Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Alpha Financial Partners, Llc > 13F Holdings

Instuitional Investor - Alpha Financial Partners, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 70,133 $43,545,775 31.37%
2.
Ishares Trust
 IEF 163,050 $16,174,521 11.65%
3.
Ishares Trust
 IEF 108,219 $6,711,728 4.84%
4.
Ishares Tr - NATIONAL MUN ETF
 55,234 $5,770,856 4.16%
5.
Spdr Series Trust
 76,589 $5,567,261 4.01%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

Subscribe Now

30 day money back guarantee. Cancel anytime.