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Portfolio (Quarterly) Guide ↗

ALM First Financial Advisors, LLC

· CIK 0001950054
13F Portfolio $594M AUM 22 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 13 Added 3 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SYLD Cambria Shareholder Yield ETF 177,700.0 $14.1M 2.37% -59K -24.8% $79.09 +9.5%
2 DBMF iMGP DBi Managed Futures Strategy ETF 452,775.0 $13.9M 2.33% -20K -4.1% $30.61 +2.5%
3 BND Vanguard Total Bond Market ETF 174,200.0 $12.8M 2.15% -343K -66.3% $73.41 -1.6%

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%