Alpha Financial Advisors

Alpha Financial Advisors as of March 31, 2026

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