First American Financial Corp

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 10, 2026), First American Financial Corp reported 3 stock positions worth $390.5 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 57.4% of the portfolio, followed by Vanguard Total Intl Stock (VXUS, 42.0%) and Offerpad Solutions Class A (OPAD, 0.6%). Compared with Q1 2026, it opened 1 new position, sold out of 1 and reduced 2. The biggest buy was a new position in Offerpad Solutions Class A (OPAD) and the biggest sale Vanguard Total Intl Stock (VXUS, shares −9%).

Most Recent 13F
Q2 2026
Location
SANTA ANA, CA
CIK
0001472787
Portfolio Value
$390.5M (Q2 2026)
SEC Filing
0001193125-26-342498 ↗ filed Aug 10, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $320.5M Q1 2024 Q2 2024: $296.1M Q2 2024 Q3 2024: $305.2M Q3 2024 Q4 2024: $291.7M Q4 2024 Q1 2025: $269.2M Q1 2025 Q2 2025: $293.6M Q2 2025 Q3 2025: $305.1M Q3 2025 Q4 2025: $373.4M Q4 2025 Q1 2026: $369.8M Q1 2026 Q2 2026: $390.5M $390.5M Q2 2026

Holdings 3 stocks · $390.5M

VOO Vanguard S&P 500 ETF 57.36% 326,076 $224.0M Reduce -4.6%
VXUS Vanguard Total Intl Stock 42.00% 1,918,164 $164.0M Reduce -8.9%
OPAD Offerpad Solutions Inc. Class A 0.65% 511,931 $2.5M New

Portfolio Sells Q1 2026 → Q2 2026

VXUS Vanguard Total Intl Stock Reduce -8.9% 42.00% −1.90
OPAD Offerpad Solutions Inc. Sold out 0.00% −0.91
VOO Vanguard S&P 500 ETF Reduce -4.6% 57.36% +2.16

Portfolio Buys Q1 2026 → Q2 2026

OPAD Offerpad Solutions Inc. Class A New 0.65% +0.65

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3$390.5MVOO, VXUS, OPAD
Q1 2026 3$369.8MVOO, VXUS, OPAD
Q4 2025 3$373.4MVOO, VXUS, OPAD
Q3 2025 3$305.1MVOO, VXUS, OPAD
Q2 2025 3$293.6MVOO, VXUS, OPAD
Q1 2025 3$269.2MVOO, VXUS, OPAD
Q4 2024 3$291.7MVOO, VXUS, OPAD
Q3 2024 3$305.2MVOO, VXUS, OPAD
Q2 2024 4$296.1MVOO, VXUS, OPAD, COMP
Q1 2024 4$320.5MVOO, VXUS, OPAD, COMP