Alpha Financial Advisors, LLC
Alpha Financial Advisors, LLC reported 114 positions worth $382.2M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: DFAU (13.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAU | SH | $51.2M | 13.39% | 990,171 | — | — | |
| ▸ 2 | DFIC | SH | $44.2M | 11.57% | 1,186,703 | — | — | |
| ▸ 3 | TSPA | SH | $38.7M | 10.13% | 814,490 | — | — | |
| ▸ 4 | DFCF | SH | $26.4M | 6.90% | 624,792 | — | — | |
| ▸ 5 | DFGX | SH | $25.0M | 6.55% | 467,359 | — | — | |
| ▸ 6 | AVEM | SH | $22.9M | 6.00% | 237,632 | — | — | |
| ▸ 7 | CGGR | SH | $20.6M | 5.40% | 437,425 | — | — | |
| ▸ 8 | DFSV | SH | $20.0M | 5.24% | 516,208 | — | — | |
| ▸ 9 | CGCP | SH | $18.5M | 4.83% | 829,098 | — | — | |
| ▸ 10 | DFUS | SH | $13.3M | 3.48% | 162,455 | — | — |
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Frequently Asked Questions
What stocks does Alpha Financial Advisors, LLC hold as of Q2 2026?
Alpha Financial Advisors, LLC reported 114 positions worth $382.2M in its Q2 2026 13F filing. Largest positions: DFAU (13.4%), DFIC (11.6%), TSPA (10.1%), DFCF (6.9%) and DFGX (6.6%).
What did Alpha Financial Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Alpha Financial Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.