Q2 2026 13F · SEC CIK 1568991

Alpha Family Trust

Family officeFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $248.6M
Reported positions: 200
Top holdings a year, 3 yrs: +24.1%
Average holding period: 4.6 yrs

Alpha Family Trust is a family office that reported 200 positions worth $248.6M in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Nvidia Corporation (NVDA, 9.2%), Alphabet Inc (GOOGL, 7.5%), Apple Inc (AAPL, 7.1%). A portfolio copying its top holdings returned 24.1% a year over the last 3 years, against 20.4% for the S&P 500.

Alpha Family Trust holdings largest 50 of 200 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Alpha Family Trust 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation	9.2%	9.6%	113,810	+0.0%	$22.8M
GOOGLAlphabet Inc	7.5%	7.3%	52,375	+0.0%	$18.7M
AAPLApple Inc	7.1%	7.5%	60,770	+0.0%	$17.6M
MSFTMicrosoft Corp	4.8%	5.8%	32,070	+0.0%	$12.0M
AMZNAmazon Com Inc	4.4%	4.6%	45,875	+0.0%	$10.9M
MUMicron Technology Inc	4.2%	1.5%	8,950	+0.0%	$10.3M
AVGOBroadcom Inc	3.8%	3.8%	25,200	+0.0%	$9.5M
AMDAdvanced Micro Devices Inc	2.9%	1.2%	12,315	+0.0%	$7.2M
TSLATesla Inc	2.6%	2.7%	15,105	+0.0%	$6.4M
METAMeta Platforms Inc	2.5%	3.1%	11,162	+0.0%	$6.3M
LRCXLam Research Corp	2.0%	1.2%	11,500	+0.0%	$5.0M
AMATApplied Matls Inc	1.9%	1.1%	6,445	+0.0%	$4.7M
SMWBSimilarweb Ltd	1.6%	1.1%	658,935	+0.0%	$4.0M
INTCIntel Corp	1.6%	0.6%	28,710	+4.3%	$4.0M
CSCOCisco Sys Inc	1.4%	1.1%	30,345	+0.0%	$3.6M
WDCWestern Digital Corp Com	1.3%	0.6%	4,910	+0.0%	$3.1M
KLACKla Corp	1.1%	0.7%	9,300	+900.0%	$2.8M
COSTCostco Wholesale Corporation	1.0%	1.4%	2,765	-7.1%	$2.6M
SNDKSandisk Corp	0.9%	—	955	—	$2.2M
WMTWalmart Inc	0.9%	1.7%	19,020	-31.1%	$2.2M
LLYEli Lilly & Co	0.9%	0.8%	1,790	+0.0%	$2.1M
JPMJpmorgan Chase & Co	0.8%	0.8%	5,950	+0.0%	$1.9M
PLTRPalantir Technologies Inc	0.8%	1.2%	16,280	+0.0%	$1.9M
PANWPalo Alto Networks Inc	0.8%	0.4%	5,510	+3.6%	$1.9M
BRK-BBerkshire Hathaway Inc Del	0.8%	0.9%	3,750	+0.0%	$1.9M
NFLXNetflix Inc.	0.7%	1.3%	25,050	-10.9%	$1.8M
AMGNAmgen Inc	0.7%	0.8%	4,670	+0.0%	$1.7M
VVisa Inc	0.6%	0.6%	4,190	+0.0%	$1.4M
CATCaterpillar Inc	0.5%	0.4%	1,270	+0.0%	$1.4M
JNJJohnson & Johnson	0.5%	0.6%	5,100	+0.0%	$1.3M
CRWDCrowdstrike Hldgs Inc	0.5%	—	1,630	—	$1.2M
ADIAnalog Devices Inc	0.5%	0.5%	2,970	+0.0%	$1.2M
ABBVAbbvie Inc	0.4%	0.5%	4,375	+0.0%	$1.1M
GILDGilead Sciences Inc	0.4%	0.6%	8,605	+0.0%	$1.1M
BKNGBooking Holdings Inc	0.4%	0.5%	6,000	+2400.0%	$1.1M
UNHUnitedhealth Group Inc	0.4%	0.3%	2,550	+0.0%	$1.1M
KOCoca Cola Co	0.4%	0.5%	13,020	+0.0%	$1.1M
MAMastercard Incorporated	0.4%	0.5%	2,050	+0.0%	$1.1M
APPApplovin Corp	0.4%	0.4%	2,025	+8.0%	$1.0M
PEPPepsico Inc	0.4%	0.6%	7,600	+0.0%	$1.0M
TMUST-Mobile US Inc	0.4%	0.5%	5,935	+31.0%	$995K
AEPAmerican Elec Pwr Co Inc	0.4%	0.4%	6,650	+0.0%	$910K
LINLinde PLC	0.4%	0.5%	1,690	-11.5%	$877K
HDHome Depot Inc	0.3%	—	2,435	—	$859K
GEGe Aerospace	0.3%	—	2,265	—	$846K
ISRGIntuitive Surgical Inc	0.3%	0.5%	2,125	+0.0%	$845K
MSMorgan Stanley	0.3%	—	4,025	—	$841K
TAt&t Inc	0.3%	0.6%	40,365	+0.0%	$836K
QCOMQualcomm Inc	0.3%	—	4,375	—	$808K
DELLDell Technologies Inc	0.3%	—	1,790	—	$772K

What Alpha Family Trust bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.6% /yr; S&P 500 +20.1%
3 years: +24.1% /yr; S&P 500 +20.4%
5 years: +1.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$248.6M	200
Q1 2026	$206.1M	203
Q4 2025	$219.5M	195
Q3 2025	$213.2M	191
Q2 2025	$202.0M	189
Q1 2025	$171.3M	169
Q4 2024	$178.1M	156
Q3 2024	$179.1M	154
Q2 2024	$170.6M	150
Q1 2024	$165.3M	155
Q4 2023	$148.1M	144
Q3 2023	$131.4M	128

Questions about Alpha Family Trust's portfolio

What stocks does Alpha Family Trust own?

Alpha Family Trust's latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 200 positions worth $248.6M. The largest are Nvidia Corporation (NVDA) at 9.2%, Alphabet Inc (GOOGL) at 7.5%, Apple Inc (AAPL) at 7.1%, Microsoft Corp (MSFT) at 4.8% and Amazon Com Inc (AMZN) at 4.4%.

What did Alpha Family Trust buy last quarter?

In Q2 2026, Alpha Family Trust added Booking Holdings Inc (BKNG) (+2400.0% shares), Kla Corp (KLAC) (+900.0% shares) and T-Mobile US Inc (TMUS) (+31.0% shares), compared with its Q1 2026 filing.

What did Alpha Family Trust sell last quarter?

In Q2 2026, Alpha Family Trust cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Honeywell Intl. Inc (HON), cut from its top 50 Intuit (INTU), cut from its top 50 Vertex Pharmaceuticals Inc (VRTX), cut from its top 50 Merck & Co Inc (MRK), Walmart Inc (WMT) (-31.1% shares), Linde PLC (LIN) (-11.5% shares) and Netflix Inc. (NFLX) (-10.9% shares), compared with its Q1 2026 filing.

How has Alpha Family Trust's portfolio performed?

A portfolio copying Alpha Family Trust's 20 largest 13F holdings each quarter, from the day each filing was public, returned +24.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.6% against +20.1%. Over 5 years: +1.0% a year against +11.6%.

When is Alpha Family Trust's next 13F filing due?

13F filings are due 45 days after each quarter ends. Alpha Family Trust's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.