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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
Page 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VHT Vanguard Health Care Etf 1,389.0 $338K 0.06% $243.69 +34.5%
22 IHI ISHARES DOW JONES US MEDICAL DEV.(ETF) 5,568.0 $275K 0.05% $49.40 +13.7%
Page 2 of 2  ·  22 positions

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%