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Alpha Financial Partners LLC

Q3 2025 · 13F-HR

Alpha Financial Partners LLCholdings as filed

Filed 2025-11-07 · accession 0001951757-25-001349

$153.8M
Reported value
92
Positions
2025-09-30
Period end
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The Brief · Alpha Financial Partners LLC · Q3 2025

AI · grounded in 13F

Alpha Financial Partners LLC established a new position in IVV valued at $48.6M. The fund also initiated new stakes in AGG for $17.3M and IJH for $7.2M. Additional new positions include MUB at $5.6M, IXUS at $5.2M, and SPYM at $4.9M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$48.6M31.6%72,644CommonNONE
464287226AGGISHARES TR$17.3M11.3%172,974CommonNONE
464287507IJHISHARES TR$7.2M4.71%111,008CommonNONE
464288414MUBISHARES TR$5.6M3.62%52,207CommonNONE
46432F834IXUSISHARES TR$5.2M3.39%63,086CommonNONE
78464A854SPYMSPDR SERIES TRUST$4.9M3.19%62,685CommonNONE
464287804IJRISHARES TR$4.0M2.58%33,380CommonNONE
46090E103QQQINVESCO QQQ TR$3.4M2.24%5,735CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$2.3M1.50%12,144CommonNONE
922908363VOOVANGUARD INDEX FDS$2.0M1.32%3,314CommonNONE
46436E718SGOVISHARES TR$1.9M1.23%18,718CommonNONE
74762E102QUREQUANTA SVCS INC$1.9M1.21%4,479CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$1.8M1.20%31,132CommonNONE
46435U713IFRAISHARES TR$1.8M1.20%34,851CommonNONE
78433H675QQQINEOS ETF TRUST$1.8M1.20%33,940CommonNONE
037833100AAPLAPPLE INC$1.8M1.18%7,149CommonNONE
594918104MSFTMICROSOFT CORP$1.6M1.02%3,014CommonNONE
92204A702VGTVANGUARD WORLD FD$1.5M1.01%2,075CommonNONE
69374H816PALCPACER FDS TR$1.5M0.98%29,141CommonNONE
78433H303SPYINEOS ETF TRUST$1.5M0.97%28,447CommonNONE
46434V100SLQDISHARES TR$1.4M0.94%28,449CommonNONE
464288646IGSBISHARES TR$1.4M0.94%27,203CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.4M0.92%2,123CommonNONE
72201R866MUNIPIMCO ETF TR$1.4M0.90%26,553CommonNONE
67066G104NVDANVIDIA CORPORATION$1.3M0.82%6,728CommonNONE
02079K107GOOGALPHABET INC$948,4060.62%3,894CommonNONE
464285204IAUISHARES GOLD TR$942,0560.61%12,946CommonNONE
46432F339QUALISHARES TR$912,5590.59%4,692CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$874,7680.57%1,740CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$869,4490.57%2,756CommonNONE
023135106AMZNAMAZON COM INC$847,9030.55%3,862CommonNONE
33740U695GOCTFIRST TR EXCHNG TRADED FD VI$793,9230.52%20,721CommonNONE
88160R101TSLATESLA INC$740,4730.48%1,665CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$729,2740.47%11,220CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$708,1350.46%765CommonNONE
922908769VTIVANGUARD INDEX FDS$682,6650.44%2,080CommonNONE
11135F101AVGOBROADCOM INC$668,8200.43%2,027CommonNONE
98149E303GLDMWORLD GOLD TR$664,7330.43%8,695CommonNONE
53656G498MAGSLISTED FDS TR$627,8450.41%9,680CommonNONE
437076102HDHOME DEPOT INC$606,9020.39%1,498CommonNONE
872540109TJXTJX COS INC NEW$584,4880.38%4,044CommonNONE
30303M102METAMETA PLATFORMS INC$561,2540.36%764CommonNONE
464287499IWRISHARES TR$560,0140.36%5,800CommonNONE
74623V103PCTPURECYCLE TECHNOLOGIES INC$545,6460.35%41,494CommonNONE
464289438IWYISHARES TR$534,9400.35%1,955CommonNONE
464288521USRTISHARES TR$521,0890.34%8,874CommonNONE
46429B655FLOTISHARES TR$520,8040.34%10,195CommonNONE
30231G102XOMEXXON MOBIL CORP$516,0490.34%4,577CommonNONE
060505104BACBANK AMERICA CORP$452,7170.29%8,775CommonNONE
37954Y673PAVEGLOBAL X FDS$443,9120.29%9,320CommonNONE
68389X105ORCLORACLE CORP$440,0030.29%1,565CommonNONE
231021106CMICUMMINS INC$438,8690.29%1,039CommonNONE
464288240ACWXISHARES TR$436,6070.28%6,716CommonNONE
00287Y109ABBVABBVIE INC$414,7920.27%1,791CommonNONE
78470P630ALLWSSGA ACTIVE TR$391,4420.25%14,040CommonNONE
931142103WMTWALMART INC$374,9560.24%3,638CommonNONE
G29183103ETNEATON CORP PLC$370,5240.24%990CommonNONE
369604301GEGE AEROSPACE$369,0690.24%1,227CommonNONE
020002101ALLALLSTATE CORP$363,8260.24%1,695CommonNONE
02079K305GOOGLALPHABET INC$358,2700.23%1,474CommonNONE
532457108LLYELI LILLY & CO$350,9560.23%460CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$344,0220.22%3,191CommonNONE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$338,1810.22%11,417CommonNONE
64110L106NFLXNETFLIX INC$335,6380.22%280CommonNONE
907818108UNPUNION PAC CORP$316,5690.21%1,339CommonNONE
172908105CTASCINTAS CORP$307,0780.20%1,496CommonNONE
46428Q109SLVISHARES SILVER TR$303,7930.20%7,170CommonNONE
548661107LOWLOWES COS INC$292,2090.19%1,163CommonNONE
45409F827MMITNEW YORK LIFE INVTS ACTIVE E$279,6700.18%11,509CommonNONE
36828A101GEVGE VERNOVA INC$279,5450.18%455CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$266,5780.17%946CommonNONE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$266,0310.17%5,271CommonNONE
46434V878ICSHISHARES TR$265,9090.17%5,240CommonNONE
464287598IWDISHARES TR$239,2180.16%1,175CommonNONE
57636Q104MAMASTERCARD INCORPORATED$236,3860.15%416CommonNONE
922908736VUGVANGUARD INDEX FDS$234,1670.15%488CommonNONE
09260D107BXBLACKSTONE INC$231,4990.15%1,355CommonNONE
921932885IVOOVANGUARD ADMIRAL FDS INC$231,0070.15%2,093CommonNONE
695156109PKGPACKAGING CORP AMER$229,2050.15%1,052CommonNONE
002824100ABTABBOTT LABS$228,4740.15%1,706CommonNONE
921909768VXUSVANGUARD STAR FDS$227,8790.15%3,102CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$226,2780.15%699CommonNONE
580135101MCDMCDONALDS CORP$225,4370.15%742CommonNONE
504922105LHLABCORP HOLDINGS INC$223,2990.15%778CommonNONE
747525103QCOMQUALCOMM INC$221,1130.14%1,329CommonNONE
742718109PGPROCTER AND GAMBLE CO$220,9980.14%1,438CommonNONE
33740U661GJULFIRST TR EXCHNG TRADED FD VI$219,9570.14%5,423CommonNONE
655844108NSCNORFOLK SOUTHN CORP$213,9460.14%712CommonNONE
65339F101NEENEXTERA ENERGY INC$212,2370.14%2,811CommonNONE
74340W103PLDPROLOGIS INC.$211,3200.14%1,845CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$210,7080.14%4,154CommonNONE
824348106SHWSHERWIN WILLIAMS CO$209,2230.14%604CommonNONE

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.