ALM First Financial Advisors, LLC - Portfolio Stock Holdings
ALM First Financial Advisors, LLC disclosed 25 stock positions in a recent SEC 13F filing. $628,206,339 of stock holdings were filed, with the largest holdings including VOO, TRTY, and GVAL. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $76,173,495,779 and has 23 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from banking or thrift institutions.
Report Period:
June 30, 2026No. of Stocks:
25Est. Stock Holding Value:
$628,206,339Top Stock Holdings By Sector
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Portfolio Stock Holdings - ALM First Financial Advisors, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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