First American Financial
SANTA ANA, CAfiles as First American Financial Corp
$390m in 3 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 2.8% of the portfolio this quarter.
Value
$390m
Stocks
3
Top 10 share
100.0%
Turnover
2.8%
What changed this quarter
New
Bought for the first time this quarter.
- Offerpad SolutionsOPAD0.6% of the fund
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- Vanguard Index FDSVOO57.4% of the fund-5%
- Vanguard Star FDSVXUS42.0% of the fund-9%
Sold out
Sold their entire stake.
- Offerpad Solutions-100%
Holdings
- Vanguard Index FDSVOO
- Share
- 57.4%
- Value
- $224m
- Shares
- 326,076
-5%
- Vanguard Star FDSVXUS
- Share
- 42.0%
- Value
- $164m
- Shares
- 1,918,164
-9%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Index FDSVOO | 57.4% | $224m | 326,076 | -5% |
| Vanguard Star FDSVXUS | 42.0% | $164m | 1,918,164 | -9% |
| Offerpad SolutionsOPAD | 0.6% | $3m | 511,931 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 33.0% since 30 June 2025.
Where the money is
Real estate0.6%
Other99.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.