account_balance
Investment manager · 13F filer · SEC CIK 1966219
Alpha Financial Partners LLC
Reported value$196Mas of Sep 30, 2026
Positions118 13 new, 13 sold out
Top 10 weight58.5%IVV alone is 26%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
26.5%
AGGiShares Tr
7.9%Trimmed −7%
IJHiShares Tr
3.7%
IXUSiShares Tr
3.6%Added +2%
ALLWSsga Active Tr
3.1%Trimmed −4%
DYNFBlackRock ETF Trust
3.1%Added +4%
QQQInvesco QQQ Tr
3.1%Trimmed −5%
MUBiShares Tr
3.0%Added +3%
SPYMSPDR Series Trust
2.5%
JPMJPMorgan Chase & Co
2.1%
IJRiShares Tr
1.9%
ICSHiShares Tr
1.6%Added +109%
IVViShares Tr
26.5%
AGGiShares Tr
7.9%
IJH3.7%
IXUSiShares Tr
3.6%
ALLW3.1%
DYNF3.1%
QQQ3.1%
MUB3.0%
SPYM
JPMIJR1.9%
ICSH
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 26.5% Held
AGG iShares Tr 7.9% Trimmed −7%
IJH iShares Tr 3.7% Held
IXUS iShares Tr 3.6% Added +2%
ALLW Ssga Active Tr 3.1% Trimmed −4%
DYNF BlackRock ETF Trust 3.1% Added +4%
QQQ Invesco QQQ Tr 3.1% Trimmed −5%
MUB iShares Tr 3.0% Added +3%
SPYM SPDR Series Trust 2.5% Held
JPM JPMorgan Chase & Co 2.1% HeldIJR iShares Tr 1.9% Held
ICSH iShares Tr 1.6% Added +109%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- TLH $2.15M
- IEF $632K
- NIHI $366K
- BUFR $340K
arrow_upwardAdded
- ICSH +109%
- SPYI +75%
- IUSB +65%
- ACWX +46%
arrow_downwardTrimmed
- VGT −7%
- AGG −7%
- QQQ −5%
- ALLW −4%
remove_circleSold out
- IGSB $639K
- SLQD $500K
- KLAC $276K
- GDEC $264K
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