DOSSIER · 13F-HR · Q1 2026

ALM First Financial Advisors, LLC

ALM First Financial's hedge fund based in Omaha, NE — $557M in tracked AUM across 25 positions as of Q1 2026.

AF

ALM First Financial·Omaha, NE·Hedge Fund

CIK 0001950054 · last filed Mar 31, 2026

Total AUM

$557M

▼ 18.7%

vs prior

Holdings

25

—

positions

Whale Score

71

71

strong

Activity

—

no data

changes this Q

Top sector

Financials

12% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of ALM First Financial Advisors, LLC 13F Filing

Portfolio Overview

The filing for the period ending December 31, 2025, reveals a dramatic transformation in the portfolio managed by ALM First Financial Advisors, LLC. The total portfolio value surged by 816.0%, increasing from approximately $55.12 million to $504.92 million. This massive capital infusion or reallocation suggests a significant structural change, likely resulting from a substantial client inf...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

Vanguard S&P 500 ETF

$146M279K26.2%

02

Cambria Trinity ETF

$68M2.3M12.1%

03

Cambria Global Momentum ETF

$67M1.9M12.1%

04

Vanguard Total Bond Market ETF

$45M611K8.1%

05

Cambria Value and Momentum ETF

$30M865K5.4%

06

Cambria Global Value ETF

$26M1.0M4.6%

07

Cambria Shareholder Yield ETF

$19M269K3.5%

08

Cambria Foreign Shareholder Yield ETF

$16M483K2.9%

09

First Trust Managed Futures Stragegy Fund

$16M312K2.8%

10

iMGP DBi Managed Futures Strategy ETF

$15M512K2.8%

Filing history

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