Notify me when Alpha Financial Partners, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 95 | $163,817,027 | +$21,993,594 | -$13,729,336 | +$8,264,258 | IVV, AGG, IJH, IXUS, MUB | 13F-HR | 10 Feb 2026, 12:00 |
| Q3 2025 | 92 | $153,782,024 | +$10,809,038 | -$4,949,371 | +$5,859,667 | IVV, AGG, IJH, MUB, IXUS | 13F-HR | 07 Nov 2025, 16:16 |
| Q2 2025 | 89 | $138,807,145 | +$12,372,760 | -$8,000,542 | +$4,372,218 | IVV, AGG, IJH, MUB, SPLG | 13F-HR | 25 Jul 2025, 14:07 |
| Q1 2025 | 85 | $124,654,113 | +$8,566,911 | -$6,661,108 | +$1,905,803 | IVV, AGG, IJH, MUB, SPLG | 13F-HR | 30 Apr 2025, 11:18 |
| Q4 2024 | 83 | $126,505,997 | +$111,175,005 | -$125,398,529 | -$14,223,524 | IVV, AGG, IJH, MUB, SPLG | 13F-HR | 10 Feb 2025, 10:52 |
| Q3 2024 | 108 | $140,231,730 | +$124,164,574 | -$102,817,894 | +$21,346,680 | IVW, AVUS, IVE, QUAL, DYNF | 13F-HR | 24 Oct 2024, 16:38 |
| Q2 2024 | 73 | $115,511,805 | +$9,506,014 | -$5,599,800 | +$3,906,214 | IVV, AGG, IJH, MUB, SPLG | 13F-HR | 09 Aug 2024, 17:22 |
| Q1 2024 | 73 | $109,880,387 | +$11,399,995 | -$5,259,392 | +$6,140,603 | IVV, AGG, IJH, MUB, SPLG | 13F-HR | 13 May 2024, 09:37 |
| Q4 2023 | 81 | $101,349,737 | +$30,485,474 | -$22,106,021 | +$8,379,453 | IVV, AGG, IJH, MUB, QQQ | 13F-HR | 29 Jan 2024, 08:17 |
| Q3 2023 | 82 | $86,118,314 | +$5,673,378 | -$10,988,310 | -$5,314,932 | IVV, AGG, SHY, PALC, JEPI | 13F-HR | 07 Nov 2023, 16:35 |
| Q2 2023 | 92 | $93,920,066 | +$15,040,426 | -$14,558,840 | +$481,586 | IVV, PALC, SHY, AGG, QQQ | 13F-HR | 27 Jul 2023, 16:36 |
| Q1 2023 | 89 | $88,925,049 | +$9,539,631 | -$6,263,965 | +$3,275,666 | IVV, SHY, PALC, JEPI, VTEB | 13F-HR | 10 May 2023, 18:07 |
| Q4 2022 | 81 | $82,496,621 | $0 | $0 | $0 | IVV, SHY, PALC, QQQ, IJH | 13F-HR | 16 Feb 2023, 15:59 |