Follow-The-Filings

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

Latest book

2026 Q2 2026 Q1 · filed 10 Aug · long equity

VOO - Vanguard Index Fds 57.36% Reduce −4.6% 326,076 $686.81 $224M −15,565 +$20M
VXUS - Vanguard Star Fds 42.00% Reduce −8.9% 1,918,164 $85.49 $164M −187,246 +$2M
OPAD - Offerpad Solutions · CL A 0.65% New 511,931 $4.94 $3M +511,931 +$3M

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2026 Q1

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
OPAD - Offerpad Solutions · CL A 0.91% Exit 0 $0.6552 $3M −5,119,314 −$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 2026 Q1. Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top. Exit opens the last-held block below.

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