Alpha Family Trust Portfolio Holdings

Alpha Family Trust

  • $209 Million
  • Q3 2025

Alpha Family Trust has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $209 Million distributed in 191 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $22.3M, Microsoft Corp with a value of $17.1M, Apple Inc. with a value of $15.5M, Alphabet Inc. with a value of $12.9M, and Amazon Com Inc with a value of $10.1M.

Examining the 13F form we can see an increase of $10.8M in the current position value, from $198M to 209M.

Alpha Family Trust is based out at Los Angeles, CA

Below you can find more details about Alpha Family Trust portfolio as well as his latest detailed transactions.

Portfolio value $209 Million
Technology: $95.4 Million
Communication Services: $35 Million
Consumer Cyclical: $23.8 Million
Healthcare: $13.8 Million
Financial Services: $13.4 Million
Industrials: $10.3 Million
Consumer Defensive: $8.71 Million
Utilities: $3.7 Million
Other: $4.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$22.3 Million 10.69% of portfolio
119,500
Q3 2024 Reduced 2.37%
$3.78T
$17.1 Million 8.22% of portfolio
33,105
Q2 2025 Added 3.22%
$4.3T
$15.5 Million 7.42% of portfolio
60,770
Q3 2025 Added 5.6%
$1.65T
$12.9 Million 6.18% of portfolio
53,044
Q4 2023 Reduced 4.14%
$2.39T
$10.1 Million 4.83% of portfolio
45,875
Q4 2023 Reduced 3.92%
$139B
$8.76 Million 4.2% of portfolio
26,550
Q3 2024 Added 900.0%
$1.37T
$8.2 Million 3.93% of portfolio
11,162
Q1 2025 Reduced 0.75%
$1.29T
$6.27 Million 3.01% of portfolio
14,110
Q2 2025 Added 2.81%
$558M
$6.13 Million 2.94% of portfolio
658,935
Q3 2025 Reduced 22.63%
$49.1B
$3.39 Million 1.62% of portfolio
2,825
Q3 2025 Reduced 5.36%
$342B
$2.97 Million 1.42% of portfolio
16,280
Q2 2025 Added 4.76%
$404B
$2.56 Million 1.23% of portfolio
2,765
Q3 2025 Reduced 6.75%
$319B
$2.08 Million 0.99% of portfolio
30,345
Q2 2025 Reduced 3.07%
$388B
$1.99 Million 0.95% of portfolio
12,315
Q2 2025 Added 30.73%
$662B
$1.92 Million 0.92% of portfolio
3,820
Q1 2025 Added 10.72%
$881B
$1.88 Million 0.9% of portfolio
5,950
Q2 2023 Added 4.85%
$182B
$1.47 Million 0.7% of portfolio
2,150
Q2 2025 Added 29.13%
$533B
$1.43 Million 0.69% of portfolio
4,190
Q1 2023 Added 4.49%
$971B
$1.37 Million 0.65% of portfolio
1,790
Q3 2025 Added 7.83%
$204B
$1.34 Million 0.64% of portfolio
9,570
Q3 2025 Added 25.92%
$197B
$1.32 Million 0.63% of portfolio
6,445
Q1 2023 Added 10.45%
$183B
$1.32 Million 0.63% of portfolio
4,670
Q1 2025 Added 19.13%
$191B
$1.3 Million 0.62% of portfolio
240
Q4 2022 New
$187B
$1.17 Million 0.56% of portfolio
7,060
Q2 2025 Added 1.58%
$490B
$1.18 Million 0.56% of portfolio
10,437
Q2 2024 Added 505.04%
$512B
$1.17 Million 0.56% of portfolio
2,050
Q1 2023 Added 1.49%
$181B
$1.14 Million 0.55% of portfolio
40,365
Q3 2023 New
$593B
$1.14 Million 0.54% of portfolio
4,040
Q2 2025 Added 44.29%
$132B
$1.11 Million 0.53% of portfolio
5,280
Q3 2024 Reduced 2.76%
$269B
$1.1 Million 0.53% of portfolio
4,600
Q2 2025 Reduced 13.86%
$367B
$1.1 Million 0.53% of portfolio
2,715
Q2 2025 Added 37.47%
$11B
$1.09 Million 0.52% of portfolio
27,252
Q3 2025 Reduced 90.12%
$151B
$1.07 Million 0.51% of portfolio
3,032
Q3 2025 Added 12.21%
$414B
$1.01 Million 0.48% of portfolio
4,375
Q4 2023 Added 13.64%
$161B
$1 Million 0.48% of portfolio
930
Q1 2023 Reduced 5.58%
$279B
$977,000 0.47% of portfolio
9,480
Q1 2024 Added 200.0%
$156B
$955,000 0.46% of portfolio
8,605
Q3 2024 Reduced 7.62%
$193B
$950,000 0.46% of portfolio
2,125
Q3 2025 Reduced 16.17%
$522B
$945,000 0.45% of portfolio
5,100
Q2 2025 Added 58.14%
$143B
$923,000 0.44% of portfolio
27,530
Q3 2025 Added 0.11%
$104B
$854,000 0.41% of portfolio
2,910
Q1 2025 Added 11.28%
$306B
$863,000 0.41% of portfolio
13,020
Q1 2025 Added 84.81%
$300B
$854,000 0.41% of portfolio
2,475
Q3 2025 Added 57.14%
$115B
$843,000 0.4% of portfolio
1,720
Q2 2025 Added 32.31%
$120B
$845,000 0.4% of portfolio
26,900
Q4 2022 New
$53.3B
$822,000 0.39% of portfolio
3,485
Q1 2023 New
$76.2B
$814,000 0.39% of portfolio
13,040
Q4 2024 Added 40.44%
$61.4B
$816,000 0.39% of portfolio
4,010
Q3 2025 Added 18.29%
$62.3B
$748,000 0.36% of portfolio
6,650
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 191
  • Current Value $209 Million
  • Prior Value $198 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 16 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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