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 (2026-06-30)

ALM First Financial Advisors, LLC (CIK 1950054) reported $593.6M across 22 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($162.9M, 27.43%), TRTY ($68.6M, 11.56%), GVAL ($56.3M, 9.49%), FYLD ($53.9M, 9.08%), VAMO ($51.3M, 8.65%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VOOVanguard S&P 500 ETF$162.9M27.43%285,434Added
2TRTYCambria Trinity ETF$68.6M11.56%2.3MTrimmed
3GVALCambria Global Value ETF$56.3M9.49%1.6MAdded
4FYLDCambria Foreign Shareholder Yield ETF$53.9M9.08%1.5MAdded
5VAMOCambria Value and Momentum ETF$51.3M8.65%1.4MAdded
6EYLDCambria Emerging Shareholder Yield ETF$44.7M7.52%983,500Added
7BLDGCambria Global Real Estate ETF$27.0M4.55%999,500Added
8EMLCVanEck JP Morgan EM Local C$19.2M3.23%749,725Added
9IVVISHARES TR CORE U S AGGREGATE BD ETF$17.5M2.95%23,355Added
10SPYSTATE STREET CORP$17.5M2.95%23,473Added
11SYLDCambria Shareholder Yield ETF$14.1M2.37%177,700Trimmed
12DBMFiMGP DBi Managed Futures Strategy ETF$13.9M2.33%452,775Trimmed
13SCHPSchwab US Equity$12.9M2.18%487,500Trimmed
14BNDVanguard Total Bond Market ETF$12.8M2.15%174,200Trimmed
15BARGraniteshares Gold Trust$11.1M1.88%281,590Added
16VTIVanguard Total Stock Market Index Fund$4.1M0.70%14,000Hold
17IWFIshares Trust Russell 1000$3.0M0.50%23,980Added
18AGGISHARES TR CORE U S AGGREGATE BD ETF$966,7380.16%9,767Hold
19VDCVanguard Consumer Staples Index Fund$716,1560.12%3,898Hold
20XLKTechnology Select Sector SPDR Fund$562,0340.09%3,613Hold
21VHTVanguard Health Care Etf$338,4790.06%1,389Hold
22IHIISHARES DOW JONES US MEDICAL DEV.(ETF)$275,0650.05%5,568Hold
23PDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$00.00%0Exited
24FMFFirst Trust Managed Futures Stragegy Fund$00.00%0Exited
25GMOMCambria Global Momentum ETF$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-06-30