Alpha Wealth Funds, LLC: 13F holdings
CIK 20593272026Q2
| Positions | 63 |
|---|
| Reported value | $183.4m |
|---|
| Filed | 2026-08-11 |
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Change since last quarter
| Positions | 63 (+22 vs prior quarter) |
|---|
| Reported value | $183.4m (+22.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SGOV ISHARES TR | 1,221,972 | $123.0m | 67.1% |
| SPY SPDR S&P 500 ETF TR | 5,103 | $3.8m | 2.1% |
| LQD ISHARES TR | 19,677 | $2.1m | 1.2% |
| BIZD VANECK ETF TRUST | 168,231 | $2.1m | 1.2% |
| FSK FS KKR CAP CORP | 180,192 | $1.9m | 1.0% |
| ET ENERGY TRANSFER L P | 89,500 | $1.7m | 0.9% |
| MDY SPDR S&P MIDCAP 400 ETF TR | 2,334 | $1.6m | 0.9% |
| ROK ROCKWELL AUTOMATION INC | 3,083 | $1.5m | 0.8% |
| ABT ABBOTT LABORATORIES | 16,120 | $1.5m | 0.8% |
| IJR ISHARES TR | 8,963 | $1.3m | 0.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2059327")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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