Alpha Financial Advisors, LLC
Alpha Financial Advisors, LLC reported 159 holdings worth US$382M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Alpha Financial Advisors, LLC reported 159 holdings worth US$382M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Apple Inc and Unitedhealth Group Incorporated. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 159
- Value as reported
- US$382M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 3,439 | US$1.23M | 0.32% |
| Apple Inc | 3,771 | US$1.09M | 0.29% |
| Unitedhealth Group Incorporated | 1,418 | US$589K | 0.15% |
| Eli Lilly And Company | 452 | US$542K | 0.14% |
| Microsoft Corp. | 1,184 | US$442K | 0.12% |
| Bank Of America Corporation | 6,763 | US$385K | 0.10% |
| Berkshire Hathaway Inc. | 612 | US$306K | 0.08% |
| Nvidia Corporation | 1,469 | US$294K | 0.08% |
| Philip Morris International Inc | 1,404 | US$254K | 0.07% |
| Mckesson Corporation | 332 | US$251K | 0.07% |
| Amazon.com, Inc. | 1,032 | US$246K | 0.06% |
| Abbvie Inc. | 963 | US$242K | 0.06% |
| Procter & Gamble Company (the) | 1,594 | US$234K | 0.06% |
| Cvs Health Corporation | 2,244 | US$232K | 0.06% |
| Micron Technology, Inc. | 188 | US$217K | 0.06% |
| Jp Morgan Chase & Co. | 618 | US$202K | 0.05% |
| Broadcom Inc. | 443 | US$167K | 0.04% |
| Oracle Corporation | 1,065 | US$156K | 0.04% |
| International Business Machines Corporation | 443 | US$125K | 0.03% |
| Meta Platforms, Inc. | 204 | US$115K | 0.03% |
| Cisco Systems, Inc. | 756 | US$88,800 | 0.02% |
| Sandisk Corporation | 34 | US$77,307 | 0.02% |
| Keysight Technologies Inc. | 209 | US$73,165 | 0.02% |
| Intel Corporation | 454 | US$63,336 | 0.02% |
| Advanced Micro Devices Inc | 98 | US$56,929 | 0.01% |
| Applied Materials, Inc. | 60 | US$43,380 | 0.01% |
| Qualcomm Incorporated | 176 | US$32,523 | <0.01% |
| Astera Labs, Inc. | 55 | US$26,566 | <0.01% |
| Corning Incorporated | 96 | US$24,521 | <0.01% |
| Western Digital Corporation | 37 | US$23,633 | <0.01% |
| Marvell Technology, Inc. | 61 | US$18,171 | <0.01% |
| Dell Technologies Inc. | 30 | US$12,944 | <0.01% |
| Teradyne, Inc. | 18 | US$8,709 | <0.01% |
| Mongodb, Inc. | 6 | US$2,015 | <0.01% |
Source
View original at SEC
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