Holdings
Alpha Financial Advisors, LLC
As of Jun 30, 2026, Alpha Financial Advisors, LLC reported 34 positions worth US$7.87M. Largest: Alphabet Inc (google) Class C, Apple Inc and Unitedhealth Group Incorporated. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 3,439 | US$1.23M | −13 | Jun 30, 2026 |
| Apple Inc | 3,771 | US$1.09M | +7 | Jun 30, 2026 |
| Unitedhealth Group Incorporated | 1,418 | US$589K | −41 | Jun 30, 2026 |
| Eli Lilly And Company | 452 | US$542K | no change | Jun 30, 2026 |
| Microsoft Corp. | 1,184 | US$442K | −13 | Jun 30, 2026 |
| Bank Of America Corporation | 6,763 | US$385K | −13 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 612 | US$306K | −42 | Jun 30, 2026 |
| Nvidia Corporation | 1,469 | US$294K | −75 | Jun 30, 2026 |
| Philip Morris International Inc | 1,404 | US$254K | −7 | Jun 30, 2026 |
| Mckesson Corporation | 332 | US$251K | new | Jun 30, 2026 |