Long-term investor
Alpha Financial Advisors, LLC @alphafinancialadvisorsll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001972138).
Record
- Tracked since 2025-06-30 (445 days), 51 trades recorded
- Returns: week n/a · month n/a · 90 days +10.5% · 6 months n/a · 1 year +17.6% · all +17.6%
- Max drawdown n/a · win rate 45% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DFAU · 13.4% · long · since 2025-06-30
- DFIC · 11.6% · long · since 2025-06-30
- TSPA · 10.1% · long · since 2025-06-30
- DFCF · 6.9% · long · since 2025-06-30
- DFGX · 6.6% · long · since 2025-06-30
- AVEM · 6.0% · long · since 2025-12-31
- CGGR · 5.4% · long · since 2025-06-30
- DFSV · 5.2% · long · since 2025-06-30
- CGCP · 4.8% · long · since 2025-06-30
- DFUS · 3.5% · long · since 2025-06-30
- QQQM · 3.0% · long · since 2025-06-30
- VOO · 2.7% · long · since 2025-06-30