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Ann Marie Reilley

Alpha Financial Advisors, Llc

Assets Managed
$326.381M
Holdings
62
Last Quarter
2026 - Q1
Filed Date
5d ago
Growth Rate
-0.19%(2Q avg: 7.47%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Alpha Financial Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 62 positions.

Assets under management

The assets under management (AUM) of Alpha Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 326.381M in assets, with a quarterly growth rate of -0.19% and a 2-quarter average growth rate of 7.47%. The portfolio is managed by Ann Marie Reilley, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAU
Dimensional Us Core Equity M
Recent Activity
Increased 5.29%
13.17%
$42.958M
952,081 shares@ $45.13 avg price
DFIC
Dimensional International Co
Recent Activity
Decreased -1.72%
12.63%
$41.212M
1.16M shares@ $35.54 avg price
DFGX
Dim Gbl Ex Us C Fixed Inc
Recent Activity
Increased 6.43%
11.25%
$36.708M
699,862 shares@ $52.46 avg price
TSPA
T Rowe Price Us Eqy Research
Recent Activity
Increased 4.04%
10.08%
$32.884M
804,003 shares@ $40.91 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 10.18%
7.08%
$23.084M
546,749 shares@ $42.22 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Decreased -1.28%
5.8%
$18.903M
234,592 shares@ $80.58 avg price
DFSV
Dimensional Us Small Cap Val
Recent Activity
Decreased -2.56%
5.55%
$18.093M
516,341 shares@ $35.04 avg price
CGGR
Cap Group Growth Equity
Recent Activity
Increased 1.31%
5.38%
$17.545M
436,542 shares@ $40.2 avg price
FIXD
First Trust Tcw Opp Fixed In
Recent Activity
Decreased -0.99%
5.09%
$16.604M
380,905 shares@ $43.59 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Decreased -4.41%
3.54%
$11.54M
162,741 shares@ $70.91 avg price

1-10 of 62