Alpha Financial Partners, LLC
All 13F Filings
- Location
- Lexington, KY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 163,817
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 79.79 K | 48.7% | 2.65 K | 0 | 2.65 K |
| ETFs | 83.03 K | 50.7% | 6.9 K | 0 | 6.9 K |
| Debt | 1.003 K | 0.6% | 482 | 0 | 482 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
163,817
Holdings
95
QoQ value change ($000)
10,035
(6.5%)
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.