Alpha Wealth Funds, LLC - Portfolio overview

Alpha Wealth Funds, LLC has 60 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. SGOV - ISHARES TR, 73.84%
2. GOOG - ALPHABET INC, 2.37%
3. SPY - STATE STR SPDR S&P 500 ETF T, 2.13%

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

Explore securities or join Upside Invest to compare portfolios.