Fund HoldingsAlpha Financial Partners, LLC

Total Portfolio Value
$163.82M
Total Bought
$27.98M
Total Sold
$18.45M
Net Transaction
+$9.53M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR P500ETF
062,701+62,70105,0303.07%+5,030
SSGA ACTIVE TR
SST BRIDGEWATER
14,040186,408+172,3683915,1243.13%+4,733
JPMORGAN CHASE & CO.(JPM)2,75612,288+9,5328693,9592.42%+3,090
BLACKROCK ETF TRUST
ISHARES US EQUIT
31,13277,373+46,2411,8434,7052.87%+2,862
ISHARES TR040,488+40,48801,2540.77%+1,254
INVESCO QQQ TR5,7357,510+1,7753,4434,6142.82%+1,171
ISHARES TR8,87429,341+20,4675211,6711.02%+1,150
ISHARES TR
CORE MSCI TOTAL
63,08671,504+8,4185,2106,0523.69%+842
LEGENCE CORP(LGN)017,857+17,85707690.47%+769
ISHARES TR
FLTG RATE NT ETF
10,19519,719+9,5245211,0030.61%+482
ISHARES TR18,71822,899+4,1811,8852,2991.40%+414
ISHARES TR111,008115,161+4,1537,2447,6014.64%+356
ISHARES TR
CORE HIGH DV ETF
02,718+2,71803310.20%+331
ELI LILLY & CO(LLY)460611+1513516560.40%+305
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,894+1,89402730.17%+273
VANGUARD BD INDEX FDS03,501+3,50102730.17%+273
VANGUARD WHITEHALL FDS01,816+1,81602610.16%+261
ALPHABET INC(GOOG)3,8943,830-649481,2020.73%+253
FIRST TR EXCHNG TRADED FD VI
FT VEST UQ EQT
04,926+4,92602520.15%+252
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
06,645+6,64502510.15%+251
BLACKROCK ETF TRUST II011,273+11,27302500.15%+250
ISHARES TR
MSCI USA MIN ETF
02,655+2,65502500.15%+250
FEDEX CORP(FDX)0847+84702450.15%+245
STRYKER CORPORATION(SYK)0660+66002320.14%+232
COCA COLA CO(KO)03,254+3,25402270.14%+227
VANGUARD INDEX FDS3,3143,597+2832,0302,2561.38%+226
AMGEN INC(AMGN)0685+68502240.14%+224
PACCAR INC(PCAR)01,845+1,84502020.12%+202
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
5,4239,970+4,5472204120.25%+192
APPLE INC(AAPL)7,1497,353+2041,8201,9991.22%+178
ISHARES BITCOIN TRUST ETF(IBIT)11,22018,009+6,7897298940.55%+165
ALPHABET INC(GOOG)1,4741,627+1533585090.31%+151
ISHARES SILVER TR(SLV)7,1706,520-6503044200.26%+116
ISHARES GOLD TR(IAU)12,94612,960+149421,0520.64%+110
NVIDIA CORPORATION(NVDA)6,7287,295+5671,2551,3610.83%+105
ISHARES TR
US INFRASTRUC
34,85136,873+2,0221,8411,9401.18%+99
CUMMINS INC(CMI)1,0391,054+154395380.33%+99
EXXON MOBIL CORP4,5774,913+3365165910.36%+75
ISHARES TR52,20752,443+2365,5605,6173.43%+58
MASTERCARD INCORPORATED(MA)416515+992362940.18%+58
VANGUARD STAR FDS3,1023,716+6142282800.17%+52
GE VERNOVA INC(GEV)455504+492803290.20%+50
TESLA INC(TSLA)1,6651,748+837407860.48%+46
EATON CORP PLC(ETN)9901,307+3173714160.25%+46
PIMCO ETF TR
INTER MUN BD ACT
26,55327,263+7101,3881,4290.87%+41
PROLOGIS INC.(PLD)1,8451,957+1122112500.15%+38
BROADCOM INC(AVGO)2,0272,039+126697060.43%+37
QUANTA SVCS INC4,4794,482+31,8561,8921.15%+35
SPDR S&P 500 ETF TR(SPY)2,1232,12301,4141,4480.88%+33
WORLD GOLD TR(GLDM)8,6958,160-5356656970.43%+32
MCDONALDS CORP(MCD)742841+992252570.16%+32
ISHARES TR172,974173,846+87217,34117,36410.60%+23
AMAZON COM INC(AMZN)3,8623,770-928488700.53%+22
WALMART INC(WMT)3,6383,550-883753960.24%+21
TJX COS INC NEW(TJX)4,0443,922-1225846020.37%+18
NEXTERA ENERGY INC(NEE)2,8112,864+532122300.14%+18
BANK AMERICA CORP8,7758,532-2434534690.29%+17
J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
5,2715,569+2982662810.17%+15
GE AEROSPACE(GE)1,2271,243+163693830.23%+14
LISTED FDS TR
ROUN MA SEVE ETF
9,6809,68006286380.39%+11
ISHARES TR1,1751,181+62392480.15%+9
VANGUARD INDEX FDS2,0802,062-186836910.42%+9
ISHARES TR1,9551,957+25355420.33%+7
LOWES COS INC(LOW)1,1631,224+612922950.18%+3
NEW YORK LIFE INVTS ACTIVE E
MACKAY MUN INTER
11,50911,606+972802820.17%+3
NORFOLK SOUTHN CORP(NSC)712750+382142170.13%+3
ISHARES TR6,7166,537-1794374390.27%+2
GLOBAL X FDS
US INFR DEV ETF
9,3209,32004444450.27%+1
CAPITAL GROUP INTL FOCUS EQT
SHS CREAT UNIT
11,41711,483+663383390.21%+1
QUALCOMM INC(QCOM)1,3291,297-322212220.14%+1
VANGUARD ADMIRAL FDS INC2,0932,033-602312270.14%-4
ABBVIE INC(ABBV)1,7911,798+74154110.25%-4
ISHARES TR5,8005,774-265605560.34%-4
BLACKSTONE INC(BX)1,3551,434+792312210.13%-10
CINTAS CORP(CTAS)1,4961,564+683072940.18%-13
ALLSTATE CORP(ALL)1,6951,604-913643340.20%-30
MICROSOFT CORP(MSFT)3,0143,154+1401,5611,5250.93%-35
COSTCO WHSL CORP NEW(COST)765776+117086690.41%-39
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
20,72118,951-1,7707947450.45%-49
OREILLY AUTOMOTIVE INC(ORLY)3,1913,201+103442920.18%-52
BERKSHIRE HATHAWAY INC DEL1,7401,632-1088758200.50%-54
ISHARES TR33,38032,467-9133,9673,9022.38%-65
HOME DEPOT INC(HD)1,4981,474-246075070.31%-100
NETFLIX INC(NFLX)2802,462+2,1823362310.14%-105
META PLATFORMS INC(META)764664-1005614380.27%-123
ORACLE CORP(ORCL)1,5651,503-624402930.18%-147
SHERWIN WILLIAMS CO(SHW)6040-6042090-209
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
4,1540-4,1542110-211
NEOS ETF TRUST
NEOS S&P 500 HI
28,44724,260-4,1871,4881,2740.78%-213
PROCTER AND GAMBLE CO(PG)1,4380-1,4382210-221
LABCORP HOLDINGS INC(LH)7780-7782230-223
ROYAL CARIBBEAN GROUP
COM
6990-6992260-226
ABBOTT LABS1,7060-1,7062280-228
PACKAGING CORP AMER(PKG)1,0520-1,0522290-229
VANGUARD INDEX FDS4880-4882340-234
ISHARES TR
ULTRA SHORT DUR
5,2400-5,2402660-266
SELECT SECTOR SPDR TR
ST STR TECHN ETF
9460-9462670-267
UNION PAC CORP(UNP)1,3390-1,3393170-317
PURECYCLE TECHNOLOGIES INC(PCT)41,49420,713-20,7815461780.11%-368
ISHARES TR
MSCI USA QLT FCT
4,6922,071-2,6219134110.25%-501
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