Alpha Advisors, LLC/VA

CIK

2095967

Location

RICHMOND, VA

Portfolio Value

Micro $39,266,602

Diversification

Diversified

Filing Date

Global Rank

#7,142 / 8,605 ▲ 68 · as of Mar 2026

Top Industry

Asset Management 38.0%

3Y Alpha vs SPY

+4.6%

Period ended 3 months ago

Filed May 14, 2026 · 56d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

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

Cloned portfolio

+31.0%

SPY

+24.4%

Annualised alpha

+4.4%

Max drawdown

−16.2%

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

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

Top Position

21.1%

+0.6 pts

Top 5

71.1%

−0.9 pts

Top 10

83.9%

−2.1 pts

HHI

1,286

Diversified+29

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	40.1%	$15,738,550	6
Technology	28.8%	$11,292,896	6
Unclassified	18.9%	$7,416,486	3
Industrials	5.2%	$2,053,679	4
Healthcare	2.6%	$1,034,791	4
Energy	1.8%	$705,649	2
Communication Services	1.4%	$535,950	2
Consumer Cyclical	1.2%	$488,601	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
PHYS	Sprott Physical Gold Trust	+5,878	233,705	$8,282,505
NVDA	Nvidia Corp	+795	4,055	$707,192
ORCL	Oracle Corp	+416	6,683	$983,136
AMZN	Amazon Com Inc	+244	2,346	$488,601
XOM	Exxon Mobil Corp	+233	2,508	$425,507
MSFT	Microsoft Corp	+185	3,469	$1,284,119
GOOGL	Alphabet Inc.	+183	1,058	$304,238
AVGO	Broadcom Inc.	+140	803	$248,536
BRK-B	Berkshire Hathaway Inc	+55	1,917	$918,626
DELL	Dell Technologies Inc.	+54	2,175	$356,982
ABBV	AbbVie Inc.	+45	1,411	$306,878
JPM	Jpmorgan Chase & Co	+44	3,121	$918,073
META	Meta Platforms, Inc.	+43	405	$231,712
V	Visa Inc.	+29	4,304	$1,300,840
GEV	GE Vernova Inc.	+16	369	$322,100
GE	General Electric Co	+16	1,521	$431,614
LMT	Lockheed Martin Corp	+6	612	$369,886
CAH	Cardinal Health Inc	+3	1,877	$396,628
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
PSLV	Sprott Physical Silver Trust	−68,964	156,706	$3,822,059
WFC	Wells Fargo & Company/Mn	−226	6,236	$496,447
GLD	Spdr Gold Trust	−174	15,804	$6,800,303
AAPL	Apple Inc.	−9	30,391	$7,712,931
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
CVX	Chevron Corp	1,354	$280,142
JNJ	Johnson & Johnson	1,035	$252,995
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
BA	Boeing Co	1,084	$235,358
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

28 positions · $39,266,602 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PHYS	Sprott Physical Gold Trust Financial Services	Added	233,705	+5,878	$8,282,505	+10.1%	21.09%
AAPL	Apple Inc. Technology	Reduced	30,391	-9	$7,712,931	−6.7%	19.64%
GLD	Spdr Gold Trust	Reduced	15,804	-174	$6,800,303	+7.4%	17.32%
PSLV	Sprott Physical Silver Trust Financial Services	Reduced	156,706	-68,964	$3,822,059	−28.4%	9.73%
V	Visa Inc. Financial Services	Added	4,304	+29	$1,300,840	−13.2%	3.31%
MSFT	Microsoft Corp Technology	Added	3,469	+185	$1,284,119	−19.1%	3.27%
ORCL	Oracle Corp Technology	Added	6,683	+416	$983,136	−19.5%	2.50%
BCO	Brinks Co Industrials	Held	8,975	0	$930,079	−11.2%	2.37%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,917	+55	$918,626	−1.8%	2.34%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,121	+44	$918,073	−7.4%	2.34%
NVDA	Nvidia Corp Technology	Added	4,055	+795	$707,192	+16.3%	1.80%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	6,236	-226	$496,447	−17.6%	1.26%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,346	+244	$488,601	+0.7%	1.24%
GE	General Electric Co Industrials	Added	1,521	+16	$431,614	−6.9%	1.10%
XOM	Exxon Mobil Corp Energy	Added	2,508	+233	$425,507	+55.4%	1.08%
CAH	Cardinal Health Inc Healthcare	Added	1,877	+3	$396,628	+3.0%	1.01%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	808	0	$374,257	−3.6%	0.95%
LMT	Lockheed Martin Corp Industrials	Added	612	+6	$369,886	+26.2%	0.94%
DELL	Dell Technologies Inc. Technology	Added	2,175	+54	$356,982	+33.7%	0.91%
GEV	GE Vernova Inc. Industrials	Added	369	+16	$322,100	+39.6%	0.82%
ABBV	AbbVie Inc. Healthcare	Added	1,411	+45	$306,878	−1.7%	0.78%
GOOGL	Alphabet Inc. Communication Services	Added	1,058	+183	$304,238	+11.1%	0.77%
CVX	Chevron Corp Energy	NEW	1,354	NEW	$280,142	NEW	0.71%
JNJ	Johnson & Johnson Healthcare	NEW	1,035	NEW	$252,995	NEW	0.64%
AVGO	Broadcom Inc. Technology	Added	803	+140	$248,536	+8.3%	0.63%
SPY	Spdr S&P 500 ETF Trust	Held	372	0	$241,926	−4.6%	0.62%
META	Meta Platforms, Inc. Communication Services	Added	405	+43	$231,712	−3.0%	0.59%
PGEN	Precigen, Inc. Healthcare	Held	20,230	0	$78,290	−7.4%	0.20%