ALM First Financial Advisors, LLC
CIK: 0001950054SEC EDGAR →
Portfolio Value
$504.9M
Holdings
25
As of
Q4 2025
New Positions
25
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard S&P 500 ETF | 261,088 | $143.2M | 28.35% |
| 2 | Cambria Global Momentum ETF | 1,903,510 | $63.2M | 12.52% |
| 3 | Cambria Trinity ETF | 2,200,716 | $61.9M | 12.27% |
| 4 | Vanguard Total Bond Market ETF | 517,396 | $38.3M | 7.59% |
| 5 | Cambria Global Value ETF | 1,020,791 | $31.0M | 6.14% |
| 6 | Cambria Value and Momentum ETF | 845,886 | $28.1M | 5.57% |
| 7 | Cambria Foreign Shareholder Yield ETF | 482,545 | $15.7M | 3.10% |
| 8 | Cambria Shareholder Yield ETF | 236,286 | $15.5M | 3.07% |
| 9 | Cambria Emerging Shareholder Yield ETF | 393,249 | $15.1M | 2.99% |
| 10 | VanEck JP Morgan EM Local C | 527,748 | $13.6M | 2.70% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (25)
$143.2M · 261K shares
$63.2M · 1.9M shares
$61.9M · 2.2M shares
$38.3M · 517K shares
$31.0M · 1.0M shares
$28.1M · 846K shares
$15.7M · 483K shares
$15.5M · 236K shares
$15.1M · 393K shares
$13.6M · 528K shares
$13.3M · 472K shares
$12.6M · 475K shares
$12.3M · 261K shares
$12.2M · 499K shares
$9.4M · 233K shares
$6.1M · 462K shares
$3.8M · 14K shares
$2.8M · 7K shares
$2.0M · 3K shares
$2.0M · 3K shares
$975K · 10K shares
$670K · 4K shares
$424K · 4K shares
$345K · 6K shares
$325K · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 24 | $495.5M | 98.1% |
| Technology | 1 | $9.4M | 1.9% |