Alpha Advisors, LLC/VA

Q2 2026 13F-HR Holdings

Location
Richmond, VA
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
51
Total value ($000)
$133,054
Net value change ($000)
+6,360 (5.0%)
New positions
4
Sold out positions
0
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ACWX 3,599 NEW
DFAS 2,165 NEW
QLTY 1,880 16.4%
AAPL 1,080 14.0%
BBIN 644 9.6%
JCPB 625 8.0%
SH 583 NEW
DELL 576 161.3%
DFIV 498 8.3%
IWM 285 24.8%
Top Reduces (Value $000, Stocks/ETFs)
DFSV -1,656 -56.3%
BBUS -1,395 -14.8%
PHYS -1,171 -14.1%
GLD -1,029 -15.1%
JGRO -682 -10.2%
SGOV -650 -3.4%
PSLV -613 -16.0%
IVV -573 -11.4%
XOM -94 -22.1%
BCO -82 -8.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type