Alpha Financial Partners, LLC Portfolio Holdings

Alpha Financial Partners, LLC

  • $139 Billion
  • Q2 2025

Alpha Financial Partners, LLC has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $139 Billion distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $43.5B, Ishares Core U.S. Aggregate Bo with a value of $16.2B, Ishares Core S&P Mid Cap ETF with a value of $6.71B, Ishares National Muni Bond ETF with a value of $5.77B, and Spdr Portfolio S&P 500 ETF (Ma with a value of $5.57B.

Examining the 13F form we can see an increase of $14.2B in the current position value, from $125B to 139B.

Alpha Financial Partners, LLC is based out at Lexington, KY

Below you can find more details about Alpha Financial Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $139 Billion
ETFs: $113 Billion
Technology: $5.03 Billion
Industrials: $3.58 Billion
Consumer Cyclical: $3.41 Billion
Financial Services: $3.36 Billion
Communication Services: $1.8 Billion
Consumer Defensive: $1.59 Billion
Healthcare: $935 Million
Other: $693 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $139 Billion
  • Prior Value $125 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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