StockDriftsStockDriftsTop 50 Alpha Financial Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 14.28% | 990.2K | $51.2M | +4.00%(+38.09K) | $35.07(+53.19%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 12.33% | 1.19M | $44.2M | +2.31%(+26.78K) | $25.08(+56.79%) | 2026-06-30 | |
| TSPA | T ROWE PRICE EXCHANGE-TRADED | 10.8% | 814.5K | $38.7M | +1.30%(+10.49K) | $36.79(+33.31%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 7.36% | 624.8K | $26.4M | +14.27%(+78.04K) | $42.12(-1.62%) | 2026-06-30 | |
| DFGX | DIMENSIONAL ETF TRUST | 6.99% | 467.4K | $25.0M | -33.22%(-232.50K) | $52.86(-1.25%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 6.4% | 237.6K | $22.9M | +1.30%(+3.04K) | $76.21(+22.90%) | 2026-06-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 5.76% | 437.4K | $20.6M | +0.20%(+883) | $36.25(+29.74%) | 2026-06-30 | |
| DFSV | DIMENSIONAL ETF TRUST | 5.59% | 516.2K | $20.0M | -0.03%(-133) | $25.99(+56.39%) | 2026-06-30 | |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 5.16% | 829.1K | $18.5M | +1238.79%(+767.17K) | $22.28(-1.32%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 3.71% | 162.5K | $13.3M | -0.18%(-286) | $40.24(+110.91%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.17% | +37.39% | — | — | +50.04% |
| Top 20 Holdings Unweighted | +11.36% | +38.09% | — | — | +47.63% |
Alpha Financial Advisors LLC reports $382.23M in US-listed equity holdings across 86 positions in its most recent 13F filing. Its largest disclosed positions are DFAU (14.3%), DFIC (12.3%) and TSPA (10.8%). The top 20 holdings account for 93.45% of reported assets. Its disclosed equity book has returned +37.39% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Alpha Financial Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1972138). View Alpha Financial Advisors LLC’s 13F filings on SEC