Alpha Zero LLC

Holdings as of 2026-06-30, filed 2026-07-20

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 20 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
107
Value reported by manager
$263.8M
Sum of our stored positions
$263.8M
should match the line above
Disclosure lag
20 d
quarter end to filing
Top 5 concentration
37.7%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

107 largest shown
IssuerClassValueSharesTypeCUSIP
SCHWAB STRATEGIC TRUS LRG CAP ETF$25.9M875,489808524201
ISHARES TRTRUST ISHARE 0-1$25.7M233,407464288679
INVESCO QQQ TRUNIT SER 1$18.5M26,26746090E103
ISHARES TRFLTG RATE NT ETF$14.7M287,63546429B655
J P MORGAN EXCHANGE TRADED FUS QUALTY FCTR$14.5M201,52746641Q761
INVESCO EXCH TRADED FD TR IIS&P 500 MOMNTM$14.2M97,50446138E339
SPDR SERIES TRUSTST STR P500GRW$13.7M115,71078464A409
WISDOMTREE TRUS QTLY DIV GRT$12.9M133,07697717X669
ISHARES TRCORE S&P US VLU$10.9M96,604464287663
VANECK ETF TRUSTCLO ETF$9.2M174,29692189H748
SCHWAB STRATEGIC TRUS LCAP GR ETF$5.9M170,149808524300
J P MORGAN EXCHANGE TRADED FULTRA SHRT ETF$4.9M97,05946641Q837
PGIM ETF TRPGIM ULTRA SH BD$4.9M98,55069344A107
VANGUARD BD INDEX FDSVANGUARD ULTRA$4.9M98,37992203C303
ISHARES GOLD TRISHARES NEW$4.3M58,084464285204
JANUS DETROIT STR TRHENDRSON AAA CL$3.7M72,47447103U845
VANGUARD INDEX FDSEXTEND MKT ETF$3.3M13,954922908652
ISHARES BITCOIN TRUST ETFSHS BEN INT$3.1M85,01846438F101
STATE STR SPDR S&P 500 ETF TTR UNIT$3.1M4,08278462F103
ISHARES TRMSCI USA QLT FCT$3M13,72546432F339
WISDOMTREE TRFLOATNG RAT TREA$2.8M55,16597717Y527
AMAZON COM INCCOM$2.7M10,862023135106
VANGUARD INDEX FDSVALUE ETF$2.7M12,187922908744
NVIDIA CORPORATIONCOM$2.6M12,44867066G104
ISHARES TRULTRA SHORT DUR$2.6M50,88546434V878
APPLE INCCOM$2.5M7,565037833100
ALPHABET INCCAP STK CL A$1.9M5,35302079K305
ISHARES TRRUS TP200 VL ETF$1.5M13,925464289420
MICROSOFT CORPCOM$1.5M3,638594918104
SPDR SERIES TRUSTST STR P500VAL$1.4M23,15478464A508
JPMORGAN CHASE & COCOM$1.4M4,18746625H100
TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS$1.4M3,373874039100
ALPHABET INCCAP STK CL C$1.3M3,59702079K107
BROADCOM INCCOM$1.2M3,31511135F101
FORTINET INCCOM$1.2M7,50034959E109
ISHARES TRCORE S&P500 ETF$1.2M1,577464287200
META PLATFORMS INCCL A$1.1M1,63530303M102
AMPHENOL CORPCL A$1.1M7,035032095101
ISHARES TR0-3 MTH TREASURY$899.3K8,94446436E718
SELECT SECTOR SPDR TRST STR TECHN ETF$884.2K4,98181369Y803
SPDR SERIES TRUSTST STR MSCI USAQ$830.3K4,38978468R812
WALMART INCCOM$808K7,029931142103
EXXON MOBIL CORPCOM$789.3K5,40830231G102
TJX COS INC NEWCOM$781.4K5,048872540109
VISA INCCOM CL A$749.8K2,05392826C839
WASTE MGMT INC DELCOM$727.3K3,00294106L109
ASML HLDG NVN Y REGISTRY SHS$692.5K388N07059210
WELLTOWER INCCOM$685.1K2,83795040Q104
COSTCO WHOLESALE CORPORATIONCOM$684.6K72422160K105
ISHARES TRMSCI USA MIN ETF$674.5K6,94446429B697
INTUITIVE SURGICAL INCCOM NEW$657.8K1,63546120E602
ELI LILLY & COCOM$654.7K560532457108
BLACKROCK INCCOM$650.1K59809290D101
ISHARES TRRUS 1000 GRW ETF$619.4K5,111464287614
QUANTA SVCS INCCOM$609.6K96674762E102
TESLA INCCOM$597.1K1,52788160R101
JOHNSON & JOHNSONCOM$590.1K2,361478160104
VANGUARD INDEX FDSGROWTH ETF$584.2K6,749922908736
DUKE ENERGY CORP NEWCOM NEW$570.1K4,52126441C204
BERKSHIRE HATHAWAY INC DELCL B NEW$555.3K1,126084670702
ISHARES TRMSCI EAFE ETF$552.3K5,320464287465
CME GROUP INCCOM$483.2K1,96212572Q105
PROLOGIS INC.COM$476.4K3,17574340W103
ARISTA NETWORKS INCCOM SHS$475.5K2,821040413205
PHILIP MORRIS INTL INCCOM$460.2K2,424718172109
GE AEROSPACECOM NEW$444.6K1,286369604301
VERTEX PHARMACEUTICALS INCCOM$444.2K91492532F100
FIRST TR EXCHANGE TRADED FDNASD TECH DIV$401.1K3,67933738R118
MASTERCARD INCORPORATEDCL A$390.5K70857636Q104
SITIME CORPCOM$386.2K68482982T106
ROCKWELL AUTOMATION INCCOM$381K813773903109
LOCKHEED MARTIN CORPCOM$376.9K734539830109
F5 INCCOM$376K932315616102
NEXTERA ENERGY INCCOM$366.1K4,09765339F101
APPLIED MATLS INCCOM$359.1K640038222105
RTX CORPORATIONCOM$351.6K1,80975513E101
T-MOBILE US INCCOM$350.4K1,817872590104
WHEATON PRECIOUS METALS CORPCOM$346.9K3,328962879102
PROCTER & GAMBLE COCOM$340.1K2,245742718109
UNION PAC CORPCOM$325.2K1,086907818108
XYLEM INCCOM$323.6K2,58398419M100
STANLEY BLACK & DECKER INCCOM$315.8K3,458854502101
QUEST DIAGNOSTICS INCCOM$314.7K1,50374834L100
VERIZON COMMUNICATIONS INCCOM$311.2K7,09192343V104
STARBUCKS CORPCOM$301.5K2,782855244109
ILLINOIS TOOL WKS INCCOM$301.1K1,064452308109
NETFLIX INC.COM$297.9K4,00764110L106
HOME DEPOT INCCOM$297.3K854437076102
EQUITY RESIDENTIALSH BEN INT$296K4,22829476L107
LAM RESEARCH CORPCOM NEW$295K919512807306
SOUTHERN COCOM$290.5K3,024842587107
GILEAD SCIENCES INCCOM$288.1K2,114375558103
STATE STR SPDR S&P MIDCAP 40UTSER1 S&PDCRP$277.2K40078467Y107
PEPSICO INCCOM$271.3K1,946713448108
VICI PPTYS INCCOM$268.6K9,893925652109
AT&T INCCOM$263.5K11,98600206R102
VANGUARD INDEX FDSS&P 500 ETF SHS$262.3K380922908363
TEXAS INSTRS INCCOM$261.2K897882508104
ABBVIE INCCOM$249.8K98200287Y109
HERSHEY COCOM$249.3K1,427427866108
SPDR GOLD TRGOLD SHS$240.1K65878463V107
ISHARES TRCORE MSCI EAFE$221.2K2,28646432F842
LOWES COS INCCOM$218.1K1,009548661107
SNOWFLAKE INCCOM SHS$214.1K793833445109
COINBASE GLOBAL INCCOM CL A$208.8K1,30119260Q107
VANGUARD SCOTTSDALE FDSVNG RUS1000IDX$202.8K59792206C730
UWM HOLDINGS CORPORATIONCOM CL A$27.7K13,50091823B109
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-20