# EDGAR Filing Document

**Accession Number:** 0001966219
**File Stem:** 0001951757-25-000958
**Filing Date:** 2025-7
**Character Count:** 12316
**Document Hash:** d37ff521a0a0e42542e6ecf96154cd2a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-25-000958.hdr.sgml**: 20250725

**ACCESSION NUMBER**: 0001951757-25-000958

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250725

**DATE AS OF CHANGE**: 20250725

**EFFECTIVENESS DATE**: 20250725

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Alpha Financial Partners, LLC
- **CENTRAL INDEX KEY:** 0001966219

**ORGANIZATION NAME:**
- **EIN:** 844135983
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23123
- **FILM NUMBER:** 251151104

**BUSINESS ADDRESS:**
- **STREET 1:** 319 CEDAR STREET
- **STREET 2:** SUITE 201
- **CITY:** LEXINGTON
- **STATE:** KY
- **ZIP:** 40508
- **BUSINESS PHONE:** 8597852660

**MAIL ADDRESS:**
- **STREET 1:** 319 CEDAR STREET
- **STREET 2:** SUITE 201
- **CITY:** LEXINGTON
- **STATE:** KY
- **ZIP:** 40508

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Alpha Financial Partners LLC<br>**Address:** 319 CEDAR STREET<br>SUITE 201<br>LEXINGTON, KY 40508

**Form 13F File Number:** 028-23123

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Gregory Turcotte<br>**Title:** Chief Compliance Officer<br>**Phone:** (859) 785-2660

**Signature, Place, and Date of Signing:**

Gregory Turcotte  Lexington, KY  07-25-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 89

**Form 13F Information Table Value Total:** $138807145

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMAZON COM INC | COM | 023135106 |  | 816713 | 3723 | SH |  | SOLE |  | 0 | 0 | 3723 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 3016975 | 5469 | SH |  | SOLE |  | 0 | 0 | 5469 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 237973 | 940 | SH |  | SOLE |  | 0 | 0 | 940 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 880377 | 14118 | SH |  | SOLE |  | 0 | 0 | 14118 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 631953 | 2079 | SH |  | SOLE |  | 0 | 0 | 2079 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 790241 | 798 | SH |  | SOLE |  | 0 | 0 | 798 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 239568 | 1504 | SH |  | SOLE |  | 0 | 0 | 1504 |
| COCA COLA CO | COM | 191216100 |  | 200383 | 2832 | SH |  | SOLE |  | 0 | 0 | 2832 |
| ISHARES TR | MSCI ACWI EX US | 464288240 |  | 409273 | 6716 | SH |  | SOLE |  | 0 | 0 | 6716 |
| NETFLIX INC | COM | 64110L106 |  | 373550 | 279 | SH |  | SOLE |  | 0 | 0 | 279 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 258215 | 7870 | SH |  | SOLE |  | 0 | 0 | 7870 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1311547 | 2123 | SH |  | SOLE |  | 0 | 0 | 2123 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 233982 | 416 | SH |  | SOLE |  | 0 | 0 | 416 |
| ALLSTATE CORP | COM | 020002101 |  | 346662 | 1722 | SH |  | SOLE |  | 0 | 0 | 1722 |
| ISHARES TR | CRE U S REIT ETF | 464288521 |  | 378225 | 6687 | SH |  | SOLE |  | 0 | 0 | 6687 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 |  | 226837 | 4117 | SH |  | SOLE |  | 0 | 0 | 4117 |
| GLOBAL X FDS | US INFR DEV ETF | 37954Y673 |  | 421636 | 9675 | SH |  | SOLE |  | 0 | 0 | 9675 |
| HOME DEPOT INC | COM | 437076102 |  | 600915 | 1639 | SH |  | SOLE |  | 0 | 0 | 1639 |
| LABCORP HOLDINGS INC | COM SHS | 504922105 |  | 200790 | 765 | SH |  | SOLE |  | 0 | 0 | 765 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 262893 | 5187 | SH |  | SOLE |  | 0 | 0 | 5187 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 3600585 | 32945 | SH |  | SOLE |  | 0 | 0 | 32945 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 743228 | 1530 | SH |  | SOLE |  | 0 | 0 | 1530 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 272240 | 1545 | SH |  | SOLE |  | 0 | 0 | 1545 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 |  | 308785 | 3426 | SH |  | SOLE |  | 0 | 0 | 3426 |
| ISHARES TR | US INFRASTRUC | 46435U713 |  | 1644490 | 33431 | SH |  | SOLE |  | 0 | 0 | 33431 |
| MICROSOFT CORP | COM | 594918104 |  | 1446887 | 2909 | SH |  | SOLE |  | 0 | 0 | 2909 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 |  | 461261 | 7040 | SH |  | SOLE |  | 0 | 0 | 7040 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 203437 | 2931 | SH |  | SOLE |  | 0 | 0 | 2931 |
| TESLA INC | COM | 88160R101 |  | 490795 | 1545 | SH |  | SOLE |  | 0 | 0 | 1545 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 1319949 | 1990 | SH |  | SOLE |  | 0 | 0 | 1990 |
| PIMCO ETF TR | INTER MUN BD ACT | 72201R866 |  | 1292777 | 25171 | SH |  | SOLE |  | 0 | 0 | 25171 |
| ROYAL CARIBBEAN GROUP | COM | V7780T103 |  | 221010 | 706 | SH |  | SOLE |  | 0 | 0 | 706 |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 921932885 |  | 217009 | 2067 | SH |  | SOLE |  | 0 | 0 | 2067 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 1877955 | 3306 | SH |  | SOLE |  | 0 | 0 | 3306 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 |  | 821460 | 15084 | SH |  | SOLE |  | 0 | 0 | 15084 |
| ISHARES TR | RUS TP200 GR ETF | 464289438 |  | 497663 | 2019 | SH |  | SOLE |  | 0 | 0 | 2019 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 2066492 | 11371 | SH |  | SOLE |  | 0 | 0 | 11371 |
| ELI LILLY  CO | COM | 532457108 |  | 384265 | 493 | SH |  | SOLE |  | 0 | 0 | 493 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 210857 | 3052 | SH |  | SOLE |  | 0 | 0 | 3052 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 1152527 | 20273 | SH |  | SOLE |  | 0 | 0 | 20273 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 |  | 386732 | 7580 | SH |  | SOLE |  | 0 | 0 | 7580 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 1663849 | 16524 | SH |  | SOLE |  | 0 | 0 | 16524 |
| PACER FDS TR | LUNT LRGCP MULTI | 69374H816 |  | 1457054 | 29494 | SH |  | SOLE |  | 0 | 0 | 29494 |
| QUANTA SVCS INC | COM | 74762E102 |  | 1686551 | 4461 | SH |  | SOLE |  | 0 | 0 | 4461 |
| PURECYCLE TECHNOLOGIES INC | COM | 74623V103 |  | 568468 | 41494 | SH |  | SOLE |  | 0 | 0 | 41494 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 243397 | 555 | SH |  | SOLE |  | 0 | 0 | 555 |
| META PLATFORMS INC | CL A | 30303M102 |  | 502698 | 681 | SH |  | SOLE |  | 0 | 0 | 681 |
| CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 14019W109 |  | 309308 | 11401 | SH |  | SOLE |  | 0 | 0 | 11401 |
| BROADCOM INC | COM | 11135F101 |  | 524267 | 1902 | SH |  | SOLE |  | 0 | 0 | 1902 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 4683898 | 60586 | SH |  | SOLE |  | 0 | 0 | 60586 |
| NEOS ETF TRUST | NEOS S 500 HI | 78433H303 |  | 508276 | 10101 | SH |  | SOLE |  | 0 | 0 | 10101 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 925336 | 5857 | SH |  | SOLE |  | 0 | 0 | 5857 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 1144117 | 21685 | SH |  | SOLE |  | 0 | 0 | 21685 |
| ABBVIE INC | COM | 00287Y109 |  | 300504 | 1619 | SH |  | SOLE |  | 0 | 0 | 1619 |
| LISTED FDS TR | ROUNDHILL MAGNIF | 53656G498 |  | 536950 | 9680 | SH |  | SOLE |  | 0 | 0 | 9680 |
| QUALCOMM INC | COM | 747525103 |  | 206196 | 1295 | SH |  | SOLE |  | 0 | 0 | 1295 |
| MCDONALDS CORP | COM | 580135101 |  | 209014 | 715 | SH |  | SOLE |  | 0 | 0 | 715 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | 33740U695 |  | 757502 | 20721 | SH |  | SOLE |  | 0 | 0 | 20721 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 524196 | 5700 | SH |  | SOLE |  | 0 | 0 | 5700 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 592452 | 9679 | SH |  | SOLE |  | 0 | 0 | 9679 |
| NEOS ETF TRUST | NASDAQ 100 HIGH | 78433H675 |  | 1252459 | 24081 | SH |  | SOLE |  | 0 | 0 | 24081 |
| GE VERNOVA INC | COM | 36828A101 |  | 230422 | 435 | SH |  | SOLE |  | 0 | 0 | 435 |
| GE AEROSPACE | COM NEW | 369604301 |  | 301010 | 1169 | SH |  | SOLE |  | 0 | 0 | 1169 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 1111835 | 6082 | SH |  | SOLE |  | 0 | 0 | 6082 |
| ISHARES TR | CORE S ETF | 464287200 |  | 43545775 | 70133 | SH |  | SOLE |  | 0 | 0 | 70133 |
| UNION PAC CORP | COM | 907818108 |  | 308881 | 1342 | SH |  | SOLE |  | 0 | 0 | 1342 |
| CINTAS CORP | COM | 172908105 |  | 357042 | 1602 | SH |  | SOLE |  | 0 | 0 | 1602 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 802948 | 2770 | SH |  | SOLE |  | 0 | 0 | 2770 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 5770856 | 55234 | SH |  | SOLE |  | 0 | 0 | 55234 |
| SSGA ACTIVE TR | SPDR BRIDGEWATER | 78470P630 |  | 214681 | 8235 | SH |  | SOLE |  | 0 | 0 | 8235 |
| TJX COS INC NEW | COM | 872540109 |  | 491016 | 3976 | SH |  | SOLE |  | 0 | 0 | 3976 |
| BANK AMERICA CORP | COM | 060505104 |  | 412503 | 8717 | SH |  | SOLE |  | 0 | 0 | 8717 |
| WALMART INC | COM | 931142103 |  | 356327 | 3644 | SH |  | SOLE |  | 0 | 0 | 3644 |
| ORACLE CORP | COM | 68389X105 |  | 473185 | 2164 | SH |  | SOLE |  | 0 | 0 | 2164 |
| TEXAS INSTRS INC | COM | 882508104 |  | 200697 | 967 | SH |  | SOLE |  | 0 | 0 | 967 |
| ISHARES TR | 0-5YR INVT GR CP | 46434V100 |  | 1148065 | 22694 | SH |  | SOLE |  | 0 | 0 | 22694 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 654332 | 3689 | SH |  | SOLE |  | 0 | 0 | 3689 |
| NUVEEN AMT FREE QLTY MUN INC | COM | 670657105 |  | 586127 | 53675 | SH |  | SOLE |  | 0 | 0 | 53675 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 16174521 | 163050 | SH |  | SOLE |  | 0 | 0 | 163050 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A854 |  | 5567261 | 76589 | SH |  | SOLE |  | 0 | 0 | 76589 |
| EATON CORP PLC | SHS | G29183103 |  | 359047 | 1006 | SH |  | SOLE |  | 0 | 0 | 1006 |
| ISHARES TR | ULTRA SHORT DUR | 46434V878 |  | 249135 | 4913 | SH |  | SOLE |  | 0 | 0 | 4913 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 489464 | 4540 | SH |  | SOLE |  | 0 | 0 | 4540 |
| LOWES COS INC | COM | 548661107 |  | 271010 | 1221 | SH |  | SOLE |  | 0 | 0 | 1221 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 6711728 | 108219 | SH |  | SOLE |  | 0 | 0 | 108219 |
| APPLE INC | COM | 037833100 |  | 1253673 | 6110 | SH |  | SOLE |  | 0 | 0 | 6110 |
| ABBOTT LABS | COM | 002824100 |  | 249822 | 1837 | SH |  | SOLE |  | 0 | 0 | 1837 |
| MARSH  MCLENNAN COS INC | COM | 571748102 |  | 230951 | 1056 | SH |  | SOLE |  | 0 | 0 | 1056 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 229227 | 1180 | SH |  | SOLE |  | 0 | 0 | 1180 |

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