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ALM First Financial Advisors, LLC

Q1 2026 · 13F-HR

ALM First Financial Advisors, LLCholdings as filed

Filed 2026-04-10 · accession 0001950054-26-000005

$557.5M
Reported value
25
Positions
2026-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVanguard S&P 500 ETF$146.2M26.2%278,997CommonSOLE
132061839TRTYCambria Trinity ETF$67.6M12.1%2,292,636CommonSOLE
132061508GMOMCambria Global Momentum ETF$67.2M12.1%1,903,510CommonSOLE
921937835BNDVanguard Total Bond Market ETF$45.0M8.07%611,049CommonSOLE
132061888VAMOCambria Value and Momentum ETF$29.9M5.37%865,429CommonSOLE
132061409GVALCambria Global Value ETF$25.5M4.58%1,020,791CommonSOLE
132061201SYLDCambria Shareholder Yield ETF$19.3M3.45%268,778CommonSOLE
132061300FYLDCambria Foreign Shareholder Yield ETF$16.4M2.94%482,545CommonSOLE
33739G103FMFFirst Trust Managed Futures Stragegy Fund$15.8M2.83%312,052CommonSOLE
53700T827DBMFiMGP DBi Managed Futures Strategy ETF$15.4M2.77%512,410CommonSOLE
808524870SCHPSchwab US Equity$15.2M2.72%569,652CommonSOLE
132061706EYLDCambria Emerging Shareholder Yield ETF$15.1M2.71%393,249CommonSOLE
92189H300EMLCVanEck JP Morgan EM Local C$14.5M2.60%576,635CommonSOLE
132061813BLDGCambria Global Real Estate ETF$14.3M2.57%598,127CommonSOLE
78462F103SPYSTATE STREET CORP$12.4M2.22%19,001CommonSOLE
464287200IVVISHARES TR CORE U S AGGREGATE BD ETF$12.4M2.22%18,910CommonSOLE
46090F100PDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$9.3M1.66%535,140CommonSOLE
38748G101BARGraniteshares Gold Trust$7.2M1.29%233,353CommonSOLE
922908769VTIVanguard Total Stock Market Index Fund$3.6M0.64%14,000CommonSOLE
464287614IWFIshares Trust Russell 1000$2.6M0.46%7,285CommonSOLE
464287226AGGISHARES TR CORE U S AGGREGATE BD ETF$969,5700.17%9,767CommonSOLE
92204A207VDCVanguard Consumer Staples Index Fund$713,2980.13%3,898CommonSOLE
81369Y803XLKTechnology Select Sector SPDR Fund$392,0550.07%3,613CommonSOLE
92204A504VHTVanguard Health Care Etf$308,2780.06%1,389CommonSOLE
464288810IHIISHARES DOW JONES US MEDICAL DEV.(ETF)$296,9990.05%5,568CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.