Alpha Wealth Funds, LLC has filed its quarterly report, revealing a total of $29.7 million in holdings as of September 30, 2026. This filing, categorized as a 13F-HR, is crucial for understanding the firm's investment strategies and market positioning.

Background

Alpha Wealth Funds, LLC is an asset management firm based in Park City, Utah. The company was incorporated in Utah and operates under the Central Index Key (CIK) 0002059327. The firm primarily focuses on managing investments and has been active in reporting its holdings through various SEC filings, including multiple 13F-HR forms throughout 2026.

What the Filing Says

The recent filing indicates that Alpha Wealth Funds holds a total of 29 positions, with a combined value of $29,748,772. The report was filed on November 4, 2026, and covers the period ending September 30, 2026. Notably, the filing includes significant investments in major companies such as Apple Inc., Abbott Laboratories, and Alphabet Inc.

Impact

This disclosure may impact various stakeholders, including investors, analysts, and competitors in the asset management industry. The information provides insight into the firm's investment preferences and strategies, which could influence market perceptions and investment decisions.

What's Next

The filing does not specify what happens next for Alpha Wealth Funds, LLC. Investors and analysts will likely await further updates or filings to assess the firm's ongoing strategies and market reactions.