Long-term investor
Alpha Financial Partners LLC @alphafinancialpartnersll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001966219).
Record
- Tracked since 2025-06-30 (441 days), 104 trades recorded
- Returns: week n/a · month n/a · 90 days +10.4% · 6 months n/a · 1 year +17.2% · all +17.2%
- Max drawdown n/a · win rate 41% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 26.4% · long · since 2025-06-30
- AGG · 9.2% · long · since 2025-06-30
- IJH · 4.0% · long · since 2025-06-30
- IXUS · 3.6% · long · since 2025-06-30
- ALLW · 3.5% · long · since 2025-06-30
- 46090E103 · 3.3% · long · since 2025-06-30
- MUB · 3.2% · long · since 2025-06-30
- DYNF · 3.0% · long · since 2025-06-30
- SPYM · 2.5% · long · since 2025-06-30
- IJR · 2.1% · long · since 2025-06-30
- JPM · 2.1% · long · since 2025-06-30
- PWR · 1.7% · long · since 2025-06-30