Justin Dausch
Alm First Financial Advisors, Llc
Assets Managed
$593.616M
Holdings
22
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
6.49%(2Q avg: 8.45%)
Sustained Growth
7 quarters
Portfolio positions
This chart displays the top 10 holdings in Alm First Financial Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 22 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 7 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 593.616M in assets, with a quarterly growth rate of 6.49% and a 2-quarter average growth rate of 8.45%. The portfolio is managed by Justin Dausch, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
VOO Vanguard S&p 500 Etf
| 27.44% | $162.856M 285,434 shares@ $570.56 avg price | Increased 2.31% |
TRTY Cambria Trinity Etf
| 11.56% | $68.607M 2.271M shares@ $30.21 avg price | Decreased -0.94% |
GVAL Cambria Global Value Etf
| 9.5% | $56.339M 1.564M shares@ $36.02 avg price | Increased 53.23% |
FYLD Cambria Foreign Shareholder
| 9.09% | $53.914M 1.478M shares@ $36.49 avg price | Increased 206.19% |
VAMO Cambria Value & Momentum Etf
| 8.65% | $51.344M 1.429M shares@ $35.93 avg price | Increased 65.13% |
EYLD Cambria Emerg Shrhldr Yield
| 7.53% | $44.661M 983,500 shares@ $45.41 avg price | Increased 150.1% |
BLDG Cambria Global Real Estate
| 4.55% | $26.987M 999,500 shares@ $27.0 avg price | Increased 67.11% |
EMLC Vaneck Jpm Em Local Curr Bnd
| 3.23% | $19.163M 749,725 shares@ $25.56 avg price | Increased 30.02% |
SPY Spdr S&p 500 Etf Trust
| 2.96% | $17.529M 23,473 shares@ $746.77 avg price | Increased 23.54% |
IVV Ishares Core S&p 500 Etf
| 2.95% | $17.49M 23,355 shares@ $748.9 avg price | Increased 23.51% |
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