13F Filings History of Alpha Wealth Funds, LLC

Latest 13F report
Q4 2025 - 02 Feb 2026
Value $
$148,367,179
Signature - Title
Aimee Spencer - CCO
Location
Park City, UT
Summary
This page shows a list of all the recent 13F filings made by Alpha Wealth Funds, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Alpha Wealth Funds, LLC reported 48 stock holdings with total value $148,367,179 as of Q4 2025. Top holdings included SGOV, LQD, GOOG, SPY, and BIZD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 48 $148,367,179 +$31,175,670 -$5,246,299 +$25,929,371 SGOV, LQD, GOOG, SPY, BIZD 13F-HR 02 Feb 2026, 15:44
Q3 2025 48 $121,693,310 +$25,670,216 -$12,996,419 +$12,673,797 SGOV, GOOG, LQD, SPY, MDY 13F-HR 14 Oct 2025, 14:14
Q2 2025 45 $106,440,622 +$19,448,628 -$8,693,613 +$10,755,015 SGOV, TQQQ, SPY, LQD, GOOG Restatement 30 Jul 2025, 13:33
Q1 2025 37 $92,143,206 +$20,972,505 -$22,838,244 -$1,865,739 SGOV, SPY, LQD, MDY, ET 13F-HR 10 Apr 2025, 13:42
Q4 2024 51 $95,357,893 $0 $0 $0 SGOV, SPY, XLV, AAPL, GRAL 13F-HR 06 Mar 2025, 17:46