Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Alpha Financial Partners, LLC (CIK 1966219) reported $168.9M across 102 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($45.0M, 26.67%), AGG ($17.3M, 10.26%), IJH ($6.9M, 4.07%), IXUS ($6.2M, 3.68%), ALLW ($6.1M, 3.59%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $45.0M | 26.67% | 68,964 | Added |
| 2 | AGG | ISHARES TR | $17.3M | 10.26% | 174,670 | Added |
| 3 | IJH | ISHARES TR | $6.9M | 4.07% | 101,743 | Trimmed |
| 4 | IXUS | ISHARES TR | $6.2M | 3.68% | 71,751 | Added |
| 5 | ALLW | SSGA ACTIVE TR | $6.1M | 3.59% | 210,449 | Added |
| 6 | MUB | ISHARES TR | $5.9M | 3.51% | 55,794 | Added |
| 7 | DYNF | BLACKROCK ETF TRUST | $4.9M | 2.88% | 83,524 | Added |
| 8 | SPLG | SPDR SERIES TRUST | $4.8M | 2.84% | 62,716 | Added |
| 9 | QQQ | INVESCO QQQ TR | $4.6M | 2.75% | 8,041 | Added |
| 10 | IJR | ISHARES TR | $3.9M | 2.31% | 31,350 | Trimmed |
| 11 | JPM | JPMORGAN CHASE & CO | $3.6M | 2.15% | 12,351 | Added |
| 12 | PWR | QUANTA SVCS INC | $2.5M | 1.46% | 4,488 | Added |
| 13 | SGOV | ISHARES TR | $2.4M | 1.39% | 23,371 | Added |
| 14 | VOO | VANGUARD INDEX FDS | $2.3M | 1.34% | 3,799 | Added |
| 15 | IXC | ISHARES TR | $2.2M | 1.28% | 37,418 | New |
| 16 | AAPL | APPLE INC | $2.0M | 1.16% | 7,747 | Added |
| 17 | MUNI | PIMCO ETF TR | $1.9M | 1.14% | 37,000 | Added |
| 18 | USRT | ISHARES TR | $1.8M | 1.08% | 30,718 | Added |
| 19 | GRID | FIRST TR EXCHANGE-TRADED FD | $1.5M | 0.90% | 9,308 | New |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $1.4M | 0.82% | 2,123 | Hold |
| 21 | SPYI | NEOS ETF TRUST | $1.3M | 0.80% | 27,250 | Added |
| 22 | PFF | ISHARES TR | $1.3M | 0.79% | 44,161 | Added |
| 23 | NVDA | NVIDIA CORPORATION | $1.3M | 0.79% | 7,667 | Added |
| 24 | IFRA | ISHARES TR | $1.2M | 0.74% | 21,811 | Trimmed |
| 25 | IAU | ISHARES GOLD TR | $1.2M | 0.71% | 13,595 | Added |
Source: SEC Form 13F filings · as of 2026-03-31