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CIK: 0001950054
Total reported value
$593.6M
$593.6M
23 檔
56.3%
As reported in its official Q3 2025 Form 13F filing, ALM First Financial Advisors, LLC's tracked investment portfolio stood at $593.6M with 23 total positions.
In Q3 2025, ALM First Financial Advisors, LLC displayed an active expansion posture, initiating 0 new positions and adding to 1 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 29.39% | +1.21% | +1.78% | |
| 2 | GMOM | Cambria Global Momentum ETF | ETF-Other | 12.31% | -12.05% | EXIT | |
| 3 | TRTY | Cambria Trinity ETF | ETF-Other | 12.21% | -0.58% | — | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 7.77% | -5.92% | — | |
| 5 | GVAL | Cambria Global Value ETF | ETF-Other | 5.81% | +4.91% | — | |
| 6 | VAMO | Cambria Value & Momentum ETF | ETF-Other | 5.55% | +3.28% | — | |
| 7 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 3.09% | -1.08% | — | |
| 8 | FYLD | Cambria Foreign Shareholder | ETF-Other | 3.04% | +6.14% | — | |
| 9 | EYLD | Cambria Emerg Shrhldr Yield | ETF-Other | 2.95% | +4.81% | — | |
| 10 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 2.72% | +0.63% | — | |
| 11 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 2.60% | -0.44% | — | |
| 12 | BLDG | Cambria Global Real Estate | ETF-Other | 2.60% | +1.98% | — | |
| 13 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.58% | -0.54% | — | |
| 14 | FMF | First Trust Managed Futures | ETF-Other | 2.57% | -2.83% | EXIT | |
| 15 | BAR | Graniteshares Gold Trust | ETF-Commodities | 1.70% | +0.59% | — | |
| 16 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 1.25% | -1.66% | EXIT | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.74% | +0.06% | — | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.57% | +0.04% | — | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.20% | -0.01% | — | |
| 20 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.14% | -0.01% | — | |
| 21 | XLK | Ss Technology Select Sector | ETF-Tech | 0.08% | +0.02% | — | |
| 22 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.07% | — | — | |
| 23 | VHT | Vanguard Health Care ETF | ETF-Other | 0.06% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +2% | +1.78% | Add |
| 2 | GVAL | Cambria Global Value ETF | +0.2% | — | Unchanged |
| 3 | BAR | Graniteshares Gold Trust | +0.1% | — | Unchanged |
| 4 | EYLD | Cambria Emerg Shrhldr Yield | +0.1% | — | Unchanged |
| 5 | IWF | Ishares Russell 1000 Growth | +0.1% | — | Unchanged |
| 6 | FYLD | Cambria Foreign Shareholder | +0.1% | — | Unchanged |
| 7 | VAMO | Cambria Value & Momentum ETF | +0.1% | — | Unchanged |
| 8 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 9 | XLK | Ss Technology Select Sector | 0% | — | Unchanged |
| 10 | VHT | Vanguard Health Care ETF | 0% | — | Unchanged |
| 11 | IHI | Ishares U.s. Medical Devices | 0% | — | Unchanged |
| 12 | GMOM | Cambria Global Momentum ETF | 0% | — | Unchanged |
| 13 | VDC | Vanguard Consumer Staple ETF | 0% | — | Unchanged |
| 14 | AGG | Ishares Core U.s. Aggregate | 0% | — | Unchanged |
| 15 | DBMF | Imgp Dbi Managed Futures Str | -0.1% | — | Unchanged |
| 16 | BLDG | Cambria Global Real Estate | -0.1% | — | Unchanged |
| 17 | SYLD | Cambria Shareholder Yield Et | -0.2% | — | Unchanged |
| 18 | EMLC | Vaneck JPM Em Local Curr Bnd | -0.2% | — | Unchanged |
| 19 | FMF | First Trust Managed Futures | -0.2% | — | Unchanged |
| 20 | PDBC | Invesco Optimum Yield Divers | -0.2% | — | Unchanged |
| 21 | SCHP | Schwab U.s. Tips ETF | -0.3% | — | Unchanged |
| 22 | TRTY | Cambria Trinity ETF | -0.5% | — | Unchanged |
| 23 | BND | Vanguard Total Bond Market | -0.9% | — | Unchanged |
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 23 disclosed positions in Q3 2025.
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, GMOM, TRTY) accounted for 56.3% of total reported equity market value during Q3 2025.
During Q3 2025, ALM First Financial Advisors, LLC's top holdings by market value included VOO (29.4%)、GMOM (12.3%)、TRTY (12.2%). The largest single position, VOO, represented 29.4% of total portfolio value.
In Q3 2025, ALM First Financial Advisors, LLC made 1 total portfolio adjustments, initiating 0 new buys, adding to 1 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.
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