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CIK: 0001966219
Total reported value
$190.3M
$190.3M
95 檔
43.9%
During the Q4 2025 filing period, Alpha Financial Partners LLC (CIK: 0001966219) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $190.3M across 95 reported positions.
In Q4 2025, Alpha Financial Partners LLC displayed an active expansion posture, initiating 14 new positions and adding to 15 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 28.66% | -0.32% | -5.66% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 10.60% | -1.09% | +0.50% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.64% | -0.10% | +3.74% | |
| 4 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 3.69% | -0.05% | +13.34% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-Other | 3.43% | -0.30% | +0.45% | |
| 6 | ALLW | State Street Brgwtr All Wthr | ETF-Other | 3.13% | -0.13% | +1227.69% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.07% | -0.36% | +0.03% | |
| 8 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.87% | +0.11% | +148.53% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.82% | +0.57% | +30.95% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.42% | -0.02% | +345.86% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.38% | -0.16% | -2.74% | |
| 12 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.40% | -0.72% | +22.34% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.38% | -0.01% | +8.54% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.22% | +0.03% | +2.85% | |
| 15 | IFRA | Ishares US Infrastructure | ETF-Other | 1.18% | -0.02% | +5.80% | |
| 16 | PWR | Quanta Services Inc | Stock-Industrials | 1.15% | +0.24% | +0.07% | |
| 17 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.02% | -0.01% | +230.64% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.93% | -0.10% | +4.64% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.88% | +0.01% | — | |
| 20 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.87% | -0.15% | +2.67% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.83% | +0.11% | +8.43% | |
| 22 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 0.78% | -0.09% | -14.72% | |
| 23 | PFF | Ishares Preferred & Income S | ETF-Other | 0.77% | -0.66% | — | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.73% | +0.07% | -1.64% | |
| 25 | IAU | Ishares Gold Trust | ETF-Commodities | 0.64% | -0.20% | +0.11% | |
| 26 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.61% | -0.01% | +93.42% | |
| 27 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.55% | -0.31% | +60.51% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | +0.03% | -2.38% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | -0.03% | -6.21% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.48% | +0.03% | +4.99% | |
| 31 | LGN | Legence Corp-cl A | Stock-Other | 0.47% | +0.20% | — | |
| 32 | GOCT | Ft Vest US Equity Moderate B | ETF-Other | 0.45% | -0.01% | -8.54% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.43% | -0.02% | +0.59% | |
| 34 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.43% | -0.02% | -6.15% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.42% | — | -0.87% | |
| 36 | PALC | Pacer Lunt Lrg Cap Multi-fac | ETF-Other | 0.41% | -0.03% | -55.91% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.41% | -0.10% | +1.44% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.40% | +0.06% | +32.83% | |
| 39 | MAGS | Roundhill Magnificent Seven | ETF-Other | 0.39% | -0.01% | — | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.39% | +0.19% | -59.37% | |
| 41 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.39% | -0.03% | -56.04% | |
| 42 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.37% | -0.05% | -3.02% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | -0.16% | +7.34% | |
| 44 | QQQI | Neos Nasdaq-100 High Inc ETF | ETF-Tech | 0.35% | +0.18% | -68.87% | |
| 45 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.34% | — | -0.45% | |
| 46 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.33% | +0.01% | +0.10% | |
| 47 | CMI | Cummins Inc | Stock-Industrials | 0.33% | +0.05% | +1.44% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.31% | +0.08% | +10.38% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.31% | -0.04% | -1.60% | |
| 50 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 0.31% | -0.03% | -65.20% |
According to official SEC Form 13F filings, Alpha Financial Partners LLC reported a total U.S. public equity portfolio value of $190.3M across 95 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 IVV, AGG, IJH) accounted for 43.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
PFF
市值: $1.3M
Top Position Liquidated / Trimmed
RSP
前期市值: $2.3M
During Q4 2025, Alpha Financial Partners LLC's top holdings by market value included IVV (28.7%)、AGG (10.6%)、IJH (4.6%). The largest single position, IVV, represented 28.7% of total portfolio value.
In Q4 2025, Alpha Financial Partners LLC made 50 total portfolio adjustments, initiating 14 new buys, adding to 15 positions, trimming 10 holdings, and fully liquidating 11 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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