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Alpha Financial Partners LLC

Q2 2025 · 13F-HR

Alpha Financial Partners LLCholdings as filed

Filed 2025-07-25 · accession 0001951757-25-000958

$138.8M
Reported value
89
Positions
2025-06-30
Period end
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The Brief · Alpha Financial Partners LLC · Q2 2025

AI · grounded in 13F

Alpha Financial Partners LLC established a new position in IVV valued at $43.5M. The fund also initiated new stakes in AGG for $16.2M and IJH for $6.7M. Additional new positions include MUB, SPYM, and IXUS.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$43.5M31.4%70,133CommonNONE
464287226AGGISHARES TR$16.2M11.7%163,050CommonNONE
464287507IJHISHARES TR$6.7M4.84%108,219CommonNONE
464288414MUBISHARES TR$5.8M4.16%55,234CommonNONE
78464A854SPYMSPDR SERIES TRUST$5.6M4.01%76,589CommonNONE
46432F834IXUSISHARES TR$4.7M3.37%60,586CommonNONE
464287804IJRISHARES TR$3.6M2.59%32,945CommonNONE
46090E103QQQINVESCO QQQ TR$3.0M2.17%5,469CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$2.1M1.49%11,371CommonNONE
922908363VOOVANGUARD INDEX FDS$1.9M1.35%3,306CommonNONE
74762E102QUREQUANTA SVCS INC$1.7M1.22%4,461CommonNONE
46436E718SGOVISHARES TR$1.7M1.20%16,524CommonNONE
46435U713IFRAISHARES TR$1.6M1.18%33,431CommonNONE
69374H816PALCPACER FDS TR$1.5M1.05%29,494CommonNONE
594918104MSFTMICROSOFT CORP$1.4M1.04%2,909CommonNONE
92204A702VGTVANGUARD WORLD FD$1.3M0.95%1,990CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.3M0.94%2,123CommonNONE
72201R866MUNIPIMCO ETF TR$1.3M0.93%25,171CommonNONE
037833100AAPLAPPLE INC$1.3M0.90%6,110CommonNONE
78433H675QQQINEOS ETF TRUST$1.3M0.90%24,081CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$1.2M0.83%20,273CommonNONE
46434V100SLQDISHARES TR$1.1M0.83%22,694CommonNONE
464288646IGSBISHARES TR$1.1M0.82%21,685CommonNONE
46432F339QUALISHARES TR$1.1M0.80%6,082CommonNONE
67066G104NVDANVIDIA CORPORATION$925,3360.67%5,857CommonNONE
464285204IAUISHARES GOLD TR$880,3770.63%14,118CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$821,4600.59%15,084CommonNONE
023135106AMZNAMAZON COM INC$816,7130.59%3,723CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$802,9480.58%2,770CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$790,2410.57%798CommonNONE
33740U695GOCTFIRST TR EXCHNG TRADED FD VI$757,5020.55%20,721CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$743,2280.54%1,530CommonNONE
02079K107GOOGALPHABET INC$654,3320.47%3,689CommonNONE
922908769VTIVANGUARD INDEX FDS$631,9530.46%2,079CommonNONE
437076102HDHOME DEPOT INC$600,9150.43%1,639CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$592,4520.43%9,679CommonNONE
670657105XNEAXNUVEEN AMT FREE QLTY MUN INC$586,1270.42%53,675CommonNONE
74623V103PCTPURECYCLE TECHNOLOGIES INC$568,4680.41%41,494CommonNONE
53656G498MAGSLISTED FDS TR$536,9500.39%9,680CommonNONE
11135F101AVGOBROADCOM INC$524,2670.38%1,902CommonNONE
464287499IWRISHARES TR$524,1960.38%5,700CommonNONE
78433H303SPYINEOS ETF TRUST$508,2760.37%10,101CommonNONE
30303M102METAMETA PLATFORMS INC$502,6980.36%681CommonNONE
464289438IWYISHARES TR$497,6630.36%2,019CommonNONE
872540109TJXTJX COS INC NEW$491,0160.35%3,976CommonNONE
88160R101TSLATESLA INC$490,7950.35%1,545CommonNONE
30231G102XOMEXXON MOBIL CORP$489,4640.35%4,540CommonNONE
68389X105ORCLORACLE CORP$473,1850.34%2,164CommonNONE
98149E303GLDMWORLD GOLD TR$461,2610.33%7,040CommonNONE
37954Y673PAVEGLOBAL X FDS$421,6360.30%9,675CommonNONE
060505104BACBANK AMERICA CORP$412,5030.30%8,717CommonNONE
464288240ACWXISHARES TR$409,2730.29%6,716CommonNONE
46429B655FLOTISHARES TR$386,7320.28%7,580CommonNONE
532457108LLYELI LILLY & CO$384,2650.28%493CommonNONE
464288521USRTISHARES TR$378,2250.27%6,687CommonNONE
64110L106NFLXNETFLIX INC$373,5500.27%279CommonNONE
G29183103ETNEATON CORP PLC$359,0470.26%1,006CommonNONE
172908105CTASCINTAS CORP$357,0420.26%1,602CommonNONE
931142103WMTWALMART INC$356,3270.26%3,644CommonNONE
020002101ALLALLSTATE CORP$346,6620.25%1,722CommonNONE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$309,3080.22%11,401CommonNONE
907818108UNPUNION PAC CORP$308,8810.22%1,342CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$308,7850.22%3,426CommonNONE
369604301GEGE AEROSPACE$301,0100.22%1,169CommonNONE
00287Y109ABBVABBVIE INC$300,5040.22%1,619CommonNONE
02079K305GOOGLALPHABET INC$272,2400.20%1,545CommonNONE
548661107LOWLOWES COS INC$271,0100.20%1,221CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$262,8930.19%5,187CommonNONE
46428Q109SLVISHARES SILVER TR$258,2150.19%7,870CommonNONE
002824100ABTABBOTT LABS$249,8220.18%1,837CommonNONE
46434V878ICSHISHARES TR$249,1350.18%4,913CommonNONE
922908736VUGVANGUARD INDEX FDS$243,3970.18%555CommonNONE
742718109PGPROCTER AND GAMBLE CO$239,5680.17%1,504CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$237,9730.17%940CommonNONE
57636Q104MAMASTERCARD INCORPORATED$233,9820.17%416CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$230,9510.17%1,056CommonNONE
36828A101GEVGE VERNOVA INC$230,4220.17%435CommonNONE
464287598IWDISHARES TR$229,2270.17%1,180CommonNONE
69374H881COWZPACER FDS TR$226,8370.16%4,117CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$221,0100.16%706CommonNONE
921932885IVOOVANGUARD ADMIRAL FDS INC$217,0090.16%2,067CommonNONE
78470P630ALLWSSGA ACTIVE TR$214,6810.15%8,235CommonNONE
921909768VXUSVANGUARD STAR FDS$210,8570.15%3,052CommonNONE
580135101MCDMCDONALDS CORP$209,0140.15%715CommonNONE
747525103QCOMQUALCOMM INC$206,1960.15%1,295CommonNONE
65339F101NEENEXTERA ENERGY INC$203,4370.15%2,931CommonNONE
504922105LHLABCORP HOLDINGS INC$200,7900.14%765CommonNONE
882508104TXNTEXAS INSTRS INC$200,6970.14%967CommonNONE
191216100KOCOCA COLA CO$200,3830.14%2,832CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.