SEC 13F Intelligence

Managers / Q1 2026

Alpha Wealth Funds, LLC

CIK 0002059327 · 1887 GOLD DUST LANE, SUITE 203A, PARK CITY, UT, 84060 · 4352694100

Reported Value
$149M
Q1 2026
Positions
41
Filings on Record
7
2019–present window
Filed
May 14, 2026
original filing

Summary

Alpha Wealth Funds, LLC reported $149M in U.S.-listed holdings across 41 positions for Q1 2026.

The portfolio is heavily concentrated: Ishares Tr alone accounts for 74.4% of reported value.

Compared with Q4 2025, the fund opened 11 new positions and exited 21.

Portfolio Metrics

Turnover
+6.4%
vs prior filed quarter
Top-10 Concentration
+86.5%
share of reported value
Largest Position
+74.4%
Ishares Tr
New / Exited
11 / 21
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’25: $99MQ1 ’25Q2 ’25: $119MQ2 ’25Q3 ’25: $137MQ3 ’25Q4 ’25: $162MQ4 ’25Q1 ’26: $149MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 84.3%Common Stock: 8.4%Other: 6.1%MLP: 1.2%
  • ETP · 84.3% · $126M
  • Common Stock · 8.4% · $13M
  • Other · 6.1% · $9M
  • MLP · 1.2% · $2M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
PODDINSULET CORPNEW+3.5K3.5K+$728,035$728,035
ABTABBOTT LABORATORIESNEW+7.1K7.1K+$725,480$725,480
BABOEING CONEW+2.5K2.5K+$473,025$473,025
ADOBE INCNEW+7575+$463,816$463,816
KMBKIMBERLY-CLARK CORPNEW+4.1K4.1K+$395,047$395,047
BMIBADGER METER INCNEW+2.0K2.0K+$296,200$296,200
LOWLOWES COS INCNEW+1.0K1.0K+$232,580$232,580
POOLPOOL CORPNEW+1.0K1.0K+$200,490$200,490

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

36 positions
#IssuerClass% PortfolioValueShares
1ISHARES TR0-3 MNTH TREASRY · CORE S&P SCP ETF75.39%$112M1.11M
2GOOGALPHABET INChistory →CAP STK CL C2.38%$4M13.0K
3STATE STR SPDR S&P 500 ETF TTR UNIT2.14%$3M4.9K
4VANECK BDC INCOME ETFBDC INCOME ETF1.46%$2M170.4K
5ISHARE TRIBOXX INV CP ETF1.46%$2M19.9K
6SELECT SECTOR SPDR TRSTATE STREET TEC · STATE STREET CON · STATE STREET HEA1.44%$2M17.1K
7MDYSTATE STREET SPDR S&P MIDCAP 40history →UTSER1 S&PDCRP1.19%$2M2.9K
8ETENERGY TRANSFER L Phistory →COM UT LTD PTN1.18%$2M89.5K
9ROKROCKWELL AUTOMATION INCCOM0.72%$1M3.1K
10NVDANVIDIA CORPORATIONCOM0.53%$796,8344.6K
11PODDINSULET CORPCOM0.49%$728,0353.5K
12ABTABBOTT LABORATORIESCOM0.49%$725,4807.1K
13SPDR SERIES TRUSTSTATE STREET SPD0.48%$711,3285.6K
14AMGNAMGEN INCCOM0.47%$705,4592.0K
15GQ9SPDR GOLD TRGOLD SHS0.41%$618,3271.4K
16CATCATERPILLAR INCCOM0.38%$566,768800
17FISVFISERV INCCOM0.37%$545,30010.0K
18VANGUARD INDEX FDSTOTAL STK MKT0.36%$535,6383.4K
19BABOEING COCOM0.32%$473,0252.5K
20ADOBE INCCALL0.31%$463,81675
21KMBKIMBERLY-CLARK CORPCOM0.26%$395,0474.1K
22DC4DEXCOM INCCOM0.25%$371,4006.0K
23AMZNAMAZON COM INCCOM0.20%$304,4911.5K
24AMATAPPLIED MATLS INCCOM0.20%$300,0001.0K
25BMIBADGER METER INCCOM0.20%$296,2002.0K
26OKTAOKTA INCCL A0.18%$267,3853.5K
27MRVLMARVELL TECHNOLOGY INCCOM0.18%$263,4303.0K
28LOWLOWES COS INCCOM0.16%$232,5801.0K
29MRVIMARAVAI LIFESCIENCES HLDGS 1COM CL A0.14%$207,36072.0K
30POOLPOOL CORPCOM0.13%$200,4901.0K
31SOFISOFI TECHNOLOGIES INCCOM0.10%$151,50010.0K
32AVTRAVANTOR INCCOM0.08%$113,85015.0K
33CLFCLEVELAND-CLIFFS INC NEWCOM0.06%$82,57610.2K
34ACVAACV AUCTIONS INCCOM CL A0.04%$55,80613.2K
35BHCBAUSCH HEALTH COS INCCOM0.03%$50,30010.0K
36ACHRARCHER AVIATION INCCOM CL A0.03%$49,40010.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$149M41May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$162M51Feb 2, 202613F-HRchanges · EDGAR ↗
Q3 2025$137M49Oct 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$119M46Jul 30, 2025RESTATEMENTchanges · EDGAR ↗
Q1 2025$99M38Apr 10, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.