Alpha-Financial-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  null,
  "AVDE",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IJH",
  null,
  null,
  "LIN",
  "MSFT",
  "IWD",
  "IWF",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  null,
  "VSS",
  null,
  null,
  null,
  null,
  "VIG",
  null,
  "AMZN",
  "VEA",
  null,
  null,
  "SCHD",
  "SCHG",
  "SCHA",
  null,
  null,
  "BAC",
  "BRK-B",
  null,
  null,
  "DFAX",
  "DFAC",
  "IJJ",
  "EFA",
  "GOOG"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 48
Total Value: 224914532
Accession Number: 0001972138-25-000003
Form Type: 13F-HR
CIK: alpha-financial-advisors
Manager Name: Alpha-Financial-Advisors

Data Enrichment

54% identified

26 identified22 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

48 positions • $224.9M total value

SEC FilingSEC DataHachi Filing

Manager:

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25434V591

Shares:5.2K

Value:$265.3K

% of Portfolio:0.1% ($265.3K/$224.9M)

25434V849

Shares:5.4K

Value:$256.9K

% of Portfolio:0.1% ($256.9K/$224.9M)

464287507

IJH|464287507

Shares:4.2K

Value:$246.3K

% of Portfolio:0.1% ($246.3K/$224.9M)

808524607

SCHA|808524607

Shares:10.2K

Value:$238.0K

% of Portfolio:0.1% ($238.0K/$224.9M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:431

Value:$229.5K

% of Portfolio:0.1% ($229.5K/$224.9M)

AMAZON COM INC

AMZN|023135106

Shares:1.2K

Value:$225.3K

% of Portfolio:0.1% ($225.3K/$224.9M)

921908844

VIG|921908844

Shares:1.2K

Value:$224.8K

% of Portfolio:0.1% ($224.8K/$224.9M)

NVIDIA CORP

NVDA|67066G104

Shares:1.9K

Value:$204.4K

% of Portfolio:0.1% ($204.4K/$224.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V591)✕	5.2K	QoQ NEW(+5.2K) YoY NEW(+5.2K)	All Managers (Combined)	$265.3K	0.1% ($265.3K/$224.9M)	QoQ NEW(+$265.3K) YoY NEW(+$265.3K)
(cusip25434V849)✕	5.4K	QoQ 0.00% (-0) YoY +28.57% (+1.2K)	All Managers (Combined)	$256.9K	0.1% ($256.9K/$224.9M)	QoQ -0.41% (-$1.1K) YoY +27.18% (+$54.9K)
(IJHcusip464287507)	4.2K	QoQ -1.19% (-51) YoY -9.63% (-450)	All Managers (Combined)	$246.3K	0.1% ($246.3K/$224.9M)	QoQ -7.47% (-$19.9K) YoY -13.18% (-$37.4K)
(SCHAcusip808524607)	10.2K	QoQ -7.45% (-818) YoY +82.69% (-4.6K)	All Managers (Combined)	$238.0K	0.1% ($238.0K/$224.9M)	QoQ -16.15% (-$45.8K) YoY -13.06% (-$35.8K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	431	QoQ NEW(+431) YoY NEW(+431)	All Managers (Combined)	$229.5K	0.1% ($229.5K/$224.9M)	QoQ NEW(+$229.5K) YoY NEW(+$229.5K)
AMAZON COM INC(AMZNcusip023135106)	1.2K	QoQ +0.68% (-8) YoY -9.75% (-128)	All Managers (Combined)	$225.3K	0.1% ($225.3K/$224.9M)	QoQ -12.68% (-$32.7K) YoY -4.81% (-$11.4K)
(VIGcusip921908844)	1.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$224.8K	0.1% ($224.8K/$224.9M)	QoQ -0.93% (-$2.1K) YoY +6.23% (+$13.2K)
NVIDIA CORP(NVDAcusip67066G104)	1.9K	QoQ -9.76% (-204) YoY NEW(+1.9K)	All Managers (Combined)	$204.4K	0.1% ($204.4K/$224.9M)	QoQ -27.17% (-$76.3K) YoY NEW(+$204.4K)