Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Alpha Wealth Funds, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Name: Alpha Wealth Funds, LLC 13F Holdings (2026-03-31)
Creator: ko.io

Alpha Wealth Funds, LLC (CIK 2059327) reported $149.2M across 39 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SGOV ($110.9M, 74.36%), SPY ($8.6M, 5.75%), GOOG ($3.6M, 2.38%), SPY ($3.2M, 2.14%), BIZD ($2.2M, 1.46%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	SGOV	ISHARES TR	$110.9M	74.36%	1.1M	Added
2	SPY	STATE STR SPDR S&P 500 ETF T	$8.6M	5.75%	697	Trimmed
3	GOOG	ALPHABET INC	$3.6M	2.38%	13,010	Trimmed
4	SPY	STATE STR SPDR S&P 500 ETF T	$3.2M	2.14%	4,915	Trimmed
5	BIZD	VANECK BDC INCOME ETF	$2.2M	1.46%	170,395	Trimmed
6	LQD	ISHARE TR	$2.2M	1.46%	19,938	Trimmed
7	MDY	STATE STREET SPDR S&P MIDCAP 40	$1.8M	1.19%	2,870	Trimmed
8	ET	ENERGY TRANSFER L P	$1.8M	1.18%	89,500	Hold
9	IJR	ISHARES TR	$1.5M	1.03%	12,379	Trimmed
10	ROK	ROCKWELL AUTOMATION INC	$1.1M	0.72%	3,083	Hold
11	XLK	SELECT SECTOR SPDR TR	$901,461	0.60%	6,783	Trimmed
12	NVDA	NVIDIA CORPORATION	$796,834	0.53%	4,569	Hold
13	XLY	SELECT SECTOR SPDR TR	$770,162	0.52%	7,067	Trimmed
14	ABT	ABBOTT LABORATORIES	$725,480	0.49%	7,120	New
15	PODD	INSULET CORP	$728,035	0.49%	3,500	New
16	XBI	SPDR SERIES TRUST	$711,328	0.48%	5,569	Trimmed
17	AMGN	AMGEN INC	$705,459	0.47%	2,005	Hold
18	GLD	SPDR GOLD TR	$618,327	0.41%	1,437	Added
19	CAT	CATERPILLAR INC	$566,768	0.38%	800	Trimmed
20	FISV	FISERV INC	$545,300	0.37%	10,000	Added
21	VTI	VANGUARD INDEX FDS	$535,638	0.36%	3,429	Added
22	BA	BOEING CO	$473,025	0.32%	2,500	New
23	XLV	SELECT SECTOR SPDR TR	$476,629	0.32%	3,251	Trimmed
24	ADBE	ADOBE INC	$463,816	0.31%	75	New
25	KMB	KIMBERLY-CLARK CORP	$395,047	0.26%	4,100	New

Source: SEC Form 13F filings · as of 2026-03-31