# EDGAR Filing Document

**Accession Number:** 0001966219
**File Stem:** 0001951757-26-000850
**Filing Date:** 2026-5
**Character Count:** 13859
**Document Hash:** 123cbede0803dc07bb12c8469d351a94
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-26-000850.hdr.sgml**: 20260513

**ACCESSION NUMBER**: 0001951757-26-000850

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260513

**DATE AS OF CHANGE**: 20260513

**EFFECTIVENESS DATE**: 20260513

**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:** 26972594

**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

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Alpha Financial Partners, LLC
- **DATE OF NAME CHANGE:** 20230216

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**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  05-13-2026<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:** 103

**Form 13F Information Table Value Total:** $168925796

      (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 |
| ABBVIE INC | COM | 00287Y109 |  | 386131 | 1775 | SH |  | SOLE |  | 0 | 0 | 1775 |
| ALLSTATE CORP | COM | 020002101 |  | 287840 | 1388 | SH |  | SOLE |  | 0 | 0 | 1388 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1084865 | 3782 | SH |  | SOLE |  | 0 | 0 | 3782 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 480495 | 1671 | SH |  | SOLE |  | 0 | 0 | 1671 |
| AMAZON COM INC | COM | 023135106 |  | 807391 | 3877 | SH |  | SOLE |  | 0 | 0 | 3877 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 |  | 343102 | 4258 | SH |  | SOLE |  | 0 | 0 | 4258 |
| AMGEN INC | COM | 031162100 |  | 206435 | 587 | SH |  | SOLE |  | 0 | 0 | 587 |
| APPLE INC | COM | 037833100 |  | 1966154 | 7747 | SH |  | SOLE |  | 0 | 0 | 7747 |
| BANK AMERICA CORP | COM | 060505104 |  | 394630 | 8095 | SH |  | SOLE |  | 0 | 0 | 8095 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 821828 | 1715 | SH |  | SOLE |  | 0 | 0 | 1715 |
| BLACKROCK ETF TRUST II | SHORT DURATION H | 092528108 |  | 249967 | 11352 | SH |  | SOLE |  | 0 | 0 | 11352 |
| BLACKSTONE INC | COM | 09260D107 |  | 204780 | 1781 | SH |  | SOLE |  | 0 | 0 | 1781 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 |  | 4859433 | 83524 | SH |  | SOLE |  | 0 | 0 | 83524 |
| BROADCOM INC | COM | 11135F101 |  | 613912 | 1983 | SH |  | SOLE |  | 0 | 0 | 1983 |
| CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 14019W109 |  | 896809 | 30411 | SH |  | SOLE |  | 0 | 0 | 30411 |
| CHEVRON CORPORATION | COM | 166764100 |  | 281337 | 1360 | SH |  | SOLE |  | 0 | 0 | 1360 |
| CINTAS CORP | COM | 172908105 |  | 281620 | 1665 | SH |  | SOLE |  | 0 | 0 | 1665 |
| COCA COLA CO | COM | 191216100 |  | 241806 | 3180 | SH |  | SOLE |  | 0 | 0 | 3180 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 764578 | 767 | SH |  | SOLE |  | 0 | 0 | 767 |
| CUMMINS INC | COM | 231021106 |  | 501996 | 933 | SH |  | SOLE |  | 0 | 0 | 933 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 842509 | 4966 | SH |  | SOLE |  | 0 | 0 | 4966 |
| META PLATFORMS INC | CL A | 30303M102 |  | 402059 | 703 | SH |  | SOLE |  | 0 | 0 | 703 |
| FEDEX CORP | COM | 31428X106 |  | 303937 | 853 | SH |  | SOLE |  | 0 | 0 | 853 |
| FIRST TR EXCHANGE-TRADED FD | NASDQ CLN EDGE | 33737A108 |  | 1522596 | 9308 | SH |  | SOLE |  | 0 | 0 | 9308 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST UQ EQT | 33740U505 |  | 244924 | 4926 | SH |  | SOLE |  | 0 | 0 | 4926 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U661 |  | 440100 | 10793 | SH |  | SOLE |  | 0 | 0 | 10793 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U679 |  | 245980 | 6645 | SH |  | SOLE |  | 0 | 0 | 6645 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | 33740U695 |  | 629503 | 16297 | SH |  | SOLE |  | 0 | 0 | 16297 |
| GE VERNOVA INC | COM | 36828A101 |  | 448729 | 514 | SH |  | SOLE |  | 0 | 0 | 514 |
| GE AEROSPACE | COM NEW | 369604301 |  | 367314 | 1294 | SH |  | SOLE |  | 0 | 0 | 1294 |
| GLOBAL X FDS | US INFR DEV ETF | 37954Y673 |  | 476688 | 9382 | SH |  | SOLE |  | 0 | 0 | 9382 |
| HOME DEPOT INC | COM | 437076102 |  | 509011 | 1548 | SH |  | SOLE |  | 0 | 0 | 1548 |
| NEW YORK LIFE INVTS ACTIVE E | NYLI MACKAY MUN | 45409F827 |  | 213964 | 8876 | SH |  | SOLE |  | 0 | 0 | 8876 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 4641228 | 8041 | SH |  | SOLE |  | 0 | 0 | 8041 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 1198522 | 13595 | SH |  | SOLE |  | 0 | 0 | 13595 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 550211 | 4986 | SH |  | SOLE |  | 0 | 0 | 4986 |
| ISHARES TR | CORE S ETF | 464287200 |  | 45048196 | 68964 | SH |  | SOLE |  | 0 | 0 | 68964 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 17339515 | 174670 | SH |  | SOLE |  | 0 | 0 | 174670 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 205254 | 1815 | SH |  | SOLE |  | 0 | 0 | 1815 |
| ISHARES TR | GLOBAL ENERG ETF | 464287341 |  | 2155673 | 37418 | SH |  | SOLE |  | 0 | 0 | 37418 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 266493 | 1262 | SH |  | SOLE |  | 0 | 0 | 1262 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 542347 | 5578 | SH |  | SOLE |  | 0 | 0 | 5578 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 6870682 | 101743 | SH |  | SOLE |  | 0 | 0 | 101743 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 246655 | 1154 | SH |  | SOLE |  | 0 | 0 | 1154 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 3897086 | 31350 | SH |  | SOLE |  | 0 | 0 | 31350 |
| ISHARES TR | MSCI ACWI EX US | 464288240 |  | 365158 | 5333 | SH |  | SOLE |  | 0 | 0 | 5333 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 5922491 | 55794 | SH |  | SOLE |  | 0 | 0 | 55794 |
| ISHARES TR | CRE U S REIT ETF | 464288521 |  | 1818204 | 30718 | SH |  | SOLE |  | 0 | 0 | 30718 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 633223 | 12048 | SH |  | SOLE |  | 0 | 0 | 12048 |
| ISHARES TR | PFD AND INCM SEC | 464288687 |  | 1338975 | 44161 | SH |  | SOLE |  | 0 | 0 | 44161 |
| ISHARES TR | RUS TP200 GR ETF | 464289438 |  | 487250 | 1958 | SH |  | SOLE |  | 0 | 0 | 1958 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 485157 | 7120 | SH |  | SOLE |  | 0 | 0 | 7120 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 |  | 1037467 | 20362 | SH |  | SOLE |  | 0 | 0 | 20362 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 |  | 371032 | 2734 | SH |  | SOLE |  | 0 | 0 | 2734 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 247630 | 2670 | SH |  | SOLE |  | 0 | 0 | 2670 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 442727 | 2308 | SH |  | SOLE |  | 0 | 0 | 2308 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 6216529 | 71751 | SH |  | SOLE |  | 0 | 0 | 71751 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 244680 | 3508 | SH |  | SOLE |  | 0 | 0 | 3508 |
| ISHARES TR | 0-5YR INVT GR CP | 46434V100 |  | 495702 | 9818 | SH |  | SOLE |  | 0 | 0 | 9818 |
| ISHARES TR | US INFRASTRUC | 46435U713 |  | 1247602 | 21811 | SH |  | SOLE |  | 0 | 0 | 21811 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 2352490 | 23371 | SH |  | SOLE |  | 0 | 0 | 23371 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 1116334 | 29056 | SH |  | SOLE |  | 0 | 0 | 29056 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 3633275 | 12351 | SH |  | SOLE |  | 0 | 0 | 12351 |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 |  | 280453 | 5610 | SH |  | SOLE |  | 0 | 0 | 5610 |
| LEGENCE CORP | CL A | 52476L109 |  | 1008714 | 17866 | SH |  | SOLE |  | 0 | 0 | 17866 |
| ELI LILLY  CO | COM | 532457108 |  | 632236 | 687 | SH |  | SOLE |  | 0 | 0 | 687 |
| LISTED FDS TR | ROUNDHILL MAGNIF | 53656G498 |  | 569117 | 9823 | SH |  | SOLE |  | 0 | 0 | 9823 |
| LOWES COS INC | COM | 548661107 |  | 288403 | 1221 | SH |  | SOLE |  | 0 | 0 | 1221 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 222534 | 445 | SH |  | SOLE |  | 0 | 0 | 445 |
| MCDONALDS CORP | COM | 580135101 |  | 253736 | 816 | SH |  | SOLE |  | 0 | 0 | 816 |
| MICROSOFT CORP | COM | 594918104 |  | 1177807 | 3182 | SH |  | SOLE |  | 0 | 0 | 3182 |
| NETFLIX INC. | COM | 64110L106 |  | 274652 | 2856 | SH |  | SOLE |  | 0 | 0 | 2856 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 247024 | 2660 | SH |  | SOLE |  | 0 | 0 | 2660 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 214321 | 747 | SH |  | SOLE |  | 0 | 0 | 747 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1337181 | 7667 | SH |  | SOLE |  | 0 | 0 | 7667 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 |  | 296038 | 3207 | SH |  | SOLE |  | 0 | 0 | 3207 |
| ORACLE CORP | COM | 68389X105 |  | 224536 | 1526 | SH |  | SOLE |  | 0 | 0 | 1526 |
| PACCAR INC | COM | 693718108 |  | 222982 | 1931 | SH |  | SOLE |  | 0 | 0 | 1931 |
| PACER FDS TR | LUNT LRGCP MULTI | 69374H816 |  | 556001 | 10732 | SH |  | SOLE |  | 0 | 0 | 10732 |
| PIMCO ETF TR | INTER MUN BD ACT | 72201R866 |  | 1931041 | 37000 | SH |  | SOLE |  | 0 | 0 | 37000 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 269514 | 1866 | SH |  | SOLE |  | 0 | 0 | 1866 |
| PROLOGIS INC. | COM | 74340W103 |  | 225338 | 1705 | SH |  | SOLE |  | 0 | 0 | 1705 |
| PURECYCLE TECHNOLOGIES INC | COM | 74623V103 |  | 165000 | 31792 | SH |  | SOLE |  | 0 | 0 | 31792 |
| QUANTA SVCS INC | COM | 74762E102 |  | 2464102 | 4488 | SH |  | SOLE |  | 0 | 0 | 4488 |
| NEOS ETF TRUST | NEOS S 500 HI | 78433H303 |  | 1345321 | 27250 | SH |  | SOLE |  | 0 | 0 | 27250 |
| NEOS ETF TRUST | NASDAQ 100 HIGH | 78433H675 |  | 576553 | 11603 | SH |  | SOLE |  | 0 | 0 | 11603 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 1380551 | 2123 | SH |  | SOLE |  | 0 | 0 | 2123 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 |  | 4800257 | 62716 | SH |  | SOLE |  | 0 | 0 | 62716 |
| SSGA ACTIVE TR | SST BRIDGEWATER | 78470P630 |  | 6071458 | 210449 | SH |  | SOLE |  | 0 | 0 | 210449 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 251793 | 1895 | SH |  | SOLE |  | 0 | 0 | 1895 |
| TJX COS INC NEW | COM | 872540109 |  | 594760 | 3724 | SH |  | SOLE |  | 0 | 0 | 3724 |
| TESLA INC | COM | 88160R101 |  | 649088 | 1746 | SH |  | SOLE |  | 0 | 0 | 1746 |
| UNION PAC CORP | COM | 907818108 |  | 228314 | 941 | SH |  | SOLE |  | 0 | 0 | 941 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 283481 | 3676 | SH |  | SOLE |  | 0 | 0 | 3676 |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 921932885 |  | 237151 | 2074 | SH |  | SOLE |  | 0 | 0 | 2074 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 417652 | 5411 | SH |  | SOLE |  | 0 | 0 | 5411 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 265300 | 1791 | SH |  | SOLE |  | 0 | 0 | 1791 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 617735 | 885 | SH |  | SOLE |  | 0 | 0 | 885 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 2270388 | 3799 | SH |  | SOLE |  | 0 | 0 | 3799 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 653443 | 2037 | SH |  | SOLE |  | 0 | 0 | 2037 |
| WALMART INC | COM | 931142103 |  | 479167 | 3856 | SH |  | SOLE |  | 0 | 0 | 3856 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 |  | 703610 | 7591 | SH |  | SOLE |  | 0 | 0 | 7591 |
| EATON CORP PLC | SHS | G29183103 |  | 498833 | 1395 | SH |  | SOLE |  | 0 | 0 | 1395 |

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