Skip to content
Disclosery

ALM First Financial Advisors, LLC

Follow

13F filer, CIK 1950054, DALLAS, TX

ALM First Financial Advisors, LLC reported $557,450,402 across 25 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-10. Its ten largest share positions make up 80.43% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001950054-26-000005

Period
2026-03-31
Reported value
$557M
Holdings
25
Top 10 weight
80.43%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPYadded+16,032$10.4M
IVVadded+15,955$10.4M
VOOadded+17,909$9.38M
BNDadded+93,653$6.9M
TRTYadded+91,920$2.71M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

None.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001950054-26-000005, largest first. % of portfolio is the value over $557,450,402, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 295,740 shares; 2025Q1: 274,615 shares; 2025Q2: 274,615 shares; 2025Q3: 279,495 shares; 2025Q4: 261,088 shares; 2026Q1: 278,997 shares 278,997$146M26.22%+17,909Timeline
TRTYCAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,043,730 shares; 2025Q1: 2,200,716 shares; 2025Q2: 2,200,716 shares; 2025Q3: 2,200,716 shares; 2025Q4: 2,200,716 shares; 2026Q1: 2,292,636 shares 2,292,636$67.6M12.14%+91,920Timeline
GMOMCAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,777,551 shares; 2025Q1: 1,903,510 shares; 2025Q2: 1,903,510 shares; 2025Q3: 1,903,510 shares; 2025Q4: 1,903,510 shares; 2026Q1: 1,903,510 shares 1,903,510$67.2M12.05%0Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 483,150 shares; 2025Q1: 517,396 shares; 2025Q2: 517,396 shares; 2025Q3: 517,396 shares; 2025Q4: 517,396 shares; 2026Q1: 611,049 shares 611,049$45M8.07%+93,653Timeline
VAMOCAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 756,884 shares; 2025Q1: 845,886 shares; 2025Q2: 845,886 shares; 2025Q3: 845,886 shares; 2025Q4: 845,886 shares; 2026Q1: 865,429 shares 865,429$29.9M5.37%+19,543Timeline
GVALCAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,008,381 shares; 2025Q1: 1,020,791 shares; 2025Q2: 1,020,791 shares; 2025Q3: 1,020,791 shares; 2025Q4: 1,020,791 shares; 2026Q1: 1,020,791 shares 1,020,791$25.5M4.58%0Timeline
SYLDCAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 209,767 shares; 2025Q1: 236,286 shares; 2025Q2: 236,286 shares; 2025Q3: 236,286 shares; 2025Q4: 236,286 shares; 2026Q1: 268,778 shares 268,778$19.3M3.45%+32,492Timeline
FYLDCAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 447,938 shares; 2025Q1: 482,545 shares; 2025Q2: 482,545 shares; 2025Q3: 482,545 shares; 2025Q4: 482,545 shares; 2026Q1: 482,545 shares 482,545$16.4M2.94%0Timeline
FMFFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 240,485 shares; 2025Q1: 261,004 shares; 2025Q2: 261,004 shares; 2025Q3: 261,004 shares; 2025Q4: 261,004 shares; 2026Q1: 312,052 shares 312,052$15.8M2.83%+51,048Timeline
DBMFIM GLOBAL PARTNER FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 432,128 shares; 2025Q1: 472,305 shares; 2025Q2: 472,305 shares; 2025Q3: 472,305 shares; 2025Q4: 472,305 shares; 2026Q1: 512,410 shares 512,410$15.4M2.77%+40,105Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 447,872 shares; 2025Q1: 475,034 shares; 2025Q2: 475,034 shares; 2025Q3: 475,034 shares; 2025Q4: 475,034 shares; 2026Q1: 569,652 shares 569,652$15.2M2.72%+94,618Timeline
EYLDCAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 361,116 shares; 2025Q1: 393,249 shares; 2025Q2: 393,249 shares; 2025Q3: 393,249 shares; 2025Q4: 393,249 shares; 2026Q1: 393,249 shares 393,249$15.1M2.71%0Timeline
EMLCVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 498,418 shares; 2025Q1: 527,748 shares; 2025Q2: 527,748 shares; 2025Q3: 527,748 shares; 2025Q4: 527,748 shares; 2026Q1: 576,635 shares 576,635$14.5M2.6%+48,887Timeline
BLDGCAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 440,618 shares; 2025Q1: 498,954 shares; 2025Q2: 498,954 shares; 2025Q3: 498,954 shares; 2025Q4: 498,954 shares; 2026Q1: 598,127 shares 598,127$14.3M2.57%+99,173Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,969 shares; 2026Q1: 19,001 shares 19,001$12.4M2.22%+16,032Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,955 shares; 2026Q1: 18,910 shares 18,910$12.4M2.22%+15,955Timeline
PDBCINVESCO ACTVELY MNGD ETC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 439,346 shares; 2025Q1: 462,463 shares; 2025Q2: 462,463 shares; 2025Q3: 462,463 shares; 2025Q4: 462,463 shares; 2026Q1: 535,140 shares 535,140$9.27M1.66%+72,677Timeline
BARGRANITESHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 233,165 shares; 2025Q1: 233,353 shares; 2025Q2: 233,353 shares; 2025Q3: 233,353 shares; 2025Q4: 233,353 shares; 2026Q1: 233,353 shares 233,353$7.2M1.29%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares; 2026Q1: 14,000 shares 14,000$3.59M0.64%0Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,285 shares; 2025Q1: 7,285 shares; 2025Q2: 7,285 shares; 2025Q3: 7,285 shares; 2025Q4: 7,285 shares; 2026Q1: 7,285 shares 7,285$2.56M0.46%0Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,767 shares; 2025Q2: 9,767 shares; 2025Q3: 9,767 shares; 2025Q4: 9,767 shares; 2026Q1: 9,767 shares 9,767$970K0.17%0Timeline
VDCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,898 shares; 2025Q1: 3,898 shares; 2025Q2: 3,898 shares; 2025Q3: 3,898 shares; 2025Q4: 3,898 shares; 2026Q1: 3,898 shares 3,898$713K0.13%0Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,806 shares; 2025Q1: 1,806 shares; 2025Q2: 1,806 shares; 2025Q3: 1,806 shares; 2025Q4: 3,613 shares; 2026Q1: 3,613 shares 3,613$392K0.07%0Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,389 shares; 2025Q1: 1,389 shares; 2025Q2: 1,389 shares; 2025Q3: 1,389 shares; 2025Q4: 1,389 shares; 2026Q1: 1,389 shares 1,389$308K0.06%0Timeline
IHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,568 shares; 2025Q1: 5,568 shares; 2025Q2: 5,568 shares; 2025Q3: 5,568 shares; 2025Q4: 5,568 shares; 2026Q1: 5,568 shares 5,568$297K0.05%0Timeline

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001950054-26-000005 base2026-04-10acceptance time not in the bulk data set