Alpha Financial Advisors, LLC
All 13F Filings
- Location
- Charlotte, NC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 382,229
- 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 | 8/13/2026 | 114 | 382,229 | 13F-HR | Alpha Financial Advisors, LLC |
| Q1 2026 | 5/11/2026 | 62 | 326,381 | 13F-HR | Alpha Financial Advisors, LLC |
| Q4 2025 | 1/20/2026 | 67 | 327,027 | 13F-HR | Alpha Financial Advisors, LLC |
| Q3 2025 | 11/13/2025 | 62 | 284,067 | 13F-HR | Alpha Financial Advisors, LLC |
| Q2 2025 | 8/7/2025 | 60 | 258,786 | 13F-HR | Alpha Financial Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
23.73 K
(6.2% of total reported value)
· QoQ Δ:
+23.73 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 9.346 K | 2.6% | 0 | 13.11 K | -13.11 K |
| ETFs | 349.2 K | 97.4% | 45.23 K | 0 | 45.23 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
382,229
Holdings
114
QoQ value change ($000)
55,848
(17.1%)
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.