Alpha Financial Partners LLC

13F filer · CIK 0001966219

Reported Aug 11, 2026

Net buyer this quarter

13F portfolio value$190MU.S. long equity reported on 13F

Positions6515 new · 5 closed

Net flow last quarter+$4.31MBuys minus sells

Top 10 positions weight13.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 11, 202665 positions
QQQInvesco QQQ Trust, Series 1	$6.32M	3.32%	Not reported	+6.7%	Q4 2022
JPMJPMorgan Chase & Co	$4.05M	2.13%	0.00%	+0.1%	Q4 2022
PWRQuanta Services, Inc.	$3.23M	1.70%	0.00%	+0.1%	Q4 2022
AAPLApple Inc.	$2.27M	1.19%	0.00%	+1.3%	Q4 2022
USRTEnigma-Bulwark, Ltd.	$2.03M	1.07%	Not reported	-0.5%	Q4 2022
NVDANvidia Corp	$1.71M	0.90%	0.00%	+11.3%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$1.59M	0.83%	Not reported	Not reported	Q4 2022
LGNLegence Corp.	$1.52M	0.80%	Not reported	0.0%	Q4 2025
GOOGAlphabet Inc.	$1.35M	0.71%	Not reported	+1.4%	Q4 2022
MSFTMicrosoft Corp	$1.15M	0.60%	0.00%	-3.4%	Q4 2022
AMZNAmazon Com Inc	$974K	0.51%	0.00%	+5.4%	Q4 2022
IAUIshares Gold Trust	$963K	0.51%	0.00%	-6.1%	Q4 2022
BRK.BBerkshire Hathaway Inc	$878K	0.46%	Not reported	+2.3%	Q4 2022
LLYELI LILLY & Co	$820K	0.43%	0.00%	-0.4%	Q4 2022
TSLATesla, Inc.	$777K	0.41%	0.00%	+5.8%	Q2 2024
GLDMWorld Gold Trust	$758K	0.40%	0.00%	+25.8%	Q2 2025
SPCXSpace Exploration Technologies Corp	$704K	0.37%	Not reported	New	Q2 2026
GOOGLAlphabet Inc.	$678K	0.36%	0.00%	+13.5%	Q2 2024
CMICummins Inc	$672K	0.35%	0.00%	+1.0%	Q3 2025
COSTCostco Wholesale Corp	$670K	0.35%	0.00%	-6.7%	Q4 2022
IBITiShares Bitcoin Trust ETF	$662K	0.35%	0.00%	-31.6%	Q1 2025
XOMExxonMobil Holdings Corp	$649K	0.34%	0.00%	-4.4%	Q4 2022
AVGOBroadcom Inc.	$643K	0.34%	0.00%	-14.2%	Q3 2024
GEVGE Vernova Inc.	$612K	0.32%	0.00%	+1.4%	Q2 2025
PALCPacific Alliance Corp	$580K	0.30%	Not reported	-9.6%	Q4 2022
MUMicron Technology Inc	$564K	0.30%	0.00%	New	Q2 2026
TJXTJX Companies Inc	$563K	0.30%	0.00%	-0.2%	Q4 2022
ETNEaton Corp plc	$561K	0.29%	0.00%	-5.6%	Q4 2023
HDHome Depot, Inc.	$504K	0.26%	0.00%	-7.8%	Q4 2022
METAMeta Platforms, Inc.	$500K	0.26%	Not reported	+26.2%	Q4 2024
ABBVAbbVie Inc.	$498K	0.26%	0.00%	+11.4%	Q4 2022
GEGeneral Electric Co	$492K	0.26%	0.00%	+1.7%	Q2 2024
BACBank of America Corp	$466K	0.25%	0.00%	+1.1%	Q4 2022
WMTWalmart Inc.	$454K	0.24%	0.00%	+3.9%	Q1 2024
PHYSSprott Physical Gold Trust	$441K	0.23%	0.00%	New	Q2 2026
FBTCFidelity Wise Origin Bitcoin Fund	$421K	0.22%	0.00%	New	Q2 2026
SLViShares Silver Trust	$419K	0.22%	0.00%	+10.1%	Q4 2022
AMDAdvanced Micro Devices Inc	$331K	0.17%	0.00%	New	Q2 2026
ORLYO Reilly Automotive Inc	$300K	0.16%	0.00%	+1.7%	Q4 2022
PGPROCTER & GAMBLE Co	$298K	0.16%	0.00%	+9.1%	Q4 2022
CTASCintas Corp	$284K	0.15%	0.00%	+0.4%	Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$282K	0.15%	Not reported	-0.5%	Q2 2023
KOCoca Cola Co	$281K	0.15%	0.00%	+8.8%	Q4 2022
KLACKla Corp	$276K	0.15%	0.00%	New	Q2 2026
LOWLowes Companies Inc	$272K	0.14%	0.00%	+0.9%	Q4 2022
FDXFedex Corp	$269K	0.14%	0.00%	+0.7%	Q3 2023
UNPUnion Pacific Corp	$264K	0.14%	0.00%	+3.1%	Q4 2022
PCTPureCycle Technologies, Inc.	$261K	0.14%	0.02%	+1.3%	Q4 2024
TXNTexas Instruments Inc	$253K	0.13%	0.00%	Not reported	Q2 2024
PSLVSprott Physical Silver Trust	$251K	0.13%	0.00%	New	Q2 2026

Q1 2026Reported May 13, 202654 positions
QQQInvesco QQQ Trust, Series 1	$4.64M	2.75%	Not reported	+7.1%	Q4 2022
JPMJPMorgan Chase & Co	$3.63M	2.15%	0.00%	+0.5%	Q4 2022
PWRQuanta Services, Inc.	$2.46M	1.46%	0.00%	+0.1%	Q4 2022
AAPLApple Inc.	$1.97M	1.16%	0.00%	+5.4%	Q4 2022
USRTEnigma-Bulwark, Ltd.	$1.82M	1.08%	Not reported	+4.7%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$1.38M	0.82%	Not reported	Not reported	Q4 2022
NVDANvidia Corp	$1.34M	0.79%	0.00%	+5.1%	Q4 2022
IAUIshares Gold Trust	$1.2M	0.71%	0.00%	+4.9%	Q4 2022
MSFTMicrosoft Corp	$1.18M	0.70%	0.00%	+0.9%	Q4 2022
IBITiShares Bitcoin Trust ETF	$1.12M	0.66%	0.00%	+61.3%	Q1 2025
GOOGAlphabet Inc.	$1.08M	0.64%	Not reported	-1.3%	Q4 2022
LGNLegence Corp.	$1.01M	0.60%	Not reported	+0.1%	Q4 2025
XOMExxonMobil Holdings Corp	$843K	0.50%	0.00%	+1.1%	Q4 2022
BRK.BBerkshire Hathaway Inc	$822K	0.49%	Not reported	+5.1%	Q4 2022
AMZNAmazon Com Inc	$807K	0.48%	0.00%	+2.8%	Q4 2022
COSTCostco Wholesale Corp	$765K	0.45%	0.00%	-1.2%	Q4 2022
GLDMWorld Gold Trust	$704K	0.42%	0.00%	-7.0%	Q2 2025
TSLATesla, Inc.	$649K	0.38%	0.00%	-0.1%	Q2 2024
LLYELI LILLY & Co	$632K	0.37%	0.00%	+12.4%	Q4 2022
AVGOBroadcom Inc.	$614K	0.36%	0.00%	-2.8%	Q3 2024
TJXTJX Companies Inc	$595K	0.35%	0.00%	-5.1%	Q4 2022
PALCPacific Alliance Corp	$556K	0.33%	Not reported	-16.5%	Q4 2022
HDHome Depot, Inc.	$509K	0.30%	0.00%	+5.0%	Q4 2022
CMICummins Inc	$502K	0.30%	0.00%	-11.5%	Q3 2025
ETNEaton Corp plc	$499K	0.30%	0.00%	+6.7%	Q4 2023
SLViShares Silver Trust	$485K	0.29%	0.00%	+9.2%	Q4 2022
GOOGLAlphabet Inc.	$480K	0.28%	0.00%	+2.7%	Q2 2024
WMTWalmart Inc.	$479K	0.28%	0.00%	+8.6%	Q1 2024
GEVGE Vernova Inc.	$449K	0.27%	0.00%	+2.0%	Q2 2025
METAMeta Platforms, Inc.	$402K	0.24%	Not reported	+5.9%	Q4 2024
BACBank of America Corp	$395K	0.23%	0.00%	-5.1%	Q4 2022
ABBVAbbVie Inc.	$386K	0.23%	0.00%	-1.3%	Q4 2022
GEGeneral Electric Co	$367K	0.22%	0.00%	+4.1%	Q2 2024
FDXFedex Corp	$304K	0.18%	0.00%	+0.7%	Q3 2023
ORLYO Reilly Automotive Inc	$296K	0.18%	0.00%	+0.2%	Q4 2022
LOWLowes Companies Inc	$288K	0.17%	0.00%	-0.3%	Q4 2022
ALLAllstate Corp	$288K	0.17%	0.00%	-13.5%	Q4 2024
CTASCintas Corp	$282K	0.17%	0.00%	+6.5%	Q4 2023
CVXChevron Corp	$281K	0.17%	0.00%	Not reported	Q4 2022
NFLXNetflix Inc	$275K	0.16%	0.00%	+16.0%	Q1 2023
PGPROCTER & GAMBLE Co	$270K	0.16%	0.00%	Not reported	Q4 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$265K	0.16%	Not reported	-1.4%	Q2 2023
MCDMcdonalds Corp	$254K	0.15%	0.00%	-3.0%	Q4 2022
NEENextera Energy Inc	$247K	0.15%	0.00%	-7.1%	Q4 2022
KOCoca Cola Co	$242K	0.14%	0.00%	-2.3%	Q4 2022
UNPUnion Pacific Corp	$228K	0.14%	0.00%	Not reported	Q4 2022
PLDPrologis, Inc.	$225K	0.13%	0.00%	-12.9%	Q4 2022
ORCLOracle Corp	$225K	0.13%	0.00%	+1.5%	Q2 2023
PCARPaccar Inc	$223K	0.13%	0.00%	+4.7%	Q1 2024
MAMastercard Inc	$223K	0.13%	0.00%	-13.6%	Q4 2022

Q4 2025Reported Feb 10, 202653 positions
QQQInvesco QQQ Trust, Series 1	$4.61M	2.82%	Not reported	+31.0%	Q4 2022
JPMJPMorgan Chase & Co	$3.96M	2.42%	0.00%	+345.9%	Q4 2022
AAPLApple Inc.	$2M	1.22%	0.00%	+2.9%	Q4 2022
PWRQuanta Services, Inc.	$1.89M	1.15%	0.00%	+0.1%	Q4 2022
USRTEnigma-Bulwark, Ltd.	$1.67M	1.02%	Not reported	+230.6%	Q4 2022
MSFTMicrosoft Corp	$1.53M	0.93%	0.00%	+4.6%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$1.45M	0.88%	Not reported	Not reported	Q4 2022
NVDANvidia Corp	$1.36M	0.83%	0.00%	+8.4%	Q4 2022
GOOGAlphabet Inc.	$1.2M	0.73%	Not reported	-1.6%	Q4 2022
IAUIshares Gold Trust	$1.05M	0.64%	0.00%	+0.1%	Q4 2022
IBITiShares Bitcoin Trust ETF	$894K	0.55%	0.00%	+60.5%	Q1 2025
AMZNAmazon Com Inc	$870K	0.53%	0.00%	-2.4%	Q4 2022
BRK.BBerkshire Hathaway Inc	$820K	0.50%	Not reported	-6.2%	Q4 2022
TSLATesla, Inc.	$786K	0.48%	0.00%	+5.0%	Q2 2024
LGNLegence Corp.	$769K	0.47%	Not reported	New	Q4 2025
AVGOBroadcom Inc.	$706K	0.43%	0.00%	+0.6%	Q3 2024
GLDMWorld Gold Trust	$697K	0.43%	0.00%	-6.2%	Q2 2025
PALCPacific Alliance Corp	$671K	0.41%	Not reported	-55.9%	Q4 2022
COSTCostco Wholesale Corp	$669K	0.41%	0.00%	+1.4%	Q4 2022
LLYELI LILLY & Co	$656K	0.40%	0.00%	+32.8%	Q4 2022
TJXTJX Companies Inc	$602K	0.37%	0.00%	-3.0%	Q4 2022
XOMExxonMobil Holdings Corp	$591K	0.36%	0.00%	+7.3%	Q4 2022
CMICummins Inc	$538K	0.33%	0.00%	+1.4%	Q3 2025
GOOGLAlphabet Inc.	$509K	0.31%	0.00%	+10.4%	Q2 2024
HDHome Depot, Inc.	$507K	0.31%	0.00%	-1.6%	Q4 2022
BACBank of America Corp	$469K	0.29%	0.00%	-2.8%	Q4 2022
METAMeta Platforms, Inc.	$438K	0.27%	Not reported	-13.1%	Q4 2024
SLViShares Silver Trust	$420K	0.26%	0.00%	-9.1%	Q4 2022
ETNEaton Corp plc	$416K	0.25%	0.00%	+32.0%	Q4 2023
ABBVAbbVie Inc.	$411K	0.25%	0.00%	+0.4%	Q4 2022
WMTWalmart Inc.	$396K	0.24%	0.00%	-2.4%	Q1 2024
GEGeneral Electric Co	$383K	0.23%	0.00%	+1.3%	Q2 2024
ALLAllstate Corp	$334K	0.20%	0.00%	-5.4%	Q4 2024
GEVGE Vernova Inc.	$329K	0.20%	0.00%	+10.8%	Q2 2025
LOWLowes Companies Inc	$295K	0.18%	0.00%	+5.3%	Q4 2022
CTASCintas Corp	$294K	0.18%	0.00%	+4.6%	Q4 2023
MAMastercard Inc	$294K	0.18%	0.00%	+23.8%	Q4 2022
ORCLOracle Corp	$293K	0.18%	0.00%	-4.0%	Q2 2023
ORLYO Reilly Automotive Inc	$292K	0.18%	0.00%	+0.3%	Q4 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$261K	0.16%	Not reported	Not reported	Q2 2023
MCDMcdonalds Corp	$257K	0.16%	0.00%	+13.3%	Q4 2022
PLDPrologis, Inc.	$250K	0.15%	0.00%	+6.1%	Q4 2022
FDXFedex Corp	$245K	0.15%	0.00%	Not reported	Q3 2023
SYKStryker Corp	$232K	0.14%	0.00%	New	Q4 2025
NFLXNetflix Inc	$231K	0.14%	0.00%	-12.1%	Q1 2023
NEENextera Energy Inc	$230K	0.14%	0.00%	+1.9%	Q4 2022
KOCoca Cola Co	$227K	0.14%	0.00%	Not reported	Q4 2022
AMGNAmgen Inc	$224K	0.14%	0.00%	Not reported	Q1 2023
QCOMQualcomm Inc	$222K	0.14%	0.00%	-2.4%	Q1 2023
BXBlackstone Inc.	$221K	0.13%	0.00%	+5.8%	Q1 2023

Q3 2025Reported Nov 7, 202553 positions
QQQInvesco QQQ Trust, Series 1	$3.44M	2.24%	Not reported	+4.9%	Q4 2022
PWRQuanta Services, Inc.	$1.86M	1.21%	0.00%	+0.4%	Q4 2022
AAPLApple Inc.	$1.82M	1.18%	0.00%	+17.0%	Q4 2022
MSFTMicrosoft Corp	$1.56M	1.02%	0.00%	+3.6%	Q4 2022
PALCPacific Alliance Corp	$1.51M	0.98%	Not reported	-1.2%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$1.41M	0.92%	Not reported	Not reported	Q4 2022
NVDANvidia Corp	$1.26M	0.82%	0.00%	+14.9%	Q4 2022
GOOGAlphabet Inc.	$948K	0.62%	Not reported	+5.6%	Q4 2022
IAUIshares Gold Trust	$942K	0.61%	0.00%	-8.3%	Q4 2022
BRK.BBerkshire Hathaway Inc	$875K	0.57%	Not reported	+13.7%	Q4 2022
JPMJPMorgan Chase & Co	$869K	0.57%	0.00%	-0.5%	Q4 2022
AMZNAmazon Com Inc	$848K	0.55%	0.00%	+3.7%	Q4 2022
TSLATesla, Inc.	$740K	0.48%	0.00%	+7.8%	Q2 2024
IBITiShares Bitcoin Trust ETF	$729K	0.47%	0.00%	+15.9%	Q1 2025
COSTCostco Wholesale Corp	$708K	0.46%	0.00%	-4.1%	Q4 2022
AVGOBroadcom Inc.	$669K	0.43%	0.00%	+6.6%	Q3 2024
GLDMWorld Gold Trust	$665K	0.43%	0.00%	+23.5%	Q2 2025
HDHome Depot, Inc.	$607K	0.39%	0.00%	-8.6%	Q4 2022
TJXTJX Companies Inc	$584K	0.38%	0.00%	+1.7%	Q4 2022
METAMeta Platforms, Inc.	$561K	0.36%	Not reported	+12.2%	Q4 2024
PCTPureCycle Technologies, Inc.	$546K	0.35%	0.02%	Not reported	Q4 2024
USRTEnigma-Bulwark, Ltd.	$521K	0.34%	Not reported	+32.7%	Q4 2022
XOMExxonMobil Holdings Corp	$516K	0.34%	0.00%	+0.8%	Q4 2022
BACBank of America Corp	$453K	0.29%	0.00%	+0.7%	Q4 2022
ORCLOracle Corp	$440K	0.29%	0.00%	-27.7%	Q2 2023
CMICummins Inc	$439K	0.29%	0.00%	New	Q3 2025
ABBVAbbVie Inc.	$415K	0.27%	0.00%	+10.6%	Q4 2022
WMTWalmart Inc.	$375K	0.24%	0.00%	-0.2%	Q1 2024
ETNEaton Corp plc	$371K	0.24%	0.00%	-1.6%	Q4 2023
GEGeneral Electric Co	$369K	0.24%	0.00%	+5.0%	Q2 2024
ALLAllstate Corp	$364K	0.24%	0.00%	-1.6%	Q4 2024
GOOGLAlphabet Inc.	$358K	0.23%	0.00%	-4.6%	Q2 2024
LLYELI LILLY & Co	$351K	0.23%	0.00%	-6.7%	Q4 2022
ORLYO Reilly Automotive Inc	$344K	0.22%	0.00%	-6.9%	Q4 2022
NFLXNetflix Inc	$336K	0.22%	0.00%	+0.4%	Q1 2023
UNPUnion Pacific Corp	$317K	0.21%	0.00%	-0.2%	Q4 2022
CTASCintas Corp	$307K	0.20%	0.00%	-6.6%	Q4 2023
SLViShares Silver Trust	$304K	0.20%	0.00%	-8.9%	Q4 2022
LOWLowes Companies Inc	$292K	0.19%	0.00%	-4.8%	Q4 2022
GEVGE Vernova Inc.	$280K	0.18%	0.00%	+4.6%	Q2 2025
MAMastercard Inc	$236K	0.15%	0.00%	Not reported	Q4 2022
BXBlackstone Inc.	$231K	0.15%	0.00%	Not reported	Q1 2023
PKGPackaging Corp of America	$229K	0.15%	0.00%	Not reported	Q4 2022
ABTAbbott Laboratories	$228K	0.15%	0.00%	-7.1%	Q1 2025
RCLRoyal Caribbean Cruises Ltd	$226K	0.15%	0.00%	-1.0%	Q2 2025
MCDMcdonalds Corp	$225K	0.15%	0.00%	+3.8%	Q4 2022
LHLabcorp Holdings Inc.	$223K	0.15%	0.00%	+1.7%	Q2 2025
QCOMQualcomm Inc	$221K	0.14%	0.00%	+2.6%	Q1 2023
PGPROCTER & GAMBLE Co	$221K	0.14%	0.00%	-4.4%	Q4 2022
NSCNorfolk Southern Corp	$214K	0.14%	0.00%	New	Q3 2025

Premium opens every quarter this fund has filed