ALM First Financial Advisors

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

  • Top 5 stock holdings are TRTY, VOO, SPY, IVV, GVAL, and represent 70.26% of ALM First Financial Advisors's stock portfolio.
  • Added to shares of these 10 stocks: TRTY (+$130M), MFUT (+$16M), VGIT (+$16M), TYLD (+$15M), CERY (+$13M), MYLD (+$12M), SPY (+$7.5M), IVV (+$7.5M), JPMB (+$6.9M), DARP (+$5.8M).
  • Started 9 new stock positions in MYLD, RSP, CERY, MFUT, TYLD, CTA, DARP, JPMB, VGIT.
  • Reduced shares in these 3 stocks: SCHP (-$13M), BND (-$13M), BAR (-$11M).
  • Sold out of its positions in BAR, SCHP, BND.
  • ALM First Financial Advisors was a net buyer of stock by $202M.
  • ALM First Financial Advisors has $633M in assets under management (AUM), dropping by 6.64%.
  • Central Index Key (CIK): 0001950054

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Portfolio Holdings for ALM First Financial Advisors

ALM First Financial Advisors holds 28 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cambria Trinity ETF Etf (TRTY) 31.7 $201M +182% 6.4M 31.28
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Vanguard S&P 500 ETF Etf (VOO) 27.1 $171M +2% 293k 585.19
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State Street Corp Etf (SPY) 4.0 $25M +41% 33k 762.63
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Ishares Tr Core U S Aggregate Bd Etf Etf (IVV) 4.0 $25M +41% 33k 765.85
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Cambria Global Value ETF Etf (GVAL) 3.4 $22M 1.6M 13.90
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Cambria Foreign Shareholder Yield ETF Etf (FYLD) 3.4 $22M 1.5M 14.61
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Cambria Emerging Shareholder Yield ETF Etf (EYLD) 3.2 $21M 984k 20.80
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Cambria Value and Momentum ETF Etf (VAMO) 3.0 $19M 1.4M 13.29
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Tidal Tr Ii Cambria Chesapeake Etf Etf (MFUT) 2.5 $16M NEW 810k 19.69
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Vanguard Inter-Term Treas Index Etf (VGIT) 2.5 $16M NEW 275k 56.66
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Cambria Trinity Tactical Yield ETF Etf (TYLD) 2.3 $15M NEW 576k 25.34
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Spdr Ser Tr State Etf (CERY) 2.0 $13M NEW 329k 39.22
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Cambria Trinity Micro & Smallcap ETF Etf (MYLD) 1.8 $12M NEW 366k 31.88
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Cambria Global Real Estate ETF Etf (BLDG) 1.5 $9.7M 1000k 9.69
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VanEck JP Morgan EM Local C Etf (EMLC) 1.1 $6.9M 750k 9.17
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Jpmorgan Chase Bank Na Etf (JPMB) 1.1 $6.9M NEW 181k 38.06
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Tidal Tr Ii Grizzle Growth Etf Etf (DARP) 0.9 $5.8M NEW 100k 57.99
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iMGP DBi Managed Futures Strategy ETF Etf (DBMF) 0.9 $5.6M 453k 12.38
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Simplify Managed Fut Etf Etf (CTA) 0.9 $5.5M NEW 190k 28.84
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Cambria Shareholder Yield ETF Etf (SYLD) 0.8 $5.3M 178k 29.92
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Vanguard Total Stock Market Index Fund Etf (VTI) 0.7 $4.2M 14k 299.02
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Ishares Trust Russell 1000 Etf (IWF) 0.5 $3.0M 24k 125.26
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Ishares Tr Core U S Aggregate Bd Etf Etf (AGG) 0.2 $1.0M +10% 11k 94.54
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Invesco Preferred Etf Etf (RSP) 0.1 $788k NEW 3.8k 208.02
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Vanguard Consumer Staples Index Fund Etf (VDC) 0.1 $693k 3.9k 177.79
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Technology Select Sector SPDR Fund Etf (XLK) 0.1 $578k 3.6k 159.83
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Vanguard Health Care Etf Etf (VHT) 0.1 $358k 1.4k 257.60
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Ishares Dow Jones Us Medical Dev. Etf (IHI) 0.0 $285k 5.6k 51.14
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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