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Filers›Pension Fund›Alpha Family Trust
DOSSIER · 13F-HR · Q1 2026

Alpha Family Trust

Alpha Family Trust's pension fund based in San Francisco, CA — $206M in tracked AUM across 203 positions as of Q1 2026.

AF
Alpha Family Trust·San Francisco, CA·Pension Fund
CIK 0001568991 · last filed Mar 31, 2026
Total AUM
$206M
▼ 15.6%
vs prior
Holdings
203
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Alpha Family Trust filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$20M114K9.6%
02
AAPL
APPLE INC.
$15M61K7.5%
03
GOOGL
ALPHABET INC.
$15M52K7.3%
04
MSFT
MICROSOFT CORPORATION
$12M32K5.8%
05
AMZN
AMAZON.COM INC
$10M46K4.6%
06
AVGO
BROADCOM INC.
$8M25K3.8%
07
META
META PLATFORMS INC-CLASS A
$6M11K3.1%
08
TSLA
TESLA, INC.
$6M15K2.7%
09
WMT
WALMART INC
$3M28K1.7%
10
MU
MICRON TECHNOLOGY, INC.
$3M9K1.5%

Filing history

Filing history loading…
AI Agent · grounded in Alpha
haiku-4-5 · 203 positions indexed
Sector mix
  • Tech9%
  • Financials27%
  • Health Care13%
  • Cons. Disc.8%
  • Communications47%
  • Industrials5%
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