Financial Alternatives, Inc
Financial Alternatives, Inc reported 84 positions worth $202.9M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: DFAC (18.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAC | SH | $37.0M | 18.25% | 834,859 | — | — | |
| ▸ 2 | DFAI | SH | $34.5M | 17.00% | 836,269 | — | — | |
| ▸ 3 | VWOB | SH | $17.0M | 8.36% | 252,253 | — | — | |
| ▸ 4 | DFAE | SH | $12.8M | 6.30% | 317,955 | — | — | |
| ▸ 5 | JEPI | SH | $7.3M | 3.61% | 129,653 | — | — | |
| ▸ 6 | VNQ | SH | $6.8M | 3.33% | 70,071 | — | — | |
| ▸ 7 | IAU | SH | $5.2M | 2.55% | 68,562 | — | — | |
| ▸ 8 | EMB | SH | $5.1M | 2.50% | 52,613 | — | — | |
| ▸ 9 | VTI | SH | $5.0M | 2.47% | 13,547 | — | — | |
| ▸ 10 | VNQI | SH | $4.8M | 2.38% | 107,792 | — | — |
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Frequently Asked Questions
What stocks does Financial Alternatives, Inc hold as of Q2 2026?
Financial Alternatives, Inc reported 84 positions worth $202.9M in its Q2 2026 13F filing. Largest positions: DFAC (18.2%), DFAI (17.0%), VWOB (8.4%), DFAE (6.3%) and JEPI (3.6%).
What did Financial Alternatives, Inc buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Financial Alternatives, Inc 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.