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Portfolio (Quarterly) Guide ↗

ALM First Financial Advisors, LLC

· CIK 0001950054
13F Portfolio $505M AUM 25 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2 New 1 Added 1 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XLK Technology Select Sector SPDR Fund 3,613.0 $425K 0.08% +2K +100.1% $117.55 +51.9%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 100.0%