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Alpha Financial Partners, LLC

All holdings · as of Dec 31, 2025

95 positions

CompanyClassValueShares% of portfolio
ISHARES TR$46.94M68,53528.7%
ISHARES TR$17.36M173,84610.6%
ISHARES TR$7.60M115,1614.6%
iShares MSCI UAE ETF$6.05M71,5043.7%
ISHARES TR$5.62M52,4433.4%
SSGA ACTIVE TR$5.12M186,4083.1%
SPDR SERIES TRUST$5.03M62,7013.1%
BlackRock ETF Trust - iShares International Country Rotation Active ETF$4.71M77,3732.9%
INVESCO QQQ TR$4.61M7,5102.8%
JPMORGAN CHASE & CO$3.96M12,2882.4%
ISHARES TR$3.90M32,4672.4%
ISHARES TR$2.30M22,8991.4%
VANGUARD INDEX FDS$2.26M3,5971.4%
Apple Inc.$2.00M7,3531.2%
ISHARES TR$1.94M36,8731.2%
Quanta Services Inc$1.89M4,4821.2%
ISHARES TR$1.67M29,3411.0%
MICROSOFT CORP$1.53M3,1540.9%
SPDR S&P 500 ETF TR$1.45M2,1230.9%
PIMCO ETF TR$1.43M27,2630.9%
NVIDIA Corp$1.36M7,2950.8%
NEOS ETF TRUST$1.27M24,2600.8%
ISHARES TR$1.25M40,4880.8%
Alphabet Inc.$1.20M3,8300.7%
ISHARES GOLD TR$1.05M12,9600.6%
ISHARES TR$1.00M19,7190.6%
ISHARES BITCOIN TRUST ETF$894.1K18,0090.5%
Amazon.com Inc$870.1K3,7700.5%
Warren E. Buffett$820.3K1,6320.5%
Tesla Inc$786.1K1,7480.5%
Legence Corp.$768.6K17,8570.5%
First Trust Exchange-Traded Fund VIII$744.6K18,9510.5%
Broadcom Inc.$705.8K2,0390.4%
WORLD GOLD TR$696.6K8,1600.4%
VANGUARD INDEX FDS$691.3K2,0620.4%
PACER FDS TR$671.2K12,8490.4%
COSTCO WHOLESALE CORP /NEW$669.0K7760.4%
ELI LILLY & Co$656.2K6110.4%
LISTED FDS TR$638.5K9,6800.4%
VANGUARD WORLD FD$635.2K8430.4%
ISHARES TR$632.3K11,9580.4%
TJX Cos Inc/The$602.4K3,9220.4%
EXXON MOBIL CORP$591.2K4,9130.4%
NEOS ETF TRUST$569.0K10,5640.3%
ISHARES TR$555.8K5,7740.3%
ISHARES TR$541.9K1,9570.3%
CUMMINS INC$537.9K1,0540.3%
Alphabet Inc.$509.3K1,6270.3%
HOME DEPOT, INC.$507.4K1,4740.3%
ISHARES TR$501.9K9,8990.3%
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