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%
Financial0.3%
Materials0.1%
Consumer0.1%
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 2023