Justin Dausch
Alm First Financial Advisors, Llc
Assets Managed
$557.45M
Holdings
25
Last Quarter
2026 - Q1
Filed Date
1mo 16d ago
Growth Rate
10.41%(2Q avg: 6.16%)
Sustained Growth
6 quarters
Portfolio positions
This chart displays the top 10 holdings in Alm First Financial Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 25 positions.
Assets under management
The assets under management (AUM) of Alm First Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 557.45M in assets, with a quarterly growth rate of 10.41% and a 2-quarter average growth rate of 6.16%. The portfolio is managed by Justin Dausch, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
VOO Vanguard S&p 500 Etf
| 26.22% | $146.162M 278,997 shares@ $523.89 avg price | Increased 6.86% |
TRTY Cambria Trinity Etf
| 12.14% | $67.65M 2.293M shares@ $29.51 avg price | Increased 4.18% |
GMOM Cambria Global Momentum Etf
| 12.06% | $67.185M 1.904M shares@ $35.3 avg price | |
BND Vanguard Total Bond Market
| 8.08% | $44.998M 611,049 shares@ $73.64 avg price | Increased 18.11% |
VAMO Cambria Value & Momentum Etf
| 5.37% | $29.925M 865,429 shares@ $34.58 avg price | Increased 2.32% |
GVAL Cambria Global Value Etf
| 4.59% | $25.55M 1.021M shares@ $25.03 avg price | |
SYLD Cambria Shareholder Yield Et
| 3.46% | $19.256M 268,778 shares@ $71.65 avg price | Increased 13.76% |
FYLD Cambria Foreign Shareholder
| 2.94% | $16.378M 482,545 shares@ $33.95 avg price | |
FMF First Trust Managed Futures
| 2.84% | $15.796M 312,052 shares@ $50.62 avg price | Increased 19.56% |
DBMF Imgp Dbi Managed Futures Str
| 2.78% | $15.449M 512,410 shares@ $30.16 avg price | Increased 8.5% |
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