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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

Institutional Manager · CIK 0001972138

Alpha Financial Advisors, LLC

CHARLOTTE, NC · File #028-23181

Latest AUM
$327.0M
Positions
67
Top-10 Concentration
79.4%
Filings
12

Sector Allocation

Financials
3.1%$10.2M
Technology
0.6%$1.9M
Healthcare
0.4%$1.5M
Materials
0.1%$267,773

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1DIMENSIONAL ETF TRUST25434V104904,268$42.3M13.11%
2DIMENSIONAL ETF TRUST25434V7991,180,250$40.7M12.60%
3DIMENSIONAL ETF TRUST25434V575657,637$34.6M10.72%
4T ROWE PRICE ETF INC87283Q503772,836$33.1M10.24%
5DIMENSIONAL ETF TRUST25434V872496,255$21.1M6.54%
6CAPITAL GROUP GROWTH ETF14020G101430,933$19.2M5.94%
7AMERICAN CENTY ETF TR025072604237,635$18.3M5.67%
8DIMENSIONAL ETF TRUST25434V815529,912$17.4M5.40%
9FIRST TR EXCHNG TRADED FD VI33740F805384,721$17.1M5.28%
10DIMENSIONAL ETF TRUST25434V401170,253$12.6M3.91%
11INVESCO EXCH TRADED FD TR IIIVZ38,438$9.7M3.01%
12VANGUARD INDEX FDS92290836315,170$9.5M2.95%
13DIMENSIONAL ETF TRUST25434V50093,078$6.5M2.01%
14ISHARES U S ETF TR46431W507111,774$5.7M1.77%
15DIMENSIONAL ETF TRUST25434V708121,933$4.8M1.50%
16DIMENSIONAL ETF TRUST25434V62557,371$4.2M1.31%
17AMERICAN CENTY ETF TR02507287726,290$2.7M0.83%
18DIMENSIONAL ETF TRUST25434V88064,860$2.1M0.66%
19VANGUARD INTL EQUITY INDEX F92204271811,437$1.6M0.51%
20DIMENSIONAL ETF TRUST25434V75748,785$1.6M0.49%