ALM First Financial Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 7, 2024
Value $
$400M
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 23 stock holdings with total value $400M as of Q3 2024. Top holdings included VOO, GMOM, TRTY, BND, and VAMO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 23 $400M +$35.4M -$16.1M +$19.3M VOO, GMOM, TRTY, BND, VAMO 13F-HR 10/7/2024, 11:20 AM
Q2 2024 22 $345M $0 $0 VOO, TRTY, GMOM, BND, VAMO New Holdings 9/20/2024, 02:13 PM
Q2 2024 24 $370M +$4.59M -$3.64M +$948K VOO, TRTY, GMOM, BND, VAMO 13F-HR 8/9/2024, 12:33 PM
Q1 2024 22 $361M $0 $0 VOO, TRTY, GMOM, BND, VAMO New Holdings 9/20/2024, 02:07 PM
Q1 2024 16 $256M +$241K $0 +$241K TRTY, GMOM, BND, VAMO, GVAL 13F-HR 5/13/2024, 02:07 PM
Q4 2023 22 $343M $0 $0 VOO, TRTY, GMOM, BND, VAMO New Holdings 9/20/2024, 02:21 PM
Q4 2023 16 $246M +$287K $0 +$287K TRTY, GMOM, BND, VAMO, GVAL 13F-HR 1/31/2024, 03:55 PM
Q3 2023 22 $334M $0 $0 VOO, TRTY, GMOM, BND, VAMO New Holdings 9/20/2024, 02:15 PM
Q3 2023 16 $235M +$10.6M $0 +$10.6M TRTY, GMOM, BND, VAMO, GVAL 13F-HR 11/13/2023, 06:09 AM
Q2 2023 22 $341M $0 $0 VOO, TRTY, GMOM, BND, GVAL New Holdings 9/20/2024, 02:10 PM
Q2 2023 16 $236M +$1.14M $0 +$1.14M TRTY, GMOM, BND, GVAL, VAMO 13F-HR 7/20/2023, 01:45 PM
Q1 2023 16 $321M $0 $0 VOO, TRTY, GMOM, BND, GVAL New Holdings 9/20/2024, 02:04 PM
Q1 2023 16 $234M +$1.77M $0 +$1.77M TRTY, GMOM, BND, GVAL, VAMO 13F-HR 4/24/2023, 02:49 PM
Q4 2022 16 $313M $0 $0 VOO, TRTY, GMOM, BND, VAMO New Holdings 9/20/2024, 02:19 PM
Q4 2022 16 $235M $0 $0 TRTY, GMOM, BND, VAMO, GVAL 13F-HR 1/17/2023, 08:17 AM