13F Insight
DOSSIER · 13F-HR · Q1 2026

Alpha Financial Partners, LLC

$169M in tracked AUM across 103 positions as of Q1 2026.

AF
CIK 0001966219 · last filed Mar 31, 2026
Total AUM
$169M
as of Q1 2026
Holdings
103
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Alpha Financial Partners, LLC 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
IVV
ISHARES TR
$45M69K26.7%02
AGG
ISHARES TR
$17M175K10.3%03
IJH
ISHARES TR
$7M102K4.1%04
IXUS
ISHARES TR
$6M72K3.7%05
ALLW
SSGA ACTIVE TR
$6M210K3.6%06
MUB
ISHARES TR
$6M56K3.5%07
DYNF
BLACKROCK ETF TRUST
$5M84K2.9%08
SPYM
SPDR SERIES TRUST
$5M63K2.8%09
QQQ
INVESCO QQQ TR
$5M8K2.7%10
IJR
ISHARES TR
$4M31K2.3%

Filing history

2026Q1Mar 31
$169M▲ 3.1%
103 positionsView →2025Q4Dec 31
$164M▲ 6.5%
95 positionsView →2025Q3Sep 30
$154M▲ 10.8%
92 positionsView →2025Q2Jun 30
$139M▲ 11.4%
89 positionsLocked2025Q1Mar 31
$125M▼ 1.5%
85 positionsLocked2024Q4Dec 31
$127M▼ 9.8%
83 positionsLocked2024Q3Sep 30
$140M▲ 21.4%
108 positionsLocked2024Q2Jun 30
$116M▲ 5.1%
73 positionsLocked2024Q1Mar 31
$110M▲ 8.4%
73 positionsLocked2023Q4Dec 31
$101M▲ 17.7%
81 positionsLocked2023Q3Sep 30
$86M▼ 8.3%
82 positionsLocked2023Q2Jun 30
$94M▲ 5.6%
92 positionsLocked
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