First American Financial Corp

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 11, 2026), First American Financial Corp reported 3 stock positions worth $373.4 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 56.1% of the portfolio, followed by Vanguard Total Intl Stock (VXUS, 42.2%) and Offerpad Solutions (OPAD, 1.7%). Compared with Q3 2025, it added to 2. The biggest buy was Vanguard Total Intl Stock (VXUS, shares +29%).

Most Recent 13F
Q2 2026
Location
SANTA ANA, CA
CIK
0001472787
Portfolio Value
$373.4M (Q4 2025)
SEC Filing
0001193125-26-046672 ↗ filed Feb 11, 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 $373.4M Q4 2025 Q1 2026: $369.8M Q1 2026 Q2 2026: $390.5M Q2 2026

Holdings 3 stocks · $373.4M

VOO Vanguard S&P 500 ETF 56.11% 334,066 $209.5M Add +23.9%
VXUS Vanguard Total Intl Stock 42.23% 2,090,160 $157.7M Add +29.5%
OPAD Offerpad Solutions Inc. 1.66% 5,119,314 $6.2M No change

Portfolio Sells Q3 2025 → Q4 2025

None this quarter.

Portfolio Buys Q3 2025 → Q4 2025

VXUS Vanguard Total Intl Stock Add +29.5% 42.23% +3.36
VOO Vanguard S&P 500 ETF Add +23.9% 56.11% +1.97

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