Entity type
Company
Filer Snapshot
Financial Alternatives, Inc
CIK 0001967227. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
14
Latest filing
01 May 2026
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$185.5M
79 holdings for Q1 2026
Open portfolioLargest parsed holding
DFAC
$32.37M reported value
Open holding13D/G large stake
—
No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
—
No parsed Forms 3/4/5 owner position for this CIK.
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Source: SEC Form 13F
View Source Filing
13F-HR filed on 01 May 2026 for CIK 0001967227.
- Ownership signals
-
SEC value by filing type
Compare filing types separately; 13F, 13D/G, and Forms 3/4/5 are different evidence sources.
Latest 13F portfolio$185.5MQuarterly institutional portfolio holdings.
Latest 13F portfolio value
$185.5MMarket value from the latest parsed Form 13F portfolio.
Largest 13F positions
DFAC DFAI VWOB DFAE JEPI+15 more
VNQ IAU EMB VNQI VTI VUG DFAU VV AAPL HYG DFIC HD SRE DFEM VONGLargest symbols in the latest parsed 13F information table.
Largest 13F positions
Largest symbols in the latest parsed Form 13F information table.
DFAC DFAI VWOB DFAE JEPI VNQ IAU EMB+12 more
VNQI VTI VUG DFAU VV AAPL HYG DFIC HD SRE DFEM VONGHow to read these SEC values
- Read each filing type on its own: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different questions.
- Open the linked research paths when you need to verify the exact SEC filing behind a value.
- Business address
- 7825 Fay Avenue, Suite 245, La Jolla, CA, 92037
- State of incorporation
- CA
- Fiscal year-end
- 31 December
Ownership signals
1 signal
Identity
1 identity field
SEC profile 2 profile fields
Filer intelligence
What SEC filings say about Financial Alternatives, Inc
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $185.5M across 79 reported holdings for Q1 2026.
- Largest parsed 13F holding: DFAC at $32.37M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
53%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$99.05M
Compared with $185.5M total 13F value.
Top 5 net change
+$24.54M
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: DFAI ยท Largest trim: VTI
DFAC
DFAI
VWOB
DFAE
JEPI
Other holdings
Latest update
What changed recently for Financial Alternatives, Inc
Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
01 May 2026
Page type
Filer profile
Latest period
Q1 2026
Institutional portfolio context was refreshed from a 13F filing filed on 01 May 2026.
Benchmark Context
Benchmark context for this company
Financial Alternatives, Inc has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
SEC filing record
CIK 0001967227 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
14
First seen
10 Mar 2023
Latest filing
01 May 2026
Entity
Company
Observed form types
13F-HR
CIK-linked evidence first
Latest Filings
Showing the latest 12 of 14 SEC filings for Financial Alternatives, Inc.
13F-HR
13F-HR filing
- Filing date
- 01 May 2026
- Reporting date
- 31 Mar 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 04 Feb 2026
- Reporting date
- 31 Dec 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 05 Nov 2025
- Reporting date
- 30 Sep 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 06 Aug 2025
- Reporting date
- 30 Jun 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 02 May 2025
- Reporting date
- 31 Mar 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 13 Feb 2025
- Reporting date
- 31 Dec 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 14 Nov 2024
- Reporting date
- 30 Sep 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 08 Aug 2024
- Reporting date
- 30 Jun 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 10 May 2024
- Reporting date
- 31 Mar 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 13 Feb 2024
- Reporting date
- 31 Dec 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 14 Nov 2023
- Reporting date
- 30 Sep 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 11 Aug 2023
- Reporting date
- 30 Jun 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing