StockDriftsStockDriftsTop 50 Alpha Financial Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 26.35% | 67.0K | $50.2M | -2.87%(-1.98K) | $574.74(+35.53%) | 2026-06-30 | |
| AGG | ISHARES TR | 9.17% | 176.4K | $17.5M | +0.98%(+1.70K) | $97.82(-0.42%) | 2026-06-30 | |
| IJH | ISHARES TR | 3.97% | 98.0K | $7.6M | -3.73%(-3.79K) | $61.84(+27.01%) | 2026-06-30 | |
| IXUS | ISHARES TR | 3.63% | 72.4K | $6.9M | +0.84%(+605) | $67.18(+46.55%) | 2026-06-30 | |
| ALLW | SSGA ACTIVE TR | 3.46% | 225.2K | $6.6M | +7.00%(+14.73K) | $27.71(+7.68%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.32% | 8.6K | $6.3M | +6.72%(+540) | $476.45(+53.74%) | 2026-06-30 | |
| MUB | ISHARES TR | 3.21% | 56.8K | $6.1M | +1.76%(+984) | $107.11(-1.29%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 2.99% | 83.6K | $5.7M | +0.13%(+106) | $57.33(+22.39%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 2.48% | 53.8K | $4.7M | -14.28%(-8.96K) | $65.81(+38.65%) | 2026-06-30 | |
| IJR | ISHARES TR | 2.15% | 27.5K | $4.1M | -12.15%(-3.81K) | $114.55(+30.91%) | 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 | +12.65% | +42.97% | — | — | +55.78% |
| Top 20 Holdings Unweighted | +11.84% | +39.89% | — | — | +49.54% |
Alpha Financial Partners LLC reports $190.34M in US-listed equity holdings across 118 positions in its most recent 13F filing. Its largest disclosed positions are IVV (26.4%), AGG (9.2%) and IJH (4.0%). The top 20 holdings account for 72.88% of reported assets. Its disclosed equity book has returned +42.97% 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 Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1966219). View Alpha Financial Partners LLC’s 13F filings on SEC