Institutions / Alpha Financial Advisors, LLC

Alpha Financial Advisors, LLC

CIK 1972138 · Institution · as of Dec 31, 2025

Portfolio value

$327.03M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 67 →

Company	Class	Value	Shares	% of portfolio
Dimensional ETF Trust	—	$42.32M	904,268	12.9%
Dimensional ETF Trust	—	$40.67M	1,180,250	12.4%
Dimensional ETF Trust	—	$34.61M	657,637	10.6%
T Rowe Price ETF Inc	—	$33.06M	772,836	10.1%
Dimensional ETF Trust	—	$21.12M	496,255	6.5%
Capital Group Growth ETF	—	$19.16M	430,933	5.9%
American Centy ETF Tr	—	$18.30M	237,635	5.6%
Dimensional ETF Trust	—	$17.43M	529,912	5.3%
First Tr Exchng Traded Fd VI	—	$17.05M	384,721	5.2%
Dimensional ETF Trust	—	$12.63M	170,253	3.9%
Invesco Exch Traded Fd Tr II	—	$9.72M	38,438	3.0%
Vanguard Index Fds	—	$9.51M	15,170	2.9%
Dimensional ETF Trust	—	$6.48M	93,078	2.0%
iShares U S ETF Tr	—	$5.71M	111,774	1.7%
Dimensional ETF Trust	—	$4.83M	121,933	1.5%
Dimensional ETF Trust	—	$4.22M	57,371	1.3%
American Centy ETF Tr	—	$2.68M	26,290	0.8%
Dimensional ETF Trust	—	$2.12M	64,860	0.6%
Vanguard Intl Equity Index F	—	$1.64M	11,437	0.5%
Dimensional ETF Trust	—	$1.57M	48,785	0.5%
Capital Grp Fixed Incm ETF T	—	$1.49M	66,025	0.5%
iShares Tr	—	$1.24M	12,389	0.4%
SPDR S&P 500 ETF Tr	—	$1.06M	1,560	0.3%
Apple Inc.	—	$1.05M	3,863	0.3%
iShares Tr	—	$842.1K	4,003	0.3%

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.