ALM FIRST FINANCIAL ADVISORS, LLC

Filed: 4/10/2026ACC: 0001950054-26-000005

📋 What this filing means

ALM FIRST FINANCIAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 25 equity positions with a total reported market value of $557.45M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$557.45M

Total AUM (reported)

11.54M

Total Shares

Allocation by class

ETF$557.45M100.0%

Portfolio Concentration

Top 3$281.00M50.4%

4–10$167.35M30.0%

11–25$109.10M19.6%

Top 3 weight

50.4%

Top 10 weight

80.4%

Voting Authority Distribution

Total shares with voting rights: 11.54M

Sole

Full voting authority

11.54M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole25

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings25

Rows:

Vanguard S&P 500 ETF

SOLE

ETF

Shares279K

TypeSH

Market value$146.16M

26.22%

Sole

279K

Shared

0.00

None

0.00

Cambria Trinity ETF

SOLE

ETF

Shares2.29M

TypeSH

Market value$67.65M

12.14%

Sole

2.29M

Shared

0.00

None

0.00

Cambria Global Momentum ETF

SOLE

ETF

Shares1.90M

TypeSH

Market value$67.18M

12.05%

Sole

1.90M

Shared

0.00

None

0.00

Vanguard Total Bond Market ETF

SOLE

ETF

Shares611.05K

TypeSH

Market value$45.00M

8.07%

Sole

611.05K

Shared

0.00

None

0.00

Cambria Value and Momentum ETF

SOLE

ETF

Shares865.43K

TypeSH

Market value$29.93M

5.37%

Sole

865.43K

Shared

0.00

None

0.00

Cambria Global Value ETF

SOLE

ETF

Shares1.02M

TypeSH

Market value$25.55M

4.58%

Sole

1.02M

Shared

0.00

None

0.00

Cambria Shareholder Yield ETF

SOLE

ETF

Shares268.78K

TypeSH

Market value$19.26M

3.45%

Sole

268.78K

Shared

0.00

None

0.00

Cambria Foreign Shareholder Yield ETF

SOLE

ETF

Shares482.55K

TypeSH

Market value$16.38M

2.94%

Sole

482.55K

Shared

0.00

None

0.00

First Trust Managed Futures Stragegy Fund

SOLE

ETF

Shares312.05K

TypeSH

Market value$15.80M

2.83%

Sole

312.05K

Shared

0.00

None

0.00

iMGP DBi Managed Futures Strategy ETF

SOLE

ETF

Shares512.41K

TypeSH

Market value$15.45M

2.77%

Sole

512.41K

Shared

0.00

None

0.00

Schwab US Equity

SOLE

ETF

Shares569.65K

TypeSH

Market value$15.16M

2.72%

Sole

569.65K

Shared

0.00

None

0.00

Cambria Emerging Shareholder Yield ETF

SOLE

ETF

Shares393.25K

TypeSH

Market value$15.12M

2.71%

Sole

393.25K

Shared

0.00

None

0.00

VanEck JP Morgan EM Local C

SOLE

ETF

Shares576.63K

TypeSH

Market value$14.48M

2.60%

Sole

576.63K

Shared

0.00

None

0.00

Cambria Global Real Estate ETF

SOLE

ETF

Shares598.13K

TypeSH

Market value$14.34M

2.57%

Sole

598.13K

Shared

0.00

None

0.00

STATE STREET CORP

SOLE

ETF

Shares19K

TypeSH

Market value$12.36M

2.22%

Sole

19K

Shared

0.00

None

0.00

ISHARES TR CORE U S AGGREGATE BD ETF

SOLE

ETF

Shares18.91K

TypeSH

Market value$12.35M

2.22%

Sole

18.91K

Shared

0.00

None

0.00

Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF

SOLE

ETF

Shares535.14K

TypeSH

Market value$9.27M

1.66%

Sole

535.14K

Shared

0.00

None

0.00

Graniteshares Gold Trust

SOLE

ETF

Shares233.35K

TypeSH

Market value$7.20M

1.29%

Sole

233.35K

Shared

0.00

None

0.00

Vanguard Total Stock Market Index Fund

SOLE

ETF

Shares14K

TypeSH

Market value$3.59M

0.64%

Sole

14K

Shared

0.00

None

0.00

Ishares Trust Russell 1000

SOLE

ETF

Shares7.29K

TypeSH

Market value$2.56M

0.46%

Sole

7.29K

Shared

0.00

None

0.00

ISHARES TR CORE U S AGGREGATE BD ETF

SOLE

ETF

Shares9.77K

TypeSH

Market value$969.6K

0.17%

Sole

9.77K

Shared

0.00

None

0.00

Vanguard Consumer Staples Index Fund

SOLE

ETF

Shares3.90K

TypeSH

Market value$713.3K

0.13%

Sole

3.90K

Shared

0.00

None

0.00

Technology Select Sector SPDR Fund

SOLE

ETF

Shares3.61K

TypeSH

Market value$392.1K

0.07%

Sole

3.61K

Shared

0.00

None

0.00

Vanguard Health Care Etf

SOLE

ETF

Shares1.39K

TypeSH

Market value$308.3K

0.06%

Sole

1.39K

Shared

0.00

None

0.00

ISHARES DOW JONES US MEDICAL DEV.(ETF)

SOLE

ETF

Shares5.57K

TypeSH

Market value$297.0K

0.05%

Sole

5.57K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
Vanguard S&P 500 ETFSOLE	ETF	279K	SH	$146.16M 26.22%	279K
Cambria Trinity ETFSOLE	ETF	2.29M	SH	$67.65M 12.14%	2.29M
Cambria Global Momentum ETFSOLE	ETF	1.90M	SH	$67.18M 12.05%	1.90M
Vanguard Total Bond Market ETFSOLE	ETF	611.05K	SH	$45.00M 8.07%	611.05K
Cambria Value and Momentum ETFSOLE	ETF	865.43K	SH	$29.93M 5.37%	865.43K
Cambria Global Value ETFSOLE	ETF	1.02M	SH	$25.55M 4.58%	1.02M
Cambria Shareholder Yield ETFSOLE	ETF	268.78K	SH	$19.26M 3.45%	268.78K
Cambria Foreign Shareholder Yield ETFSOLE	ETF	482.55K	SH	$16.38M 2.94%	482.55K
First Trust Managed Futures Stragegy FundSOLE	ETF	312.05K	SH	$15.80M 2.83%	312.05K
iMGP DBi Managed Futures Strategy ETFSOLE	ETF	512.41K	SH	$15.45M 2.77%	512.41K
Schwab US EquitySOLE	ETF	569.65K	SH	$15.16M 2.72%	569.65K
Cambria Emerging Shareholder Yield ETFSOLE	ETF	393.25K	SH	$15.12M 2.71%	393.25K
VanEck JP Morgan EM Local CSOLE	ETF	576.63K	SH	$14.48M 2.60%	576.63K
Cambria Global Real Estate ETFSOLE	ETF	598.13K	SH	$14.34M 2.57%	598.13K
STATE STREET CORPSOLE	ETF	19K	SH	$12.36M 2.22%	19K
ISHARES TR CORE U S AGGREGATE BD ETFSOLE	ETF	18.91K	SH	$12.35M 2.22%	18.91K
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETFSOLE	ETF	535.14K	SH	$9.27M 1.66%	535.14K
Graniteshares Gold TrustSOLE	ETF	233.35K	SH	$7.20M 1.29%	233.35K
Vanguard Total Stock Market Index FundSOLE	ETF	14K	SH	$3.59M 0.64%	14K
Ishares Trust Russell 1000SOLE	ETF	7.29K	SH	$2.56M 0.46%	7.29K
ISHARES TR CORE U S AGGREGATE BD ETFSOLE	ETF	9.77K	SH	$969.6K 0.17%	9.77K
Vanguard Consumer Staples Index FundSOLE	ETF	3.90K	SH	$713.3K 0.13%	3.90K
Technology Select Sector SPDR FundSOLE	ETF	3.61K	SH	$392.1K 0.07%	3.61K
Vanguard Health Care EtfSOLE	ETF	1.39K	SH	$308.3K 0.06%	1.39K
ISHARES DOW JONES US MEDICAL DEV.(ETF)SOLE	ETF	5.57K	SH	$297.0K 0.05%	5.57K