First American Financial Corp — 13F Filings Deep Dive

CIK: 0001472787

Concentrated strategyMomentum followerQuality / disciplined sizing

Total reported value

$369.8M

Reporting period: 2026-03-31 · Number of holdings: 3

First American Financial Corp disclosed 3 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $369.8M and a quarterly turnover rate of 3.5%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "F"

Personality snowflake

Concentration: 100
Portfolio Stability: 3.46
Momentum/Contrarian: 100
Sector conviction: 0
Diversification: 6
Sizing Uniformity: 91.41

Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

Add VXUS
+0.7%　$4.7M
Trim VOO
+2.3%　-$5.4M
Trim 67623L307
0.0%　-$2.8M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	55.20%	-0.91%	+2.27%
2	VXUS	Vanguard Total Intl Stock	ETF-Other	43.90%	+1.67%	+0.73%
3	✓	Offerpad Solutions INC	Stock-Other	0.91%	-0.75%	—

Portfolio Performance

Performance for Q3 2026

+2.5%

Performance Last 4 Quarters

+21.5%

Stdev: +11.1%
Beta: +0.85
Alpha: +3.4%
Max Drawdown: -6.3%
Annualized Perf: +19.5%
Batting Avg vs S&P: +48.3%
Sortino: +3.3
Stutzer: +0.48
Treynor: +0.22
Sterling: +1.32
Calmar: +3.08
Information Ratio: +0.16
Tracking Error: +4.1%
Stdev Down: +5.6%
Winning Months %: +72.4%
Losing Months %: +27.6%
Best 12 Months: +32.3%
Worst 12 Months: +9.4%
Efficiency Ratio: +0.64
Sharpe: +1.67
Stdev Sectors: —
Skewness: -0.25
Kurtosis: +0.44
Upside Potential: +4.76

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	3	$369.8M	3	1VOO 2VXUS367623L Top holdings2026-03-31 1.VOO 2.VXUS 3.67623L
2025-12-31	3	$373.4M	29	1VOO 2VXUS367623L Top holdings2025-12-31 1.VOO 2.VXUS 3.67623L
2025-09-30	3	$305.1M	12	1VOO 2VXUS367623L Top holdings2025-09-30 1.VOO 2.VXUS 3.67623L
2025-06-30	3	$293.6M	0	1VOO 2VXUS367623L Top holdings2025-06-30 1.VOO 2.VXUS 3.67623L
2025-03-31	3	$269.2M	0	1VOO 2VXUS367623L Top holdings2025-03-31 1.VOO 2.VXUS 3.67623L
2024-12-31	3	$291.7M	0	1VOO 2VXUS367623L Top holdings2024-12-31 1.VOO 2.VXUS 3.67623L
2024-09-30	3	$305.2M	0	1VOO 2VXUS367623L Top holdings2024-09-30 1.VOO 2.VXUS 3.67623L
2024-06-30	4	$296.1M	0	1VOO 2VXUS367623L Top holdings2024-06-30 1.VOO 2.VXUS 3.67623L 4.COMP
2024-03-31	4	$320.5M	0	1VOO 2VXUS367623L Top holdings2024-03-31 1.VOO 2.VXUS 3.67623L 4.COMP
2023-12-31	4	$343.9M	0	1VOO 2VXUS367623L Top holdings2023-12-31 1.VOO 2.VXUS 3.67623L 4.COMP

Holding changes this quarter

First American Financial Corp's most significant position changes for 2026-03-31: Add: Vanguard Total Intl Stock (VXUS) — shares +0.73%; Add: Vanguard S&p 500 ETF (VOO) — shares +2.27%.

Position changes disclosed by First American Financial Corp for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	VXUS	Vanguard Total Intl Stock	+1.7%	+0.73%	Add
2	✓	Offerpad Solutions INC	-0.8%	—	Unchanged
3	VOO	Vanguard S&p 500 ETF	-0.9%	+2.27%	Add

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-12	13F-HR	View on EDGAR
2025-12-31	2026-02-11	13F-HR	View on EDGAR
2025-09-30	2025-11-10	13F-HR	View on EDGAR
2025-06-30	2025-08-11	13F-HR	View on EDGAR
2025-03-31	2025-05-12	13F-HR	View on EDGAR
2024-12-31	2025-02-11	13F-HR	View on EDGAR
2024-09-30	2024-11-12	13F-HR	View on EDGAR
2024-06-30	2024-08-12	13F-HR	View on EDGAR
2024-03-31	2024-05-13	13F-HR	View on EDGAR
2023-12-31	2024-04-15	Amendment	View on EDGAR
2023-12-31	2024-02-14	13F-HR	View on EDGAR

FAQ

What is First American Financial Corp and what type of investor is it?

First American Financial Corp is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $369.8M, spread across 3 disclosed positions.

What are First American Financial Corp's largest equity positions?

Based on the latest 13F filing, First American Financial Corp's top holdings by market value are: 1. Vanguard S&p 500 ETF (VOO) — $204.1M (55.2%) 2. Vanguard Total Intl Stock (VXUS) — $162.3M (43.9%) 3. Offerpad Solutions INC — $3.4M (0.9%)

What changes did First American Financial Corp make in its most recent portfolio filing?

In the latest quarter, First American Financial Corp was primarily adding exposure — initiating 0 new positions and adding to 2 existing holdings. The largest of these moves: Add: Vanguard Total Intl Stock (VXUS) — shares +0.73%; Add: Vanguard S&p 500 ETF (VOO) — shares +2.27%

What sectors does First American Financial Corp focus on?

Sector breakdown data is not yet available for First American Financial Corp. Check back after the next 13F processing cycle.

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Sector conviction40.8

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Capital Wealth Management, LLC

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Greenwood Gearhart LLC

CIK 0001084683

Total reported value

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View detail

First American Financial Corp — 13F Filings Deep Dive

CIK: 0001472787

Concentrated strategyMomentum followerQuality / disciplined sizing

Total reported value

$369.8M

Reporting period: 2026-03-31 · Number of holdings: 3

First American Financial Corp disclosed 3 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $369.8M and a quarterly turnover rate of 3.5%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "F"

Personality snowflake

Concentration: 100
Portfolio Stability: 3.46
Momentum/Contrarian: 100
Sector conviction: 0
Diversification: 6
Sizing Uniformity: 91.41

Recent moves

Add VXUS
+0.7%　$4.7M
Trim VOO
+2.3%　-$5.4M
Trim 67623L307
0.0%　-$2.8M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	55.20%	-0.91%	+2.27%
2	VXUS	Vanguard Total Intl Stock	ETF-Other	43.90%	+1.67%	+0.73%
3	✓	Offerpad Solutions INC	Stock-Other	0.91%	-0.75%	—

Portfolio Performance

Performance for Q3 2026

+2.5%

Performance Last 4 Quarters

+21.5%

Stdev: +11.1%
Beta: +0.85
Alpha: +3.4%
Max Drawdown: -6.3%
Annualized Perf: +19.5%
Batting Avg vs S&P: +48.3%
Sortino: +3.3
Stutzer: +0.48
Treynor: +0.22
Sterling: +1.32
Calmar: +3.08
Information Ratio: +0.16
Tracking Error: +4.1%
Stdev Down: +5.6%
Winning Months %: +72.4%
Losing Months %: +27.6%
Best 12 Months: +32.3%
Worst 12 Months: +9.4%
Efficiency Ratio: +0.64
Sharpe: +1.67
Stdev Sectors: —
Skewness: -0.25
Kurtosis: +0.44
Upside Potential: +4.76

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	3	$369.8M	3	1VOO 2VXUS367623L Top holdings2026-03-31 1.VOO 2.VXUS 3.67623L
2025-12-31	3	$373.4M	29	1VOO 2VXUS367623L Top holdings2025-12-31 1.VOO 2.VXUS 3.67623L
2025-09-30	3	$305.1M	12	1VOO 2VXUS367623L Top holdings2025-09-30 1.VOO 2.VXUS 3.67623L
2025-06-30	3	$293.6M	0	1VOO 2VXUS367623L Top holdings2025-06-30 1.VOO 2.VXUS 3.67623L
2025-03-31	3	$269.2M	0	1VOO 2VXUS367623L Top holdings2025-03-31 1.VOO 2.VXUS 3.67623L
2024-12-31	3	$291.7M	0	1VOO 2VXUS367623L Top holdings2024-12-31 1.VOO 2.VXUS 3.67623L
2024-09-30	3	$305.2M	0	1VOO 2VXUS367623L Top holdings2024-09-30 1.VOO 2.VXUS 3.67623L
2024-06-30	4	$296.1M	0	1VOO 2VXUS367623L Top holdings2024-06-30 1.VOO 2.VXUS 3.67623L 4.COMP
2024-03-31	4	$320.5M	0	1VOO 2VXUS367623L Top holdings2024-03-31 1.VOO 2.VXUS 3.67623L 4.COMP
2023-12-31	4	$343.9M	0	1VOO 2VXUS367623L Top holdings2023-12-31 1.VOO 2.VXUS 3.67623L 4.COMP

Holding changes this quarter

First American Financial Corp's most significant position changes for 2026-03-31: Add: Vanguard Total Intl Stock (VXUS) — shares +0.73%; Add: Vanguard S&p 500 ETF (VOO) — shares +2.27%.

Position changes disclosed by First American Financial Corp for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	VXUS	Vanguard Total Intl Stock	+1.7%	+0.73%	Add
2	✓	Offerpad Solutions INC	-0.8%	—	Unchanged
3	VOO	Vanguard S&p 500 ETF	-0.9%	+2.27%	Add

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-12	13F-HR	View on EDGAR
2025-12-31	2026-02-11	13F-HR	View on EDGAR
2025-09-30	2025-11-10	13F-HR	View on EDGAR
2025-06-30	2025-08-11	13F-HR	View on EDGAR
2025-03-31	2025-05-12	13F-HR	View on EDGAR
2024-12-31	2025-02-11	13F-HR	View on EDGAR
2024-09-30	2024-11-12	13F-HR	View on EDGAR
2024-06-30	2024-08-12	13F-HR	View on EDGAR
2024-03-31	2024-05-13	13F-HR	View on EDGAR
2023-12-31	2024-04-15	Amendment	View on EDGAR
2023-12-31	2024-02-14	13F-HR	View on EDGAR