1y return+20.1%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $143 against $157 in the S&P 500.2
FF Advisors,LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| QQQInvesco Qqq Tr | $44.4M | 16.6% | |
| VEAVanguard Tax-managed Fds | $17.6M | 6.6% | |
| AAPLApple Inc | $17.4M | 6.5% | |
| VTVVanguard Index Fds | $15.8M | 5.9% | +6.6% |
| SPMDSpdr Series Trust | $12.9M | 4.8% | +1.7% |
| VWOVanguard Intl Equity Index F | $12.7M | 4.8% | +1.6% |
| SCHISchwab Strategic Tr | $9.1M | 3.4% | +121.0% |
| AMJBJpmorgan Chase Finl Co LLC | $7.0M | 2.6% | +2.3% |
| SCHJSchwab Strategic Tr | $6.5M | 2.4% | +89.8% |
| VUGVanguard Index Fds | $6.4M | 2.4% | −83.6% |
| SCHASchwab Strategic Tr | $6.3M | 2.4% | +3.7% |
| XLKSelect Sector Spdr Tr | $4.6M | 1.7% | +1.9% |
| IDEVIshares Tr | $4.4M | 1.6% | |
| VTIVanguard Index Fds | $3.9M | 1.5% | |
| SCYBSchwab Strategic Tr | $3.4M | 1.3% | +23.6% |
| EEMIshares Tr | $3.3M | 1.2% | +4.1% |
| SPDWSpdr Index Shs Fds | $3.1M | 1.1% | +1.4% |
| IVVIshares Tr | $3.0M | 1.1% | |
| BRK/BBerkshire Hathaway Inc Del | $2.8M | 1.0% | |
| DFNMDimensional Etf Trust | $2.7M | 1.0% | |
| MSFTMicrosoft Corp | $2.5M | 0.9% | −2.4% |
| SPYVSpdr Series Trust | $2.5M | 0.9% | |
| PFFDGlobal X Fds | $2.5M | 0.9% | +5.1% |
| VTECVanguard Calif Tax Free Fds | $2.3M | 0.9% | |
| VYMVanguard Whitehall Fds | $2.3M | 0.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | March 31, 2024 | +121.4% | $1.4M |
| XLKSelect Sector Spdr Tr | December 31, 2023 | +98.0% | $4.6M |
| QQQInvesco Qqq Tr | December 31, 2023 | +79.8% | $44.4M |
| EEMIshares Tr | December 31, 2023 | +70.1% | $3.3M |
| VUGVanguard Index Fds | December 31, 2023 | +66.3% | $6.4M |
| METAMeta Platforms Inc | December 31, 2023 | +59.1% | $1.3M |
| IVVIshares Tr | December 31, 2023 | +56.8% | $3.0M |
| VTIVanguard Index Fds | December 31, 2023 | +56.0% | $3.9M |
| IEMGIshares Inc | March 31, 2025 | +53.5% | $1.9M |
| SCHASchwab Strategic Tr | December 31, 2023 | +53.0% | $6.3M |
Sold off last quarter
- IBTKIshares Tr was $1.0M
- IBTJIshares Tr was $1.0M
- IGIBIshares Tr was $298K
- DISDisney Walt Co was $201K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.2% | +14.8% |
| March 31, 2026 | −2.2% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +7.1% | +7.8% |
| June 30, 2025 | +7.6% | +10.5% |
| March 31, 2025 | −1.5% | −4.6% |
| December 31, 2024 | −1.1% | +2.1% |
| September 30, 2024 | +5.9% | +5.4% |
| June 30, 2024 | +0.8% | +4.0% |
| March 31, 2024 | +5.9% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: FF Advisors,LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2011904&type=13F-HR&dateb=&owner=include&count=40CIK 2011904
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2011904/000195175726001075/Filed July 29, 2026 · accession 0001951757-26-001075