Alm First Financial Advisors, LLC Portfolio Holdings

Alm First Financial Advisors, LLC

  • $497 Million
  • Q3 2025

Alm First Financial Advisors, LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $497 Million distributed in 23 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $171M, Cambria ETF Tr Cambria Global with a value of $61.2M, Cambria ETF Tr Cambria Trinity with a value of $61.2M, Vanguard Bd Index Fd Inc Total with a value of $38.5M, and Cambria ETF Tr Value & Momentu with a value of $28.2M.

Examining the 13F form we can see an increase of $33.1M in the current position value, from $464M to 497M.

Alm First Financial Advisors, LLC is based out at Dallas, TX

Below you can find more details about Alm First Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $497 Million
ETFs: $497 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 23
  • Current Value $497 Million
  • Prior Value $464 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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