	20k	53.99	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$982k	-3%	1.5k	650.23	View chart
Apple (AAPL)	0.3	$955k	-2%	3.8k	253.79	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$855k		4.0k	213.69	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$761k	-2%	12k	64.08	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$716k	+15%	2.2k	320.74	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$627k		22k	29.13	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$579k	-4%	2.0k	287.56	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$548k		4.9k	111.18	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$526k		1.2k	426.36	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.2	$505k	-4%	14k	37.20	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$452k		5.3k	84.84	View chart
Microsoft Corporation (MSFT)	0.1	$443k		1.2k	370.17	View chart
Eli Lilly & Co. (LLY)	0.1	$415k		452.00	918.76	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$413k	-25%	1.4k	286.90	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$409k		625.00	653.64	View chart
UnitedHealth (UNH)	0.1	$395k	-38%	1.5k	270.59	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.1	$391k	-2%	5.7k	68.34	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$384k	+40%	9.4k	41.09	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$345k	+40%	598.00	576.84	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$332k		6.0k	55.20	View chart
Bank of America Corporation (BAC)	0.1	$330k		6.8k	48.75	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$313k		654.00	479.20	View chart
Linde SHS (LIN)	0.1	$313k		632.00	495.76	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$306k		1.2k	261.93	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$305k	-35%	4.1k	73.78	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$305k		697.00	436.95	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$285k		4.2k	67.53	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$277k		1.3k	215.14	View chart
NVIDIA Corporation (NVDA)	0.1	$269k	-8%	1.5k	174.40	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$256k		2.6k	97.13	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$250k	-14%	1.9k	132.50	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.1	$237k		3.4k	69.71	View chart
Procter & Gamble Company (PG)	0.1	$237k	-2%	1.6k	144.41	View chart
Amazon (AMZN)	0.1	$236k		1.1k	208.27	View chart
Philip Morris International (PM)	0.1	$233k		1.4k	165.34	View chart
Dbx Etf Tr Xtrack Msci All (DBAW)	0.1	$233k		5.5k	42.69	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$225k		1.6k	142.43	View chart
Abbvie (ABBV)	0.1	$214k	+11%	985.00	217.54	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.1	$210k	-20%	4.1k	50.71	View chart

Past Filings by Alpha Financial Advisors

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

Alpha Financial Advisors 2026 Q1 filed May 12, 2026
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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