Sponsored

The Analysis of Alpha Financial Partners LLC's Holdings & P&L

Currently, Alpha Financial Partners LLC holds 103 types of securities in its portfolio with a total value $168.9M. In the most recent quarter, they have increased their positions in IXC (+37.4K shares, valued at $2.2M), GRID (+9.3K shares, valued at $1.5M), ALLW (+24.0K shares, valued at $693.6K); decreased their positions in IJH (-13.4K shares, valued at $906.1K), IFRA (-15.1K shares, valued at $861.6K), IJR (-1.1K shares, valued at $138.9K); initiated new positions in IXC (+37.4K shares, valued at $2.2M), GRID (+9.3K shares, valued at $1.5M), TIP (+5.0K shares, valued at $550.2K).

1M P&L

+3.3M+2.05%

3M P&L

+1.7M+1.07%

HY P&L

+8.3M+5.36%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A128.4M

84.6%

2Banks - Diversified4.4M

2.9%

3Engineering & Construction2.7M

1.8%

Top Industries by Stock Count

1N/A48 stocks

56.5%

2Drug Manufacturers - General3 stocks

3.5%

3Banks - Diversified2 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR69.0K shares0.63%2026-03-312026-05-13

AGG ISHARES TR174.7K shares0.47%2026-03-312026-05-13

IJH ISHARES TR101.7K shares-11.65%2026-03-312026-05-13

IXUS ISHARES TR71.8K shares0.35%2026-03-312026-05-13

ALLW SSGA ACTIVE TR210.4K shares12.90%2026-03-312026-05-13

MUB ISHARES TR55.8K shares6.39%2026-03-312026-05-13

DYNF BLACKROCK ETF TRUST83.5K shares7.95%2026-03-312026-05-13

SPYM SPDR SERIES TRUST62.7K shares0.02%2026-03-312026-05-13

Sponsored

INVESCO QQQ TR INVESCO QQQ TR8.0K shares7.07%2026-03-312026-05-13

IJR ISHARES TR31.4K shares-3.44%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO12.4K shares0.51%2026-03-312026-05-13

PWR QUANTA SVCS INC4.5K shares0.13%2026-03-312026-05-13

SGOV ISHARES TR23.4K shares2.06%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS3.8K shares5.62%2026-03-312026-05-13

IXC ISHARES TR37.4K sharesnew addition2026-03-312026-05-13

AAPL APPLE INC7.7K shares5.36%2026-03-312026-05-13

Sponsored

MUNI PIMCO ETF TR37.0K shares35.72%2026-03-312026-05-13

USRT ISHARES TR30.7K shares4.69%2026-03-312026-05-13

GRID FIRST TR EXCHANGE-TRADED FD9.3K sharesnew addition2026-03-312026-05-13

SPY STATE STR SPDR S&P 500 ETF T2.1K shares0.00%2026-03-312026-05-13

SPYI NEOS ETF TRUST27.3K shares12.32%2026-03-312026-05-13

PFF ISHARES TR44.2K shares9.07%2026-03-312026-05-13

NVDA NVIDIA CORPORATION7.7K shares5.10%2026-03-312026-05-13

IFRA ISHARES TR21.8K shares-40.85%2026-03-312026-05-13

Sponsored

ISHARES GOLD TR ISHARES GOLD TR13.6K shares4.90%2026-03-312026-05-13

MSFT MICROSOFT CORP3.2K shares0.89%2026-03-312026-05-13

IBIT ISHARES BITCOIN TRUST ETF29.1K shares61.34%2026-03-312026-05-13

ALPHABET INC ALPHABET INC3.8K shares-1.25%2026-03-312026-05-13

FLOT ISHARES TR20.4K shares3.26%2026-03-312026-05-13

LGN LEGENCE CORP17.9K shares0.05%2026-03-312026-05-13

CGXU CAPITAL GROUP INTL FOCUS EQT30.4K shares164.83%2026-03-312026-05-13

XOM EXXON MOBIL CORP5.0K shares1.08%2026-03-312026-05-13

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.7K shares5.09%2026-03-312026-05-13

AMZN AMAZON COM INC3.9K shares2.84%2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION767 shares-1.16%2026-03-312026-05-13

GLDM WORLD GOLD TR7.6K shares-6.97%2026-03-312026-05-13

VTI VANGUARD INDEX FDS2.0K shares-1.21%2026-03-312026-05-13

TSLA TESLA INC1.7K shares-0.11%2026-03-312026-05-13

IGSB ISHARES TR12.0K shares0.75%2026-03-312026-05-13

LLY ELI LILLY & CO687 shares12.44%2026-03-312026-05-13

Sponsored

GOCT FIRST TR EXCHNG TRADED FD VI16.3K shares-14.00%2026-03-312026-05-13

VGT VANGUARD WORLD FD885 shares4.98%2026-03-312026-05-13

BROADCOM INC BROADCOM INC2.0K shares-2.75%2026-03-312026-05-13

TJX TJX COS INC NEW3.7K shares-5.05%2026-03-312026-05-13

QQQI NEOS ETF TRUST11.6K shares9.84%2026-03-312026-05-13

MAGS LISTED FDS TR9.8K shares1.48%2026-03-312026-05-13

PALC PACER FDS TR10.7K shares-16.48%2026-03-312026-05-13

TIP ISHARES TR5.0K sharesnew addition2026-03-312026-05-13

Sponsored

IWR ISHARES TR5.6K shares-3.39%2026-03-312026-05-13

HD HOME DEPOT INC1.5K shares5.02%2026-03-312026-05-13

CMI CUMMINS INC933 shares-11.48%2026-03-312026-05-13

EATON CORP PLC EATON CORP PLC1.4K shares6.73%2026-03-312026-05-13

SLQD ISHARES TR9.8K shares-0.82%2026-03-312026-05-13

IWY ISHARES TR2.0K shares0.05%2026-03-312026-05-13

SLV ISHARES SILVER TR7.1K shares9.20%2026-03-312026-05-13

ALPHABET INC ALPHABET INC1.7K shares2.70%2026-03-312026-05-13

Sponsored

WMT WALMART INC3.9K shares8.62%2026-03-312026-05-13

PAVE GLOBAL X FDS9.4K shares0.67%2026-03-312026-05-13

GEV GE VERNOVA INC514 shares1.98%2026-03-312026-05-13

QUAL ISHARES TR2.3K shares11.44%2026-03-312026-05-13

GJUL FIRST TR EXCHNG TRADED FD VI10.8K shares8.25%2026-03-312026-05-13

BIV VANGUARD BD INDEX FDS5.4K shares54.56%2026-03-312026-05-13

META META PLATFORMS INC703 shares5.87%2026-03-312026-05-13

BAC BANK AMERICA CORP8.1K shares-5.12%2026-03-312026-05-13

Sponsored

ABBV ABBVIE INC1.8K shares-1.28%2026-03-312026-05-13

HDV ISHARES TR2.7K shares0.59%2026-03-312026-05-13

GE AEROSPACE GE AEROSPACE1.3K shares4.10%2026-03-312026-05-13

ACWX ISHARES TR5.3K shares-18.42%2026-03-312026-05-13

AVEM AMERICAN CENTY ETF TR4.3K sharesnew addition2026-03-312026-05-13

FDX FEDEX CORP853 shares0.71%2026-03-312026-05-13

ORLY OREILLY AUTOMOTIVE INC3.2K shares0.19%2026-03-312026-05-13

LOW LOWES COS INC1.2K shares-0.25%2026-03-312026-05-13

Sponsored

ALL ALLSTATE CORP1.4K shares-13.47%2026-03-312026-05-13

VXUS VANGUARD STAR FDS3.7K shares-1.08%2026-03-312026-05-13

CTAS CINTAS CORP1.7K shares6.46%2026-03-312026-05-13

CVX CHEVRON CORPORATION1.4K sharesnew addition2026-03-312026-05-13

JMUB J P MORGAN EXCHANGE TRADED F5.6K shares0.74%2026-03-312026-05-13

NFLX NETFLIX INC.2.9K shares16.00%2026-03-312026-05-13

PG PROCTER & GAMBLE CO1.9K sharesnew addition2026-03-312026-05-13

IVE ISHARES TR1.3K sharesnew addition2026-03-312026-05-13

Sponsored

VYM VANGUARD WHITEHALL FDS1.8K shares-1.38%2026-03-312026-05-13

MCD MCDONALDS CORP816 shares-2.97%2026-03-312026-05-13

XLK SELECT SECTOR SPDR TR1.9K shares0.05%2026-03-312026-05-13

SHYM BLACKROCK ETF TRUST II11.4K shares0.70%2026-03-312026-05-13

USMV ISHARES TR2.7K shares0.56%2026-03-312026-05-13

NEE NEXTERA ENERGY INC2.7K shares-7.12%2026-03-312026-05-13

IWD ISHARES TR1.2K shares-2.29%2026-03-312026-05-13

GDEC FIRST TR EXCHNG TRADED FD VI6.6K shares0.00%2026-03-312026-05-13

Sponsored

FDEC FIRST TR EXCHNG TRADED FD VI4.9K shares0.00%2026-03-312026-05-13

IEMG ISHARES INC3.5K sharesnew addition2026-03-312026-05-13

KO COCA COLA CO3.2K shares-2.27%2026-03-312026-05-13

IVOO VANGUARD ADMIRAL FDS INC2.1K shares2.02%2026-03-312026-05-13

UNP UNION PAC CORP941 sharesnew addition2026-03-312026-05-13

PLD PROLOGIS INC.1.7K shares-12.88%2026-03-312026-05-13

ORCL ORACLE CORP1.5K shares1.53%2026-03-312026-05-13

PCAR PACCAR INC1.9K shares4.66%2026-03-312026-05-13

Sponsored

MA MASTERCARD INCORPORATED445 shares-13.59%2026-03-312026-05-13

NSC NORFOLK SOUTHN CORP747 shares-0.40%2026-03-312026-05-13

MMIT NEW YORK LIFE INVTS ACTIVE E8.9K shares-23.52%2026-03-312026-05-13

AMGN AMGEN INC587 shares-14.31%2026-03-312026-05-13

IVW ISHARES TR1.8K sharesnew addition2026-03-312026-05-13

BLACKSTONE INC BLACKSTONE INC1.8K shares24.20%2026-03-312026-05-13

PCT PURECYCLE TECHNOLOGIES INC31.8K shares53.49%2026-03-312026-05-13

IVV

ISHARES TR

0.63%

Shares69.0K

Event2026-03-31

Filed2026-05-13

AGG

ISHARES TR

0.47%

Shares174.7K

Event2026-03-31

Filed2026-05-13

IJH

ISHARES TR

-11.65%

Shares101.7K

Event2026-03-31

Filed2026-05-13

IXUS

ISHARES TR

0.35%

Shares71.8K

Event2026-03-31

Filed2026-05-13

ALLW

SSGA ACTIVE TR

12.90%

Shares210.4K

Event2026-03-31

Filed2026-05-13

MUB

ISHARES TR

6.39%

Shares55.8K

Event2026-03-31

Filed2026-05-13

DYNF

BLACKROCK ETF TRUST

7.95%

Shares83.5K

Event2026-03-31

Filed2026-05-13

SPYM

SPDR SERIES TRUST

0.02%

Shares62.7K

Event2026-03-31

Filed2026-05-13

INVESCO QQQ TR

7.07%

Shares8.0K

Event2026-03-31

Filed2026-05-13

IJR

ISHARES TR

-3.44%

Shares31.4K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

0.51%

Shares12.4K

Event2026-03-31

Filed2026-05-13

PWR

QUANTA SVCS INC

0.13%

Shares4.5K

Event2026-03-31

Filed2026-05-13

SGOV

ISHARES TR

2.06%

Shares23.4K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

5.62%

Shares3.8K

Event2026-03-31

Filed2026-05-13

IXC

ISHARES TR

New

Shares37.4K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

5.36%

Shares7.7K

Event2026-03-31

Filed2026-05-13

MUNI

PIMCO ETF TR

35.72%

Shares37.0K

Event2026-03-31

Filed2026-05-13

USRT

ISHARES TR

4.69%

Shares30.7K

Event2026-03-31

Filed2026-05-13

GRID

FIRST TR EXCHANGE-TRADED FD

New

Shares9.3K

Event2026-03-31

Filed2026-05-13

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-13

SPYI

NEOS ETF TRUST

12.32%

Shares27.3K

Event2026-03-31

Filed2026-05-13

PFF

ISHARES TR

9.07%

Shares44.2K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

5.10%

Shares7.7K

Event2026-03-31

Filed2026-05-13

IFRA

ISHARES TR

-40.85%

Shares21.8K

Event2026-03-31

Filed2026-05-13

ISHARES GOLD TR

4.90%

Shares13.6K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

0.89%

Shares3.2K

Event2026-03-31

Filed2026-05-13

IBIT

ISHARES BITCOIN TRUST ETF

61.34%

Shares29.1K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-1.25%

Shares3.8K

Event2026-03-31

Filed2026-05-13

FLOT

ISHARES TR

3.26%

Shares20.4K

Event2026-03-31

Filed2026-05-13

LGN

LEGENCE CORP

0.05%

Shares17.9K

Event2026-03-31

Filed2026-05-13

CGXU

CAPITAL GROUP INTL FOCUS EQT

164.83%

Shares30.4K

Event2026-03-31

Filed2026-05-13

XOM

EXXON MOBIL CORP

1.08%

Shares5.0K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

5.09%

Shares1.7K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

2.84%

Shares3.9K

Event2026-03-31

Filed2026-05-13

COST

COSTCO WHOLESALE CORPORATION

-1.16%

Shares767

Event2026-03-31

Filed2026-05-13

GLDM

WORLD GOLD TR

-6.97%

Shares7.6K

Event2026-03-31

Filed2026-05-13

VTI

VANGUARD INDEX FDS

-1.21%

Shares2.0K

Event2026-03-31

Filed2026-05-13

TSLA

TESLA INC

-0.11%

Shares1.7K

Event2026-03-31

Filed2026-05-13

IGSB

ISHARES TR

0.75%

Shares12.0K

Event2026-03-31

Filed2026-05-13

LLY

ELI LILLY & CO

12.44%

Shares687

Event2026-03-31

Filed2026-05-13

GOCT

FIRST TR EXCHNG TRADED FD VI

-14.00%

Shares16.3K

Event2026-03-31

Filed2026-05-13

VGT

VANGUARD WORLD FD

4.98%

Shares885

Event2026-03-31

Filed2026-05-13

BROADCOM INC

-2.75%

Shares2.0K

Event2026-03-31

Filed2026-05-13

TJX

TJX COS INC NEW

-5.05%

Shares3.7K

Event2026-03-31

Filed2026-05-13

QQQI

NEOS ETF TRUST

9.84%

Shares11.6K

Event2026-03-31

Filed2026-05-13

MAGS

LISTED FDS TR

1.48%

Shares9.8K

Event2026-03-31

Filed2026-05-13

PALC

PACER FDS TR

-16.48%

Shares10.7K

Event2026-03-31

Filed2026-05-13

TIP

ISHARES TR

New

Shares5.0K

Event2026-03-31

Filed2026-05-13

IWR

ISHARES TR

-3.39%

Shares5.6K

Event2026-03-31

Filed2026-05-13

HOME DEPOT INC

5.02%

Shares1.5K

Event2026-03-31

Filed2026-05-13

CMI

CUMMINS INC

-11.48%

Shares933

Event2026-03-31

Filed2026-05-13

EATON CORP PLC

6.73%

Shares1.4K

Event2026-03-31

Filed2026-05-13

SLQD

ISHARES TR

-0.82%

Shares9.8K

Event2026-03-31

Filed2026-05-13

IWY

ISHARES TR

0.05%

Shares2.0K

Event2026-03-31

Filed2026-05-13

SLV

ISHARES SILVER TR

9.20%

Shares7.1K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

2.70%

Shares1.7K

Event2026-03-31

Filed2026-05-13

WMT

WALMART INC

8.62%

Shares3.9K

Event2026-03-31

Filed2026-05-13

PAVE

GLOBAL X FDS

0.67%

Shares9.4K

Event2026-03-31

Filed2026-05-13

GEV

GE VERNOVA INC

1.98%

Shares514

Event2026-03-31

Filed2026-05-13

QUAL

ISHARES TR

11.44%

Shares2.3K

Event2026-03-31

Filed2026-05-13

GJUL

FIRST TR EXCHNG TRADED FD VI

8.25%

Shares10.8K

Event2026-03-31

Filed2026-05-13

BIV

VANGUARD BD INDEX FDS

54.56%

Shares5.4K

Event2026-03-31

Filed2026-05-13