Alpha Financial Advisors, LLC Top Holdings and 13F Report (2025) About Alpha Financial Advisors, LLCInvestment ActivityAlpha Financial Advisors, LLC has $258.79 million in total holdings as of June 30, 2025.Alpha Financial Advisors, LLC owns shares of 60 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 13.22% of the portfolio was purchased this quarter.About 7.17% of the portfolio was sold this quarter.This quarter, Alpha Financial Advisors, LLC has purchased 48 new stocks and bought additional shares in 24 stocks.Alpha Financial Advisors, LLC sold shares of 19 stocks and completely divested from 2 stocks this quarter.Largest Holdings Dimensional US Core Equity Market ETF $32,020,691Dimensional International Core Equity 2 ETF $31,389,667DIMENSIONAL ETF TRUST $30,833,158T. Rowe Price U.S. Equity Research ETF $27,898,120Capital Group Growth ETF $17,002,995 Largest New Holdings this Quarter 46138G649 - Invesco NASDAQ 100 ETF $9,026,317 Holding922908363 - Vanguard S&P 500 ETF $8,664,162 Holding25434V625 - DIMENSIONAL ETF TRUST $4,069,093 Holding025072877 - Avantis U.S. Small Cap Value ETF $2,333,982 Holding91324P102 - UnitedHealth Group $798,331 Holding Largest Purchases this Quarter Invesco NASDAQ 100 ETF 39,746 shares (about $9.03M)Vanguard S&P 500 ETF 15,253 shares (about $8.66M)DIMENSIONAL ETF TRUST 60,869 shares (about $4.07M)Avantis U.S. Small Cap Value ETF 25,620 shares (about $2.33M)Dimensional International Core Equity 2 ETF 63,618 shares (about $1.98M) Largest Sales this Quarter Capital Group Growth ETF 198,591 shares (about $8.07M)T. Rowe Price U.S. Equity Research ETF 149,401 shares (about $5.81M)Dimensional US Small Cap Value ETF 47,338 shares (about $1.39M)Dimensional US Core Equity Market ETF 28,778 shares (about $1.22M)iShares Core S&P 500 ETF 606 shares (about $376.39K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAlpha Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFAUDimensional US Core Equity Market ETF$32,020,691$1,219,036 ▼-3.7%755,91812.4%ETFDFICDimensional International Core Equity 2 ETF$31,389,667$1,977,883 ▲6.7%1,009,63912.1%ETFDIMENSIONAL ETF TRUST$30,833,158$1,461,156 ▲5.0%577,83311.9%GLOBAL EX US CORTSPAT. Rowe Price U.S. Equity Research ETF$27,898,120$5,810,203 ▼-17.2%717,36010.8%ManufacturingCGGRCapital Group Growth ETF$17,002,995$8,072,721 ▼-32.2%418,2786.6%ETFDFCFDimensional Core Fixed Income ETF$16,047,264$1,938,466 ▲13.7%379,7276.2%ETFFIXDFirst Trust TCW Opportunistic Fixed Income ETF$14,933,227$20,453 ▲0.1%340,2425.8%ManufacturingDFSVDimensional US Small Cap Value ETF$13,941,916$1,393,159 ▼-9.1%473,7315.4%ETFDFUSDimensional U.S. Equity ETF$12,043,612$185,846 ▼-1.5%179,7024.7%ETFQQQMInvesco NASDAQ 100 ETF$9,026,317$9,026,317 ▲New Holding39,7463.5%ETFVOOVanguard S&P 500 ETF$8,664,162$8,664,162 ▲New Holding15,2533.3%ETFDFASDimensional U.S. Small Cap ETF$6,180,976$301,732 ▼-4.7%97,0172.4%ETFLMBSFirst Trust Low Duration Opportunities ETF$5,182,803$350,633 ▲7.3%105,2132.0%ManufacturingDFACDimensional U.S. Core Equity 2 ETF$4,416,492$39,997 ▼-0.9%123,2281.7%ETFDIMENSIONAL ETF TRUST$4,069,093$4,069,093 ▲New Holding60,8691.6%US CORE EQUITY 1AVUVAvantis U.S. Small Cap Value ETF$2,333,982$2,333,982 ▲New Holding25,6200.9%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$1,918,499$50,252 ▼-2.6%65,3220.7%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$1,603,407$133,718 ▼-7.7%11,9310.6%ETFCGCPCapital Group Core Plus Income ETF$1,462,590$3,173 ▲0.2%65,0040.6%ETFDEHPDimensional Emerging Markets High Profitability ETF$1,447,732$158,563 ▼-9.9%51,7050.6%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,362,423$148,801 ▲12.3%13,7340.5%FinanceUNHUnitedHealth Group$798,331$798,331 ▲New Holding2,5590.3%MedicalIWDiShares Russell 1000 Value ETF$785,924$5,050 ▲0.6%4,0460.3%ETFAAPLApple$741,061$188,343 ▲34.1%3,6120.3%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$719,726$352,537 ▲96.0%12,6250.3%ETFMSFTMicrosoft$674,985$229,306 ▲51.5%1,3570.3%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$628,439$94,317 ▲17.7%21,5150.2%ETFSPYSPDR S&P 500 ETF Trust$612,985$1,236 ▲0.2%9920.2%FinanceIWFiShares Russell 1000 Growth ETF$525,153$1,274 ▲0.2%1,2370.2%ETFAVUSAvantis U.S. Equity ETF$496,9280.0%4,9290.2%ETFDIMENSIONAL ETF TRUST$447,683$43,428 ▼-8.8%8,2160.2%GLOBAL CORE PLUSAVDEAvantis International Equity ETF$423,6330.0%5,7240.2%ETFGOOGLAlphabet$400,920$18,152 ▼-4.3%2,2750.2%Computer and TechnologyBNDWVanguard Total World Bond ETF$387,442$11,510 ▲3.1%5,5880.1%ETFIVViShares Core S&P 500 ETF$360,863$376,391 ▼-51.1%5810.1%ETFLLYEli Lilly and Company$353,520$353,520 ▲New Holding4540.1%MedicalBACBank of America$350,972$3,454 ▲1.0%7,4170.1%FinanceGOOGAlphabet$322,353$9,403 ▼-2.8%1,8170.1%Computer and TechnologyDIMENSIONAL ETF TRUST$321,894$62,380 ▼-16.2%4,7990.1%WORLD EQUITY ETFPGProcter & Gamble$314,755$60,052 ▲23.6%1,9760.1%Consumer StaplesVOVanguard Mid-Cap ETF$313,969$313,969 ▲New Holding1,1220.1%ETFUSXFiShares ESG Advanced MSCI USA ETF$313,554$755 ▲0.2%5,8140.1%ManufacturingEFAiShares MSCI EAFE ETF$311,686$4,737 ▲1.5%3,4870.1%FinanceVUGVanguard Growth ETF$298,274$298,274 ▲New Holding6800.1%ETFLINDE PLC$296,522$1,877 ▲0.6%6320.1%SHSVIGVanguard Dividend Appreciation ETF$290,113$52,822 ▲22.3%1,4170.1%ETFIJJiShares S&P Mid-Cap 400 Value ETF$288,683$104,796 ▼-26.6%2,3360.1%ETFSCHDSchwab US Dividend Equity ETF$286,582$2,783 ▲1.0%10,8140.1%ETFNVDANVIDIA$286,278$11,691 ▼-3.9%1,8120.1%Computer and TechnologyVBVanguard Small-Cap ETF$276,317$276,317 ▲New Holding1,1660.1%ETFDIMENSIONAL ETF TRUST$265,4230.0%5,2300.1%ULTRASHORT FIXEDAMZNAmazon.com$262,171$2,413 ▲0.9%1,1950.1%Retail/WholesaleDFSUDimensional US Sustainability Core 1 ETF$261,837$261,837 ▲New Holding6,6710.1%ETFIJHiShares Core S&P Mid-Cap ETF$261,798$62 ▼0.0%4,2210.1%ETFORCLOracle$233,245$233,245 ▲New Holding1,0670.1%Computer and TechnologySCHASchwab US Small-Cap ETF$224,845$32,106 ▼-12.5%8,8870.1%ETFVEUVanguard FTSE All-World ex-US ETF$224,037$224,037 ▲New Holding3,3330.1%ETFBRK.BBerkshire Hathaway$219,082$9,715 ▲4.6%4510.1%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$212,958$212,958 ▲New Holding1,5770.1%ETFPWVInvesco Large Cap Value ETF$211,584$211,584 ▲New Holding3,4050.1%ETFXMHQInvesco S&P MidCap Quality ETF$0$268,552 ▼-100.0%00.0%ETFDFNMDimensional National Municipal Bond ETF$0$256,878 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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