Alpha Financial Advisors, LLC: 13F holdings
CIK 19721382026Q2
| Positions | 87 |
|---|
| Reported value | $382.2m |
|---|
| Filed | 2026-08-13 |
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Change since last quarter
| Positions | 87 (+25 vs prior quarter) |
|---|
| Reported value | $382.2m (+17.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PAVE DIMENSIONAL ETF TRUST | 990,171 | $51.2m | 13.4% |
| DFIC DIMENSIONAL ETF TRUST | 1,186,703 | $44.2m | 11.6% |
| TSPA T ROWE PRICE EXCHANGE-TRADED | 814,490 | $38.7m | 10.1% |
| DFCF DIMENSIONAL ETF TRUST | 624,792 | $26.4m | 6.9% |
| DFGX DIMENSIONAL ETF TRUST | 467,359 | $25.0m | 6.6% |
| AVEM AMERICAN CENTY ETF TR | 237,632 | $22.9m | 6.0% |
| CGGR CAPITAL GROUP GROWTH ETF | 437,425 | $20.6m | 5.4% |
| DIMENSIONAL ETF TRUST | 516,208 | $20.0m | 5.2% |
| CGCP CAPITAL GRP FIXED INCM ETF T | 829,098 | $18.5m | 4.8% |
| DFUS DIMENSIONAL ETF TRUST | 162,455 | $13.3m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1972138")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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