Financial Alternatives, Inc
All 13F Filings
- Location
- La Jolla, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 202,940
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 84 | 202,940 | 13F-HR | Financial Alternatives, Inc |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 19.96 K | 9.8% | 1.758 K | 0 | 1.758 K |
| ETFs | 183 K | 90.2% | 15.68 K | 0 | 15.68 K |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
202,940
Holdings
84
QoQ value change ($000)
17,445
(9.4%)
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.