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Manager record

Alpha Wealth Funds, LLC

Park City, UT · CIK 2059327 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$183.39MReported 13F valueQ2 2026 · as filed
63Holdings listed
+22.9%vs prior quartervalue change includes market moves
5Quarters on record
Aug 11Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $119.0M$119.0MQ2 202546 holdingsQ3 2025: $136.8M$136.8MQ3 202549 holdingsQ4 2025: $161.7M$161.7MQ4 202551 holdingsQ1 2026: $149.2M$149.2MQ1 202641 holdingsQ2 2026: $183.4M$183.4MQ2 202663 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 11 2026 13F-HR · period Q2 2026

$183.39M · 63 holdings listed · View original SEC filing ↗
May 14 2026 13F-HR · period Q1 2026

$149.18M · 41 holdings listed · View original SEC filing ↗
Feb 02 2026 13F-HR · period Q4 2025

$161.74M · 51 holdings listed · View original SEC filing ↗
Oct 14 2025 13F-HR · period Q3 2025

$136.76M · 49 holdings listed · View original SEC filing ↗
Jul 30 2025 13F-HR/A · period Q2 2025

$119.00M · 46 holdings listed · amendment (restatement) · View original SEC filing ↗
Jul 29 2025 13F-HR · period Q2 2025

$119.00M · 46 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 11, 2026 · Change methodology