Alpha Financial Partners LLC - Portfolio overview

Alpha Financial Partners LLC has 114 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 25.28%
2. AGG - ISHARES TR, 9.73%
3. IJH - ISHARES TR, 3.86%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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