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Alpha Family Trust
Alpha Family Trust is a private investment trust registered in California, United States, operating as a discretionary investment entity. The firm is known for managing a diverse portfolio of public equities, with total disclosed holdings of over $178 million as of the most recent SEC filings. It reports to the SEC under CIK 0001568991 and primarily serves as a family office, investing capital on behalf of family beneficiaries and related entities. The fund discloses portfolio allocations for transparency but does not publicly provide detailed operational or organizational background, employee count, or a public-facing website.
Investment Strategy
Alpha Family Trust follows a public equity investment strategy diversified across major sectors and companies, with significant allocations to large-cap technology, consumer, and industrial names such as NVIDIA, Apple, Microsoft, and Amazon. The fund actively manages holdings, evidenced by frequent portfolio rebalancing and new positions in blue-chip and growth companies. As a family office, investments are made with a focus on capital preservation and growth for family beneficiaries, but specific investment philosophy and processes are not publicly disclosed.
Latest 13F Filing Activity
Alpha Family Trust filed their most recent 13F report on Jun 30, 2025 disclosing 188 equity positions with a total 13F market value of $202M. The fund increased holdings in Nvidia Corporation, Microsoft Corporation, Broadcom Inc. among other positions. Alpha Family Trust reduced exposure to Apple Inc., Bristol-myers Squibb Company CMN, Chevron Corporation CMN among others.
Top Holdings
Equity Positions (188)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 9.35% | $18.9M | 119,500 | $14.93 | $157.99 | +$5.9M |
M MSFT | MICROSOFT CORPORATION | 8.15% | $16.5M | 33,105 | $276.53 | $497.41 | +$4.4M |
A AAPL | APPLE INC. | 5.85% | $11.8M | 57,550 | $158.25 | $205.17 | -$2.5M |
A AMZN | AMAZON.COM INC | 4.98% | $10.1M | 45,875 | $162.03 | $219.39 | +$1.3M |
| ALPHABET INC. | 4.63% | $9.3M | 53,044 | $87.75 | $176.23 | +$1.1M |
Industry Allocation
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