Alpha Financial Advisors, LLC Top Holdings and 13F Report (2025) About Alpha Financial Advisors, LLCInvestment ActivityAlpha Financial Advisors, LLC has $224.91 million in total holdings as of March 31, 2025.Alpha Financial Advisors, LLC owns shares of 48 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 19.62% of the portfolio was purchased this quarter.About 16.16% of the portfolio was sold this quarter.This quarter, Alpha Financial Advisors, LLC has purchased 49 new stocks and bought additional shares in 23 stocks.Alpha Financial Advisors, LLC sold shares of 15 stocks and completely divested from 5 stocks this quarter.Largest Holdings T. Rowe Price U.S. Equity Research ETF $30,475,307Dimensional US Core Equity Market ETF $30,163,713DIMENSIONAL ETF TRUST $28,760,994Dimensional International Core Equity 2 ETF $26,271,016Capital Group Growth ETF $21,127,758 Largest New Holdings this Quarter 46436E767 - iShares ESG Advanced MSCI USA ETF $270,667 Holding46137V472 - Invesco S&P MidCap Quality ETF $268,552 Holding25434V591 - DIMENSIONAL ETF TRUST $265,318 Holding084670702 - Berkshire Hathaway $229,542 Holding Largest Purchases this Quarter T. Rowe Price U.S. Equity Research ETF 834,196 shares (about $29.33M)Dimensional US Core Equity Market ETF 188,892 shares (about $7.26M)Capital Group Growth ETF 67,202 shares (about $2.30M)Capital Group Core Plus Income ETF 47,974 shares (about $1.08M)Dimensional Core Fixed Income ETF 20,339 shares (about $855.46K) Largest Sales this Quarter Dimensional US Small Cap Value ETF 216,592 shares (about $6.10M)Dimensional International Core Equity 2 ETF 179,267 shares (about $4.98M)First Trust TCW Opportunistic Fixed Income ETF 41,854 shares (about $1.83M)Dimensional U.S. Small Cap ETF 13,317 shares (about $795.69K)iShares MSCI EAFE ETF 2,811 shares (about $229.76K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAlpha Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTSPAT. Rowe Price U.S. Equity Research ETF$30,475,307$29,330,322 ▲2,561.6%866,76113.5%ManufacturingDFAUDimensional US Core Equity Market ETF$30,163,713$7,261,008 ▲31.7%784,69613.4%ETFDIMENSIONAL ETF TRUST$28,760,994$817,973 ▲2.9%550,45012.8%GLOBAL EX US CORDFICDimensional International Core Equity 2 ETF$26,271,016$4,978,247 ▼-15.9%946,02111.7%ETFCGGRCapital Group Growth ETF$21,127,758$2,301,668 ▲12.2%616,8699.4%ETFFIXDFirst Trust TCW Opportunistic Fixed Income ETF$14,895,768$1,834,878 ▼-11.0%339,7766.6%ManufacturingDFSVDimensional US Small Cap Value ETF$14,668,099$6,097,068 ▼-29.4%521,0696.5%ETFDFCFDimensional Core Fixed Income ETF$14,042,044$855,459 ▲6.5%333,8576.2%ETFDFUSDimensional U.S. Equity ETF$11,036,074$14,939 ▲0.1%182,4754.9%ETFDFASDimensional U.S. Small Cap ETF$6,079,763$795,694 ▼-11.6%101,7532.7%ETFLMBSFirst Trust Low Duration Opportunities ETF$4,822,361$179,533 ▲3.9%98,0952.1%ManufacturingDFACDimensional U.S. Core Equity 2 ETF$4,102,109$12,866 ▼-0.3%124,3441.8%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$1,756,257$49,885 ▼-2.8%67,0330.8%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$1,494,246$41,847 ▼-2.7%12,9260.7%ETFCGCPCapital Group Core Plus Income ETF$1,456,174$1,077,016 ▲284.1%64,8630.6%ETFDEHPDimensional Emerging Markets High Profitability ETF$1,446,824$39,091 ▼-2.6%57,3680.6%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,210,223$619,159 ▲104.8%12,2340.5%FinanceIWDiShares Russell 1000 Value ETF$756,4710.0%4,0200.3%ETFIVViShares Core S&P 500 ETF$667,084$352,369 ▲112.0%1,1870.3%ETFAAPLApple$598,404$12,439 ▲2.1%2,6940.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$553,894$4,476 ▲0.8%9900.2%FinanceDIMENSIONAL ETF TRUST$481,563$113,432 ▲30.8%9,0130.2%GLOBAL CORE PLUSSCHGSchwab U.S. Large-Cap Growth ETF$457,8700.0%18,2860.2%ETFAVUSAvantis U.S. Equity ETF$455,3280.0%4,9290.2%ETFIWFiShares Russell 1000 Growth ETF$445,540$46,215 ▼-9.4%1,2340.2%ETFIJJiShares S&P Mid-Cap 400 Value ETF$381,2200.0%3,1840.2%ETFAVDEAvantis International Equity ETF$379,334$22,598 ▼-5.6%5,7240.2%ETFBNDWVanguard Total World Bond ETF$373,113$17,341 ▲4.9%5,4220.2%ETFGOOGLAlphabet$367,731$6,804 ▲1.9%2,3780.2%Computer and TechnologyDIMENSIONAL ETF TRUST$351,088$24,390 ▲7.5%5,7290.2%WORLD EQUITY ETFMSFTMicrosoft$336,349$8,634 ▲2.6%8960.1%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$327,374$2,592 ▼-0.8%6,4410.1%ETFBACBank of America$306,465$83,293 ▲37.3%7,3440.1%FinanceSCHDSchwab US Dividend Equity ETF$299,427$2,656 ▲0.9%10,7090.1%ETFLINDE PLC$292,422$931 ▲0.3%6280.1%SHSGOOGAlphabet$292,181$4,844 ▲1.7%1,8700.1%Computer and TechnologyEFAiShares MSCI EAFE ETF$280,676$229,755 ▼-45.0%3,4340.1%FinancePGProcter & Gamble$272,502$1,023 ▲0.4%1,5990.1%Consumer StaplesUSXFiShares ESG Advanced MSCI USA ETF$270,667$270,667 ▲New Holding5,8000.1%ManufacturingXMHQInvesco S&P MidCap Quality ETF$268,552$268,552 ▲New Holding2,9340.1%ETFDIMENSIONAL ETF TRUST$265,318$265,318 ▲New Holding5,2300.1%ULTRASHORT FIXEDDFNMDimensional National Municipal Bond ETF$256,8780.0%5,4000.1%ETFIJHiShares Core S&P Mid-Cap ETF$246,343$2,976 ▼-1.2%4,2220.1%ETFSCHASchwab US Small-Cap ETF$237,959$19,166 ▼-7.5%10,1560.1%ETFBRK.BBerkshire Hathaway$229,542$229,542 ▲New Holding4310.1%FinanceAMZNAmazon.com$225,268$1,522 ▲0.7%1,1840.1%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$224,8340.0%1,1590.1%ETFNVDANVIDIA$204,405$22,110 ▼-9.8%1,8860.1%Computer and TechnologyOMFLInvesco Russell 1000 Dynamic Multifactor ETF$0$19,420,162 ▼-100.0%00.0%ETFXTiShares Exponential Technologies ETF$0$2,098,660 ▼-100.0%00.0%ManufacturingLOWLowe's Companies$0$220,771 ▼-100.0%00.0%Retail/WholesaleVBVanguard Small-Cap ETF$0$203,087 ▼-100.0%00.0%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$0$202,834 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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