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 67.49% of ALM First Financial Advisors's stock portfolio.
  • Added to shares of these 1 stock: VOO.
  • ALM First Financial Advisors was a net buyer of stock by $2.5M.
  • ALM First Financial Advisors has $496M in assets under management (AUM), dropping by 7.18%.
  • Central Index Key (CIK): 0001950054

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Portfolio Holdings for ALM First Financial Advisors

ALM First Financial Advisors holds 23 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard S&P 500 ETF Etf (VOO) 29.4 $146M 280k 521.12
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Cambria Global Momentum ETF Etf (GMOM) 12.3 $61M 1.9M 32.04
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Cambria Trinity ETF Etf (TRTY) 12.2 $61M 2.2M 27.50
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Vanguard Total Bond Market ETF Etf (BND) 7.8 $39M 517k 74.37
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Cambria Global Value ETF Etf (GVAL) 5.8 $29M 1.0M 28.22
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Cambria Value and Momentum ETF Etf (VAMO) 5.6 $28M 846k 32.52
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Cambria Shareholder Yield ETF Etf (SYLD) 3.1 $15M 236k 64.76
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Cambria Foreign Shareholder Yield ETF Etf (FYLD) 3.0 $15M 483k 31.19
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Cambria Emerging Shareholder Yield ETF Etf (EYLD) 3.0 $15M 393k 37.20
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VanEck JP Morgan EM Local C Etf (EMLC) 2.7 $14M 528k 25.51
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iMGP DBi Managed Futures Strategy ETF Etf (DBMF) 2.6 $13M 472k 27.31
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Cambria Global Real Estate ETF Etf (BLDG) 2.6 $13M 499k 25.82
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Schwab US Equity Etf (SCHP) 2.6 $13M 475k 26.95
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First Trust Managed Futures Stragegy Fund Etf (FMF) 2.6 $13M 261k 48.70
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Graniteshares Gold Trust Etf (BAR) 1.7 $8.4M 233k 36.20
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Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF Etf (PDBC) 1.3 $6.2M 463k 13.43
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Vanguard Total Stock Market Index Fund Etf (VTI) 0.7 $3.7M 14k 262.21
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Ishares Trust Russell 1000 Etf (IWF) 0.6 $2.8M 7.3k 385.47
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Ishares Tr Core U S Aggregate Bd Etf Etf (AGG) 0.2 $979k 9.8k 100.25
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Vanguard Consumer Staples Index Fund Etf (VDC) 0.1 $679k 3.9k 174.14
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Technology Select Sector SPDR Fund Etf (XLK) 0.1 $416k 1.8k 230.20
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Ishares Dow Jones Us Medical Dev. Etf (IHI) 0.1 $335k 5.6k 60.07
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Vanguard Health Care Etf Etf (VHT) 0.1 $294k 1.4k 211.57
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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

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