Arkolith/Funds/Alpha Financial Partners LLC

Alpha Financial Partners LLC

CIK 1966219
Holdings as of Jun 30, 2026·disclosed Aug 11, 2026·~42-day 13F lag·13F-HR
Active Filer

Alpha Financial Partners LLC holds a focused book of 118 stocks worth $190.3M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Ishares Ultra Short Duration and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 26% of the equity book.

Opened
23
bought for the first time
Added to
57
already held, bought more
Trimmed
29
sold some, still holds it
Sold out
8
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
47%
Top 10 holdings
61%
Top 20 holdings
73%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

20% mapped to company sectors

ETF / fund or unclassified
80%
Information Technology
6%
Financials
5%
Industrials
4%
Consumer Discretionary
3%
Health Care
1%
Energy
0%
Materials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Alpha Financial Partners LLC

Manager / fundShared namesTheir $ in those
Kestra Advisory Services, LLC80 / 80$9.1B
MORGAN STANLEY79 / 80$579.7B
ENVESTNET ASSET MANAGEMENT INC79 / 80$115.4B
RAYMOND JAMES FINANCIAL INC79 / 80$113.6B
LPL Financial LLC79 / 80$104.5B
OSAIC HOLDINGS, INC.79 / 80$20.0B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC79 / 80$18.6B
Steward Partners Investment Advisory, LLC79 / 80$7.6B

Ranked by how many of Alpha Financial Partners LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

118 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$50.2M67.0K
26.4%
−2.9%
Reduced · −2K sh
2Ishares TR
CORE US AGGBD ET
$17.5M176.4K
9.2%
+1.0%
Added · +2K sh
3Ishares TR
CORE S&P MCP ETF
$7.6M98.0K
4.0%
−3.7%
Reduced · −4K sh
4Ishares TR
CORE MSCI TOTAL
$6.9M72.4K
3.6%
+0.8%
Added · +605 sh
5Ssga Active TR
SST BRIDGEWATER
$6.6M225.2K
3.5%
+7.0%
Added · +15K sh
6Invesco QQQ TR
UNIT SER 1
$6.3M8.6K
3.3%
+6.7%
Added · +540 sh
7Ishares TR
NATIONAL MUN ETF
$6.1M56.8K
3.2%
+1.8%
Added · +984 sh
8BlackRock ETF Trust
ISHARES US EQUIT
$5.7M83.6K
3.0%
+0.1%
Added · +106 sh
9SPDR Series Trust
ST STR P500ETF
$4.7M53.8K
2.5%
−14%
Reduced · −9K sh
10Ishares TR
CORE S&P SCP ETF
$4.1M27.5K
2.1%
−12%
Reduced · −4K sh
11JPMorgan Chase & Co
COM
$4.0M12.4K
2.1%
+0.1%
Added · +13 sh
12Quanta Svcs Inc
COM
$3.2M4.5K
1.7%
+0.1%
Added · +3 sh
13Vanguard Index FDS
S&P 500 ETF SHS
$2.5M3.7K
1.3%
−2.9%
Reduced · −112 sh
14Apple Inc
COM
$2.3M7.8K
1.2%
+1.3%
Added · +101 sh
15Ishares TR
CRE U S REIT ETF
$2.0M30.6K
1.1%
−0.5%
Reduced · −155 sh
16First TR Exchange-Traded FD
NASDQ CLN EDGE
$1.9M10.1K
1.0%
+8.5%
Added · +788 sh
17Pimco ETF TR
INTER MUN BD ACT
$1.9M36.0K
1.0%
−2.7%
Reduced · −1K sh
18Ishares TR
GLOBAL ENERG ETF
$1.9M38.5K
1.0%
+2.9%
Added · +1K sh
19Nvidia Corporation
COM
$1.7M8.5K
0.9%
+11%
Added · +865 sh
20State STR SPDR S&P 500 ETF T
TR UNIT
$1.6M2.1K
0.8%
Held
21Ishares TR
ULTRA SHORT DUR
$1.5M30.2K
0.8%
New
New position
22Legence Corp
CL A
$1.5M17.9K
0.8%
~0%
Added · +1 sh
23Global X FDS
US PFD ETF
$1.4M75.5K
0.7%
New
New position
24Ishares TR
US INFRASTRUC
$1.4M21.6K
0.7%
−0.8%
Reduced · −172 sh
25Alphabet Inc
CAP STK CL C
$1.4M3.8K
0.7%
+1.3%
Added · +51 sh
26NEOS ETF Trust
NEOS S&P 500 HI
$1.3M25.3K
0.7%
−7.0%
Reduced · −2K sh
27Ishares TR
0-3 MTH TREASURY
$1.3M12.7K
0.7%
−46%
Reduced · −11K sh
28Microsoft Corp
COM
$1.1M3.1K
0.6%
−3.4%
Reduced · −109 sh
29Ishares TR
FLTG RATE NT ETF
$1.1M22.5K
0.6%
+10%
Added · +2K sh
30Vanguard World FD
INF TECH ETF
$1.1M8.9K
0.6%
10×
Added · +8K sh
31Capital Group Intl Focus Eqt
SHS CREAT UNIT
$1.1M30.4K
0.6%
Held
32NEOS ETF Trust
NASDAQ 100 HIGH
$989K17.4K
0.5%
+50%
Added · +6K sh
33Amazon Com Inc
COM
$974K4.1K
0.5%
+5.4%
Added · +208 sh
34Ishares Gold TR
ISHARES NEW
$963K12.8K
0.5%
−6.1%
Reduced · −835 sh
35Berkshire Hathaway Inc Del
CL B NEW
$878K1.8K
0.5%
+2.3%
Added · +40 sh
36Eli Lilly & Co
COM
$820K684
0.4%
−0.4%
Reduced · −3 sh
37Tesla Inc
COM
$777K1.8K
0.4%
+5.8%
Added · +101 sh
38World Gold TR
SPDR GLD MINIS
$758K9.6K
0.4%
+26%
Added · +2K sh
39Vanguard Index FDS
TOTAL STK MKT
$744K2.0K
0.4%
−1.3%
Reduced · −26 sh
40Space Exploration Techn Corp
CLASS A COM STK
$704K4.1K
0.4%
New
New position
41Alphabet Inc
CAP STK CL A
$678K1.9K
0.4%
+13%
Added · +225 sh
42First TR Exchng Traded FD VI
FT VEST U.S EQT
$677K16.3K
0.4%
Held
43Cummins Inc
COM
$672K942
0.4%
+1.0%
Added · +9 sh
44Costco Wholesale Corporation
COM
$670K716
0.4%
−6.6%
Reduced · −51 sh
45Ishares Bitcoin Trust ETF
SHS BEN INT
$662K19.9K
0.3%
−32%
Reduced · −9K sh
46Exxon Mobil Corp
COM
$649K4.7K
0.3%
−4.4%
Reduced · −219 sh
47Broadcom Inc
COM
$643K1.7K
0.3%
−14%
Reduced · −282 sh
48Ishares TR
ISHS 1-5YR INVS
$639K12.2K
0.3%
+1.1%
Added · +139 sh
49Listed FDS TR
ROUN MA SEVE ETF
$632K9.8K
0.3%
Held
50Ishares TR
RUS MID CAP ETF
$617K5.6K
0.3%
+0.3%
Added · +15 sh
Showing 50 of 118 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 11, 2026118$190.3M13F-HR
Q1 2026Mar 31, 2026May 13, 2026103$168.9M13F-HR
Q4 2025Dec 31, 2025Feb 10, 202695$163.8M13F-HR
Q3 2025Sep 30, 2025Nov 7, 202592$153.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.