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Featured 13F manager

First American Financial Corp

Santa Ana, CA 4 processed 13Fs on this site · 2025 Q3–2026 Q2

  • $390M
  • 3 Positions
  • 2026 Q2
  • +5.4% QoQ
  • Top 5 100.0%

First American Financial Corp files a Form 13F. The latest book is 2026 Q2 at $390M, up 5.4% QoQ, led by Vanguard Index Fds, Vanguard Star Fds, and Offerpad Solutions.

Portfolio

2026 Q2 · filed 8/10/2026 · 3 long

top 5 100.0% · top 10 100.0%

AUM over time

2026 Q2 $390M +5.4% QoQ
2025 Q3 · $305M 2025 Q3 · $305M
Q3 2025
2025 Q4 · $373M · +22.3% QoQ 2025 Q4 · $373M · +22.3% QoQ
Q4
2026 Q1 · $370M · −0.8% QoQ 2026 Q1 · $370M · −0.8% QoQ
Q1 2026
2026 Q2 · $390M · +5.4% QoQ 2026 Q2 · $390M · +5.4% QoQ
Q2

Book

2026 Q1 2025 Q4 · filed 12 May · long equity

VOO - Vanguard Index Fds 55.20% Add +2.3% 341,641 $597.55 $204M +7,575 −$5M
VXUS - Vanguard Star Fds 43.90% Add +0.7% 2,105,410 $77.11 $162M +15,250 +$5M
OPAD - Offerpad Solutions · CL A 0.91% Hold 5,119,314 $0.6552 $3M

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2025 Q4. Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top.

Filings history

4 periods · normalized AUM · open a period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 3 $390M +5.4% 13F-HR 8/10/2026 000119312526342498
2026 Q1 3 $370M −0.8% 13F-HR 5/12/2026 000119312526219599
2025 Q4 3 $373M +22.3% 13F-HR 2/11/2026 000119312526046672
2025 Q3 3 $305M 13F-HR 11/10/2025 000119312525274386

About

First American Financial Corp

4 processed 13Fs on this site · 2025 Q3–2026 Q2

SEC filing name
First American Financial Corp
Location
Santa Ana, CA
All SEC filings
View on sec.gov