Alpha Financial Partners LLC
All 13F Filings
- Location
- Lexington, KY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 190,341
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 118 | 190,341 | 13F-HR | Alpha Financial Partners LLC |
| Q1 2026 | 5/13/2026 | 103 | 168,926 | 13F-HR | Alpha Financial Partners LLC |
| Q4 2025 | 2/10/2026 | 95 | 163,817 | 13F-HR | Alpha Financial Partners, LLC |
| Q3 2025 | 11/7/2025 | 92 | 153,782 | 13F-HR | Alpha Financial Partners, LLC |
| Q2 2025 | 7/25/2025 | 89 | 138,807 | 13F-HR | Alpha Financial Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 47.68 K | 25.1% | 8.484 K | 0 | 8.484 K |
| ETFs | 141.5 K | 74.3% | 12.83 K | 0 | 12.83 K |
| Debt | 1.146 K | 0.6% | 109 | 0 | 109 |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
190,341
Holdings
118
QoQ value change ($000)
21,415
(12.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.