13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001950054
Total reported value
$593.6M
$593.6M
22 檔
42.5%
As reported in its official Q2 2024 Form 13F filing, ALM First Financial Advisors, LLC's tracked investment portfolio stood at $593.6M with 22 total positions.
During Q2 2024, ALM First Financial Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 32.64% | +1.21% | +3.72% | |
| 2 | TRTY | Cambria Trinity ETF | ETF-Other | 13.45% | -0.58% | — | |
| 3 | GMOM | Cambria Global Momentum ETF | ETF-Other | 13.13% | -12.05% | EXIT | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 7.77% | -5.92% | — | |
| 5 | VAMO | Cambria Value & Momentum ETF | ETF-Other | 5.57% | +3.28% | — | |
| 6 | GVAL | Cambria Global Value ETF | ETF-Other | 5.43% | +4.91% | — | |
| 7 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 3.93% | -1.08% | — | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.54% | -0.54% | — | |
| 9 | EYLD | Cambria Emerg Shrhldr Yield | ETF-Other | 2.48% | +4.81% | — | |
| 10 | FMF | First Trust Managed Futures | ETF-Other | 2.45% | -2.83% | EXIT | |
| 11 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 2.34% | -0.44% | — | |
| 12 | FYLD | Cambria Foreign Shareholder | ETF-Other | 2.28% | +6.14% | — | |
| 13 | BLDG | Cambria Global Real Estate | ETF-Other | 1.85% | +1.98% | — | |
| 14 | BAR | Graniteshares Gold Trust | ETF-Commodities | 1.32% | +0.59% | — | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.86% | +0.06% | — | |
| 16 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.81% | -1.66% | EXIT | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.63% | +0.04% | — | |
| 18 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.19% | -0.01% | — | |
| 19 | XLK | Ss Technology Select Sector | ETF-Tech | 0.10% | +0.02% | — | |
| 20 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.09% | — | — | |
| 21 | VHT | Vanguard Health Care ETF | ETF-Other | 0.09% | — | — | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.07% | — | — |
According to official SEC Form 13F filings, ALM First Financial Advisors, LLC reported a total U.S. public equity portfolio value of $593.6M across 22 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, TRTY, GMOM) accounted for 42.5% of total reported equity market value during Q2 2024.
During Q2 2024, ALM First Financial Advisors, LLC's top holdings by market value included VOO (32.6%)、TRTY (13.4%)、GMOM (13.1%). The largest single position, VOO, represented 32.6% of total portfolio value.
In Q2 2024, ALM First Financial Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.