ALM First Financial Advisors, LLC
ALM First Financial Advisors, LLC reported 22 positions worth $593.6M as of June 30, 2026 (13F filed July 10, 2026). Largest holding: VOO (27.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $162.9M | 27.43% | 285,434 | — | — | |
| ▸ 2 | TRTY | SH | $68.6M | 11.56% | 2,271,000 | — | — | |
| ▸ 3 | GVAL | SH | $56.3M | 9.49% | 1,564,110 | — | — | |
| ▸ 4 | FYLD | SH | $53.9M | 9.08% | 1,477,500 | — | — | |
| ▸ 5 | VAMO | SH | $51.3M | 8.65% | 1,429,000 | — | — | |
| ▸ 6 | EYLD | SH | $44.7M | 7.52% | 983,500 | — | — | |
| ▸ 7 | BLDG | SH | $27.0M | 4.55% | 999,500 | — | — | |
| ▸ 8 | EMLC | SH | $19.2M | 3.23% | 749,725 | — | — | |
| ▸ 9 | SPY | SH | $17.5M | 2.95% | 23,473 | — | — | |
| ▸ 10 | IVV | SH | $17.5M | 2.95% | 23,355 | — | — |
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Frequently Asked Questions
What stocks does ALM First Financial Advisors, LLC hold as of Q2 2026?
ALM First Financial Advisors, LLC reported 22 positions worth $593.6M in its Q2 2026 13F filing. Largest positions: VOO (27.4%), TRTY (11.6%), GVAL (9.5%), FYLD (9.1%) and VAMO (8.6%).
What did ALM First Financial Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did ALM First Financial Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.