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 Wealth Funds, LLC (CIK 2059327) reported $183.4M across 59 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SGOV ($123.0M, 67.08%), SPY ($19.8M, 10.77%), SPY ($3.8M, 2.08%), LQD ($2.1M, 1.17%), BIZD ($2.1M, 1.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | $123.0M | 67.08% | 1.2M | Added |
| 2 | SPY | SPDR S&P 500 ETF TR | $19.8M | 10.77% | 1,452 | Added |
| 3 | SPY | SPDR S&P 500 ETF TR | $3.8M | 2.08% | 5,103 | Added |
| 4 | LQD | ISHARES TR | $2.1M | 1.17% | 19,677 | Trimmed |
| 5 | BIZD | VANECK ETF TRUST | $2.1M | 1.16% | 168,231 | Trimmed |
| 6 | FSK | FS KKR CAP CORP | $1.9M | 1.03% | 180,192 | New |
| 7 | ET | ENERGY TRANSFER L P | $1.7M | 0.93% | 89,500 | Hold |
| 8 | MDY | SPDR S&P MIDCAP 400 ETF TR | $1.6M | 0.90% | 2,334 | Trimmed |
| 9 | USO | UNITED STS OIL FD LP | $1.6M | 0.90% | 750 | New |
| 10 | ROK | ROCKWELL AUTOMATION INC | $1.5M | 0.84% | 3,083 | Hold |
| 11 | ABT | ABBOTT LABORATORIES | $1.5M | 0.80% | 16,120 | Added |
| 12 | IJR | ISHARES TR | $1.3M | 0.72% | 8,963 | Trimmed |
| 13 | IXUS | ISHARES TR | $1.2M | 0.67% | 12,829 | New |
| 14 | PODD | INSULET CORP | $1.1M | 0.62% | 6,700 | Added |
| 15 | XLK | SELECT SECTOR SPDR TR | $1.0M | 0.56% | 5,434 | Trimmed |
| 16 | NVDA | NVIDIA CORPORATION | $987,044 | 0.54% | 4,933 | Added |
| 17 | IBB | ISHARES TR | $948,150 | 0.52% | 5,000 | New |
| 18 | LRCX | LAM RESEARCH CORP | $871,653 | 0.48% | 2,010 | New |
| 19 | NBIS | NEBIUS GROUP N.V. | $828,510 | 0.45% | 3,000 | New |
| 20 | XLY | SELECT SECTOR SPDR TR | $787,301 | 0.43% | 6,713 | Trimmed |
| 21 | AMAT | APPLIED MATLS INC | $749,582 | 0.41% | 1,034 | Added |
| 22 | XBI | SPDR SERIES TRUST | $729,849 | 0.40% | 4,612 | Trimmed |
| 23 | GEHC | GE HEALTHCARE TECHNOLOGIES I | $736,115 | 0.40% | 11,500 | New |
| 24 | AMGN | AMGEN INC | $726,051 | 0.40% | 2,005 | Hold |
| 25 | INTC | INTEL CORP | $710,202 | 0.39% | 5,100 | New |
Source: SEC Form 13F filings · as of 2026-06-30