Alpha Financial Advisors, LLC
CIK: 0001972138SEC EDGAR →
Portfolio Value
$327.0M
Holdings
67
As of
Q4 2025
New Positions
3
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 904,268 | $42.3M | 12.94% |
| 2 | DIMENSIONAL ETF TRUST | 1,180,250 | $40.7M | 12.44% |
| 3 | DIMENSIONAL ETF TRUST | 657,637 | $34.6M | 10.58% |
| 4 | T ROWE PRICE ETF INC | 772,836 | $33.1M | 10.11% |
| 5 | DIMENSIONAL ETF TRUST | 496,255 | $21.1M | 6.46% |
| 6 | CAPITAL GROUP GROWTH ETF | 430,933 | $19.2M | 5.86% |
| 7 | AMERICAN CENTY ETF TR | 237,635 | $18.3M | 5.60% |
| 8 | DIMENSIONAL ETF TRUST | 529,912 | $17.4M | 5.33% |
| 9 | FIRST TR EXCHNG TRADED FD VI | 384,721 | $17.1M | 5.21% |
| 10 | DIMENSIONAL ETF TRUST | 170,253 | $12.6M | 3.86% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 51 | $320.1M | 97.9% |
| Technology | 4 | $2.2M | 0.7% |
| Healthcare | 3 | $1.5M | 0.4% |
| Communication Services | 2 | $1.3M | 0.4% |
| Unknown | 4 | $1.2M | 0.4% |
| Basic Materials | 1 | $267K | 0.1% |
| Consumer Cyclical | 1 | $258K | 0.1% |
| Consumer Defensive | 1 | $240K | 0.1% |