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CIK: 0001972138
Total reported value
$382.2M
$382.2M
48 檔
35.8%
In Q1 2025, Alpha Financial Advisors, LLC's U.S. equity holdings reached a combined market value of $382.2M, distributed across 48 disclosed stock positions.
During Q1 2025, Alpha Financial Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSPA | T Rowe Price US Eqy Research | ETF-Other | 13.55% | +0.05% | +2561.63% | |
| 2 | DFAU | Dimensional US Core Equity M | ETF-Other | 13.41% | +0.23% | +31.70% | |
| 3 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 12.79% | -4.70% | +2.93% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 11.68% | -1.06% | -15.93% | |
| 5 | CGGR | Cap Group Growth Equity | ETF-Other | 9.39% | +0.02% | +12.23% | |
| 6 | FIXD | First Trust Smith Opportunis | ETF-Other | 6.62% | -5.03% | -10.97% | |
| 7 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 6.52% | -0.30% | -29.36% | |
| 8 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 6.24% | -0.17% | +6.49% | |
| 9 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 4.91% | -0.06% | +0.14% | |
| 10 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.70% | -0.03% | -11.57% | |
| 11 | LMBS | First Trust Low Duration Opp | ETF-Other | 2.14% | — | +3.87% | |
| 12 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.82% | -0.04% | -0.31% | |
| 13 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.78% | -0.05% | -2.76% | |
| 14 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.66% | -0.05% | -2.72% | |
| 15 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.65% | +4.41% | +284.05% | |
| 16 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.64% | +0.02% | -2.63% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.54% | -0.04% | +104.75% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.34% | -0.01% | — | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | -0.01% | +111.96% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.27% | +0.18% | +2.12% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.25% | +0.05% | +0.81% | |
| 22 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.21% | -0.03% | +30.81% | |
| 23 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.20% | — | — | |
| 24 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.20% | — | — | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.20% | — | -9.40% | |
| 26 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.17% | -0.01% | — | |
| 27 | AVDE | Avantis International Equity | ETF-Other | 0.17% | -0.02% | -5.62% | |
| 28 | BNDW | Vanguard Total World Bond Et | ETF-Other | 0.17% | -0.06% | +4.87% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.16% | +0.01% | +1.89% | |
| 30 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.16% | +0.06% | +7.47% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.15% | +0.07% | +2.63% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.15% | -0.01% | -0.79% | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.14% | — | +37.32% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.13% | — | +0.90% | |
| 35 | LIN | Linde plc | Stock-Materials | 0.13% | -0.01% | +0.32% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.13% | +0.19% | +1.69% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.12% | -0.01% | -45.01% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.12% | -0.01% | +0.38% | |
| 39 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.12% | +0.01% | — | |
| 40 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.12% | — | — | |
| 41 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.12% | -0.06% | EXIT | |
| 42 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.11% | — | — | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.11% | — | -1.19% | |
| 44 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.11% | — | -7.45% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.10% | -0.02% | — | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.10% | +0.06% | +0.68% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.10% | — | — | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.09% | +0.10% | -9.76% |
According to official SEC Form 13F filings, Alpha Financial Advisors, LLC reported a total U.S. public equity portfolio value of $382.2M across 48 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including TSPA, DFAU, DFGX) accounted for 35.8% of total reported equity market value during Q1 2025.
During Q1 2025, Alpha Financial Advisors, LLC's top holdings by market value included TSPA (13.6%)、DFAU (13.4%)、DFGX (12.8%). The largest single position, TSPA, represented 13.6% of total portfolio value.
In Q1 2025, Alpha Financial Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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