DOSSIER · 13F-HR · Q1 2026
Alpha Financial Advisors, LLC
Alpha Financial's asset manager based in New York, NY — $326M in tracked AUM across 62 positions as of Q1 2026.
AF
Alpha Financial·New York, NY·Asset Manager
CIK 0001972138 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Alpha Financial Advisors, LLC
1. Portfolio Overview
Alpha Financial Advisors, LLC manages a portfolio with a total market value of approximately $327.03 million as of December 31, 2025. This represents a significant growth of +26.7% compared to the previous quarter's value of $258.08 million. The portfolio consists of 67 holdings, indicating a moderately diversified approach.
The investment strategy is characterized by a heavy reliance...
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.
Filing history
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