Institutions / Alpha Financial Partners, LLC
Alpha Financial Partners, LLC
CIK 1966219 · Institution · as of Dec 31, 2025
Portfolio value
$163.82M
Positions
95
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 95 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $46.94M | 28.7% |
| iShares Tr | $17.36M | 10.6% |
| iShares Tr | $7.60M | 4.6% |
| iShares MSCI UAE ETF | $6.05M | 3.7% |
| iShares Tr | $5.62M | 3.4% |
| Ssga Active Tr | $5.12M | 3.1% |
| SPDR Series Trust | $5.03M | 3.1% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $4.71M | 2.9% |
| Invesco Qqq Tr | $4.61M | 2.8% |
| JPMorgan Chase & Co | $3.96M | 2.4% |
| iShares Tr | $3.90M | 2.4% |
| iShares Tr | $2.30M | 1.4% |
| Vanguard Index Fds | $2.26M | 1.4% |
| Apple Inc. | $2.00M | 1.2% |
| iShares Tr | $1.94M | 1.2% |
| Quanta Services Inc | $1.89M | 1.2% |
| iShares Tr | $1.67M | 1.0% |
| Microsoft Corp | $1.53M | 0.9% |
| SPDR S&P 500 ETF Tr | $1.45M | 0.9% |
| PIMCO ETF Tr | $1.43M | 0.9% |
| NVIDIA Corp | $1.36M | 0.8% |
| Neos ETF Trust | $1.27M | 0.8% |
| iShares Tr | $1.25M | 0.8% |
| Alphabet Inc. | $1.20M | 0.7% |
| iShares Gold Tr | $1.05M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.