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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, TSPA, DFCF, DFGX, and represent 48.54% of Alpha Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: CGCP (+$17M), MU, SNDK, DFCF, DFAU, AMD, ALAB, ARM, DELL, AVGO.
Started 27 new stock positions in ALAB, CSCO, JPM, INTC, ARM, ORCL, AVGO, AMAT, FTEC, MRVL.
Reduced shares in these 10 stocks: FIXD (-$16M), DFGX (-$13M), DFSU, DUSB, BNDW, QQQM, VOO, DEHP, DFAC, AVUV.
Sold out of its positions in DUSB, DFSU.
Alpha Financial Advisors was a net buyer of stock by $22M.
Alpha Financial Advisors has $382M in assets under management (AUM), dropping by 17.11%.
Central Index Key (CIK): 0001972138

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Portfolio Holdings for Alpha Financial Advisors

Alpha Financial Advisors holds 87 positions in its portfolio as reported in the June 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)	13.4	$51M	+4%	990k	51.69	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	11.6	$44M	+2%	1.2M	37.26	View chart
T Rowe Price Exchange-traded Us Equi Resh Etf (TSPA)	10.1	$39M		815k	47.53	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	6.9	$26M	+14%	625k	42.21	View chart
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)	6.6	$25M	-33%	467k	53.59	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	6.0	$23M		238k	96.49	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	5.4	$21M		437k	47.20	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	5.2	$20M		516k	38.79	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	4.8	$19M	+1238%	829k	22.29	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	3.5	$13M		163k	81.94	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	3.0	$12M		38k	302.97	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.7	$10M		15k	686.81	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.9	$7.4M		90k	82.34	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	1.6	$6.1M	+5%	121k	50.66	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	1.4	$5.2M		118k	44.36	View chart
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR)	1.2	$4.7M		57k	81.98	View chart
Micron Technology Call Option (MU)	1.1	$4.0M	NEW	3.5k	1154.29	View chart
Sandisk Corp Call Option (SNDK)	0.9	$3.5M	NEW	1.5k	2273.73	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.9	$3.3M		26k	124.76	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.6	$2.3M		63k	36.84	View chart
Apple (AAPL)	0.5	$1.8M	+66%	6.3k	289.36	View chart
Advanced Micro Devices (AMD)	0.5	$1.8M	NEW	3.1k	580.91	View chart
Astera Labs Call Option (ALAB)	0.4	$1.7M	NEW	3.6k	483.02	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.4	$1.6M	-4%	38k	42.77	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.4	$1.5M	-2%	9.4k	154.29	View chart
Arm Holdings Sponsored Ads Call Option (ARM)	0.4	$1.4M	NEW	4.0k	354.57	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$1.3M	+17%	1.8k	746.69	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$1.3M	+6%	13k	98.98	View chart
Alphabet Cap Stk Cl C Call Option (GOOG)	0.3	$1.2M	+138%	3.4k	353.33	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.2M	+167%	1.6k	735.97	View chart
Dell Technologies CL C (DELL)	0.3	$1.1M	NEW	2.6k	431.47	View chart
Dimensional Etf Trust Glob Co Plus Etf (DFGP)	0.3	$1.1M	+2%	21k	54.46	View chart
Broadcom (AVGO)	0.3	$1.1M	NEW	2.9k	377.75	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$971k		4.0k	242.45	View chart
Meta Platforms Cl A (META)	0.3	$960k	NEW	1.7k	563.29	View chart
Marvell Technology (MRVL)	0.2	$912k	NEW	3.1k	297.89	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$858k		12k	71.25	View chart
Qualcomm (QCOM)	0.2	$846k	NEW	4.6k	184.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$826k		2.2k	370.09	View chart
Microsoft Corporation (MSFT)	0.2	$815k	+82%	2.2k	373.02	View chart
Applied Materials (AMAT)	0.2	$766k	NEW	1.1k	723.00	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$720k		2.0k	357.37	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$708k	-2%	21k	33.84	View chart
NVIDIA Corporation (NVDA)	0.2	$694k	+124%	3.5k	200.09	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.2	$632k	+15%	16k	40.13	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$631k		4.9k	128.08	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$609k	+297%	4.9k	124.17	View chart
UnitedHealth (UNH)	0.2	$589k	-2%	1.4k	415.63	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.2	$575k	+68%	6.9k	82.79	View chart
Eli Lilly & Co. (LLY)	0.1	$542k		452.00	1198.11	View chart
Western Digital (WDC)	0.1	$535k	NEW	837.00	638.73	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$506k	NEW	524.00	965.00	View chart
Amazon (AMZN)	0.1	$484k	+79%	2.0k	238.34	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$475k		5.3k	89.20	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$475k		634.00	748.73	View chart
International Business Machines Call Option (IBM)	0.1	$462k	NEW	1.6k	281.21	View chart
Corning Incorporated (GLW)	0.1	$433k	NEW	1.7k	255.43	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$419k		6.0k	69.45	View chart
Bank of America Corporation (BAC)	0.1	$385k		6.8k	56.98	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$360k	+500%	4.2k	86.15	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$354k		1.2k	303.14	View chart
Cisco Systems Call Option (CSCO)	0.1	$347k	NEW	3.0k	117.46	View chart
Mongodb Cl A Call Option (MDB)	0.1	$338k	NEW	1.0k	335.90	View chart
Linde SHS (LIN)	0.1	$328k		631.00	518.94	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$326k		4.2k	77.11	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$306k	-6%	612.00	500.39	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$305k		1.3k	236.71	View chart
Oracle Corporation Call Option (ORCL)	0.1	$303k	NEW	2.1k	146.55	View chart
Teradyne (TER)	0.1	$299k	NEW	618.00	483.83	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	0.1	$287k	NEW	1.7k	165.34	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$279k		1.9k	147.73	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$278k		2.7k	103.87	View chart
Dbx Etf Tr Xtrack Msci All (DBAW)	0.1	$265k		5.5k	48.47	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$259k		1.6k	164.27	View chart
Intel Corporation (INTC)	0.1	$259k	NEW	1.9k	139.51	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.1	$258k		3.4k	75.77	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$255k	NEW	894.00	285.67	View chart
Philip Morris International (PM)	0.1	$254k		1.4k	180.91	View chart
McKesson Corporation (MCK)	0.1	$251k	NEW	332.00	755.60	View chart
Keysight Technologies (KEYS)	0.1	$248k	NEW	709.00	350.07	View chart
Abbvie (ABBV)	0.1	$242k	-2%	963.00	251.73	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$237k	-98%	5.4k	43.61	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.1	$235k	-40%	3.4k	68.53	View chart
Procter & Gamble Company (PG)	0.1	$234k	-2%	1.6k	146.60	View chart
CVS Caremark Corporation (CVS)	0.1	$232k	NEW	2.2k	103.45	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$232k	NEW	4.6k	50.60	View chart
JPMorgan Chase & Co. (JPM)	0.1	$202k	NEW	618.00	327.33	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 Q2 filed Aug. 13, 2026
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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