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First American Financial Corp

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

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

Portfolio

2026 Q2, filed 8/10/2026, 3 holdings

Top 5 100.0%, top 10 100.0%

  1. VOO, Vanguard S&P 500 ETF 57.4%
  2. VXUS, Vanguard Star Funds 42.0%
  3. OPAD, Offerpad Solutions 0.6%

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 only

Download CSV Download Excel All activity
VOO, Vanguard S&P 500 ETF 55.20% Add +2.3% 341,641 $597.55 $204M +7,575 −$5.4M
VXUS, Vanguard Star Funds 43.90%, was 42.23% Add +0.7% 2,105,410 $77.11 $162M +15,250 +$4.7M
OPAD, Offerpad Solutions 0.91% Hold 5,119,314 $0.6552 $3.4M — —

Weight bar: held both quarters added sold at this quarter’s reported price

* 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 a column header to sort, or New, Hold, Add or Reduce to bring those moves to the top.

Filings history

4 periods, with AUM normalized

Newest 13Fs
Period Holds 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 to 2026 Q2

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

Further reading

As an Amazon Associate, FollowTheFilings earns from qualifying purchases.

  • The Essays of Warren Buffett, 8th Ed., Warren Buffett, Lawrence A. Cunningham View on Amazon
  • One Up On Wall Street (Lynch), Peter Lynch View on Amazon

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