Alm First Financial Advisors Q2 2026 Portfolio Activity: Significant ETF Purchases & Sales Observed

As part of our ongoing coverage of investment managers at InsiderSet, we've examined the portfolio activity for Alm First Financial Advisors, Llc during Q2 2026. The firm's total portfolio value stood at $498 million as of June 30th.

One of the most notable aspects of this quarter was the significant increase in holdings within Cambria's suite of Shareholder Yield ETFs, suggesting a continued interest strategy among these funds:

• GVAL, tracking Global Value stocks, saw its share count jump by 53.23% to reach $56.3 million worth (9.49% allocation), GVAL.
• FYLD, focused on Foreign Shareholder Yield, experienced an even more substantial 206.19% increase in shares during the quarter, adding $995k worth of holdings (FYLD).
• VAMO, combining Value and Momentum strategies for Shareholder Yield, also significantly increased its position by 65.12%, adding $563k worth of shares (VAMO).
• EYLD, targeting Emerging Shareholder Yield, added nearly 150% more ETFs during the quarter, increasing its value by $590k (EYLD).
• Additionally, IWF, the iShares Trust Russell Top 1000 Growth ETF, was significantly increased by Alm First Financial Advisors (IWF).

Conversely, there were substantial reductions observed in other holdings:

• BND, the Vanguard Total Bond Market ETF, was significantly reduced during Q2 2026. Its share count decreased by a massive 71.49%, representing an exit of nearly $438k worth of ETF (BND).
• SYLD, the Cambria Shareholder Yield ETF, saw its position decrease by 33.89% in shares during the quarter, resulting in a current allocation of just $14.0 million (SYLD).
• DBMF, the iMGP DBi Managed Futures Strategy ETF, also experienced a notable reduction in its position during Q2 2026 (DBMF).

Furthermore, Alm First Financial Advisors maintained or adjusted their positions in several other ETFs:

• The firm slightly increased its position in EMLC, the VanEck Emerging Market Local Currency Bond ETF (EMLC). Its share count grew by 30.02%.
• They also slightly increased their position in VBAR, the Graniteshares Gold Trust ETF (VBAR). Its share count grew by 20.67%.
• Meanwhile, they maintained their positions in VOO, the Vanguard S&P 500 ETF (VOO). Its share count increased by just 2.31%.
• Their position in SPY, the SPDR S&P 500 ETF (SPY). Its share count increased by just 23.54%.
• Their position in IVV, the iShares Core S&P U.S. Aggregate Bond ETF (IVV). Its share count increased by just 23.51%.

Overall, the portfolio saw changes in holdings for several stocks during this period:

• The firm maintained its position in VBAR, slightly increasing shares (VBAR). Its allocation remains at 1.88%.
• They also maintained their position in IVV, slightly increasing shares (IVV). Its allocation remains at 2.95%.
• Their position in SPY, the SPDR S&P 500 ETF, was slightly increased (SPY). Its allocation remains at 2.95%.
• Their position in VOO, the Vanguard S&P 500 ETF, was slightly increased (VOO). Its allocation remains at 27.43%.

These changes reflect the dynamic nature of Alm First Financial Advisors' portfolio management during Q2 2026, with a clear focus on adjusting exposure to specific strategies and sectors based on their investment outlook.