Alm First Financial Advisors, LLC Top Holdings and 13F Report (2025) About Alm First Financial Advisors, LLCInvestment ActivityAlm First Financial Advisors, LLC has $437.51 million in total holdings as of March 31, 2025.Alm First Financial Advisors, LLC owns shares of 23 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 5.14% of the portfolio was purchased this quarter.About 2.37% of the portfolio was sold this quarter.This quarter, Alm First Financial Advisors, LLC has purchased 27 new stocks and bought additional shares in 15 stocks.Alm First Financial Advisors, LLC sold shares of 1 stock and completely divested from 5 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $119,723,043Cambria Trinity ETF $55,473,844Cambria Global Momentum ETF $53,930,420Vanguard Total Bond Market ETF $38,002,736Cambria Global Value ETF $24,388,427 Largest New Holdings this Quarter 464287226 - iShares Core U.S. Aggregate Bond ETF $966,152 Holding Largest Purchases this Quarter Cambria Trinity ETF 156,986 shares (about $3.96M)Cambria Global Momentum ETF 125,959 shares (about $3.57M)Cambria Value and Momentum ETF 89,002 shares (about $2.53M)Vanguard Total Bond Market ETF 34,246 shares (about $2.52M)Cambria Shareholder Yield ETF 26,519 shares (about $1.60M) Largest Sales this Quarter Vanguard S&P 500 ETF 21,125 shares (about $9.21M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAlm First Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$119,723,043$9,209,800 ▼-7.1%274,61527.4%ETFTRTYCambria Trinity ETF$55,473,844$3,957,174 ▲7.7%2,200,71612.7%ETFGMOMCambria Global Momentum ETF$53,930,420$3,568,682 ▲7.1%1,903,51012.3%ETFBNDVanguard Total Bond Market ETF$38,002,736$2,515,369 ▲7.1%517,3968.7%ETFGVALCambria Global Value ETF$24,388,427$296,496 ▲1.2%1,020,7915.6%ETFVAMOCambria Value and Momentum ETF$24,014,886$2,526,786 ▲11.8%845,8865.5%ETFSYLDCambria Shareholder Yield ETF$14,218,277$1,595,755 ▲12.6%236,2863.2%ETFFYLDCambria Foreign Shareholder Yield ETF$12,994,937$931,967 ▲7.7%482,5453.0%ETFSCHPSchwab U.S. TIPS ETF$12,773,664$730,386 ▲6.1%475,0342.9%ETFEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$12,592,067$699,814 ▲5.9%527,7482.9%ETFEYLDCambria Emerging Shareholder Yield ETF$12,485,656$1,020,223 ▲8.9%393,2492.9%ETFFMFFirst Trust Managed Futures Strategy Fund$12,037,504$946,336 ▲8.5%261,0042.8%ETFBLDGCambria Global Real Estate ETF$11,959,029$1,398,209 ▲13.2%498,9542.7%ETFDBMFiMGP DBi Managed Futures Strategy ETF$11,930,424$1,014,871 ▲9.3%472,3052.7%ETFBARGraniteShares Gold Trust$6,845,061$5,515 ▲0.1%233,3531.6%FinancePDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$6,303,371$315,085 ▲5.3%462,4631.4%ManufacturingVTIVanguard Total Stock Market ETF$3,074,3600.0%14,0000.7%ETFIWFiShares Russell 1000 Growth ETF$2,164,7350.0%7,2850.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$966,152$966,152 ▲New Holding9,7670.2%FinanceVDCVanguard Consumer Staples ETF$694,9720.0%3,8980.2%ETFIHIiShares U.S. Medical Devices ETF$335,0780.0%5,5680.1%ETFXLKTechnology Select Sector SPDR Fund$304,5580.0%1,8060.1%ETFVHTVanguard Health Care ETF$299,6740.0%1,3890.1%ETFMSFTMicrosoft$0$320,340 ▼-100.0%00.0%Computer and TechnologyWMBWilliams Companies$0$218,645 ▼-100.0%00.0%EnergyAAPLApple$0$217,865 ▼-100.0%00.0%Computer and TechnologyNVDANVIDIA$0$208,150 ▼-100.0%00.0%Computer and TechnologyIPInternational Paper$0$207,207 ▼-100.0%00.0%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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