ALM First Financial Advisors, LLC

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$2.36B
13F filings
7
Latest filing
Sep 20, 2024

Top 10 holdings

VOO $113.42M
32.64% of AUM
VOO $111.98M
31.02% of AUM
VOO $107.25M
31.48% of AUM
VOO $103.98M
31.13% of AUM
VOO $102.61M
29.95% of AUM
VOO $94.06M
29.33% of AUM
VOO $83.61M
26.74% of AUM
TRTY $47.38M
13.12% of AUM
TRTY $46.75M
13.45% of AUM
GMOM $46.57M
12.90% of AUM

About this filer

FilingIQ has indexed 7 quarterly Form 13F filings from ALM First Financial Advisors, LLC. Reported assets under management total $2.36B.

View live ALM First Financial Advisors, LLC filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does ALM First Financial Advisors, LLC have under management?
Per ALM First Financial Advisors, LLC's most recent SEC Form 13F filing dated Sep 20, 2024, total assets under management are $2.36B. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has ALM First Financial Advisors, LLC submitted?
FilingIQ has indexed 7 quarterly Form 13F filings from ALM First Financial Advisors, LLC. Filings are due 45 days after quarter-end.
Where does ALM First Financial Advisors, LLC's holdings data come from?
Every position shown on this page sources back to ALM First Financial Advisors, LLC's public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.