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Alm First Financial Advisors, LLC Top Holdings and 13F Report (2025)

About Alm First Financial Advisors, LLC

Investment Activity

  • Alm First Financial Advisors, LLC has $462.34 million in total holdings as of June 30, 2025.
  • Alm First Financial Advisors, LLC owns shares of 23 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
  • This quarter, Alm First Financial Advisors, LLC has purchased 23 new stocks and bought additional shares in 0 stocks.
  • Alm First Financial Advisors, LLC sold shares of 0 stocks and completely divested from 0 stocks this quarter.

Sector Allocation Over Time

Map of 500 Largest Holdings ofAlm First Financial Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$132,331,1090.0%274,61528.6%ETF
TRTY
Cambria Trinity ETF
$57,099,1930.0%2,200,71612.4%ETF
GMOM
Cambria Global Momentum ETF
$55,938,7270.0%1,903,51012.1%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$38,095,8670.0%517,3968.2%ETF
GVAL
Cambria Global Value ETF
$26,832,1970.0%1,020,7915.8%ETF
Cambria Value and Momentum ETF stock logo
VAMO
Cambria Value and Momentum ETF
$24,889,1180.0%845,8865.4%ETF
Cambria Shareholder Yield ETF stock logo
SYLD
Cambria Shareholder Yield ETF
$14,492,3910.0%236,2863.1%ETF
EYLD
Cambria Emerging Shareholder Yield ETF
$14,204,1540.0%393,2493.1%ETF
FYLD
Cambria Foreign Shareholder Yield ETF
$14,109,6160.0%482,5453.1%ETF
VanEck J.P. Morgan EM Local Currency Bond ETF stock logo
EMLC
VanEck J.P. Morgan EM Local Currency Bond ETF
$13,378,4120.0%527,7482.9%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$12,673,9070.0%475,0342.7%ETF
BLDG
Cambria Global Real Estate ETF
$12,455,8380.0%498,9542.7%ETF
iMGP DBi Managed Futures Strategy ETF stock logo
DBMF
iMGP DBi Managed Futures Strategy ETF
$12,152,4080.0%472,3052.6%ETF
FMF
First Trust Managed Futures Strategy Fund
$11,799,9910.0%261,0042.6%ETF
GraniteShares Gold Trust stock logo
BAR
GraniteShares Gold Trust
$7,244,5790.0%233,3531.6%Finance
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock logo
PDBC
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
$6,030,5180.0%462,4631.3%Manufacturing
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3,399,7610.0%14,0000.7%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$2,545,3570.0%7,2850.6%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$968,8860.0%9,7670.2%Finance
Vanguard Consumer Staples ETF stock logo
VDC
Vanguard Consumer Staples ETF
$695,5440.0%3,8980.2%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$373,5140.0%1,8060.1%ETF
iShares U.S. Medical Devices ETF stock logo
IHI
iShares U.S. Medical Devices ETF
$348,7170.0%5,5680.1%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$281,1210.0%1,3890.1%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data