• 13F History

Alpha Wealth Funds, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 10, 2025
Value $
$92.1M
Signature - Title
Aimee Spencer - CCO
Location
Park City, UT
Summary
This page shows a list of all the recent 13F filings made by Alpha Wealth Funds, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Alpha Wealth Funds, LLC reported 37 stock holdings with total value $92.1M as of Q1 2025. Top holdings included SGOV, SPY, LQD, MDY, and ET.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 37 $92.1M +$21M -$22.8M -$1.87M SGOV, SPY, LQD, MDY, ET 13F-HR 4/10/2025, 01:42 PM
Q4 2024 51 $95.4M $0 $0 SGOV, SPY, XLV, AAPL, GRAL 13F-HR 3/6/2025, 05:46 PM