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Sarah Byrd

Alpha Advisors, Llc Va

Assets Managed
$126.694M
Holdings
47
Last Quarter
2026 - Q1
Filed Date
1mo 16d ago
Growth Rate
-2.31%(2Q avg: -2.42%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Alpha Advisors, Llc Va's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 47 positions.

Assets under management

The assets under management (AUM) of Alpha Advisors, Llc Va 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 126.694M in assets, with a quarterly growth rate of -2.31% and a 2-quarter average growth rate of -2.42%. The portfolio is managed by Sarah Byrd, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 5.04%
15.21%
$19.258M
191,318 shares@ $100.67 avg price
QLTY
Gmo U.s. Quality Etf
Recent Activity
Increased 2.46%
9.03%
$11.437M
316,129 shares@ $36.18 avg price
BBUS
Jpmorgan Betabuilders Us Equ
Recent Activity
Increased 4.51%
7.44%
$9.422M
80,407 shares@ $117.19 avg price
PHYS
Sprott Physical Gold Trust
Recent Activity
Increased 2.59%
6.54%
$8.283M
233,705 shares@ $35.44 avg price
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Decreased -36.12%
6.2%
$7.846M
166,658 shares@ $47.09 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.02%
6.09%
$7.713M
30,391 shares@ $253.79 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -1.08%
5.37%
$6.8M
15,804 shares@ $430.3 avg price
BBIN
Jpm Betabuilders Intl Eqty
Recent Activity
Increased 3.46%
5.27%
$6.675M
91,284 shares@ $73.13 avg price
JGRO
Jpmorgan Active Growth Etf
Recent Activity
Decreased -2.88%
5.26%
$6.66M
78,801 shares@ $84.53 avg price
DFIV
Dimensional International Va
Recent Activity
Increased 0.58%
4.75%
$6.008M
113,836 shares@ $52.78 avg price

1-10 of 47