13F Filings History of Alpha Financial Advisors, LLC

Latest 13F report
Q4 2025 - 20 Jan 2026
Value $
$327,026,758
Signature - Title
Ann Marie Reilley - Principal
Location
Charlotte, NC
Summary
This page shows a list of all the recent 13F filings made by Alpha Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Alpha Financial Advisors, LLC reported 67 stock holdings with total value $327,026,758 as of Q4 2025. Top holdings included DFAU, DFIC, DFGX, TSPA, and DFCF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 67 $327,026,758 +$40,873,465 -$2,832,281 +$38,041,184 DFAU, DFIC, DFGX, TSPA, DFCF 13F-HR 20 Jan 2026, 14:28
Q3 2025 62 $284,066,816 +$16,032,290 -$5,894,619 +$10,137,671 DFAU, DFIC, DFGX, TSPA, CGGR 13F-HR 12 Nov 2025, 17:57
Q2 2025 60 $258,785,651 +$34,200,372 -$18,549,066 +$15,651,306 DFAU, DFIC, DFGX, TSPA, CGGR 13F-HR 07 Aug 2025, 07:15
Q1 2025 48 $224,914,532 +$44,125,310 -$36,340,502 +$7,784,808 TSPA, DFAU, DFGX, DFIC, CGGR 13F-HR 23 Apr 2025, 14:44
Q4 2024 49 $220,909,183 +$33,202,208 -$33,709,164 -$506,956 DFIC, DFGX, DFAU, DFSV, CGGR 13F-HR 21 Jan 2025, 14:04
Q3 2024 48 $226,038,727 +$9,443,587 -$1,256,112 +$8,187,475 DFIC, DFGX, DFAU, DFSV, XT 13F-HR 18 Oct 2024, 10:09
Q2 2024 42 $207,756,376 +$1,561,573 -$3,250,434 -$1,688,861 DFGX, DFIC, XT, OMFL, DFSV 13F-HR 23 Jul 2024, 15:02
Q1 2024 44 $212,048,532 +$8,855,069 -$502,603 +$8,352,466 DFGX, DFIC, OMFL, DFSV, XT 13F-HR 29 Apr 2024, 10:50
Q4 2023 40 $197,267,646 +$42,070,314 -$17,952,087 +$24,118,227 DFGX, DFIC, OMFL, XT, DFSV 13F-HR 05 Feb 2024, 20:16
Q3 2023 41 $157,854,434 +$5,203,088 -$466,371 +$4,736,717 DFIC, OMFL, XT, DFSV, FIXD 13F-HR 26 Oct 2023, 14:26
Q2 2023 41 $159,731,207 +$14,299,831 -$2,908,803 +$11,391,028 OMFL, DFIC, XT, DFSV, FIXD 13F-HR 07 Aug 2023, 14:02
Q1 2023 45 $144,038,636 +$33,778,853 -$11,708,748 +$22,070,105 OMFL, XT, DFIC, FIXD, DFSV 13F-HR 18 Apr 2023, 21:57
Q4 2022 43 $115,175,099 $0 $0 $0 OMFL, FIXD, XT, DFIC, DFAS 13F-HR 18 Apr 2023, 21:56