CIK 1967227
Financial Alternatives, Inc
Institutional 13F holdings & portfolio
Holdings
87
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 51–87 of 87
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GOOGL | ALPHABET INC | 2K | $100K–$500K | SH |
| NVDA | NVIDIA CORPORATION | 2K | $100K–$500K | SH |
| GSBD | GOLDMAN SACHS BDC INC | 47K | $100K–$500K | SH |
| EZU | ISHARES INC | 6K | $100K–$500K | SH |
| EFA | ISHARES TR | 4K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 461 | $100K–$500K | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 7K | $100K–$500K | SH |
| MGV | VANGUARD WORLD FD | 3K | $100K–$500K | SH |
| IWR | ISHARES TR | 4K | $100K–$500K | SH |
| IFGL | ISHARES TR | 15K | $100K–$500K | SH |
| IVV | ISHARES TR | 514 | $100K–$500K | SH |
| MGK | VANGUARD WORLD FD | 803 | $100K–$500K | SH |
| IWB | ISHARES TR | 851 | $100K–$500K | SH |
| VPL | VANGUARD INTL EQUITY INDEX F | 3K | $100K–$500K | SH |
| IYF | ISHARES TR | 2K | $100K–$500K | SH |
| PRFZ | INVESCO EXCHANGE TRADED FD T | 7K | $100K–$500K | SH |
| AMZN | AMAZON COM INC | 1K | $100K–$500K | SH |
| PRF | INVESCO EXCHANGE TRADED FD T | 6K | $100K–$500K | SH |
| ADBE | ADOBE INC | 865 | $100K–$500K | SH |
| IWD | ISHARES TR | 1K | $100K–$500K | SH |
| IEUS | ISHARES TR | 4K | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 548 | $100K–$500K | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 622 | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 4K | $100K–$500K | SH |
| ESGE | ISHARES INC | 5K | $100K–$500K | SH |
| MSFT | MICROSOFT CORP | 464 | $100K–$500K | SH |
| IWF | ISHARES TR | 472 | $100K–$500K | SH |
| GOOG | ALPHABET INC | 703 | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 556 | $100K–$500K | SH |
| VSGX | VANGUARD WORLD FD | 3K | $100K–$500K | SH |
| SDY | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 700 | $100K–$500K | SH |
| VOO | VANGUARD INDEX FDS | 326 | $100K–$500K | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| PDI | PIMCO DYNAMIC INCOME FD | 10K | $100K–$500K | SH |
| CGBD | CARLYLE SECURED LENDING INC | 12K | $100K–$500K | SH |
| ETW | EATON VANCE TAX-MANAGED GLOB | 12K | $100K–$500K | SH |