Alm First Financial Advisors, Llc Portfolio Stock Holdings
Alm First Financial Advisors, Llc disclosed 25 stock positions valued at approximately $557.5 million in its latest SEC 13F filing. The largest holdings include Vanguard S&P 500 ETF, Cambria Global Momentum ETF, and Vanguard Total Bond Market ETF. The filing reflects positions held as of March 31, 2026 and was filed on April 10, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 25
- Portfolio Value
- $557.5M
Holdings by Sector
Alm First Financial Advisors, Llc Portfolio Holdings in Q1 2026
23 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | VOO | Other | 26.22% | 278,997 | +17,909 | +6.86% | $146,161,925 |
| Cambria Global Momentum ETF | GMOM | Other | 12.05% | 1,903,510 | - | - | $67,184,967 |
| Vanguard Total Bond Market ETF | BND | Other | 8.07% | 611,049 | +93,653 | +18.10% | $44,997,648 |
| Cambria Value and Momentum ETF | VAMO | Other | 5.37% | 865,429 | +19,543 | +2.31% | $29,925,074 |
| Cambria Global Value ETF | GVAL | Other | 4.58% | 1,020,791 | - | - | $25,549,889 |
| Cambria Shareholder Yield ETF | SYLD | Other | 3.45% | 268,778 | +32,492 | +13.75% | $19,255,868 |
| Cambria Foreign Shareholder Yield ETF | FYLD | Other | 2.94% | 482,545 | - | - | $16,377,632 |
| First Trust Managed Futures Stragegy Fund | FMF | Other | 2.83% | 312,052 | +51,048 | +19.56% | $15,796,072 |
| iMGP DBi Managed Futures Strategy ETF | DBMF | Other | 2.77% | 512,410 | +40,105 | +8.49% | $15,449,162 |
| Schwab US Equity | SCHP | Other | 2.72% | 569,652 | +94,618 | +19.92% | $15,158,440 |
| Cambria Emerging Shareholder Yield ETF | EYLD | Other | 2.71% | 393,249 | - | - | $15,124,754 |
| VanEck JP Morgan EM Local C | EMLC | Other | 2.60% | 576,635 | +48,887 | +9.26% | $14,479,305 |
| STATE STREET CORP | SPY | Other | 2.22% | 19,001 | +16,032 | +539.98% | $12,357,110 |
| ISHARES TR CORE U S AGGREGATE BD ETF | IVV | Other | 2.22% | 18,910 | +15,955 | +539.93% | $12,352,201 |
| Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | PDBC | Other | 1.66% | 535,140 | +72,677 | +15.72% | $9,268,625 |
| Graniteshares Gold Trust | BAR | Other | 1.29% | 233,353 | - | - | $7,196,834 |
| Vanguard Total Stock Market Index Fund | VTI | Other | 0.64% | 14,000 | - | - | $3,588,581 |
| Ishares Trust Russell 1000 | IWF | Other | 0.46% | 7,285 | - | - | $2,556,268 |
| ISHARES TR CORE U S AGGREGATE BD ETF | AGG | Other | 0.17% | 9,767 | - | - | $969,570 |
| Vanguard Consumer Staples Index Fund | VDC | Other | 0.13% | 3,898 | - | - | $713,298 |
| Technology Select Sector SPDR Fund | XLK | Other | 0.07% | 3,613 | - | - | $392,055 |
| Vanguard Health Care Etf | VHT | Other | 0.06% | 1,389 | - | - | $308,278 |
| ISHARES DOW JONES US MEDICAL DEV.(ETF) | IHI | Other | 0.05% | 5,568 | - | - | $296,999 |