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CIK: 0001972138
Total reported value
$382.2M
$382.2M
67 檔
44.9%
In Q4 2025, Alpha Financial Advisors, LLC's U.S. equity holdings reached a combined market value of $382.2M, distributed across 67 disclosed stock positions.
In Q4 2025, Alpha Financial Advisors, LLC displayed an active expansion posture, initiating 8 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 12.94% | +0.23% | +12.48% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 12.44% | -1.06% | +10.50% | |
| 3 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 10.58% | -4.70% | +9.31% | |
| 4 | TSPA | T Rowe Price US Eqy Research | ETF-Other | 10.11% | +0.05% | +5.27% | |
| 5 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 6.46% | -0.17% | +16.44% | |
| 6 | CGGR | Cap Group Growth Equity | ETF-Other | 5.86% | +0.02% | +1.31% | |
| 7 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 5.60% | +0.21% | — | |
| 8 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 5.33% | -0.30% | +6.62% | |
| 9 | FIXD | First Trust Smith Opportunis | ETF-Other | 5.21% | -5.03% | +8.93% | |
| 10 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 3.86% | -0.06% | -4.44% | |
| 11 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.97% | +0.22% | -2.40% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.91% | -0.08% | — | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.98% | -0.03% | -2.16% | |
| 14 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 1.75% | -0.19% | +5.22% | |
| 15 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.48% | -0.04% | -0.75% | |
| 16 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 1.29% | -0.04% | -5.75% | |
| 17 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.82% | -0.04% | — | |
| 18 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.65% | -0.05% | -0.30% | |
| 19 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.50% | -0.05% | -5.96% | |
| 20 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.48% | +0.02% | -5.83% | |
| 21 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.46% | +4.41% | — | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.38% | -0.04% | -10.86% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.33% | +0.05% | +29.57% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.32% | +0.18% | +5.06% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.26% | -0.01% | — | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.24% | +0.03% | -3.44% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.23% | -0.01% | -3.96% | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.21% | — | — | |
| 29 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.21% | -0.03% | +22.38% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | +0.01% | -8.62% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.20% | — | — | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.18% | +0.19% | +4.91% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.18% | — | — | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.18% | +0.07% | -8.52% | |
| 35 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.17% | — | — | |
| 36 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 0.16% | +0.02% | — | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.15% | +0.01% | — | |
| 38 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.14% | +0.06% | +76.67% | |
| 39 | AVDE | Avantis International Equity | ETF-Other | 0.13% | -0.02% | — | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.13% | -0.01% | +10.39% | |
| 41 | BNDW | Vanguard Total World Bond Et | ETF-Other | 0.12% | -0.06% | +3.98% | |
| 42 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.12% | — | — | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.11% | — | -8.79% | |
| 44 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.11% | +0.01% | +3.07% | |
| 45 | VUG | Vanguard Growth ETF | ETF-Other | 0.10% | — | +2.35% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.10% | -0.02% | +44.12% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.10% | +0.10% | +2.67% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-Other | 0.09% | — | +0.09% | |
| 49 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.09% | -0.01% | -5.22% | |
| 50 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.09% | -0.12% | EXIT |
According to official SEC Form 13F filings, Alpha Financial Advisors, LLC reported a total U.S. public equity portfolio value of $382.2M across 67 disclosed positions in Q4 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 DFAU, DFIC, DFGX) accounted for 44.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
AVEM
市值: $18.3M
Top Position Liquidated / Trimmed
VO
前期市值: $318.2K
During Q4 2025, Alpha Financial Advisors, LLC's top holdings by market value included DFAU (12.9%)、DFIC (12.4%)、DFGX (10.6%). The largest single position, DFAU, represented 12.9% of total portfolio value.
In Q4 2025, Alpha Financial Advisors, LLC made 55 total portfolio adjustments, initiating 8 new buys, adding to 23 positions, trimming 21 holdings, and fully liquidating 3 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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