ALM First Financial Advisors

Latest statistics and disclosures from ALM First Financial Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VOO, GMOM, TRTY, BND, GVAL, and represent 66.88% of ALM First Financial Advisors's stock portfolio.
  • Added to shares of these 3 stocks: IVV, SPY, XLK.
  • Started 2 new stock positions in SPY, IVV.
  • Reduced shares in these 1 stock: VOO (-$10M).
  • ALM First Financial Advisors was a net seller of stock by $-5.8M.
  • ALM First Financial Advisors has $505M in assets under management (AUM), dropping by 1.90%.
  • Central Index Key (CIK): 0001950054

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Portfolio Holdings for ALM First Financial Advisors

ALM First Financial Advisors holds 25 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard S&P 500 ETF Etf (VOO) 28.4 $143M -6% 261k 548.32
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Cambria Global Momentum ETF Etf (GMOM) 12.5 $63M 1.9M 33.22
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Cambria Trinity ETF Etf (TRTY) 12.3 $62M 2.2M 28.15
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Vanguard Total Bond Market ETF Etf (BND) 7.6 $38M 517k 74.07
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Cambria Global Value ETF Etf (GVAL) 6.1 $31M 1.0M 30.38
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Cambria Value and Momentum ETF Etf (VAMO) 5.6 $28M 846k 33.25
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Cambria Foreign Shareholder Yield ETF Etf (FYLD) 3.1 $16M 483k 32.49
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Cambria Shareholder Yield ETF Etf (SYLD) 3.1 $16M 236k 65.57
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Cambria Emerging Shareholder Yield ETF Etf (EYLD) 3.0 $15M 393k 38.33
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VanEck JP Morgan EM Local C Etf (EMLC) 2.7 $14M 528k 25.82
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iMGP DBi Managed Futures Strategy ETF Etf (DBMF) 2.6 $13M 472k 28.06
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Schwab US Equity Etf (SCHP) 2.5 $13M 475k 26.49
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First Trust Managed Futures Stragegy Fund Etf (FMF) 2.4 $12M 261k 47.05
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Cambria Global Real Estate ETF Etf (BLDG) 2.4 $12M 499k 24.45
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Graniteshares Gold Trust Etf (BAR) 1.9 $9.4M 233k 40.41
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Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF Etf (PDBC) 1.2 $6.1M 463k 13.25
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Vanguard Total Stock Market Index Fund Etf (VTI) 0.7 $3.8M 14k 267.88
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Ishares Trust Russell 1000 Etf (IWF) 0.6 $2.8M 7.3k 389.40
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Ishares Tr Core U S Aggregate Bd Etf Etf (IVV) 0.4 $2.0M NEW 3.0k 683.88
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State Street Corp Etf (SPY) 0.4 $2.0M NEW 3.0k 680.36
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Ishares Tr Core U S Aggregate Bd Etf Etf (AGG) 0.2 $976k 9.8k 99.88
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Vanguard Consumer Staples Index Fund Etf (VDC) 0.1 $671k 3.9k 172.04
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Technology Select Sector SPDR Fund Etf (XLK) 0.1 $425k +100% 3.6k 117.55
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Ishares Dow Jones Us Medical Dev. Etf (IHI) 0.1 $346k 5.6k 62.13
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Vanguard Health Care Etf Etf (VHT) 0.1 $326k 1.4k 234.53
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Past Filings by ALM First Financial Advisors

SEC 13F filings are viewable for ALM First Financial Advisors going back to 2022

View all past filings