Alpha Financial Partners, LLC Portfolio Holdings

Alpha Financial Partners, LLC

  • $154 Billion
  • Q3 2025

Alpha Financial Partners, LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $154 Billion distributed in 92 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $48.6B, Ishares Core U.S. Aggregate Bo with a value of $17.3B, Ishares Core S&P Mid Cap ETF with a value of $7.24B, Ishares National Muni Bond ETF with a value of $5.56B, and Ishares Tr with a value of $5.21B.

Examining the 13F form we can see an increase of $15B in the current position value, from $139B to 154B.

Alpha Financial Partners, LLC is based out at Lexington, KY

Below you can find more details about Alpha Financial Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $154 Billion
ETFs: $123 Billion
Technology: $5.97 Billion
Industrials: $4.42 Billion
Consumer Cyclical: $4.1 Billion
Financial Services: $3.03 Billion
Communication Services: $2.2 Billion
Consumer Defensive: $1.3 Billion
Healthcare: $994 Million
Other: $1.15 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.2B
$344 Million 0.22% of portfolio
3,191
Q3 2025 Reduced 6.86%

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $154 Billion
  • Prior Value $139 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
Track This Portfolio

Track Alpha Financial Partners, LLC Portfolio

Follow Alpha Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Alpha Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alpha Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email