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Alm First Financial Advisors, LLC Top Holdings and 13F Report (2026)

About Alm First Financial Advisors, LLC

Investment Activity

  • Alm First Financial Advisors, LLC has $593.62 million in total holdings as of June 30, 2026.
  • Alm First Financial Advisors, LLC owns shares of 22 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
  • Approximately 22.32% of the portfolio was purchased this quarter.
  • About 22.94% of the portfolio was sold this quarter.
  • This quarter, Alm First Financial Advisors, LLC has purchased 25 new stocks and bought additional shares in 11 stocks.
  • Alm First Financial Advisors, LLC sold shares of 5 stocks and completely divested from 3 stocks this quarter.

Largest Purchases this Quarter

Cambria Foreign Shareholder Yield ETF
994,955 shares (about $36.31M)
Cambria Emerging Shareholder Yield ETF
590,251 shares (about $26.80M)
Cambria Value and Momentum ETF
563,571 shares (about $20.25M)
Cambria Global Value ETF
543,319 shares (about $19.57M)
Cambria Global Real Estate ETF
401,373 shares (about $10.84M)

Largest Sales this Quarter

Vanguard Total Bond Market ETF
436,849 shares (about $32.07M)
Cambria Shareholder Yield ETF
91,078 shares (about $7.20M)
Schwab U.S. TIPS ETF
82,152 shares (about $2.18M)
iMGP DBi Managed Futures Strategy ETF
59,635 shares (about $1.83M)
Cambria Trinity ETF
21,636 shares (about $653.62K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAlm First Financial Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$162,856,387$3,672,676 â–²2.3%285,43427.4%ETF
TRTY
Cambria Trinity ETF
$68,606,910$653,624 â–¼-0.9%2,271,00011.6%ETF
GVAL
Cambria Global Value ETF
$56,339,242$19,570,350 â–²53.2%1,564,1109.5%ETF
FYLD
Cambria Foreign Shareholder Yield ETF
$53,913,975$36,305,908 â–²206.2%1,477,5009.1%ETF
Cambria Value and Momentum ETF stock logo
VAMO
Cambria Value and Momentum ETF
$51,343,970$20,249,106 â–²65.1%1,429,0008.6%ETF
EYLD
Cambria Emerging Shareholder Yield ETF
$44,660,735$26,803,298 â–²150.1%983,5007.5%ETF
BLDG
Cambria Global Real Estate ETF
$26,986,500$10,837,071 â–²67.1%999,5004.5%ETF
VanEck J.P. Morgan EM Local Currency Bond ETF stock logo
EMLC
VanEck J.P. Morgan EM Local Currency Bond ETF
$19,162,971$4,424,180 â–²30.0%749,7253.2%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$17,528,932$3,339,555 â–²23.5%23,4733.0%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$17,490,326$3,328,816 â–²23.5%23,3552.9%ETF
Cambria Shareholder Yield ETF stock logo
SYLD
Cambria Shareholder Yield ETF
$14,053,742$7,203,077 â–¼-33.9%177,7002.4%ETF
iMGP DBi Managed Futures Strategy ETF stock logo
DBMF
iMGP DBi Managed Futures Strategy ETF
$13,859,443$1,825,427 â–¼-11.6%452,7752.3%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$12,918,750$2,177,028 â–¼-14.4%487,5002.2%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$12,788,022$32,069,085 â–¼-71.5%174,2002.2%ETF
GraniteShares Gold Trust stock logo
BAR
GraniteShares Gold Trust
$11,131,253$1,906,809 â–²20.7%281,5901.9%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$4,139,2670.0%14,0000.7%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$2,977,597$2,073,018 â–²229.2%23,9800.5%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$966,7380.0%9,7670.2%Finance
Vanguard Consumer Staples ETF stock logo
VDC
Vanguard Consumer Staples ETF
$716,1560.0%3,8980.1%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$562,0340.0%3,6130.1%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$338,4790.0%1,3890.1%ETF
iShares U.S. Medical Devices ETF stock logo
IHI
iShares U.S. Medical Devices ETF
$275,0650.0%5,5680.0%ETF
GMOM
Cambria Global Momentum ETF
$0$67,184,967 â–¼-100.0%00.0%ETF
FMF
First Trust Managed Futures Strategy Fund
$0$15,796,072 â–¼-100.0%00.0%ETF
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock logo
PDBC
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
$0$9,268,625 â–¼-100.0%00.0%Manufacturing

Showing largest 100 holdings. View all holdings.
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