Alm First Financial Advisors, LLC Portfolio Holdings

Alm First Financial Advisors, LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $435 Million distributed in 27 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 $159M, Cambria ETF Tr Cambria Trinity with a value of $51.5M, Cambria ETF Tr Cambria Global with a value of $51.1M, Vanguard Bd Index Fd Inc Total with a value of $34.7M, and Cambria ETF Tr Value & Momentu with a value of $22.5M.

Examining the 13F form we can see an increase of $23.2M in the current position value, from $412M to 435M.

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.