Alpha Financial Advisors, LLC Portfolio Holdings
Alpha Financial Advisors, LLC
- $327 Billion
- Q4 2025
Alpha Financial Advisors, LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $327 Billion distributed in 67 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $42.3B, Dimensional ETF Tr Dimensional with a value of $40.7B, Dimensional ETF Trust with a value of $34.6B, T Rowe Price ETF Inc Us Equity with a value of $33.1B, and Dimensional ETF Tr Core Fxd In with a value of $21.1B.
Examining the 13F form we can see an increase of $43B in the current position value, from $284B to 327B.
Alpha Financial Advisors, LLC is based out at Charlotte, NC
Below you can find more details about Alpha Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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