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Alpha Financial Partners LLC

Q4 2025 · 13F-HR

Alpha Financial Partners LLCholdings as filed

Filed 2026-02-10 · accession 0001951757-26-000406

$163.8M
Reported value
95
Positions
2025-12-31
Period end
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The Brief · Alpha Financial Partners LLC · Q4 2025

AI · grounded in 13F

Alpha Financial Partners LLC closed its position in RSP, reducing its holdings by $2.3M. The fund established a new position in PFF valued at $1.25M. Other notable activity includes increasing share counts in ALLW by 1,227.69% and JPM by 345.86%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$46.9M28.7%68,535CommonNONE
464287226AGGISHARES TR$17.4M10.6%173,846CommonNONE
464287507IJHISHARES TR$7.6M4.64%115,161CommonNONE
46432F834IXUSISHARES TR$6.1M3.69%71,504CommonNONE
464288414MUBISHARES TR$5.6M3.43%52,443CommonNONE
78470P630ALLWSSGA ACTIVE TR$5.1M3.13%186,408CommonNONE
78464A854SPYMSPDR SERIES TRUST$5.0M3.07%62,701CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$4.7M2.87%77,373CommonNONE
46090E103QQQINVESCO QQQ TR$4.6M2.82%7,510CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$4.0M2.42%12,288CommonNONE
464287804IJRISHARES TR$3.9M2.38%32,467CommonNONE
46436E718SGOVISHARES TR$2.3M1.40%22,899CommonNONE
922908363VOOVANGUARD INDEX FDS$2.3M1.38%3,597CommonNONE
037833100AAPLAPPLE INC$2.0M1.22%7,353CommonNONE
46435U713IFRAISHARES TR$1.9M1.18%36,873CommonNONE
74762E102QUREQUANTA SVCS INC$1.9M1.15%4,482CommonNONE
464288521USRTISHARES TR$1.7M1.02%29,341CommonNONE
594918104MSFTMICROSOFT CORP$1.5M0.93%3,154CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.4M0.88%2,123CommonNONE
72201R866MUNIPIMCO ETF TR$1.4M0.87%27,263CommonNONE
67066G104NVDANVIDIA CORPORATION$1.4M0.83%7,295CommonNONE
78433H303SPYINEOS ETF TRUST$1.3M0.78%24,260CommonNONE
464288687PFFISHARES TR$1.3M0.77%40,488CommonNONE
02079K107GOOGALPHABET INC$1.2M0.73%3,830CommonNONE
464285204IAUISHARES GOLD TR$1.1M0.64%12,960CommonNONE
46429B655FLOTISHARES TR$1.0M0.61%19,719CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$894,1270.55%18,009CommonNONE
023135106AMZNAMAZON COM INC$870,1110.53%3,770CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$820,3250.50%1,632CommonNONE
88160R101TSLATESLA INC$786,1250.48%1,748CommonNONE
52476L109LGNLEGENCE CORP$768,5650.47%17,857CommonNONE
33740U695GOCTFIRST TR EXCHNG TRADED FD VI$744,5850.45%18,951CommonNONE
11135F101AVGOBROADCOM INC$705,8030.43%2,039CommonNONE
98149E303GLDMWORLD GOLD TR$696,6190.43%8,160CommonNONE
922908769VTIVANGUARD INDEX FDS$691,3230.42%2,062CommonNONE
69374H816PALCPACER FDS TR$671,2200.41%12,849CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$669,0030.41%776CommonNONE
532457108LLYELI LILLY & CO$656,2430.40%611CommonNONE
53656G498MAGSLISTED FDS TR$638,4930.39%9,680CommonNONE
92204A702VGTVANGUARD WORLD FD$635,2300.39%843CommonNONE
464288646IGSBISHARES TR$632,3450.39%11,958CommonNONE
872540109TJXTJX COS INC NEW$602,4230.37%3,922CommonNONE
30231G102XOMEXXON MOBIL CORP$591,2100.36%4,913CommonNONE
78433H675QQQINEOS ETF TRUST$568,9520.35%10,564CommonNONE
464287499IWRISHARES TR$555,8490.34%5,774CommonNONE
464289438IWYISHARES TR$541,8670.33%1,957CommonNONE
231021106CMICUMMINS INC$537,9480.33%1,054CommonNONE
02079K305GOOGLALPHABET INC$509,2890.31%1,627CommonNONE
437076102HDHOME DEPOT INC$507,3570.31%1,474CommonNONE
46434V100SLQDISHARES TR$501,8670.31%9,899CommonNONE
060505104BACBANK AMERICA CORP$469,2390.29%8,532CommonNONE
37954Y673PAVEGLOBAL X FDS$445,4030.27%9,320CommonNONE
464288240ACWXISHARES TR$438,8360.27%6,537CommonNONE
30303M102METAMETA PLATFORMS INC$437,9990.27%664CommonNONE
46428Q109SLVISHARES SILVER TR$420,0180.26%6,520CommonNONE
G29183103ETNEATON CORP PLC$416,1620.25%1,307CommonNONE
33740U661GJULFIRST TR EXCHNG TRADED FD VI$412,0670.25%9,970CommonNONE
46432F339QUALISHARES TR$411,3340.25%2,071CommonNONE
00287Y109ABBVABBVIE INC$410,7110.25%1,798CommonNONE
931142103WMTWALMART INC$395,5310.24%3,550CommonNONE
369604301GEGE AEROSPACE$382,9170.23%1,243CommonNONE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$339,3140.21%11,483CommonNONE
020002101ALLALLSTATE CORP$333,7760.20%1,604CommonNONE
46429B663HDVISHARES TR$330,5160.20%2,718CommonNONE
36828A101GEVGE VERNOVA INC$329,2630.20%504CommonNONE
548661107LOWLOWES COS INC$295,2990.18%1,224CommonNONE
172908105CTASCINTAS CORP$294,0690.18%1,564CommonNONE
57636Q104MAMASTERCARD INCORPORATED$293,9630.18%515CommonNONE
68389X105ORCLORACLE CORP$292,9110.18%1,503CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$291,9630.18%3,201CommonNONE
45409F827MMITNEW YORK LIFE INVTS ACTIVE E$282,3720.17%11,606CommonNONE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$281,2440.17%5,569CommonNONE
921909768VXUSVANGUARD STAR FDS$280,3570.17%3,716CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$272,7390.17%1,894CommonNONE
921937819BIVVANGUARD BD INDEX FDS$272,6700.17%3,501CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$260,6720.16%1,816CommonNONE
580135101MCDMCDONALDS CORP$257,0610.16%841CommonNONE
33740U505FDECFIRST TR EXCHNG TRADED FD VI$252,1300.15%4,926CommonNONE
33740U679GDECFIRST TR EXCHNG TRADED FD VI$251,2960.15%6,645CommonNONE
092528108SHYMBLACKROCK ETF TRUST II$250,4880.15%11,273CommonNONE
46429B697USMVISHARES TR$249,9940.15%2,655CommonNONE
74340W103PLDPROLOGIS INC.$249,7790.15%1,957CommonNONE
464287598IWDISHARES TR$248,3500.15%1,181CommonNONE
31428X106FDXFEDEX CORP$244,5400.15%847CommonNONE
863667101SYKSTRYKER CORPORATION$231,9020.14%660CommonNONE
64110L106NFLXNETFLIX INC$230,7900.14%2,462CommonNONE
65339F101NEENEXTERA ENERGY INC$229,9370.14%2,864CommonNONE
191216100KOCOCA COLA CO$227,4560.14%3,254CommonNONE
921932885IVOOVANGUARD ADMIRAL FDS INC$227,2910.14%2,033CommonNONE
031162100AMGNAMGEN INC$224,0950.14%685CommonNONE
747525103QCOMQUALCOMM INC$221,9330.14%1,297CommonNONE
09260D107BXBLACKSTONE INC$221,0190.13%1,434CommonNONE
655844108NSCNORFOLK SOUTHN CORP$216,5740.13%750CommonNONE
693718108PCARPACCAR INC$202,0910.12%1,845CommonNONE
74623V103PCTPURECYCLE TECHNOLOGIES INC$177,9250.11%20,713CommonNONE

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.