Institutional Fund
Alpha Financial Partners LLC
Lexington, KYCIK 19662195 filings on record
Portfolio Value
$168.93M
Q1 2026
Holdings
103
Reported positions
New Buys
10
Opened this quarter
QoQ Change
+3.1%
from $163.82M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr26.7%
- Ishares Tr10.3%
- Ishares Tr4.1%
- Ishares Tr3.7%
- Ssga Active Tr3.6%
- Ishares Tr3.5%
- Other48.2%
Portfolio Holdings
103 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 69.0K | $45.05M | 26.7% | +429 | Added |
| 2 | Ishares Tr | 174.7K | $17.34M | 10.3% | +824 | Added |
| 3 | Ishares Tr | 101.7K | $6.87M | 4.1% | −13.4K | Reduced |
| 4 | Ishares Tr | 71.8K | $6.22M | 3.7% | +247 | Added |
| 5 | Ssga Active Tr | 210.4K | $6.07M | 3.6% | +24.0K | Added |
| 6 | Ishares Tr | 55.8K | $5.92M | 3.5% | +3.4K | Added |
| 7 | Blackrock ETF Trust | 83.5K | $4.86M | 2.9% | +6.2K | Added |
| 8 | Spdr Series Trust | 62.7K | $4.80M | 2.8% | +15 | Added |
| 9 | Invesco Qqq Tr | 8.0K | $4.64M | 2.7% | +531 | Added |
| 10 | Ishares Tr | 31.4K | $3.90M | 2.3% | −1.1K | Reduced |
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