B & T Capital Management Dba Alpha Capital Management
B & T Capital Management DBA Alpha Capital Management is an independent asset management firm based in Austin, TX. Founded in 2006, the firm provides comprehensive wealth-building services, including tailored investment management, to individuals, families, endowments, and trusts. It is known for its independence and customized approach, operating with fewer than 25 employees, and representing over $545 million in portfolio value as of the latest SEC reports. The firm is led by Brad Alford and serves clients seeking unbiased, best-in-class investment advice.
Investment Strategy
Alpha Capital Management employs an independent, client-focused approach to wealth management. Its strategy centers on comprehensive, unbiased investment advice tailored to the financial goals of individuals, families, endowments, and trusts. The firm constructs diversified portfolios primarily consisting of ETFs and mutual funds, including significant allocations to major index and dividend funds. Their approach emphasizes flexibility, customization, and rigorous research in portfolio construction and management, aiming to improve investor outcomes through dynamic asset allocation, risk management, and responsive rebalancing.
Latest 13F Filing Activity
B & T Capital Management Dba Alpha Capital Management filed their most recent 13F report on Jun 30, 2025 disclosing 111 equity positions with a total 13F market value of $581M. The fund increased holdings in SPDR Series Trust, Invesco QQQ TR, Taiwan Semiconductor MFG LTD among other positions. B & T Capital Management Dba Alpha Capital Management reduced exposure to SPDR Ser TR, Qualcomm Inc., Occidental Pete Corp. among others.
Top Holdings
Equity Positions (111)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 8.95% | $52.0M | 94,187 | $259.38 | $551.64 | +$8.4M |
V VIGI | VANGUARD WHITEHALL FDS | 4.49% | $26.1M | 289,482 | $79.94 | $90.12 | +$2.7M |
K KRE | SPDR SERIES TRUST | 3.63% | $21.1M | 354,700 | $59.39 | $59.39 | +$21.1M |
S SCHG | SCHWAB STRATEGIC TR | 3.51% | $20.4M | 698,752 | $11.83 | $29.21 | +$228.9K |
S SCHX | SCHWAB STRATEGIC TR | 3.49% | $20.3M | 829,132 | $17.71 | $24.44 | +$2.1M |