Financial Alternatives, Inc - Portfolio Stock Holdings
Financial Alternatives, Inc disclosed 348 stock positions in a recent SEC 13F filing. $211,271,160 of stock holdings were filed, with the largest holdings including DFAC, DFAI, and VWOB. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $614,784,199 and has 13 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
348Est. Stock Holding Value:
$211,271,160Top Stock Holdings By Sector
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Portfolio Stock Holdings - Financial Alternatives, Inc
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