Alpha Financial Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 20, 2026, for the 2025 Q4 period, Alpha Financial Advisors, LLC held in its portfolio 67 assets valued at $327,026,758 (i.e. $327.03M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($42.32M), DIMENSIONAL ETF TRUST ($40.67M), and DIMENSIONAL ETF TRUST ($34.62M).
The chart below shows the top 10 valuable assets, and the table below shows the top 67 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Alpha Financial Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 904268 | 42319754 | US CORE EQT MKT |
| DIMENSIONAL ETF TRUST | 1180250 | 40671403 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 657637 | 34614736 | GLOBAL EX US COR |
| T ROWE PRICE ETF INC | 772836 | 33061929 | US EQUITY RESEAR |
| DIMENSIONAL ETF TRUST | 496255 | 21120600 | CORE FIXED INCOM |
| CAPITAL GROUP GROWTH ETF | 430933 | 19163568 | SHS CREATION UNI |
| AMERICAN CENTY ETF TR | 237635 | 18302672 | AVANTIS EMGMKT |
| DIMENSIONAL ETF TRUST | 529912 | 17428812 | US SMALL CAP VAL |
| FIRST TR EXCHNG TRADED FD VI | 384721 | 17050813 | SMITH OPPORT FXD |
| DIMENSIONAL ETF TRUST | 170253 | 12627648 | US EQUITY MARKET |
| INVESCO EXCH TRADED FD TR II | 38438 | 9721739 | NASDAQ 100 ETF |
| VANGUARD INDEX FDS | 15170 | 9513562 | S&P 500 ETF SHS |
| DIMENSIONAL ETF TRUST | 93078 | 6484778 | US SMALL CAP ETF |
| ISHARES U S ETF TR | 111774 | 5711662 | SHORT DURATION B |
| DIMENSIONAL ETF TRUST | 121933 | 4827336 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 57371 | 4224227 | US CORE EQUITY 1 |
| AMERICAN CENTY ETF TR | 26290 | 2681054 | US SML CP VALU |
| DIMENSIONAL ETF TRUST | 64860 | 2122863 | WORLD EX US CORE |
| VANGUARD INTL EQUITY INDEX F | 11437 | 1639265 | FTSE SMCAP ETF |
| DIMENSIONAL ETF TRUST | 48785 | 1573329 | EMERGING MKTS HI |
| CAPITAL GRP FIXED INCM ETF T | 66025 | 1494806 | CORE PLUS INCM |
| ISHARES TR | 12389 | 1237379 | CORE US AGGBD ET |
| SPDR S&P 500 ETF TR | 1560 | 1063487 | TR UNIT |
| APPLE INC | 3863 | 1050178 | COM |
| ISHARES TR | 4003 | 842067 | RUS 1000 VAL ETF |
| UNITEDHEALTH GROUP INC | 2359 | 778729 | COM |
| VANGUARD TAX-MANAGED FDS | 12154 | 759279 | VAN FTSE DEV MKT |
| SCHWAB STRATEGIC TR | 21515 | 701804 | US LCAP GR ETF |
| DIMENSIONAL ETF TRUST | 12721 | 687844 | GLOBAL CORE PLUS |
| ALPHABET INC | 2120 | 663554 | CAP STK CL A |
| VANGUARD INDEX FDS | 1926 | 645605 | TOTAL STK MKT |
| ALPHABET INC | 1922 | 603186 | CAP STK CL C |
| ISHARES TR | 1234 | 583994 | RUS 1000 GRW ETF |
| MICROSOFT CORP | 1203 | 581795 | COM |
| AMERICAN CENTY ETF TR | 4929 | 550948 | US EQT ETF |
| FIDELITY COVINGTON TRUST | 14186 | 518923 | ENHANCED INTL |
| ELI LILLY & CO | 451 | 484148 | COM |
| DIMENSIONAL ETF TRUST | 6406 | 473892 | WORLD EQUITY ETF |
| AMERICAN CENTY ETF TR | 5322 | 438107 | INTL EQT ETF |
| ISHARES TR | 616 | 422114 | CORE S&P500 ETF |
| VANGUARD SCOTTSDALE FDS | 5878 | 404069 | TOTAL WLD BD ETF |
| ISHARES TR | 17267 | 397573 | US TREAS BD ETF |
| BANK AMERICA CORP | 6765 | 372075 | COM |
| ISHARES TR | 6006 | 345802 | ESG MSCI USA ETF |
| VANGUARD INDEX FDS | 697 | 340162 | GROWTH ETF |
| BERKSHIRE HATHAWAY INC DEL | 650 | 326723 | CL B NEW |
| NVIDIA CORPORATION | 1693 | 315745 | COM |
| VANGUARD INDEX FDS | 1168 | 301302 | SMALL CP ETF |
| ISHARES TR | 2214 | 291340 | S&P MC 400VL ETF |
| DIMENSIONAL ETF TRUST | 6671 | 289722 | US SUSTAINABILTY |
| VANGUARD SPECIALIZED FUNDS | 1287 | 282959 | DIV APP ETF |
| ISHARES TR | 4221 | 278598 | CORE S&P MCP ETF |
| ISHARES TR | 2918 | 277852 | MBS ETF |
| LINDE PLC | 628 | 267773 | SHS |
| DIMENSIONAL ETF TRUST | 5230 | 264900 | ULTRASHORT FIXED |
| INVESCO QQQ TR | 427 | 262442 | UNIT SER 1 |
| AMAZON COM INC | 1119 | 258288 | COM |
| ISHARES TR | 2639 | 253433 | MSCI EAFE ETF |
| VANGUARD INTL EQUITY INDEX F | 3349 | 246377 | ALLWRLD EX US |
| JPMORGAN CHASE & CO. | 757 | 243921 | COM |
| PROCTER AND GAMBLE CO | 1681 | 240849 | COM |
| ISHARES TR | 1577 | 234484 | CORE S&P TTL STK |
| INVESCO EXCHANGE TRADED FD T | 3405 | 226498 | LARGE CAP VALUE |
| PHILIP MORRIS INTL INC | 1405 | 225362 | COM |
| DBX ETF TR | 5456 | 224942 | XTRACK MSCI ALL |
| ORACLE CORP | 1067 | 207939 | COM |
| ABBVIE INC | 884 | 202039 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.