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ALM First Financial Advisors, LLC

SEC CIK
0001950054
Latest filing
Jul 10, 2026

The latest 13F from ALM First Financial Advisors, LLC covers Q2 2026 (filed Jul 10, 2026): 22 long positions worth $593.6M. The top 10 holdings make up 87.4% of the portfolio, and the largest is Vanguard S&P 500 ETF at 27.4%. Livermore has 22 filings on Form 13F from this institution, going back to Q4 2022.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
0
Added
10
Est. +$130.4M
Reduced
6
Est. −$44.6M
Sold out
3
Est. −$92.2M

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard S&P 500 ETF922908363
    27.4%$162.9M
  2. Cambria ETF Tr132061839
    11.6%$68.6M
  3. Cambria ETF Tr132061409
    9.5%$56.3M
  4. Cambria ETF Tr132061300
    9.1%$53.9M
  5. Cambria ETF Tr132061888
    8.6%$51.3M

Share of portfolio

Top 5 holdings and the other 17 positions, by share of portfolio value

  1. Vanguard S&P 500 ETF27.4%
  2. Cambria ETF Tr11.6%
  3. Cambria ETF Tr9.5%
  4. Cambria ETF Tr9.1%
  5. Cambria ETF Tr8.6%
  6. Other 17 positions33.8%

Biggest buys

New and added positions, by estimated amount bought

  1. Cambria ETF Tr132061300
    +$36.3MAdded
  2. Cambria ETF Tr132061706
    +$26.8MAdded
  3. Cambria ETF Tr132061888
    +$20.2MAdded
  4. Cambria ETF Tr132061409
    +$19.6MAdded
  5. Cambria ETF Tr132061813
    +$10.8MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Cambria ETF Tr132061300
    +6.14 pp2.9% → 9.1%
  2. Cambria ETF Tr132061409
    +4.91 pp4.6% → 9.5%
  3. Cambria ETF Tr132061706
    +4.81 pp2.7% → 7.5%
  4. Cambria ETF Tr132061888
    +3.28 pp5.4% → 8.6%
  5. Cambria ETF Tr132061813
    +1.97 pp2.6% → 4.5%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Cambria ETF Tr132061508
    −$67.2MSold out
  2. Vanguard Total Bond Market ETF921937835
    −$32.1MReduced
  3. First Tr Exchange-Traded FD33739G103
    −$15.8MSold out
  4. Invesco Actvely MNGD Etc FD46090F100
    −$9.27MSold out
  5. Cambria ETF Tr132061201
    −$7.20MReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Cambria ETF Tr132061508
    −12.05 pp12.1% → 0.0%
  2. Vanguard Total Bond Market ETF921937835
    −5.92 pp8.1% → 2.2%
  3. First Tr Exchange-Traded FD33739G103
    −2.83 pp2.8% → 0.0%
  4. Invesco Actvely MNGD Etc FD46090F100
    −1.66 pp1.7% → 0.0%
  5. Cambria ETF Tr132061201
    −1.09 pp3.5% → 2.4%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$593.6M
+$36.2M (+6.5%) vs. prior quarter
Positions
22
−3 vs. prior quarter
Top 10 concentration
87.4%
Top 10 as share of value
Turnover
22.7%
Q2 2026, one quarter
Average holding period
14.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2022), so positions held before then are understated.

13F filings by quarter

15 quarters, going back to Q4 2022. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $593.6M (Q2 2026)

Q4 2022: $312.6MQ1 2023: $320.7MQ2 2023: $340.7MQ3 2023: $334.0MQ4 2023: $342.6MQ1 2024: $361.0MQ2 2024: $347.5MQ3 2024: $403.6MQ4 2024: $423.1MQ1 2025: $437.5MQ2 2025: $462.3MQ3 2025: $495.5MQ4 2025: $504.9MQ1 2026: $557.5MQ2 2026: $593.6M
Q4 2022Q2 2026
13F filings of ALM First Financial Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 10, 202622$593.6MVanguard S&P 500 ETFCambria ETF TrCambria ETF Trvs. Q1 2026SEC
Q1 2026Apr 10, 202625$557.5MVanguard S&P 500 ETFCambria ETF TrCambria ETF Trvs. Q4 2025SEC
Q4 2025Jan 15, 202625$504.9MVanguard S&P 500 ETFCambria ETF TrCambria ETF Trvs. Q3 2025SEC
Q3 2025Nov 6, 202523$495.5MVanguard S&P 500 ETFCambria ETF TrCambria ETF Trvs. Q2 2025SEC
Q2 2025Aug 5, 202523$462.3MVanguard S&P 500 ETFCambria ETF TrCambria ETF Trvs. Q1 2025SEC
Q1 2025Apr 29, 202523$437.5MVanguard S&P 500 ETFCambria ETF TrCambria ETF Trvs. Q4 2024SEC
Q4 2024Jan 15, 202527$423.1MVanguard S&P 500 ETFCambria ETF TrCambria ETF Trvs. Q3 2024SEC
Q3 2024Oct 7, 202423$403.6MVanguard S&P 500 ETFCambria ETF TrCambria ETF Trvs. Q2 2024SEC
Q2 2024Sep 20, 2024Amended22$347.5MVanguard S&P 500 ETFCambria ETF TrCambria ETF Trvs. Q1 2024SEC
Q1 2024Sep 20, 2024Amended22$361.0MVanguard S&P 500 ETFCambria ETF TrCambria ETF Trvs. Q4 2023SEC
Q4 2023Sep 20, 2024Amended22$342.6MVanguard S&P 500 ETFCambria ETF TrCambria ETF Trvs. Q3 2023SEC
Q3 2023Sep 20, 2024Amended22$334.0MVanguard S&P 500 ETFCambria ETF TrCambria ETF Trvs. Q2 2023SEC
Q2 2023Sep 20, 2024Amended22$340.7MVanguard S&P 500 ETFCambria ETF TrCambria ETF Trvs. Q1 2023SEC
Q1 2023Sep 20, 2024Amended16$320.7MVanguard S&P 500 ETFCambria ETF TrCambria ETF Trvs. Q4 2022SEC
Q4 2022Sep 20, 2024Amended16$312.6MVanguard S&P 500 ETFCambria ETF TrCambria ETF Tr–SEC