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ALM First Financial Advisors, LLC

13F filer · CIK 0001950054
Reported Jul 10, 2026
Net buyer this quarter
13F portfolio value$594MU.S. long equity reported on 13F
Positions20 new · 0 closed
Net flow last quarter+$5.25MBuys minus sells
Top 10 positions weight4.8%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 10, 20262 positions
SPYSPDR S&P 500 ETF Trust$17.5M2.95%Not reported+23.5%Q4 2025
BARGraniteShares Gold Trust$11.1M1.88%0.84%+20.7%Q4 2022
Q1 2026Reported Apr 10, 20262 positions
SPYSPDR S&P 500 ETF Trust$12.4M2.22%Not reported+540.0%Q4 2025
BARGraniteShares Gold Trust$7.2M1.29%0.66%Not reportedQ4 2022
Q4 2025Reported Jan 15, 20262 positions
BARGraniteShares Gold Trust$9.43M1.87%0.66%Not reportedQ4 2022
SPYSPDR S&P 500 ETF Trust$2.02M0.40%Not reportedNewQ4 2025
Q3 2025Reported Nov 6, 20251 positions
BARGraniteShares Gold Trust$8.45M1.70%0.68%Not reportedQ4 2022
Premium opens every quarter this fund has filed
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