Alpha Financial Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing reports a total of 162 positions held by the firm.
The portfolio is heavily weighted toward large-cap technology companies, with significant holdings in Advanced Micro Devices (AMD), Alphabet (Class C and Class A), Amazon, Apple, Broadcom, and Microsoft. The firm also holds substantial stakes in NVIDIA, Micron Technology, Meta Platforms, and Oracle.
Alpha Financial Advisors holds a mix of individual stocks and exchange-traded funds (ETFs). The ETF holdings include Dimensional ETF Trust funds covering various market caps and regions, as well as Vanguard and iShares index funds tracking the S&P 500, international markets, and fixed income. Notable individual stock positions also include Eli Lilly, Merck & Co., JPMorgan Chase, and Procter & Gamble.
The filing lists Katie Smith as the Chief Operating Officer of the firm, which is located in Charlotte, North Carolina.
