Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Alpha Financial Advisors, LLC (CIK 1972138) reported $382.2M across 86 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAU ($51.2M, 13.39%), DFIC ($44.2M, 11.57%), TSPA ($38.7M, 10.13%), DFCF ($26.4M, 6.90%), DFGX ($25.0M, 6.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | $51.2M | 13.39% | 990,171 | Added |
| 2 | DFIC | DIMENSIONAL ETF TRUST | $44.2M | 11.57% | 1.2M | Added |
| 3 | TSPA | T ROWE PRICE EXCHANGE-TRADED | $38.7M | 10.13% | 814,490 | Added |
| 4 | DFCF | DIMENSIONAL ETF TRUST | $26.4M | 6.90% | 624,792 | Added |
| 5 | DFGX | DIMENSIONAL ETF TRUST | $25.0M | 6.55% | 467,359 | Trimmed |
| 6 | AVEM | AMERICAN CENTY ETF TR | $22.9M | 6.00% | 237,632 | Added |
| 7 | CGGR | CAPITAL GROUP GROWTH ETF | $20.6M | 5.40% | 437,425 | Added |
| 8 | DFSV | DIMENSIONAL ETF TRUST | $20.0M | 5.24% | 516,208 | Trimmed |
| 9 | CGCP | CAPITAL GRP FIXED INCM ETF T | $18.5M | 4.83% | 829,098 | Added |
| 10 | DFUS | DIMENSIONAL ETF TRUST | $13.3M | 3.48% | 162,455 | Trimmed |
| 11 | QQQM | INVESCO EXCH TRADED FD TR II | $11.5M | 3.01% | 37,986 | Trimmed |
| 12 | VOO | VANGUARD INDEX FDS | $10.4M | 2.71% | 15,107 | Trimmed |
| 13 | DFAS | DIMENSIONAL ETF TRUST | $7.4M | 1.94% | 90,155 | Trimmed |
| 14 | NEAR | ISHARES U S ETF TR | $6.1M | 1.61% | 121,315 | Added |
| 15 | DFAC | DIMENSIONAL ETF TRUST | $5.2M | 1.37% | 118,008 | Trimmed |
| 16 | DCOR | DIMENSIONAL ETF TRUST | $4.7M | 1.23% | 57,371 | Hold |
| 17 | MU | MICRON TECHNOLOGY INC | $4.0M | 1.05% | 3,488 | New |
| 18 | SNDK | SANDISK CORP | $3.5M | 0.91% | 1,534 | New |
| 19 | AVUV | AMERICAN CENTY ETF TR | $3.3M | 0.86% | 26,212 | Trimmed |
| 20 | DFAX | DIMENSIONAL ETF TRUST | $2.3M | 0.61% | 62,843 | Trimmed |
| 21 | AAPL | APPLE INC | $1.8M | 0.47% | 6,271 | Added |
| 22 | AMD | ADVANCED MICRO DEVICES INC | $1.8M | 0.47% | 3,098 | New |
| 23 | ALAB | ASTERA LABS INC | $1.7M | 0.45% | 3,555 | New |
| 24 | DEHP | DIMENSIONAL ETF TRUST | $1.6M | 0.43% | 38,170 | Trimmed |
| 25 | VSS | VANGUARD INTL EQUITY INDEX F | $1.5M | 0.38% | 9,399 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30