# EDGAR Filing Document

**Accession Number:** 0001966219
**File Stem:** 0001966219-23-000001
**Filing Date:** 2023-2
**Character Count:** 11997
**Document Hash:** 005abaf1f887bdf44ad00b8f47c13ad2
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001966219-23-000001.hdr.sgml**: 20230216

**ACCESSION NUMBER**: 0001966219-23-000001

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230216

**DATE AS OF CHANGE**: 20230216

**EFFECTIVENESS DATE**: 20230216

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Alpha Financial Partners, LLC
- **CENTRAL INDEX KEY:** 0001966219
- **IRS NUMBER:** 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:** 23638433

**BUSINESS ADDRESS:**
- **STREET 1:** 710 E. MAIN STREET
- **STREET 2:** SUITE 110
- **CITY:** LEXINGTON
- **STATE:** KY
- **ZIP:** 40502
- **BUSINESS PHONE:** 8597852660

**MAIL ADDRESS:**
- **STREET 1:** 710 E. MAIN STREET
- **STREET 2:** SUITE 110
- **CITY:** LEXINGTON
- **STATE:** KY
- **ZIP:** 40502

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**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:** 710 E. MAIN STREET<br>SUITE 110<br>LEXINGTON, KY 40502

**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:** CO-FOUNDER AND PARTNER CHIEF COMPLIANCE OFFICER<br>**Phone:** (859) 785-2660

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

GREGORY TURCOTTE  LEXINGTON, KY  02-16-2023<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:** 81

**Form 13F Information Table Value Total:** $82496621

      (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 | Stock | 023135106 |  | 421008 | 5012 | SH |  | SOLE |  | 0 | 0 | 5012 |
| APPLE INC COM | Stock | 037833100 |  | 1145767 | 8818 | SH |  | SOLE |  | 0 | 0 | 8818 |
| BANK AMERICA CORP COM | Stock | 060505104 |  | 321842 | 9717 | SH |  | SOLE |  | 0 | 0 | 9717 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 084670702 |  | 508141 | 1645 | SH |  | SOLE |  | 0 | 0 | 1645 |
| CHEVRON CORP NEW COM | Stock | 166764100 |  | 401964 | 2239 | SH |  | SOLE |  | 0 | 0 | 2239 |
| COCA COLA CO COM | Stock | 191216100 |  | 285299 | 4485 | SH |  | SOLE |  | 0 | 0 | 4485 |
| DANAHER CORPORATION COM | Stock | 235851102 |  | 310700 | 1171 | SH |  | SOLE |  | 0 | 0 | 1171 |
| DANIMER SCIENTIFIC INC COM CL A | Stock | 236272100 |  | 89500 | 50000 | SH |  | SOLE |  | 0 | 0 | 50000 |
| DISNEY WALT CO COM | Stock | 254687106 |  | 255688 | 2943 | SH |  | SOLE |  | 0 | 0 | 2943 |
| HOME DEPOT INC COM | Stock | 437076102 |  | 817492 | 2588 | SH |  | SOLE |  | 0 | 0 | 2588 |
| HONEYWELL INTL INC COM | Stock | 438516106 |  | 426310 | 1989 | SH |  | SOLE |  | 0 | 0 | 1989 |
| ISHARES GOLD TRUST | ETF | 464285204 |  | 793131 | 22930 | SH |  | SOLE |  | 0 | 0 | 22930 |
| ISHARES SELECT DIVIDEND ETF | ETF | 464287168 |  | 263200 | 2182 | SH |  | SOLE |  | 0 | 0 | 2182 |
| ISHARES CORE S 500 ETF | ETF | 464287200 |  | 18522946 | 48210 | SH |  | SOLE |  | 0 | 0 | 48210 |
| ISHARES 1-3 YEAR TREASURY BOND ETF | ETF | 464287457 |  | 6634651 | 81738 | SH |  | SOLE |  | 0 | 0 | 81738 |
| ISHARES CORE S MID-CAP ETF | ETF | 464287507 |  | 3333738 | 13782 | SH |  | SOLE |  | 0 | 0 | 13782 |
| ISHARES RUSSELL 2000 VALUE ETF | ETF | 464287630 |  | 373341 | 2692 | SH |  | SOLE |  | 0 | 0 | 2692 |
| ISHARES CORE S SMALL CAP ETF | ETF | 464287804 |  | 1879442 | 19859 | SH |  | SOLE |  | 0 | 0 | 19859 |
| ISHARES GLOBAL CLEAN ENERGY ETF | ETF | 464288224 |  | 867604 | 43708 | SH |  | SOLE |  | 0 | 0 | 43708 |
| ISHARES CORE U.S. REIT ETF | ETF | 464288521 |  | 1036870 | 20968 | SH |  | SOLE |  | 0 | 0 | 20968 |
| ISHARES RUSSELL TOP 200 GROWTH ETF | ETF | 464289438 |  | 804669 | 6676 | SH |  | SOLE |  | 0 | 0 | 6676 |
| JOHNSON  JOHNSON COM | Stock | 478160104 |  | 247212 | 1399 | SH |  | SOLE |  | 0 | 0 | 1399 |
| KROGER CO COM | Stock | 501044101 |  | 233597 | 5240 | SH |  | SOLE |  | 0 | 0 | 5240 |
| LILLY ELI  CO COM | Stock | 532457108 |  | 244613 | 669 | SH |  | SOLE |  | 0 | 0 | 669 |
| LOWES COS INC COM | Stock | 548661107 |  | 238788 | 1198 | SH |  | SOLE |  | 0 | 0 | 1198 |
| MARSH  MCLENNAN COS INC COM | Stock | 571748102 |  | 289316 | 1748 | SH |  | SOLE |  | 0 | 0 | 1748 |
| MCDONALDS CORP COM | Stock | 580135101 |  | 309383 | 1174 | SH |  | SOLE |  | 0 | 0 | 1174 |
| MICROSOFT CORP COM | Stock | 594918104 |  | 820709 | 3422 | SH |  | SOLE |  | 0 | 0 | 3422 |
| NUCOR CORP COM | Stock | 670346105 |  | 246069 | 1867 | SH |  | SOLE |  | 0 | 0 | 1867 |
| OWENS CORNING NEW COM | Stock | 690742101 |  | 224394 | 2631 | SH |  | SOLE |  | 0 | 0 | 2631 |
| PACKAGING CORP AMER COM | Stock | 695156109 |  | 232213 | 1815 | SH |  | SOLE |  | 0 | 0 | 1815 |
| PEPSICO INC COM | Stock | 713448108 |  | 348458 | 1929 | SH |  | SOLE |  | 0 | 0 | 1929 |
| PFIZER INC COM | Stock | 717081103 |  | 401286 | 7831 | SH |  | SOLE |  | 0 | 0 | 7831 |
| PROCTER AND GAMBLE CO COM | Stock | 742718109 |  | 382315 | 2523 | SH |  | SOLE |  | 0 | 0 | 2523 |
| TJX COS INC NEW COM | Stock | 872540109 |  | 414595 | 5208 | SH |  | SOLE |  | 0 | 0 | 5208 |
| UNION PAC CORP COM | Stock | 907818108 |  | 380055 | 1835 | SH |  | SOLE |  | 0 | 0 | 1835 |
| UNITED PARCEL SERVICE INC CL B | Stock | 911312106 |  | 348752 | 2006 | SH |  | SOLE |  | 0 | 0 | 2006 |
| VANGUARD TAX-EXEMPT BOND ETF | ETF | 922907746 |  | 3224068 | 65146 | SH |  | SOLE |  | 0 | 0 | 65146 |
| VANGUARD S 500 ETF | ETF | 922908363 |  | 492357 | 1401 | SH |  | SOLE |  | 0 | 0 | 1401 |
| VANGUARD GROWTH ETF | ETF | 922908736 |  | 394216 | 1850 | SH |  | SOLE |  | 0 | 0 | 1850 |
| VANGUARD TOTAL STOCK MARKET ETF | ETF | 922908769 |  | 1144012 | 5984 | SH |  | SOLE |  | 0 | 0 | 5984 |
| QUANTA SVCS INC COM | Stock | 74762E102 |  | 651987 | 4575 | SH |  | SOLE |  | 0 | 0 | 4575 |
| INVESCO QQQ TRUST | ETF | 46090E103 |  | 3438838 | 12914 | SH |  | SOLE |  | 0 | 0 | 12914 |
| ABBVIE INC COM | Stock | 00287Y109 |  | 399049 | 2469 | SH |  | SOLE |  | 0 | 0 | 2469 |
| ALPHABET INC CAP STK CL C | Stock | 02079K107 |  | 434422 | 4896 | SH |  | SOLE |  | 0 | 0 | 4896 |
| AMERICAN TOWER CORP NEW COM | REIT | 03027X100 |  | 247176 | 1167 | SH |  | SOLE |  | 0 | 0 | 1167 |
| APPHARVEST INC COM | Stock | 03783T103 |  | 29028 | 51160 | SH |  | SOLE |  | 0 | 0 | 51160 |
| IPATH SERIES B S 500 VIX SHORT-TERM FUTURES ETN | ETF | 06747R477 |  | 142612 | 10100 | SH |  | SOLE |  | 0 | 0 | 10100 |
| CISCO SYS INC COM | Stock | 17275R102 |  | 259253 | 5442 | SH |  | SOLE |  | 0 | 0 | 5442 |
| COSTCO WHSL CORP NEW COM | Stock | 22160K105 |  | 607949 | 1332 | SH |  | SOLE |  | 0 | 0 | 1332 |
| EXXON MOBIL CORP COM | Stock | 30231G102 |  | 510982 | 4633 | SH |  | SOLE |  | 0 | 0 | 4633 |
| FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | ETF | 33738R118 |  | 307153 | 6428 | SH |  | SOLE |  | 0 | 0 | 6428 |
| GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | ETF | 37954Y673 |  | 541994 | 20460 | SH |  | SOLE |  | 0 | 0 | 20460 |
| IQ HEDGE MULTI-STRATEGY TRACKER ETF | ETF | 45409B107 |  | 526112 | 18486 | SH |  | SOLE |  | 0 | 0 | 18486 |
| ISHARES SILVER TRUST | ETF | 46428Q109 |  | 233852 | 10620 | SH |  | SOLE |  | 0 | 0 | 10620 |
| ISHARES CORE HIGH DIVIDEND ETF | ETF | 46429B663 |  | 3127516 | 30003 | SH |  | SOLE |  | 0 | 0 | 30003 |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | ETF | 46432F834 |  | 379259 | 6553 | SH |  | SOLE |  | 0 | 0 | 6553 |
| ISHARES CORE DIVIDEND GROWTH ETF | ETF | 46434V621 |  | 321863 | 6437 | SH |  | SOLE |  | 0 | 0 | 6437 |
| BLACKROCK ULTRA SHORT-TERM BOND ETF | ETF | 46434V878 |  | 1330870 | 26596 | SH |  | SOLE |  | 0 | 0 | 26596 |
| ISHARES IBONDS DEC 2023 TERM CORPORATE ETF | ETF | 46434VAX8 |  | 1126616 | 45011 | SH |  | SOLE |  | 0 | 0 | 45011 |
| ISHARES IBONDS 2024 TERM HIGH YIELD  INCOME ETF | ETF | 46435U184 |  | 2267029 | 99825 | SH |  | SOLE |  | 0 | 0 | 99825 |
| JPMORGAN CHASE  CO COM | Stock | 46625H100 |  | 579721 | 4323 | SH |  | SOLE |  | 0 | 0 | 4323 |
| JPMORGAN EQUITY PREMIUM INCOME ETF | ETF | 46641Q332 |  | 2293588 | 42092 | SH |  | SOLE |  | 0 | 0 | 42092 |
| JPMORGAN ULTRA-SHORT INCOME ETF | ETF | 46641Q837 |  | 299146 | 5967 | SH |  | SOLE |  | 0 | 0 | 5967 |
| MASTERCARD INCORPORATED CL A | Stock | 57636Q104 |  | 237691 | 684 | SH |  | SOLE |  | 0 | 0 | 684 |
| MERCK  CO INC COM | Stock | 58933Y105 |  | 231407 | 2086 | SH |  | SOLE |  | 0 | 0 | 2086 |
| NEXTERA ENERGY INC COM | Stock | 65339F101 |  | 603453 | 7218 | SH |  | SOLE |  | 0 | 0 | 7218 |
| NVIDIA CORPORATION COM | Stock | 67066G104 |  | 254054 | 1738 | SH |  | SOLE |  | 0 | 0 | 1738 |
| OREILLY AUTOMOTIVE INC COM | Stock | 67103H107 |  | 290346 | 344 | SH |  | SOLE |  | 0 | 0 | 344 |
| PACER LUNT LARGE CAP MULTI-FACTOR ALTERNATOR ETF | ETF | 69374H816 |  | 4244174 | 120710 | SH |  | SOLE |  | 0 | 0 | 120710 |
| PROLOGIS INC. COM | REIT | 74340W103 |  | 299554 | 2657 | SH |  | SOLE |  | 0 | 0 | 2657 |
| PROSHARES VIX SHORT-TERM FUTURES ETF | ETF | 74347Y854 |  | 394886 | 34700 | SH |  | SOLE |  | 0 | 0 | 34700 |
| US TREASURY 2 YEAR NOTE ETF | ETF | 74933W486 |  | 226646 | 4642 | SH |  | SOLE |  | 0 | 0 | 4642 |
| SPDR S 500 ETF TRUST | ETF | 78462F103 |  | 818095 | 2139 | SH |  | SOLE |  | 0 | 0 | 2139 |
| SPDR S REGIONAL BANKING ETF | ETF | 78464A698 |  | 1195752 | 20357 | SH |  | SOLE |  | 0 | 0 | 20357 |
| HEALTH CARE SELECT SECTOR SPDR FUND | ETF | 81369Y209 |  | 300209 | 2210 | SH |  | SOLE |  | 0 | 0 | 2210 |
| ENERGY SELECT SECTOR SPDR FUND | ETF | 81369Y506 |  | 1495262 | 17095 | SH |  | SOLE |  | 0 | 0 | 17095 |
| UTILITIES SELECT SECTOR SPDR FUND | ETF | 81369Y886 |  | 974210 | 13819 | SH |  | SOLE |  | 0 | 0 | 13819 |
| UNITEDHEALTH GROUP INC COM | Stock | 91324P102 |  | 297569 | 561 | SH |  | SOLE |  | 0 | 0 | 561 |
| VISA INC COM CL A | Stock | 92826C839 |  | 204772 | 986 | SH |  | SOLE |  | 0 | 0 | 986 |
| ACCENTURE PLC IRELAND SHS CLASS A | Stock | G1151C101 |  | 262815 | 985 | SH |  | SOLE |  | 0 | 0 | 985 |

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