Alpha Financial Partners LLC - Portfolio Stock Holdings
Alpha Financial Partners LLC disclosed 131 stock positions in a recent SEC 13F filing. $195,960,259 of stock holdings were filed, with the largest holdings including IVV, AGG, and IJH. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $459,855,610 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
131Est. Stock Holding Value:
$195,960,259Top Stock Holdings By Sector
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Portfolio Stock Holdings - Alpha Financial Partners LLC
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