Alpha Advisors, LLC/VA

RICHMOND, VA · CIK 2095967 · 13F filing filed 2026-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyRichmond, VA

$133.1m reported value +5.0% vs Q1 2026

51positions

67.6%in top 10

4 new 22 added 17 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	184,841	$18.6m13.99%	13.99%	Reduced -6.5k	-6,477 -3.4%
2	GMO ETF TRUST GMO US QUALITY E QLTY	QLTY	319,954	$13.3m10.01%	10.01%	Added +3.8k	+3,825 1.2%
3	APPLE INC COM AAPL	AAPL	30,389	$8.8m6.61%	6.61%	Reduced -2	-2 -0.0%
4	J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF JCPB	JCPB	180,457	$8.5m6.37%	6.37%	Added +13.8k	+13,799 8.3%
5	J P MORGAN EXCHANGE TRADED F BETABUILDRS US BBUS	BBUS	59,586	$8.0m6.03%	6.03%	Reduced -20.8k	-20,821 -25.9%
6	J P MORGAN EXCHANGE TRADED F BETABUILDERS I BBIN	BBIN	93,740	$7.3m5.50%	5.50%	Added +2.5k	+2,456 2.7%
7	SPROTT PHYSICAL GOLD TR UNIT PHYS	PHYS	235,739	$7.1m5.35%	5.35%	Added +2.0k	+2,034 0.9%
8	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	120,446	$6.5m4.89%	4.89%	Added +6.6k	+6,610 5.8%
9	J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH JGRO	JGRO	60,633	$6.0m4.49%	4.49%	Reduced -18.2k	-18,168 -23.1%
10	SPDR GOLD TR GOLD SHS GLD	GLD	15,667	$5.8m4.34%	4.34%	Reduced -137	-137 -0.9%
11	ISHARES TR CORE S&P500 ETF IVV	IVV	5,975	$4.5m3.36%	3.36%	Reduced -1.8k	-1,753 -22.7%
12	ISHARES TR MSCI ACWI EX US ACWX	ACWX	47,288	$3.6m2.70%	2.70%	New
13	SPROTT PHYSICAL SILVER TR TR UNIT PSLV	PSLV	170,047	$3.2m2.41%	2.41%	Added +13.3k	+13,341 8.5%
14	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	75,053	$3.2m2.38%	2.38%	Added +1.2k	+1,205 1.6%
15	ISHARES TR MSCI EAFE ETF EFA	EFA	24,355	$2.5m1.90%	1.90%	Added +3	+3 0.0%
16	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	26,288	$2.2m1.63%	1.63%	New
17	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	31,741	$1.6m1.24%	1.24%	Added +605	+605 1.9%
18	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	2	$1.5m1.13%	1.13%	Unchanged
19	VISA INC COM CL A V	V	4,305	$1.5m1.11%	1.11%	Added +1	+1 0.0%
20	ISHARES TR RUSSELL 2000 ETF IWM	IWM	4,766	$1.4m1.08%	1.08%	Added +139	+139 3.0%
21	MICROSOFT CORP COM MSFT	MSFT	3,460	$1.3m0.97%	0.97%	Reduced -9	-9 -0.3%
22	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		33,201	$1.3m0.97%	0.97%	Reduced -50.8k	-50,822 -60.5%
23	JPMORGAN CHASE & CO COM JPM	JPM	3,110	$1.0m0.77%	0.77%	Reduced -11	-11 -0.3%
24	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,911	$956.2k0.72%	0.72%	Reduced -6	-6 -0.3%
25	ORACLE CORP COM ORCL	ORCL	6,376	$934.3k0.70%	0.70%	Reduced -307	-307 -4.6%
26	DELL TECHNOLOGIES INC CL C DELL	DELL	2,162	$933.0k0.70%	0.70%	Reduced -13	-13 -0.6%
27	ISHARES INC CORE MSCI EMKT IEMG	IEMG	11,178	$926.0k0.70%	0.70%	Added +2	+2 0.0%
28	DIMENSIONAL ETF TRUST EMERGING MKTS VA DFEV	DFEV	20,780	$886.5k0.67%	0.67%	Added +2.0k	+1,991 10.6%
29	BRINKS CO COM BCO	BCO	8,975	$848.0k0.64%	0.64%	Unchanged
30	NVIDIA CORPORATION COM NVDA	NVDA	4,069	$814.2k0.61%	0.61%	Added +14	+14 0.3%
31	HARRIS OAKMARK ETF TRUST OAKMARK U S LRG OAKM	OAKM	28,686	$808.1k0.61%	0.61%	Added +8.2k	+8,151 39.7%
32	PROSHARES TR SHORT S&P 500 NE SH	SH	17,655	$583.0k0.44%	0.44%	New
33	GE AEROSPACE COM NEW GE	GE	1,531	$572.3k0.43%	0.43%	Added +10	+10 0.7%
34	AMAZON COM INC COM AMZN	AMZN	2,354	$561.1k0.42%	0.42%	Added +8	+8 0.3%
35	WELLS FARGO CO NEW COM WFC	WFC	6,457	$533.6k0.40%	0.40%	Added +221	+221 3.5%
36	CARDINAL HEALTH INC COM CAH	CAH	1,882	$447.1k0.34%	0.34%	Added +5	+5 0.3%
37	GE VERNOVA INC COM GEV	GEV	369	$433.5k0.33%	0.33%	Unchanged
38	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	808	$422.1k0.32%	0.32%	Unchanged
39	ALPHABET INC CAP STK CL C GOOG	GOOG	1,115	$393.8k0.30%	0.30%	Added +13	+13 1.2%
40	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,058	$378.2k0.28%	0.28%	Unchanged
41	ABBVIE INC COM ABBV	ABBV	1,412	$355.3k0.27%	0.27%	Added +1	+1 0.1%
42	EXXON MOBIL CORP COM XOM	XOM	2,418	$330.5k0.25%	0.25%	Reduced -90	-90 -3.6%
43	LOCKHEED MARTIN CORP COM LMT	LMT	613	$312.3k0.23%	0.23%	Added +1	+1 0.2%
44	BROADCOM INC COM AVGO	AVGO	802	$303.0k0.23%	0.23%	Reduced -1	-1 -0.1%
45	ISHARES TR EUROPE ETF IEV	IEV	3,900	$284.1k0.21%	0.21%	Unchanged
46	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	372	$277.8k0.21%	0.21%	Unchanged
47	JOHNSON & JOHNSON COM JNJ	JNJ	1,028	$261.1k0.20%	0.20%	Reduced -7	-7 -0.7%
48	MICRON TECHNOLOGY INC COM MU	MU	208	$240.1k0.18%	0.18%	New
49	CHEVRON CORP NEW COM CVX	CVX	1,352	$224.1k0.17%	0.17%	Reduced -2	-2 -0.1%
50	META PLATFORMS INC CL A META	META	397	$223.7k0.17%	0.17%	Reduced -8	-8 -2.0%
51	PRECIGEN INC COM PGEN	PGEN	20,230	$115.3k0.09%	0.09%	Unchanged