Alpha Financial Partners LLC
Alpha Financial Partners LLC reported 118 positions worth $190.3M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: IVV (26.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $50.2M | 26.35% | 66,984 | — | — | |
| ▸ 2 | AGG | SH | $17.5M | 9.17% | 176,374 | — | — | |
| ▸ 3 | IJH | SH | $7.6M | 3.97% | 97,953 | — | — | |
| ▸ 4 | IXUS | SH | $6.9M | 3.63% | 72,356 | — | — | |
| ▸ 5 | ALLW | SH | $6.6M | 3.46% | 225,175 | — | — | |
| ▸ 6 | QQQ | SH | $6.3M | 3.32% | 8,581 | — | — | |
| ▸ 7 | MUB | SH | $6.1M | 3.21% | 56,778 | — | — | |
| ▸ 8 | DYNF | SH | $5.7M | 2.99% | 83,630 | — | — | |
| ▸ 9 | SPYM | SH | $4.7M | 2.48% | 53,760 | — | — | |
| ▸ 10 | IJR | SH | $4.1M | 2.15% | 27,540 | — | — |
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Frequently Asked Questions
What stocks does Alpha Financial Partners LLC hold as of Q2 2026?
Alpha Financial Partners LLC reported 118 positions worth $190.3M in its Q2 2026 13F filing. Largest positions: IVV (26.4%), AGG (9.2%), IJH (4.0%), IXUS (3.6%) and ALLW (3.5%).
What did Alpha Financial Partners LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Alpha Financial Partners 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.