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Alpha Financial Advisors, LLC

SEC CIK
0001972138
Latest filing
Aug 13, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Alpha Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q2 2026 holdings

Shares (Q2 2026)
1,771
Value
$1.32M
% of portfolio
0.4%
Quarters held
15
Since Q4 2022
Holdings of SPY by Alpha Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,771$1.32M0.4%+261+17.3%AddedHolders
Q1 20261,510$981.9K0.3%−50−3.2%ReducedHolders
Q4 20251,560$1.06M0.3%+356+29.6%AddedHolders
Q3 20251,204$802.2K0.3%+212+21.4%AddedHolders
Q2 2025992$613.0K0.2%+2+0.2%AddedHolders
Q1 2025990$553.9K0.2%+8+0.8%AddedHolders
Q4 2024982$575.8K0.3%+5+0.5%AddedHolders
Q3 2024977$560.7K0.2%+9+0.9%AddedHolders
Q2 2024968$527.0K0.3%+5+0.5%AddedHolders
Q1 2024963$503.6K0.2%+9+0.9%AddedHolders
Q4 2023954$453.7K0.2%+397+71.3%AddedHolders
Q3 2023557$238.2K0.2%+7+1.3%AddedHolders
Q2 2023550$243.9K0.2%+5+0.9%AddedHolders
Q1 2023545$223.0K0.2%+8+1.5%AddedHolders
Q4 2022537$205.3K0.2%–No prior filingHolders