13F Filings History of ALM First Financial Advisors, LLC

Latest 13F report
Q4 2025 - 15 Jan 2026
Value $
$504,915,196
Signature - Title
Justin Dausch - Chief Compliance Officer
Location
Dallas, TX
Summary
This page shows a list of all the recent 13F filings made by ALM First Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ALM First Financial Advisors, LLC reported 25 stock holdings with total value $504,915,196 as of Q4 2025. Top holdings included VOO, GMOM, TRTY, BND, and GVAL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 25 $504,915,196 +$4,253,262 -$10,092,941 -$5,839,679 VOO, GMOM, TRTY, BND, GVAL 13F-HR 15 Jan 2026, 08:01
Q3 2025 23 $495,522,551 +$2,543,085 $0 +$2,543,085 VOO, GMOM, TRTY, BND, GVAL 13F-HR 06 Nov 2025, 14:39
Q2 2025 23 $462,340,925 $0 $0 $0 VOO, TRTY, GMOM, BND, GVAL 13F-HR 05 Aug 2025, 12:38
Q1 2025 23 $437,512,875 +$22,488,820 -$10,382,007 +$12,106,813 VOO, TRTY, GMOM, BND, GVAL 13F-HR 29 Apr 2025, 12:11
Q4 2024 27 $423,133,428 +$36,949,497 $0 +$36,949,497 VOO, TRTY, GMOM, BND, VAMO 13F-HR 15 Jan 2025, 09:37
Q3 2024 23 $400,447,692 +$35,409,482 -$16,101,173 +$19,308,309 VOO, GMOM, TRTY, BND, VAMO 13F-HR 07 Oct 2024, 11:20
Q2 2024 22 $344,533,965 $0 $0 $0 VOO, TRTY, GMOM, BND, VAMO New Holdings 20 Sep 2024, 14:13
Q2 2024 24 $369,790,438 +$4,586,624 -$3,638,340 +$948,284 VOO, TRTY, GMOM, BND, VAMO 13F-HR 09 Aug 2024, 12:33
Q1 2024 22 $361,032,417 $0 $0 $0 VOO, TRTY, GMOM, BND, VAMO New Holdings 20 Sep 2024, 14:07
Q1 2024 16 $255,996,757 +$241,243 $0 +$241,243 TRTY, GMOM, BND, VAMO, GVAL 13F-HR 13 May 2024, 14:07
Q4 2023 22 $342,592,646 $0 $0 $0 VOO, TRTY, GMOM, BND, VAMO New Holdings 20 Sep 2024, 14:21
Q4 2023 16 $246,157,703 +$286,949 $0 +$286,949 TRTY, GMOM, BND, VAMO, GVAL 13F-HR 31 Jan 2024, 15:55
Q3 2023 22 $334,047,127 $0 $0 $0 VOO, TRTY, GMOM, BND, VAMO New Holdings 20 Sep 2024, 14:15
Q3 2023 16 $235,085,639 +$10,597,762 $0 +$10,597,762 TRTY, GMOM, BND, VAMO, GVAL 13F-HR 13 Nov 2023, 06:09
Q2 2023 22 $340,693,798 $0 $0 $0 VOO, TRTY, GMOM, BND, GVAL New Holdings 20 Sep 2024, 14:10
Q2 2023 16 $235,568,694 +$1,140,930 $0 +$1,140,930 TRTY, GMOM, BND, GVAL, VAMO 13F-HR 20 Jul 2023, 13:45
Q1 2023 16 $320,666,391 $0 $0 $0 VOO, TRTY, GMOM, BND, GVAL New Holdings 20 Sep 2024, 14:04
Q1 2023 16 $234,373,477 +$1,770,818 $0 +$1,770,818 TRTY, GMOM, BND, GVAL, VAMO 13F-HR 24 Apr 2023, 14:49
Q4 2022 16 $312,635,933 $0 $0 $0 VOO, TRTY, GMOM, BND, VAMO New Holdings 20 Sep 2024, 14:19
Q4 2022 16 $235,027,000 $0 $0 $0 TRTY, GMOM, BND, VAMO, GVAL 13F-HR 17 Jan 2023, 08:17