Alpha Financial Advisors, LLC

Est. AUM

$326.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$43.0M	952081	13.16%	SOLE
2	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$41.2M	1159923	12.63%	SOLE
3	DIMENSIONAL ETF TRUST	DIMENSIONAL INTE	$36.7M	699862	11.25%	SOLE
4	T ROWE PRICE ETF INC	US EQUITY RESEAR	$32.9M	804003	10.08%	SOLE
5	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$23.1M	546749	7.07%	SOLE
6	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$18.9M	234592	5.79%	SOLE
7	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$18.1M	516341	5.54%	SOLE
8	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$17.5M	436542	5.38%	SOLE
9	FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$16.6M	380905	5.09%	SOLE
10	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$11.5M	162741	3.54%	SOLE
11	VANGUARD INDEX FDS	S&P 500 ETF SHS	$9.1M	15257	2.79%	SOLE
12	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$9.1M	38353	2.79%	SOLE
13	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$6.4M	90316	1.97%	SOLE
14	ISHARES U S ETF TR	SHORT DURATION B	$5.9M	115525	1.80%	SOLE
15	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$4.6M	118767	1.41%	SOLE
16	DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$4.1M	57371	1.27%	SOLE
17	AMERICAN CENTY ETF TR	US SML CP VALU	$2.9M	26479	0.90%	SOLE
18	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$2.1M	62942	0.66%	SOLE
19	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$1.4M	9595	0.43%	SOLE
20	CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$1.4M	61929	0.42%	SOLE
21	DIMENSIONAL ETF TRUST	EMERGING MKTS HI	$1.3M	39918	0.41%	SOLE
22	ISHARES TR	CORE US AGGBD ET	$1.2M	12336	0.38%	SOLE
23	DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	$1.1M	20124	0.33%	SOLE
24	STATE STR SPDR S&P 500 ETF T	TR UNIT	$982K	1510	0.30%	SOLE
25	APPLE INC	COM	$955K	3764	0.29%	SOLE
26	ISHARES TR	RUS 1000 VAL ETF	$855K	4003	0.26%	SOLE
27	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$761K	11880	0.23%	SOLE
28	VANGUARD INDEX FDS	TOTAL STK MKT	$716K	2231	0.22%	SOLE
29	SCHWAB STRATEGIC TR	US LCAP GR ETF	$627K	21515	0.19%	SOLE
30	ALPHABET INC	CAP STK CL A	$579K	2015	0.18%	SOLE
31	AMERICAN CENTY ETF TR	US EQT ETF	$548K	4929	0.17%	SOLE
32	ISHARES TR	RUS 1000 GRW ETF	$526K	1234	0.16%	SOLE
33	FIDELITY COVINGTON TRUST	ENHANCED INTL	$505K	13585	0.15%	SOLE
34	AMERICAN CENTY ETF TR	INTL EQT ETF	$452K	5322	0.14%	SOLE
35	MICROSOFT CORP	COM	$443K	1197	0.14%	SOLE
36	ELI LILLY & CO	COM	$415K	452	0.13%	SOLE
37	ALPHABET INC	CAP STK CL C	$413K	1440	0.13%	SOLE
38	ISHARES TR	CORE S&P500 ETF	$409K	625	0.13%	SOLE
39	UNITEDHEALTH GROUP INC	COM	$395K	1459	0.12%	SOLE
40	VANGUARD SCOTTSDALE FDS	TOTAL WLD BD ETF	$391K	5715	0.12%	SOLE
41	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$384K	9350	0.12%	SOLE
42	INVESCO QQQ TR	UNIT SER 1	$345K	598	0.11%	SOLE
43	ISHARES TR	ESG MSCI USA ETF	$332K	6019	0.10%	SOLE
44	BANK AMERICA CORP	COM	$330K	6776	0.10%	SOLE
45	LINDE PLC	SHS	$313K	632	0.10%	SOLE
46	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$313K	654	0.10%	SOLE
47	VANGUARD INDEX FDS	SMALL CP ETF	$306K	1168	0.09%	SOLE
48	DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$305K	4132	0.09%	SOLE
49	VANGUARD INDEX FDS	GROWTH ETF	$305K	697	0.09%	SOLE
50	ISHARES TR	CORE S&P MCP ETF	$285K	4221	0.09%	SOLE

1–50 of 62

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.