Alpha Financial Partners
Alpha Financial Partners reported 118 stocks worth $190M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are IVV (26.4%), AGG (9.2%) and IJH (4.0%). Compared with Q1 2026, the fund opened new positions in ICSH, PFFD and SPCX, added to AGG, IXUS and ALLW, trimmed IVV, IJH and SPYM and sold out of BIV, VXUS and JMUB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $50.2M | 26.4% | 67K | −1,980 (−3%) | 8 of 8 | |
| 2 |  AGG Ishares TR | $17.5M | 9.2% | 176K | +1,704 (+1%) | 7 of 8 | |
| 3 |  IJH Ishares TR | $7.6M | 4.0% | 98K | −3,790 (−4%) | 8 of 8 | |
| 4 |  IXUS Ishares Core Msci Totl | $6.9M | 3.6% | 72K | +605 (+1%) | 7 of 8 | |
| 5 |  ALLW Ssga Active TR | $6.6M | 3.5% | 225K | +15K (+7%) | 5 of 8 | |
| 6 |  QQQ Invesco Qqq TR | $6.3M | 3.3% | 8,581 | +540 (+7%) | 8 of 8 | |
| 7 |  MUB Ishares TR | $6.1M | 3.2% | 57K | +984 (+2%) | 8 of 8 | |
| 8 |  DYNF Blackrock ETF Trust | $5.7M | 3.0% | 84K | +106 (+0%) | 8 of 8 | |
| 9 |  SPYM Spdr Series Trust | $4.7M | 2.5% | 54K | −8,956 (−14%) | 7 of 8 | |
| 10 |  IJR Ishares TR | $4.1M | 2.1% | 28K | −3,810 (−12%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 BIV Vanguard Intermediate | $418K | 5,411 |
 VXUS Vanguard Star Fds | $283K | 3,676 |
 JMUB J P Morgan Exchange Traded F | $280K | 5,610 |
 NFLX Netflix Inc | $275K | 2,856 |
 MCD Mcdonalds Corp | $254K | 816 |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 11, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Alpha Financial Partners 13F FAQ
What does Alpha Financial Partners own?
Alpha Financial Partners reported 118 stocks worth $190M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are IVV (26.4%), AGG (9.2%) and IJH (4.0%). The table above lists every position in the filing (the top 10 without an account).
What did Alpha Financial Partners buy and sell in Q2 2026?
Compared with Q1 2026: 23 new positions, 55 added to, 29 trimmed and 8 sold out. New positions include ICSH, PFFD and SPCX. It sold all of BIV, VXUS and JMUB.
When will Alpha Financial Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Alpha Financial Partners's portfolio worth?
The Q2 2026 filing reports $190M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.