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Joseph L VanDam

All Terrain Financial Advisors, Llc

Assets Managed
$425.177M
Holdings
149
Last Quarter
2026 - Q1
Filed Date
14d ago
Growth Rate
-1.65%(2Q avg: 3.28%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in All Terrain Financial Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 149 positions.

Assets under management

The assets under management (AUM) of All Terrain Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 425.177M in assets, with a quarterly growth rate of -1.65% and a 2-quarter average growth rate of 3.28%. The portfolio is managed by Joseph L VanDam, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 1.62%
14.48%
$61.557M
94,654 shares@ $650.34 avg price
ur-4⤦
Spdr S&p 500 Etf Tr
Recent Activity
Increased 2.66%
11.23%
$47.735M↓ Put
73,400 shares@ $650.34 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Increased 2.16%
7.77%
$33.026M
133,169 shares@ $248.0 avg price
LOW
Lowe's Cos Inc
Recent Activity
6.66%
$28.286M
119,715 shares@ $236.29 avg price
ur-1⤦
Ishares Tr
Recent Activity
Decreased -2.92%
5.57%
$23.65M↓ Put
109,600 shares@ $215.79 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.53%
4%
$16.968M
66,858 shares@ $253.79 avg price
DIA
Spdr Djia Trust
Recent Activity
Decreased -0.59%
3.45%
$14.636M
31,598 shares@ $463.19 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 2.11%
2.14%
$9.069M
15,712 shares@ $577.19 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 23.76%
2.13%
$9.031M
51,782 shares@ $174.4 avg price
UNP
Union Pacific Corp
Recent Activity
Increased 128.74%
1.79%
$7.609M
31,360 shares@ $242.62 avg price

1-10 of 149