Financial Alternatives, Inc Portfolio Holdings

Financial Alternatives, Inc

  • $154 Billion
  • Q2 2025

Financial Alternatives, Inc has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $154 Billion distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $22.2B, Dimensional ETF Tr with a value of $16.3B, Vanguard Emerging Mkts Govt Bd with a value of $13B, Vanguard Total Stock Market Et with a value of $9.96B, and J P Morgan Exchange Traded Fd with a value of $7.11B.

Examining the 13F form we can see an increase of $13.4B in the current position value, from $140B to 154B.

Financial Alternatives, Inc is based out at La Jolla, CA

Below you can find more details about Financial Alternatives, Inc portfolio as well as his latest detailed transactions.

Portfolio value $154 Billion
ETFs: $134 Billion
Financial Services: $7.63 Billion
Technology: $4.69 Billion
Consumer Cyclical: $3.62 Billion
Energy: $1.02 Billion
Communication Services: $737 Million
Consumer Defensive: $666 Million
Utilities: $312 Million
Other: $227 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $154 Billion
  • Prior Value $140 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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