Alpha Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed November 12, 2025), Alpha Advisors, LLC reported 41 stock positions worth $97.1 million. Its top holding was iShares 0-3 Month Treasury B (SGOV) at 21.8% of the portfolio, followed by Vanguard Short-Term Treasury (VGSH, 15.6%) and Apple (AAPL, 8.1%).
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0002095967
- Portfolio Value
- $97.1M (Q4 2024)
- SEC Filing
- 0001941040-25-000630 ↗ filed Nov 12, 2025
Holdings Value
Holdings 41 stocks · $97.1M
| SGOV iShares 0-3 Month Treasury B | 21.81% | 211,140 | $21.2M | — |
| VGSH Vanguard Short-Term Treasury | 15.63% | 260,920 | $15.2M | — |
| AAPL Apple Inc. | 8.07% | 31,290 | $7.8M | — |
| IEF iShares 7-10 Year Treasury B | 7.00% | 73,526 | $6.8M | — |
| QLTY GMO U.S. Quality ETF | 6.65% | 202,127 | $6.5M | — |
| PHYS Sprott Physical Gold Trust | 6.23% | 300,272 | $6.0M | — |
| IVV iShares Core S&P 500 ETF | 4.85% | 7,993 | $4.7M | — |
| GLD SPDR Gold Shares | 4.74% | 19,005 | $4.6M | — |
| JGRO JPMorgan Active Growth ETF | 4.08% | 48,948 | $4.0M | — |
| EFA iShares MSCI Eafe ETF | 1.90% | 24,413 | $1.8M | — |
| DFSV Dimensional US Small Cap Val | 1.58% | 49,803 | $1.5M | — |
| JCPB JPMorgan Core Plus Bond ETF | 1.51% | 31,890 | $1.5M | — |
| BRK.A Berkshire Hathaway Inc. Class A | 1.40% | 2 | $1.4M | — |
| V Visa Inc. Class A | 1.38% | 4,247 | $1.3M | — |
| MSFT Microsoft Corp. | 1.32% | 3,038 | $1.3M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.10% | 2,365 | $1.1M | — |
| SH Proshares Short S&P500 | 1.06% | 24,393 | $1.0M | — |
| ORCL Oracle Corp. | 1.05% | 6,100 | $1.0M | — |
| BCO The Brink's Co. | 0.86% | 8,975 | $833K | — |
| IWM iShares Russell 2000 ETF | 0.74% | 3,233 | $714K | — |
| JPM JPMorgan Chase & Co. | 0.70% | 2,832 | $679K | — |
| JPIE JPMorgan Income ETF | 0.67% | 14,288 | $652K | — |
| IEMG iShares Core MSCI Emerging | 0.59% | 10,992 | $574K | — |
| RWM Proshares Short RUSSELL2000 | 0.49% | 25,145 | $471K | — |
| WFC Wells Fargo & Co. | 0.46% | 6,332 | $445K | — |
| NVDA Nvidia Corp. | 0.41% | 2,981 | $400K | — |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.35% | 808 | $344K | — |
| MRK Merck & Co. Inc. | 0.35% | 3,390 | $337K | — |
| AMZN Amazon.com Inc. | 0.32% | 1,403 | $308K | — |
| LMT Lockheed Martin Corp. | 0.30% | 601 | $292K | — |
| XOM Exxon Mobil Corp. | 0.27% | 2,451 | $264K | — |
| GE General Electric filed as GE AEROSPACE | 0.26% | 1,490 | $249K | — |
| JEPI JPMorgan Equity Premium Inco | 0.25% | 4,180 | $240K | — |
| ABBV Abbvie Inc. | 0.25% | 1,347 | $239K | — |
| IVW iShares S&P 500 Growth ETF | 0.25% | 2,355 | $239K | — |
| DELL Dell Technologies -C | 0.24% | 2,049 | $236K | — |
| CAH Cardinal Health Inc. | 0.23% | 1,857 | $220K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 372 | $218K | — |
| CVX Chevron Corp. | 0.21% | 1,431 | $207K | — |
| IEV iShares Europe ETF | 0.21% | 3,900 | $203K | — |
| PGEN Precigen Inc. | 0.02% | 20,230 | $23K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 51 | $133.1M | SGOV, QLTY, AAPL, JCPB, BBUS |
| Q1 2026 | 47 | $126.7M | SGOV, QLTY, BBUS, PHYS, JCPB |
| Q4 2025 | 47 | $129.7M | SGOV, JCPB, QLTY, BBUS, AAPL |
| Q3 2025 | 48 | $133.1M | SGOV, JCPB, QLTY, BBUS, JGRO |
| Q2 2025 | 42 | $116.7M | SGOV, JCPB, QLTY, BBUS, JPIE |
| Q1 2025 | 41 | $114.9M | SGOV, JGRO, JCPB, QLTY, PHYS |
| Q4 2024 | 41 | $97.1M | SGOV, VGSH, AAPL, IEF, QLTY |