Alpha Financial Advisors, LLC Portfolio Holdings by Sector
Alpha Financial Advisors, LLC
- $284 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFAU DFIC TSPA CGGR DFCF DFSV FIXD DFUS 40 stocks |
$237 Million
97.62% of portfolio
|
  22  
|
  12  
|
  2  
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$1.01 Million
0.42% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$982,551
0.4% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$936,259
0.39% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$843,568
0.35% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY ABBV 2 stocks |
$551,249
0.23% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
BAC 1 stocks |
$382,643
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$307,670
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
$300,788
0.12% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$242,186
0.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$226,736
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|