ALM First Financial Advisors, LLC
RIA/Wealth
ALM First Financial Advisors, LLC is a RIA/Wealth based in Muskegon, MI led by Anthony G Tidswell, managing $495.5M across 23 long positions as of Q3 2025 with 98% ETF concentration, 85% concentrated in top 10 holdings, and 29% allocation to VOO.
PresidentAnthony G Tidswell
- Portfolio Value
- $495.5M
- Positions
- 23
- Top Holding
- VOO at 29.39%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in ALM First Financial Advisors, LLC's portfolio (84.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $145.7M | 29.39% | +$2.5M Bought | — 279.5K shares | |
ETF ETF | $61.0M | 12.31% | — | — 1.9M shares | |
ETF ETF | $60.5M | 12.21% | — | — 2.2M shares | |
ETF ETF | $38.5M | 7.77% | — | — 517.4K shares | |
ETF ETF | $28.8M | 5.81% | — | — 1.0M shares | |
ETF ETF | $27.5M | 5.55% | — | — 845.9K shares | |
ETF ETF | $15.3M | 3.09% | — | — 236.3K shares | |
ETF ETF | $15.1M | 3.04% | — | — 482.5K shares | |
ETF ETF | $14.6M | 2.95% | — | — 393.2K shares | |
ETF ETF | $13.5M | 2.72% | — | — 527.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in ALM First Financial Advisors, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+1.78% |
Decreased Positions
| Position | Shares Δ |
|---|---|
| No decreased positions | |
Analytics
Portfolio insights and performance metrics for ALM First Financial Advisors, LLC
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