StockDriftsStockDriftsTop 22 ALM First Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | 27.43% | 285.4K | $162.9M | +2.31%(+6.44K) | $391.09(+82.23%) | 2026-06-30 | |
| TRTY | Cambria Trinity ETF | 11.56% | 2.27M | $68.6M | -0.94%(-21.64K) | $25.05(+25.72%) | 2026-06-30 | |
| GVAL | Cambria Global Value ETF | 9.49% | 1.56M | $56.3M | +53.23%(+543.32K) | $23.91(+59.82%) | 2026-06-30 | |
| FYLD | Cambria Foreign Shareholder Yield ETF | 9.08% | 1.48M | $53.9M | +206.19%(+994.96K) | $32.42(+23.03%) | 2026-06-30 | |
| VAMO | Cambria Value and Momentum ETF | 8.65% | 1.43M | $51.3M | +65.12%(+563.57K) | $30.57(+20.35%) | 2026-06-30 | |
| EYLD | Cambria Emerging Shareholder Yield ETF | 7.52% | 983.5K | $44.7M | +150.10%(+590.25K) | $37.24(+27.73%) | 2026-06-30 | |
| BLDG | Cambria Global Real Estate ETF | 4.55% | 999.5K | $27.0M | +67.10%(+401.37K) | $25.09(+7.37%) | 2026-06-30 | |
| EMLC | VanEck JP Morgan EM Local C | 3.23% | 749.7K | $19.2M | +30.02%(+173.09K) | $24.15(+6.16%) | 2026-06-30 | |
| SPY | STATE STREET CORP | 2.95% | 23.5K | $17.5M | +23.54%(+4.47K) | $671.56(+15.46%) | 2026-06-30 | |
| IVV | ISHARES TR CORE U S AGGREGATE BD ETF | 2.95% | 23.4K | $17.5M | +23.51%(+4.45K) | $674.44(+15.49%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.82% | +39.83% | — | — | +44.85% |
| Top 20 Holdings Unweighted | +10.67% | +35.57% | — | — | +35.66% |
ALM First Financial Advisors, LLC reports $593.62M in US-listed equity holdings across 22 positions in its most recent 13F filing. Its largest disclosed positions are VOO (27.4%), TRTY (11.6%) and GVAL (9.5%). The top 20 holdings account for 99.89% of reported assets. Its disclosed equity book has returned +39.83% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from ALM First Financial Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1950054). View ALM First Financial Advisors, LLC’s 13F filings on SEC