Alm First Financial Advisors, LLC Top Holdings and 13F Report (2026) About Alm First Financial Advisors, LLCInvestment ActivityAlm First Financial Advisors, LLC has $633.03 million in total holdings as of September 30, 2026.Alm First Financial Advisors, LLC owns shares of 28 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 37.74% of the portfolio was purchased this quarter.About 5.82% of the portfolio was sold this quarter.This quarter, Alm First Financial Advisors, LLC has purchased 22 new stocks and bought additional shares in 5 stocks.Alm First Financial Advisors, LLC sold shares of 0 stocks and completely divested from 3 stocks this quarter.Largest Holdings Cambria Trinity ETF $200,923,170Vanguard S&P 500 ETF $171,313,312SPDR S&P 500 ETF Trust $25,390,241iShares Core S&P 500 ETF $25,372,611Cambria Global Value ETF $21,739,307 Largest New Holdings this Quarter 88636J337 - TIDAL TR II CAMBRIA CHESAPEAKE ETF $15,952,858 Holding92206C706 - Vanguard Intermediate-Term Treasury ETF $15,601,274 Holding132061789 - Cambria Trinity Tactical Yield ETF $14,585,743 Holding78468R440 - SPDR SER TR STATE $12,911,695 Holding132061797 - Cambria Trinity Micro & Smallcap ETF $11,649,579 Holding Largest Purchases this Quarter Cambria Trinity ETF 4,152,375 shares (about $129.89M)TIDAL TR II CAMBRIA CHESAPEAKE ETF 810,201 shares (about $15.95M)Vanguard Intermediate-Term Treasury ETF 275,349 shares (about $15.60M)Cambria Trinity Tactical Yield ETF 575,488 shares (about $14.59M)SPDR SER TR STATE 329,212 shares (about $12.91M) 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 PortfolioSectorTRTYCambria Trinity ETF$200,923,170$129,886,290 ▲182.8%6,423,37531.7%ETFVOOVanguard S&P 500 ETF$171,313,312$4,279,512 ▲2.6%292,74727.1%ETFSPYSPDR S&P 500 ETF Trust$25,390,241$7,489,027 ▲41.8%33,2934.0%ETFIVViShares Core S&P 500 ETF$25,372,611$7,486,184 ▲41.9%33,1304.0%ETFGVALCambria Global Value ETF$21,739,3070.0%1,564,1103.4%ETFFYLDCambria Foreign Shareholder Yield ETF$21,585,7950.0%1,477,5003.4%ETFEYLDCambria Emerging Shareholder Yield ETF$20,455,5290.0%983,5003.2%ETFVAMOCambria Value and Momentum ETF$18,992,0090.0%1,429,0003.0%ETFTIDAL TR II CAMBRIA CHESAPEAKE ETF$15,952,858$15,952,858 ▲New Holding810,2012.5%ETFVGITVanguard Intermediate-Term Treasury ETF$15,601,274$15,601,274 ▲New Holding275,3492.5%ETFCambria Trinity Tactical Yield ETF$14,585,743$14,585,743 ▲New Holding575,4882.3%ETFSPDR SER TR STATE$12,911,695$12,911,695 ▲New Holding329,2122.0%ETFCambria Trinity Micro & Smallcap ETF$11,649,579$11,649,579 ▲New Holding365,4771.8%ETFBLDGCambria Global Real Estate ETF$9,683,9680.0%999,5001.5%ETFEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$6,875,3770.0%749,7251.1%ETFJPMBJPMorgan USD Emerging Markets Sovereign Bond ETF$6,869,944$6,869,944 ▲New Holding180,5031.1%ETFTIDAL TR II GRIZZLE GROWTH ETF$5,811,006$5,811,006 ▲New Holding100,2060.9%ETFDBMFiMGP DBi Managed Futures Strategy ETF$5,604,3990.0%452,7750.9%ETFCTASimplify Managed Futures Strategy ETF$5,487,848$5,487,848 ▲New Holding190,2860.9%ETFSYLDCambria Shareholder Yield ETF$5,317,0060.0%177,7000.8%ETFVTIVanguard Total Stock Market ETF$4,186,2490.0%14,0000.7%ETFIWFiShares Russell 1000 Growth ETF$3,003,7350.0%23,9800.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,019,708$96,336 ▲10.4%10,7860.2%ETFRSPInvesco S&P 500 Equal Weight ETF$788,396$788,396 ▲New Holding3,7900.1%ETFVDCVanguard Consumer Staples ETF$693,0350.0%3,8980.1%ETFXLKTechnology Select Sector SPDR Fund$577,4630.0%3,6130.1%ETFVHTVanguard Health Care ETF$357,8030.0%1,3890.1%ETFIHIiShares U.S. Medical Devices ETF$284,7520.0%5,5680.0%ETFSCHPSchwab U.S. TIPS ETF$0$12,918,750 ▼-100.0%00.0%ETFBNDVanguard Total Bond Market ETF$0$12,788,022 ▼-100.0%00.0%ETFBARGraniteShares Gold Trust$0$11,131,253 ▼-100.0%00.0%ETFShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
