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, TRTY, GMOM, BND, VAMO, and represent 63.85% of ALM First Financial Advisors's stock portfolio.
  • Added to shares of these 10 stocks: SPY (+$10M), IVV (+$10M), VOO (+$9.4M), BND (+$6.9M), TRTY, FMF, SCHP, BLDG, SYLD, PDBC.
  • ALM First Financial Advisors was a net buyer of stock by $54M.
  • ALM First Financial Advisors has $558M in assets under management (AUM), dropping by 10.40%.
  • 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 March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard S&P 500 ETF Etf (VOO) 26.2 $146M +6% 279k 523.88
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Cambria Trinity ETF Etf (TRTY) 12.1 $68M +4% 2.3M 29.51
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Cambria Global Momentum ETF Etf (GMOM) 12.1 $67M 1.9M 35.30
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Vanguard Total Bond Market ETF Etf (BND) 8.1 $45M +18% 611k 73.64
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Cambria Value and Momentum ETF Etf (VAMO) 5.4 $30M +2% 865k 34.58
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Cambria Global Value ETF Etf (GVAL) 4.6 $26M 1.0M 25.03
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Cambria Shareholder Yield ETF Etf (SYLD) 3.5 $19M +13% 269k 71.64
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Cambria Foreign Shareholder Yield ETF Etf (FYLD) 2.9 $16M 483k 33.94
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First Trust Managed Futures Stragegy Fund Etf (FMF) 2.8 $16M +19% 312k 50.62
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iMGP DBi Managed Futures Strategy ETF Etf (DBMF) 2.8 $15M +8% 512k 30.15
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Schwab US Equity Etf (SCHP) 2.7 $15M +19% 570k 26.61
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Cambria Emerging Shareholder Yield ETF Etf (EYLD) 2.7 $15M 393k 38.46
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VanEck JP Morgan EM Local C Etf (EMLC) 2.6 $15M +9% 577k 25.11
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Cambria Global Real Estate ETF Etf (BLDG) 2.6 $14M +19% 598k 23.97
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State Street Corp Etf (SPY) 2.2 $12M +539% 19k 650.34
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Ishares Tr Core U S Aggregate Bd Etf Etf (IVV) 2.2 $12M +539% 19k 653.21
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Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF Etf (PDBC) 1.7 $9.3M +15% 535k 17.32
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Graniteshares Gold Trust Etf (BAR) 1.3 $7.2M 233k 30.84
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Vanguard Total Stock Market Index Fund Etf (VTI) 0.6 $3.6M 14k 256.33
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Ishares Trust Russell 1000 Etf (IWF) 0.5 $2.6M 7.3k 350.89
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Ishares Tr Core U S Aggregate Bd Etf Etf (AGG) 0.2 $970k 9.8k 99.27
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Vanguard Consumer Staples Index Fund Etf (VDC) 0.1 $713k 3.9k 182.99
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Technology Select Sector SPDR Fund Etf (XLK) 0.1 $392k 3.6k 108.51
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Vanguard Health Care Etf Etf (VHT) 0.1 $308k 1.4k 221.94
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Ishares Dow Jones Us Medical Dev. Etf (IHI) 0.1 $297k 5.6k 53.34
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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