Alpha Financial Partners, LLC
•CIK: 1966219•Filing: Q4 2025
**Alpha Financial Partners, LLC** manages $164M across a diversified portfolio of 95 positions. The strategy exhibits a notable allocation to broad market indices and fixed income, highlighted by the $46.9M stake in IVV and $17.4M in AGG. Further concentration is evident in sector-specific plays, including $7.6M in IJH and $6.1M in IXUS. The top ten holdings represent a tactical mix across equities, ETFs, and individual names.
Total AUM
$163.8M
QoQ Performance
+6.5%
Positions
70
Top 10 Concentration
65.3%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
AGG
IVV28.7%
AGG10.6%
IJH4.6%
IXUS3.7%
MUB3.4%
ALLW3.1%
SPYM3.1%
DYNF2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other56.2%
ETF30.9%
Technology5.0%
Financial3.4%
Consumer2.3%
Healthcare0.8%
Industrial0.4%
Energy0.4%
🚪 Exited Positionssold since Q3 2025
+6 more exited positions
Changes from Q3 2025
NEW14 new positions
↑50 increased
↓28 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023