Alpha Financial Advisors, LLC

CIK 0001972138 · Q2 2026

13F Equity AUM

$376.0M

+15.2% QoQ

Positions

+25 QoQ

AUM Rank

#5,795

Top 46%

Skill Alpha (FF)

-2.9%/yr^ns

No Clear Edge

Rank #6,767 · Top 81%

vs S&P -7.9%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 49.3%Top 10: 74.7%Top 20: 89.8%

DFAU13.6%

DFIC11.8%

TSPA10.3%

DFCF7.0%

DFGX6.7%

AVEM6.1%

CGGR5.5%

DFSV5.3%

CGCP4.9%

DFUS3.5%

Others (77)25.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services93.5%

Technology5.0%

Other1.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 87Median: 0.16%Avg: 1.15%

0–0.5%

68(10.7%)

0.5–1%

2(1.5%)

1–3%

6(10.1%)

3–5%

3(11.5%)

5%+

8(66.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 87vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New27Increased27Decreased21Exited2

New Positions

MU1.1%

+3K

ALAB0.5%

+4K

ARM0.3%

+4K

SNDK0.3%

+534

META0.3%

+2K

AMD0.3%

+2K

AVGO0.2%

+2K

DELL0.2%

+2K

QCOM0.2%

+4K

MRVL0.2%

+2K

Increased

CGCP4.9%

+767K(+1239%)

DFCF7.0%

+78K(+14%)

DFAU13.6%

+38K(+4%)

DFIC11.8%

+27K(+2%)

TSPA10.3%

+10K(+1%)

NEAR1.6%

+6K(+5%)

IWF0.2%

+4K(+297%)

VUG0.1%

+3K(+500%)

AVEM6.1%

+3K(+1%)

DFAW0.1%

+3K(+68%)

Decreased

FIXD0.1%

-375,461(-99%)

DFGX6.7%

-232,503(-33%)

BNDW0.1%

-2,290(-40%)

DEHP0.4%

-1,748(-4%)

DFAC1.4%

-759(-1%)

SCHG0.2%

-602(-3%)

QQQM3.1%

-367(-1%)

DFUS3.5%

-286(-0%)

AVUV0.9%

-267(-1%)

VSS0.4%

-196(-2%)

Exited

DFSU

-9,350

DUSB

-4,145

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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