Fund Holdings — ALM First Financial Advisors, LLC

Total Portfolio Value
$557.45M
Total Bought
$56.03M
Total Sold
$0
Net Transaction
+$56.03M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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STATE STREET CORP(SPY)2,96919,001+16,0322,02012,3572.22%+10,337
ISHARES TR CORE U S AGGREGATE BD ETF2,95518,910+15,9552,02112,3522.22%+10,331
Vanguard Total Bond Market ETF517,396611,049+93,65338,32444,9988.07%+6,674
Cambria Trinity ETF2,200,7162,292,636+91,92061,94267,65012.14%+5,708
Cambria Global Momentum ETF1,903,5101,903,510063,23767,18512.05%+3,948
Cambria Shareholder Yield ETF236,286268,778+32,49215,49319,2563.45%+3,763
First Trust Managed Futures Stragegy Fund
MNGD FUTRS STRGY
261,004312,052+51,04812,28015,7962.83%+3,516
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
OPTIMUM YIELD
462,463535,140+72,6776,1289,2691.66%+3,141
Vanguard S&P 500 ETF261,088278,997+17,909143,160146,16226.22%+3,002
Schwab US Equity475,034569,652+94,61812,58415,1582.72%+2,575
iMGP DBi Managed Futures Strategy ETF
IMGP DBI MAN ETF
472,305512,410+40,10513,25315,4492.77%+2,196
Cambria Global Real Estate ETF498,954598,127+99,17312,20214,3402.57%+2,138
Cambria Value and Momentum ETF845,886865,429+19,54328,12429,9255.37%+1,801
VanEck JP Morgan EM Local C
JP MRGAN EM LOC
527,748576,635+48,88713,62614,4792.60%+853
Cambria Foreign Shareholder Yield ETF482,545482,545015,67816,3782.94%+700
Cambria Emerging Shareholder Yield ETF393,249393,249015,07315,1252.71%+52
Vanguard Consumer Staples Index Fund
CONSUM STP ETF
3,8983,89806717130.13%+43
ISHARES TR CORE U S AGGREGATE BD ETF9,7679,76709769700.17%-6
Vanguard Health Care Etf
HEALTH CAR ETF
1,3891,38903263080.06%-17
Technology Select Sector SPDR Fund
ST STR TECHN ETF
3,6133,61304253920.07%-33
ISHARES DOW JONES US MEDICAL DEV.(ETF)5,5685,56803462970.05%-49
Vanguard Total Stock Market Index Fund14,00014,00003,7503,5890.64%-162
Ishares Trust Russell 10007,2857,28502,8372,5560.46%-280
Graniteshares Gold Trust(BAR)233,353233,35309,4317,1971.29%-2,234
Cambria Global Value ETF1,020,7911,020,791031,01025,5504.58%-5,460
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ALM First Financial Advisors, LLC — 13F Holdings — Q1 2026 | TickerTrail