Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

ALM First Financial Advisors, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

ALM First Financial Advisors, LLC (CIK 1950054) reported $557.5M across 25 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($146.2M, 26.22%), TRTY ($67.6M, 12.14%), GMOM ($67.2M, 12.05%), BND ($45.0M, 8.07%), VAMO ($29.9M, 5.37%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VOOVanguard S&P 500 ETF$146.2M26.22%278,997Added
2TRTYCambria Trinity ETF$67.6M12.14%2.3MAdded
3GMOMCambria Global Momentum ETF$67.2M12.05%1.9MHold
4BNDVanguard Total Bond Market ETF$45.0M8.07%611,049Added
5VAMOCambria Value and Momentum ETF$29.9M5.37%865,429Added
6GVALCambria Global Value ETF$25.5M4.58%1.0MHold
7SYLDCambria Shareholder Yield ETF$19.3M3.45%268,778Added
8FYLDCambria Foreign Shareholder Yield ETF$16.4M2.94%482,545Hold
9FMFFirst Trust Managed Futures Stragegy Fund$15.8M2.83%312,052Added
10DBMFiMGP DBi Managed Futures Strategy ETF$15.4M2.77%512,410Added
11SCHPSchwab US Equity$15.2M2.72%569,652Added
12EYLDCambria Emerging Shareholder Yield ETF$15.1M2.71%393,249Hold
13EMLCVanEck JP Morgan EM Local C$14.5M2.60%576,635Added
14BLDGCambria Global Real Estate ETF$14.3M2.57%598,127Added
15IVVISHARES TR CORE U S AGGREGATE BD ETF$12.4M2.22%18,910Added
16SPYSTATE STREET CORP$12.4M2.22%19,001Added
17PDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$9.3M1.66%535,140Added
18BARGraniteshares Gold Trust$7.2M1.29%233,353Hold
19VTIVanguard Total Stock Market Index Fund$3.6M0.64%14,000Hold
20IWFIshares Trust Russell 1000$2.6M0.46%7,285Hold
21AGGISHARES TR CORE U S AGGREGATE BD ETF$969,5700.17%9,767Hold
22VDCVanguard Consumer Staples Index Fund$713,2980.13%3,898Hold
23XLKTechnology Select Sector SPDR Fund$392,0550.07%3,613Hold
24VHTVanguard Health Care Etf$308,2780.06%1,389Hold
25IHIISHARES DOW JONES US MEDICAL DEV.(ETF)$296,9990.05%5,568Hold

Source: SEC Form 13F filings · as of 2026-03-31