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The Analysis of ALM First Financial Advisors, LLC's Holdings & P&L

Currently, ALM First Financial Advisors, LLC holds 25 types of securities in its portfolio with a total value $557.5M. In the most recent quarter, they have increased their positions in SPY (+16.0K shares, valued at $10.4M), IVV (+16.0K shares, valued at $10.4M), N/A (+17.9K shares, valued at $9.4M).

1M P&L

-7.7M-1.72%

3M P&L

-7.4M-1.66%

HY P&L

+30.2M+7.41%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A411.3M

100.0%

Top Industries by Stock Count

1N/A24 stocks

100.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

Vanguard S&P 500 ETF Vanguard S&P 500 ETF279.0K shares6.86%2026-03-312026-04-10

TRTY Cambria Trinity ETF2.3M shares4.18%2026-03-312026-04-10

GMOM Cambria Global Momentum ETF1.9M shares0.00%2026-03-312026-04-10

BND Vanguard Total Bond Market ETF611.0K shares18.10%2026-03-312026-04-10

VAMO Cambria Value and Momentum ETF865.4K shares2.31%2026-03-312026-04-10

GVAL Cambria Global Value ETF1.0M shares0.00%2026-03-312026-04-10

SYLD Cambria Shareholder Yield ETF268.8K shares13.75%2026-03-312026-04-10

FYLD Cambria Foreign Shareholder Yield ETF482.5K shares0.00%2026-03-312026-04-10

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FMF First Trust Managed Futures Stragegy Fund312.1K shares19.56%2026-03-312026-04-10

DBMF iMGP DBi Managed Futures Strategy ETF512.4K shares8.49%2026-03-312026-04-10

SCHP Schwab US Equity569.7K shares19.92%2026-03-312026-04-10

EYLD Cambria Emerging Shareholder Yield ETF393.2K shares0.00%2026-03-312026-04-10

EMLC VanEck JP Morgan EM Local C576.6K shares9.26%2026-03-312026-04-10

BLDG Cambria Global Real Estate ETF598.1K shares19.88%2026-03-312026-04-10

SPY STATE STREET CORP19.0K shares539.98%2026-03-312026-04-10

IVV ISHARES TR CORE U S AGGREGATE BD ETF18.9K shares539.93%2026-03-312026-04-10

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PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF535.1K shares15.72%2026-03-312026-04-10

BAR Graniteshares Gold Trust233.4K shares0.00%2026-03-312026-04-10

VTI Vanguard Total Stock Market Index Fund14.0K shares0.00%2026-03-312026-04-10

IWF Ishares Trust Russell 10007.3K shares0.00%2026-03-312026-04-10

AGG ISHARES TR CORE U S AGGREGATE BD ETF9.8K shares0.00%2026-03-312026-04-10

VDC Vanguard Consumer Staples Index Fund3.9K shares0.00%2026-03-312026-04-10

XLK Technology Select Sector SPDR Fund3.6K shares0.00%2026-03-312026-04-10

VHT Vanguard Health Care Etf1.4K shares0.00%2026-03-312026-04-10

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IHI ISHARES DOW JONES US MEDICAL DEV.(ETF)5.6K shares0.00%2026-03-312026-04-10

Vanguard S&P 500 ETF

6.86%

Shares279.0K

Event2026-03-31

Filed2026-04-10

TRTY

Cambria Trinity ETF

4.18%

Shares2.3M

Event2026-03-31

Filed2026-04-10

GMOM

Cambria Global Momentum ETF

0.00%

Shares1.9M

Event2026-03-31

Filed2026-04-10

BND

Vanguard Total Bond Market ETF

18.10%

Shares611.0K

Event2026-03-31

Filed2026-04-10

VAMO

Cambria Value and Momentum ETF

2.31%

Shares865.4K

Event2026-03-31

Filed2026-04-10

GVAL

Cambria Global Value ETF

0.00%

Shares1.0M

Event2026-03-31

Filed2026-04-10

SYLD

Cambria Shareholder Yield ETF

13.75%

Shares268.8K

Event2026-03-31

Filed2026-04-10

FYLD

Cambria Foreign Shareholder Yield ETF

0.00%

Shares482.5K

Event2026-03-31

Filed2026-04-10

FMF

First Trust Managed Futures Stragegy Fund

19.56%

Shares312.1K

Event2026-03-31

Filed2026-04-10

DBMF

iMGP DBi Managed Futures Strategy ETF

8.49%

Shares512.4K

Event2026-03-31

Filed2026-04-10

SCHP

Schwab US Equity

19.92%

Shares569.7K

Event2026-03-31

Filed2026-04-10

EYLD

Cambria Emerging Shareholder Yield ETF

0.00%

Shares393.2K

Event2026-03-31

Filed2026-04-10

EMLC

VanEck JP Morgan EM Local C

9.26%

Shares576.6K

Event2026-03-31

Filed2026-04-10

BLDG

Cambria Global Real Estate ETF

19.88%

Shares598.1K

Event2026-03-31

Filed2026-04-10

SPY

STATE STREET CORP

539.98%

Shares19.0K

Event2026-03-31

Filed2026-04-10

IVV

ISHARES TR CORE U S AGGREGATE BD ETF

539.93%

Shares18.9K

Event2026-03-31

Filed2026-04-10

PDBC

Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF

15.72%

Shares535.1K

Event2026-03-31

Filed2026-04-10

BAR

Graniteshares Gold Trust

0.00%

Shares233.4K

Event2026-03-31

Filed2026-04-10

VTI

Vanguard Total Stock Market Index Fund

0.00%

Shares14.0K

Event2026-03-31

Filed2026-04-10

IWF

Ishares Trust Russell 1000

0.00%

Shares7.3K

Event2026-03-31

Filed2026-04-10

AGG

ISHARES TR CORE U S AGGREGATE BD ETF

0.00%

Shares9.8K

Event2026-03-31

Filed2026-04-10

VDC

Vanguard Consumer Staples Index Fund

0.00%

Shares3.9K

Event2026-03-31

Filed2026-04-10

XLK

Technology Select Sector SPDR Fund

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-10

VHT

Vanguard Health Care Etf

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-10

IHI

ISHARES DOW JONES US MEDICAL DEV.(ETF)

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available