Alpha Wealth Funds, LLC
Alpha Wealth Funds, LLC reported 63 positions worth $183.4M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: SGOV (67.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SGOV | SH | $123.0M | 67.08% | 1,221,972 | — | — | |
| ▸ 2 | 78462F903 | CALL | $19.8M | 10.77% | 1,452 | — | — | |
| ▸ 3 | SPY | SH | $3.8M | 2.08% | 5,103 | — | — | |
| ▸ 4 | LQD | SH | $2.1M | 1.17% | 19,677 | — | — | |
| ▸ 5 | BIZD | SH | $2.1M | 1.16% | 168,231 | — | — | |
| ▸ 6 | FSK | SH | $1.9M | 1.03% | 180,192 | — | — | |
| ▸ 7 | ET | SH | $1.7M | 0.93% | 89,500 | — | — | |
| ▸ 8 | 91232N907 | CALL | $1.6M | 0.90% | 750 | — | — | |
| ▸ 9 | MDY | SH | $1.6M | 0.90% | 2,334 | — | — | |
| ▸ 10 | ROK | SH | $1.5M | 0.84% | 3,083 | — | — |
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Frequently Asked Questions
What stocks does Alpha Wealth Funds, LLC hold as of Q2 2026?
Alpha Wealth Funds, LLC reported 63 positions worth $183.4M in its Q2 2026 13F filing. Largest positions: SGOV (67.1%), SPDR S&P 500 ETF TR (10.8%), SPY (2.1%), LQD (1.2%) and BIZD (1.2%).
What did Alpha Wealth Funds, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Alpha Wealth Funds, 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.