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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 Q4 2025 · Filed February 10, 2026 · Accession 0001951757-26-000406

Total Value
$163.8M
Positions
95
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (95)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428720068,535$46.9M28.66%
2ISHARES TR464287226173,846$17.4M10.60%
3ISHARES TR464287507115,161$7.6M4.64%
4ISHARES TR46432F83471,504$6.1M3.69%
5ISHARES TR46428841452,443$5.6M3.43%
6SSGA ACTIVE TR78470P630186,408$5.1M3.13%
7SPDR SERIES TRUST78464A85462,701$5.0M3.07%
8BLACKROCK ETF TRUSTBLK77,373$4.7M2.87%
9INVESCO QQQ TRIVZ7,510$4.6M2.82%
10JPMORGAN CHASE & CO.VYLD12,288$4.0M2.42%
11ISHARES TR46428780432,467$3.9M2.38%
12ISHARES TR46436E71822,899$2.3M1.40%
13VANGUARD INDEX FDS9229083633,597$2.3M1.38%
14APPLE INCAAPL7,353$2.0M1.22%
15ISHARES TR46435U71336,873$1.9M1.18%
16QUANTA SVCS INC74762E1024,482$1.9M1.15%
17ISHARES TR46428852129,341$1.7M1.02%
18MICROSOFT CORPMSFT3,154$1.5M0.93%
19SPDR S&P 500 ETF TRSPY2,123$1.4M0.88%
20PIMCO ETF TR72201R86627,263$1.4M0.87%
21NVIDIA CORPORATIONNVDA7,295$1.4M0.83%
22NEOS ETF TRUST78433H30324,260$1.3M0.78%
23ISHARES TR46428868740,488$1.3M0.77%
24ALPHABET INCGOOG3,830$1.2M0.73%
25ISHARES GOLD TRIAU12,960$1.1M0.64%
26ISHARES TR46429B65519,719$1.0M0.61%
27ISHARES BITCOIN TRUST ETFIBIT18,009$894,1270.55%
28AMAZON COM INCAMZN3,770$870,1110.53%
29BERKSHIRE HATHAWAY INC DELBRK-A1,632$820,3250.50%
30TESLA INCTSLA1,748$786,1250.48%
31LEGENCE CORPLGN17,857$768,5650.47%
32FIRST TR EXCHNG TRADED FD VI33740U69518,951$744,5850.45%
33BROADCOM INCAVGO2,039$705,8030.43%
34WORLD GOLD TRGLDW8,160$696,6190.43%
35VANGUARD INDEX FDS9229087692,062$691,3230.42%
36PACER FDS TR69374H81612,849$671,2200.41%
37COSTCO WHSL CORP NEW22160K105776$669,0030.41%
38ELI LILLY & COLLY611$656,2430.40%
39LISTED FDS TR53656G4989,680$638,4930.39%
40VANGUARD WORLD FD92204A702843$635,2300.39%
41ISHARES TR46428864611,958$632,3450.39%
42TJX COS INC NEW8725401093,922$602,4230.37%
43EXXON MOBIL CORPXOM4,913$591,2100.36%
44NEOS ETF TRUST78433H67510,564$568,9520.35%
45ISHARES TR4642874995,774$555,8490.34%
46ISHARES TR4642894381,957$541,8670.33%
47CUMMINS INCCMI1,054$537,9480.33%
48ALPHABET INCGOOG1,627$509,2890.31%
49HOME DEPOT INCHD1,474$507,3570.31%
50ISHARES TR46434V1009,899$501,8670.31%
51BANK AMERICA CORP0605051048,532$469,2390.29%
52GLOBAL X FDS37954Y6739,320$445,4030.27%
53ISHARES TR4642882406,537$438,8360.27%
54META PLATFORMS INCMETA664$437,9990.27%
55ISHARES SILVER TRSLV6,520$420,0180.26%
56EATON CORP PLCETN1,307$416,1620.25%
57FIRST TR EXCHNG TRADED FD VI33740U6619,970$412,0670.25%
58ISHARES TR46432F3392,071$411,3340.25%
59ABBVIE INCABBV1,798$410,7110.25%
60WALMART INCWMT3,550$395,5310.24%
61GE AEROSPACE3696043011,243$382,9170.23%
62CAPITAL GROUP INTL FOCUS EQT14019W10911,483$339,3140.21%
63ALLSTATE CORPALL-PJ1,604$333,7760.20%
64ISHARES TR46429B6632,718$330,5160.20%
65GE VERNOVA INCGEV504$329,2630.20%
66LOWES COS INC5486611071,224$295,2990.18%
67CINTAS CORPCTAS1,564$294,0690.18%
68MASTERCARD INCORPORATEDMA515$293,9630.18%
69ORACLE CORPORCL-PD1,503$292,9110.18%
70OREILLY AUTOMOTIVE INC67103H1073,201$291,9630.18%
71NEW YORK LIFE INVTS ACTIVE E45409F82711,606$282,3720.17%
72J P MORGAN EXCHANGE TRADED F46641Q6475,569$281,2440.17%
73VANGUARD STAR FDS9219097683,716$280,3570.17%
74SELECT SECTOR SPDR TR81369Y8031,894$272,7390.17%
75VANGUARD BD INDEX FDS9219378193,501$272,6700.17%
76VANGUARD WHITEHALL FDS9219464061,816$260,6720.16%
77MCDONALDS CORPMCD841$257,0610.16%
78FIRST TR EXCHNG TRADED FD VI33740U5054,926$252,1300.15%
79FIRST TR EXCHNG TRADED FD VI33740U6796,645$251,2960.15%
80BLACKROCK ETF TRUST IIBLK11,273$250,4880.15%
81ISHARES TR46429B6972,655$249,9940.15%
82PROLOGIS INC.PLDGP1,957$249,7790.15%
83ISHARES TR4642875981,181$248,3500.15%
84FEDEX CORPFDX847$244,5400.15%
85STRYKER CORPORATIONSYK660$231,9020.14%
86NETFLIX INCNFLX2,462$230,7900.14%
87NEXTERA ENERGY INCNEE-PW2,864$229,9370.14%
88COCA COLA COKO3,254$227,4560.14%
89VANGUARD ADMIRAL FDS INC9219328852,033$227,2910.14%
90AMGEN INCAMGN685$224,0950.14%
91QUALCOMM INCQCOM1,297$221,9330.14%
92BLACKSTONE INCBX1,434$221,0190.13%
93NORFOLK SOUTHN CORP655844108750$216,5740.13%
94PACCAR INCPCAR1,845$202,0910.12%
95PURECYCLE TECHNOLOGIES INCPCTTW20,713$177,9250.11%