Alpha Financial Advisors, LLC has filed its 13F form on July 23, 2024 for Q2 2024 where it was disclosed a total value porftolio of $208 Billion distributed in 42 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Trust with a value of $26.1B, Dimensional ETF Tr Dimensional with a value of $25.4B, Ishares Tr Exponential Technol with a value of $21.6B, Invesco Exchange Traded Self I with a value of $21.5B, and Dimensional ETF Tr Dimensional with a value of $20.9B.
Examining the 13F form we can see an decrease of $4.29B in the current position value, from $212B to 208B.
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.