You're signed outSign in or to get full access.
Alpha Financial Partners, LLC
Alpha Financial Partners, LLC is an SEC-registered investment adviser headquartered in Lexington, Kentucky. Founded in 2019, the firm is managed by three partners with decades of industry experience and serves both institutions and individuals. With around 7 employees, the firm specializes in fiduciary financial planning, investment management, employee benefits consulting, and institutional advisory services, focusing on comprehensive wealth management and retirement solutions for businesses, business owners, and individuals.
Investment Strategy
Alpha Financial Partners employs a disciplined, fiduciary-driven investment process centered on diversified asset allocation across US Large Cap, US Mid Cap, US Small Cap, international equity indexes, and bond index ETFs. Investment decisions are informed by quarterly reviews of market and economic indicators, with adjustments to allocations as appropriate. The firm favors index funds and ETFs to limit costs and boost tax efficiency, applying tax-aware strategies, such as loss harvesting, particularly for non-retirement accounts. Direct indexing via sub-advisors is also used to further maximize tax benefits for clients, reflecting a philosophy of minimizing fees and aligning solutions with client interests.
Latest 13F Filing Activity
Alpha Financial Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 89 equity positions with a total 13F market value of $139M. The fund increased holdings in Ishares TR, Neos Etf Trust, Ishares TR among other positions. Alpha Financial Partners, LLC reduced exposure to Pacer FDS TR, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (89)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 31.37% | $43.5M | 70,133 | $576.94 | $620.90 | +$4.0M |
A AGG | ISHARES TR | 11.65% | $16.2M | 163,050 | $96.92 | $99.20 | +$185.8K |
I IJH | ISHARES TR | 4.84% | $6.7M | 108,219 | $61.66 | $62.02 | +$449.4K |
M MUB | ISHARES TR | 4.16% | $5.8M | 55,234 | $106.63 | $104.48 | -$294.0K |
S SPLG | SPDR SERIES TRUST | 4.01% | $5.6M | 76,589 | $69.17 | $72.69 | +$839.9K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more