Financial Alternatives, Inc
All 13F Filings
- Location
- La Jolla, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 172,023
- 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 |
|---|---|---|---|---|---|
| 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 | 111.6 K | 64.9% | 4.127 K | 0 | 4.127 K |
| ETFs | 54.94 K | 31.9% | 2.69 K | 0 | 2.69 K |
| Other | 5.509 K | 3.2% | 63 | 0 | 63 |
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Fund Snapshot
Q4 2025
Latest filed
2/4/2026
Total value ($000)
172,023
Holdings
87
QoQ value change ($000)
6,877
(4.2%)
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.