Alpha Financial Advisors, LLC

CIK

1972138

Location

CHARLOTTE, NC

Portfolio Value

Micro $6,261,821

Diversification

Diversified

Filing Date

Global Rank

#8,293 / 8,605 ▲ 35 · as of Mar 2026

Top Industry

Consumer Electronics 19.4%

3Y Alpha vs SPY

-1.1%

Period ended 3 months ago

Filed May 12, 2026 · 58d

14 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+73.8%

SPY

+76.5%

Annualised alpha

-0.6%

Max drawdown

−21.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

15 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

15.7%

+1.6 pts

Top 5

53.9%

−0.9 pts

Top 10

81.0%

+2.8 pts

HHI

879

Diversified+61

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	26.6%	$1,667,631	3
Unclassified	21.2%	$1,327,166	2
Healthcare	16.4%	$1,024,753	3
Financial Services	10.3%	$643,726	2
Communication Services	9.3%	$579,433	1
Consumer Defensive	7.5%	$470,031	2
Basic Materials	5.0%	$313,320	1
Consumer Cyclical	3.8%	$235,761	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	+171	598	$345,153
ABBV	AbbVie Inc.	+101	985	$214,227
AMZN	Amazon Com Inc	+13	1,132	$235,761
BAC	Bank Of America Corp /De/	+11	6,776	$330,330
PM	Philip Morris International Inc.	+6	1,411	$233,294
BRK-B	Berkshire Hathaway Inc	+4	654	$313,396
LIN	Linde PLC	+4	632	$313,320
LLY	ELI LILLY & Co	+1	452	$415,736
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
UNH	Unitedhealth Group Inc	−900	1,459	$394,790
NVDA	Nvidia Corp	−149	1,544	$269,273
GOOGL	Alphabet Inc.	−105	2,015	$579,433
AAPL	Apple Inc.	−99	3,764	$955,265
SPY	Spdr S&P 500 ETF Trust	−50	1,510	$982,013
PG	PROCTER & GAMBLE Co	−42	1,639	$236,737
MSFT	Microsoft Corp	−6	1,197	$443,093
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
JPM	Jpmorgan Chase & Co	757	$243,920
ORCL	Oracle Corp	1,067	$207,968
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

15 positions · $6,261,821 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	1,510	-50	$982,013	−7.7%	15.68%
AAPL	Apple Inc. Technology	Reduced	3,764	-99	$955,265	−9.0%	15.26%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,015	-105	$579,433	−12.7%	9.25%
MSFT	Microsoft Corp Technology	Reduced	1,197	-6	$443,093	−23.8%	7.08%
LLY	ELI LILLY & Co Healthcare	Added	452	+1	$415,736	−14.2%	6.64%
UNH	Unitedhealth Group Inc Healthcare	Reduced	1,459	-900	$394,790	−49.3%	6.30%
QQQ	Invesco Qqq Trust, Series 1	Added	598	+171	$345,153	+31.6%	5.51%
BAC	Bank Of America Corp /De/ Financial Services	Added	6,776	+11	$330,330	−11.2%	5.28%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	654	+4	$313,396	−4.1%	5.00%
LIN	Linde PLC Basic Materials	Added	632	+4	$313,320	+17.0%	5.00%
NVDA	Nvidia Corp Technology	Reduced	1,544	-149	$269,273	−14.7%	4.30%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	1,639	-42	$236,737	−1.7%	3.78%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,132	+13	$235,761	−8.7%	3.77%
PM	Philip Morris International Inc. Consumer Defensive	Added	1,411	+6	$233,294	+3.5%	3.73%
ABBV	AbbVie Inc. Healthcare	Added	985	+101	$214,227	+6.1%	3.42%