Alpha Financial Advisors, LLC
โขCIK: 1972138โขFiling: Q4 2025
**Alpha Financial Advisors, LLC** manages $327M across a concentrated portfolio of 67 positions. The fund exhibits significant conviction in its top holdings, notably allocating $42.3M to DFAU and $40.7M to DFIC. Further substantial exposure is maintained in DFGX ($34.6M) and TSPA ($33.1M). This structure suggests a highly focused, equity-centric strategy targeting specific market segments.
Total AUM
$327.0M
QoQ Performance
+15.1%
Positions
35
Top 10 Concentration
78.4%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAU
DFIC
DFGX
TSPA
DFCF
CGGR
AVEM
DFSV
DFAU12.9%
DFIC12.4%
DFGX10.6%
TSPA10.1%
DFCF6.5%
CGGR5.9%
AVEM5.6%
DFSV5.3%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other94.7%
ETF3.4%
Technology1.0%
Healthcare0.4%
Financial0.2%
Materials0.1%
Consumer0.1%
Consumer Staples0.1%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW8 new positions
โ23 increased
โ21 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022