account_balance

Investment manager · 13F filer · SEC CIK 1972138

Alpha Financial Advisors, LLC

Reported value$358Mas of Sep 30, 2026
Positions89 6 new, 3 sold out
Top 10 weight78.2%DFAU alone is 14%
FiledNov 940 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
DFAU Dimensional ETF Trust 14.3% Held
DFIC Dimensional ETF Trust 12.8% Added +3%
TSPA T Rowe Price Exchange-Traded 10.9% Held
DFCF Dimensional ETF Trust 7.4% Added +5%
DFGX Dimensional ETF Trust 6.8% Held
AVEM American Centy ETF Tr 6.2% Held
CGGR Capital Group Growth ETF 5.9% Held
DFSV Dfa Invt Dimensions Group In 5.4% Held
CGCP Capital GRP Fixed Incm ETF T 5.0% Held
DFUS Dimensional ETF Trust 3.6% Trimmed −5%
QQQM Invesco Exch Traded Fd Tr II 3.1% Trimmed −3%
VOO Vanguard Index FDS 2.8% Trimmed −5%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 9, 2026, compared with the Aug 13, 2026 filing
add_circleNew
  • BND $492K
  • FBND $363K
  • DUSB $302K
  • NUBD $231K
arrow_upwardAdded
  • AGG +26%
  • DFGP +20%
  • VEA +8%
  • AAPL +7%
arrow_downwardTrimmed
  • DFUS −5%
  • VOO −5%
  • DEHP −4%
  • VTI −4%
remove_circleSold out
  • QTUM $287K
  • FTEC $255K
  • CVS $232K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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