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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Alpha Financial Partners, LLC

Quarter ended Q3 2025 · Filed November 7, 2025 · Accession 0001951757-25-001349

Total Value
$153.8M
Positions
92
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (92)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428720072,644$48.6M31.62%
2ISHARES TR464287226172,974$17.3M11.28%
3ISHARES TR464287507111,008$7.2M4.71%
4ISHARES TR46428841452,207$5.6M3.62%
5ISHARES TR46432F83463,086$5.2M3.39%
6SPDR SERIES TRUST78464A85462,685$4.9M3.19%
7ISHARES TR46428780433,380$4.0M2.58%
8INVESCO QQQ TRIVZ5,735$3.4M2.24%
9INVESCO EXCHANGE TRADED FD TIVZ12,144$2.3M1.50%
10VANGUARD INDEX FDS9229083633,314$2.0M1.32%
11ISHARES TR46436E71818,718$1.9M1.23%
12QUANTA SVCS INC74762E1024,479$1.9M1.21%
13BLACKROCK ETF TRUSTBLK31,132$1.8M1.20%
14ISHARES TR46435U71334,851$1.8M1.20%
15NEOS ETF TRUST78433H67533,940$1.8M1.20%
16APPLE INCAAPL7,149$1.8M1.18%
17MICROSOFT CORPMSFT3,014$1.6M1.02%
18VANGUARD WORLD FD92204A7022,075$1.5M1.01%
19PACER FDS TR69374H81629,141$1.5M0.98%
20NEOS ETF TRUST78433H30328,447$1.5M0.97%
21ISHARES TR46434V10028,449$1.4M0.94%
22ISHARES TR46428864627,203$1.4M0.94%
23SPDR S&P 500 ETF TRSPY2,123$1.4M0.92%
24PIMCO ETF TR72201R86626,553$1.4M0.90%
25NVIDIA CORPORATIONNVDA6,728$1.3M0.82%
26ALPHABET INCGOOG3,894$948,4060.62%
27ISHARES GOLD TRIAU12,946$942,0560.61%
28ISHARES TR46432F3394,692$912,5590.59%
29BERKSHIRE HATHAWAY INC DELBRK-A1,740$874,7680.57%
30JPMORGAN CHASE & CO.VYLD2,756$869,4490.57%
31AMAZON COM INCAMZN3,862$847,9030.55%
32FIRST TR EXCHNG TRADED FD VI33740U69520,721$793,9230.52%
33TESLA INCTSLA1,665$740,4730.48%
34ISHARES BITCOIN TRUST ETFIBIT11,220$729,2740.47%
35COSTCO WHSL CORP NEW22160K105765$708,1350.46%
36VANGUARD INDEX FDS9229087692,080$682,6650.44%
37BROADCOM INCAVGO2,027$668,8200.43%
38WORLD GOLD TRGLDW8,695$664,7330.43%
39LISTED FDS TR53656G4989,680$627,8450.41%
40HOME DEPOT INCHD1,498$606,9020.39%
41TJX COS INC NEW8725401094,044$584,4880.38%
42META PLATFORMS INCMETA764$561,2540.36%
43ISHARES TR4642874995,800$560,0140.36%
44PURECYCLE TECHNOLOGIES INCPCTTW41,494$545,6460.35%
45ISHARES TR4642894381,955$534,9400.35%
46ISHARES TR4642885218,874$521,0890.34%
47ISHARES TR46429B65510,195$520,8040.34%
48EXXON MOBIL CORPXOM4,577$516,0490.34%
49BANK AMERICA CORP0605051048,775$452,7170.29%
50GLOBAL X FDS37954Y6739,320$443,9120.29%
51ORACLE CORPORCL-PD1,565$440,0030.29%
52CUMMINS INCCMI1,039$438,8690.29%
53ISHARES TR4642882406,716$436,6070.28%
54ABBVIE INCABBV1,791$414,7920.27%
55SSGA ACTIVE TR78470P63014,040$391,4420.25%
56WALMART INCWMT3,638$374,9560.24%
57EATON CORP PLCETN990$370,5240.24%
58GE AEROSPACE3696043011,227$369,0690.24%
59ALLSTATE CORPALL-PJ1,695$363,8260.24%
60ALPHABET INCGOOG1,474$358,2700.23%
61ELI LILLY & COLLY460$350,9560.23%
62OREILLY AUTOMOTIVE INC67103H1073,191$344,0220.22%
63CAPITAL GROUP INTL FOCUS EQT14019W10911,417$338,1810.22%
64NETFLIX INCNFLX280$335,6380.22%
65UNION PAC CORPUNP1,339$316,5690.21%
66CINTAS CORPCTAS1,496$307,0780.20%
67ISHARES SILVER TRSLV7,170$303,7930.20%
68LOWES COS INC5486611071,163$292,2090.19%
69NEW YORK LIFE INVTS ACTIVE E45409F82711,509$279,6700.18%
70GE VERNOVA INCGEV455$279,5450.18%
71SELECT SECTOR SPDR TR81369Y803946$266,5780.17%
72J P MORGAN EXCHANGE TRADED F46641Q6475,271$266,0310.17%
73ISHARES TR46434V8785,240$265,9090.17%
74ISHARES TR4642875981,175$239,2180.16%
75MASTERCARD INCORPORATEDMA416$236,3860.15%
76VANGUARD INDEX FDS922908736488$234,1670.15%
77BLACKSTONE INCBX1,355$231,4990.15%
78VANGUARD ADMIRAL FDS INC9219328852,093$231,0070.15%
79PACKAGING CORP AMER6951561091,052$229,2050.15%
80ABBOTT LABSABLZF1,706$228,4740.15%
81VANGUARD STAR FDS9219097683,102$227,8790.15%
82ROYAL CARIBBEAN GROUPV7780T103699$226,2780.15%
83MCDONALDS CORPMCD742$225,4370.15%
84LABCORP HOLDINGS INCLH778$223,2990.15%
85QUALCOMM INCQCOM1,329$221,1130.14%
86PROCTER AND GAMBLE CO7427181091,438$220,9980.14%
87FIRST TR EXCHNG TRADED FD VI33740U6615,423$219,9570.14%
88NORFOLK SOUTHN CORP655844108712$213,9460.14%
89NEXTERA ENERGY INCNEE-PW2,811$212,2370.14%
90PROLOGIS INC.PLDGP1,845$211,3200.14%
91J P MORGAN EXCHANGE TRADED F46641Q8374,154$210,7080.14%
92SHERWIN WILLIAMS COSHW604$209,2230.14%