account_balance
Investment manager · 13F filer · SEC CIK 2059327
Alpha Wealth Funds, LLC
Reported value$29.7Mas of Sep 30, 2026
Positions29 10 new, 41 sold out
Top 10 weight85.4%SGOV alone is 49%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SGOViShares 0-3 Month Treasury B
49.2%Trimmed −88%
ACYNFirst Tr Exchange-Traded Fd
8.0%Added +299%
ETEnergy Transfer LP
7.0%Added +17%
GOOGAlphabet Inc.
4.5%Added +245%
ROKRockwell Automation, Inc
4.5%
BSXBoston Scientific Corp
3.4%Added +1817%
XBISs SPDR S&P Biotech ETF
2.3%
CATCaterpillar Inc
2.2%New
SPYSPDR S&P 500 ETF Trust
2.1%−84%
VTI2.1%
ABTAbbott Laboratories
2.0%
GEHCSGOViShares 0-3 Month Treasury B
49.2%Trimmed −88%
ACYNFirst Tr Exchange-Traded Fd
8.0%+299%
ETEnergy Transfer LP
7.0%+17%
GOOG4.5%ROK4.5%BSX3.4%XBI
CATSPYVTI2.1%
ABT2.0%GEHCBoxes 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
SGOV iShares 0-3 Month Treasury B 49.2% Trimmed −88%
ACYN First Tr Exchange-Traded Fd 8.0% Added +299%
ET Energy Transfer LP 7.0% Added +17%GOOG Alphabet Inc. 4.5% Added +245%ROK Rockwell Automation, Inc 4.5% HeldBSX Boston Scientific Corp 3.4% Added +1817%XBI Ss SPDR S&P Biotech ETF 2.3% Trimmed −91%
CAT Caterpillar Inc 2.2% NewSPY SPDR S&P 500 ETF Trust 2.1% Trimmed −84%VTI Vanguard Index FDS 2.1% Trimmed −3%
ABT Abbott Laboratories 2.0% Trimmed −63%GEHC GE HealthCare Technologies Inc. 1.5% Trimmed −43%What changed
Biggest moves since Jun 30, 2026
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