Financial Alternatives, Inc
All 13F Filings
- Location
- La Jolla, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 185,495
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/1/2026 | 79 | 185,495 | 13F-HR | Financial Alternatives, Inc |
| Q4 2025 | 2/4/2026 | 87 | 172,023 | 13F-HR | Financial Alternatives, Inc |
| Q3 2025 | 11/5/2025 | 86 | 165,146 | 13F-HR | Financial Alternatives, Inc |
| Q2 2025 | 8/6/2025 | 86 | 153,634 | 13F-HR | Financial Alternatives, Inc |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 18.21 K | 9.8% | 0 | 93.37 K | -93.37 K |
| ETFs | 167.3 K | 90.2% | 112.4 K | 0 | 112.4 K |
| Other | 0 | 0.0% | 0 | 5.509 K | -5.509 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/1/2026
Total value ($000)
185,495
Holdings
79
QoQ value change ($000)
13,472
(7.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.