Alpha Wealth Funds, LLC has made headlines with its recent amendment to its 13F filing, revealing significant new holdings as of September 30, 2026. The amended filing, submitted on November 5, 2026, indicates that the firm now holds investments valued at over $166 million. This update is crucial as it reflects the company’s strategic positioning in a competitive financial landscape.

The filing showcases a diverse portfolio, including stakes in major companies such as Alphabet Inc., Amazon.com Inc., and Apple Inc. This move signals Alpha Wealth Funds’ focus on technology and healthcare sectors, which are pivotal in today’s market.

Background

Alpha Wealth Funds, LLC is a financial services firm based in Park City, Utah, incorporated in the state of Utah. The company primarily engages in investment management and advisory services. It has been active in filing various reports with the SEC, including multiple 13F filings throughout 2026, with the most recent amendment being filed on November 5, 2026. The firm’s CIK is 0002059327, and it operates under the SEC file number 028-25443.

What the Filing Says

The amended 13F filing, identified by accession number 0002059327-26-000006, indicates that Alpha Wealth Funds has reported a total of 43 table entries in its portfolio, with a total value of $166,817,219. The filing is noted as an amendment to include new holdings, reflecting the firm's ongoing adjustments to its investment strategy.

Impact

This update may affect various stakeholders, including investors and analysts monitoring the investment landscape. The inclusion of prominent companies like Alphabet and Amazon in Alpha Wealth Funds’ portfolio suggests a strategic alignment with sectors poised for growth. As the firm continues to adapt its holdings, it may influence market trends and investor sentiment.

What's Next

The filing does not specify what happens next for Alpha Wealth Funds, LLC. However, continued monitoring of the firm’s future filings will be essential for stakeholders looking to understand its evolving investment strategy.