Alpha Financial Advisors, LLC Top Holdings and 13F Report (2026) About Alpha Financial Advisors, LLCInvestment ActivityAlpha Financial Advisors, LLC has $326.38 million in total holdings as of March 31, 2026.Alpha Financial Advisors, LLC owns shares of 62 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 2.76% of the portfolio was purchased this quarter.About 1.66% of the portfolio was sold this quarter.This quarter, Alpha Financial Advisors, LLC has purchased 67 new stocks and bought additional shares in 21 stocks.Alpha Financial Advisors, LLC sold shares of 27 stocks and completely divested from 5 stocks this quarter.Largest Holdings Dimensional US Core Equity Market ETF $42,957,917Dimensional International Core Equity 2 ETF $41,212,078DIMENSIONAL ETF TRUST $36,708,127T. Rowe Price U.S. Equity Research ETF $32,883,730Dimensional Core Fixed Income ETF $23,083,724 Largest Purchases this Quarter DIMENSIONAL ETF TRUST 42,225 shares (about $2.21M)Dimensional US Core Equity Market ETF 47,813 shares (about $2.16M)Dimensional Core Fixed Income ETF 50,494 shares (about $2.13M)T. Rowe Price U.S. Equity Research ETF 31,167 shares (about $1.27M)DIMENSIONAL ETF TRUST 7,403 shares (about $399.69K) Largest Sales this Quarter Dimensional International Core Equity 2 ETF 20,327 shares (about $722.22K)Dimensional U.S. Equity ETF 7,512 shares (about $532.68K)Dimensional US Small Cap Value ETF 13,571 shares (about $475.53K)Dimensional Emerging Markets High Profitability ETF 8,867 shares (about $299.61K)Vanguard FTSE All-World ex-US Small-Cap ETF 1,842 shares (about $268.55K) 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$42,957,917$2,157,324 â–²5.3%952,08113.2%ETFDFICDimensional International Core Equity 2 ETF$41,212,078$722,219 â–¼-1.7%1,159,92312.6%ETFDIMENSIONAL ETF TRUST$36,708,127$2,214,723 â–²6.4%699,86211.2%DIMENSIONAL INTETSPAT. Rowe Price U.S. Equity Research ETF$32,883,730$1,274,731 â–²4.0%804,00310.1%ManufacturingDFCFDimensional Core Fixed Income ETF$23,083,724$2,131,855 â–²10.2%546,7497.1%ETFAVEMAvantis Emerging Markets Equity ETF$18,903,422$245,205 â–¼-1.3%234,5925.8%ETFDFSVDimensional US Small Cap Value ETF$18,092,583$475,528 â–¼-2.6%516,3415.5%ETFCGGRCapital Group Growth ETF$17,544,624$225,426 â–²1.3%436,5425.4%ETFFIXDFirst Trust TCW Opportunistic Fixed Income ETF$16,603,647$166,339 â–¼-1.0%380,9055.1%ManufacturingDFUSDimensional U.S. Equity ETF$11,539,959$532,676 â–¼-4.4%162,7413.5%ETFVOOVanguard S&P 500 ETF$9,116,820$51,987 â–²0.6%15,2572.8%ETFQQQMInvesco NASDAQ 100 ETF$9,113,440$20,198 â–¼-0.2%38,3532.8%ETFDFASDimensional U.S. Small Cap ETF$6,424,172$196,461 â–¼-3.0%90,3162.0%ETFNEARiShares Short Duration Bond Active ETF$5,872,726$190,682 â–²3.4%115,5251.8%ETFDFACDimensional U.S. Core Equity 2 ETF$4,615,296$123,031 â–¼-2.6%118,7671.4%ETFDIMENSIONAL ETF TRUST$4,135,3020.0%57,3711.3%US CORE EQUITY 1AVUVAvantis U.S. Small Cap Value ETF$2,925,135$20,879 â–²0.7%26,4790.9%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$2,138,125$65,154 â–¼-3.0%62,9420.7%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$1,398,855$268,545 â–¼-16.1%9,5950.4%ETFCGCPCapital Group Core Plus Income ETF$1,383,494$91,505 â–¼-6.2%61,9290.4%ETFDEHPDimensional Emerging Markets High Profitability ETF$1,348,821$299,614 â–¼-18.2%39,9180.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,224,617$5,261 â–¼-0.4%12,3360.4%FinanceDIMENSIONAL ETF TRUST$1,086,510$399,694 â–²58.2%20,1240.3%GLOBAL CORE PLUSSPYSPDR S&P 500 ETF Trust$981,854$32,512 â–¼-3.2%1,5100.3%FinanceAAPLApple$955,250$25,125 â–¼-2.6%3,7640.3%Computer and TechnologyIWDiShares Russell 1000 Value ETF$855,3980.0%4,0030.3%ETFVEAVanguard FTSE Developed Markets ETF$761,290$17,558 â–¼-2.3%11,8800.2%ETFVTIVanguard Total Stock Market ETF$715,580$97,827 â–²15.8%2,2310.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$626,7180.0%21,5150.2%ETFGOOGLAlphabet$579,428$30,194 â–¼-5.0%2,0150.2%Computer and TechnologyAVUSAvantis U.S. Equity ETF$547,9910.0%4,9290.2%ETFIWFiShares Russell 1000 Growth ETF$526,1250.0%1,2340.2%ETFFIDELITY COVINGTON TRUST$505,348$22,357 â–¼-4.2%13,5850.2%ENHANCED INTLAVDEAvantis International Equity ETF$451,5180.0%5,3220.1%ETFMSFTMicrosoft$443,093$2,221 â–¼-0.5%1,1970.1%Computer and TechnologyLLYEli Lilly and Company$415,280$919 â–²0.2%4520.1%MedicalGOOGAlphabet$413,136$138,286 â–¼-25.1%1,4400.1%Computer and TechnologyIVViShares Core S&P 500 ETF$408,526$5,883 â–²1.5%6250.1%ETFUNHUnitedHealth Group$394,791$243,531 â–¼-38.2%1,4590.1%MedicalBNDWVanguard Total World Bond ETF$390,586$11,140 â–¼-2.8%5,7150.1%ETFDFSUDimensional US Sustainability Core 1 ETF$384,192$110,080 â–²40.2%9,3500.1%ETFQQQInvesco QQQ$344,952$98,640 â–²40.0%5980.1%FinanceUSXFiShares ESG Advanced MSCI USA ETF$332,250$718 â–²0.2%6,0190.1%ManufacturingBACBank of America$330,330$536 â–²0.2%6,7760.1%FinanceBRK.BBerkshire Hathaway$313,397$1,917 â–²0.6%6540.1%FinanceLINDE PLC$313,320$1,983 â–²0.6%6320.1%SHSVBVanguard Small-Cap ETF$305,9390.0%1,1680.1%ETFDIMENSIONAL ETF TRUST$304,849$167,770 â–¼-35.5%4,1320.1%WORLD EQUITY ETFVUGVanguard Growth ETF$304,5530.0%6970.1%ETFIJHiShares Core S&P Mid-Cap ETF$285,0270.0%4,2210.1%ETFVIGVanguard Dividend Appreciation ETF$276,8830.0%1,2870.1%ETFNVDANVIDIA$269,274$25,986 â–¼-8.8%1,5440.1%Computer and TechnologyEFAiShares MSCI EAFE ETF$256,3360.0%2,6390.1%FinanceIJJiShares S&P Mid-Cap 400 Value ETF$250,028$43,328 â–¼-14.8%1,8870.1%ETFPWVInvesco Large Cap Value ETF$237,3600.0%3,4050.1%ETFPGProcter & Gamble$236,682$6,065 â–¼-2.5%1,6390.1%Consumer StaplesAMZNAmazon.com$235,762$2,708 â–²1.2%1,1320.1%Retail/WholesalePMPhilip Morris International$233,295$992 â–²0.4%1,4110.1%Consumer StaplesDBAWXtrackers MSCI All World ex US Hedged Equity ETF$232,9430.0%5,4560.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$224,6120.0%1,5770.1%ETFABBVAbbVie$214,279$21,972 â–²11.4%9850.1%MedicalDIMENSIONAL ETF TRUST$210,193$55,020 â–¼-20.7%4,1450.1%ULTRASHORT FIXEDGOVTiShares U.S. Treasury Bond ETF$0$397,573 â–¼-100.0%00.0%ETFMBBiShares MBS ETF$0$277,852 â–¼-100.0%00.0%ETFVEUVanguard FTSE All-World ex-US ETF$0$246,377 â–¼-100.0%00.0%ETFJPMJPMorgan Chase & Co.$0$243,921 â–¼-100.0%00.0%FinanceORCLOracle$0$207,939 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
