Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

FF Advisors

Latest statistics and disclosures from FF Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are QQQ, VEA, VWO, SPMD, VTV, and represent 30.48% of FF Advisors's stock portfolio.
Added to shares of these 10 stocks: VTV, NOVA, IBHF, BSJP, VUG, SPMD, VEA, IJH, VWO, IBDT.
Started 6 new stock positions in NOVA, DIS, GOOGL, Bitwise Bitcoin Etf Tr, NRGV, NVDA.
Reduced shares in these 10 stocks: QQQ, VT, , SUB, FNDE, SCHB, ABT, SPLG, SCMB, BSMS.
Sold out of its position in VCIT.
FF Advisors was a net buyer of stock by $18M.
FF Advisors has $145M in assets under management (AUM), dropping by 20.44%.
Central Index Key (CIK): 0002011904

Tip: Access up to 7 years of quarterly data

Positions held by FF Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for FF Advisors

FF Advisors holds 86 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ)	8.3	$12M	-15%	27k	444.00	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.9	$9.9M	+9%	198k	50.17	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	5.3	$7.7M	+9%	183k	41.77	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	5.1	$7.4M	+14%	139k	53.34	View chart
Vanguard Index Fds Value Etf (VTV)	4.9	$7.1M	+80%	44k	162.86	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	3.1	$4.5M	+44%	196k	22.95	View chart
Jpmorgan Chase & Co Alerian Ml Etn (AMJ)	2.9	$4.2M	+8%	148k	28.49	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	2.7	$4.0M	+80%	172k	23.06	View chart
Vanguard Index Fds Growth Etf (VUG)	2.6	$3.8M	+32%	11k	344.20	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	2.4	$3.5M	+3%	71k	49.24	View chart
Ishares Tr Core Msci Intl (IDEV)	2.4	$3.5M		52k	67.13	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	2.4	$3.5M		72k	48.09	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	2.2	$3.1M		63k	50.10	View chart
Select Sector Spdr Tr Technology (XLK)	2.1	$3.0M		15k	208.27	View chart
Sunnova Energy International (NOVA)	2.0	$3.0M	NEW	482k	6.13	View chart
Microsoft Corporation (MSFT)	2.0	$2.9M	+22%	6.9k	420.72	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.0	$2.9M		11k	259.89	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	2.0	$2.9M		80k	35.84	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	1.9	$2.7M	+18%	113k	23.80	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.8	$2.6M		5.0k	525.73	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	1.6	$2.4M	+39%	95k	24.90	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.6	$2.3M		5.5k	420.52	View chart
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)	1.3	$1.9M	-5%	69k	27.76	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	1.3	$1.8M	+4%	42k	43.04	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.2	$1.7M		14k	120.99	View chart
Apple (AAPL)	1.1	$1.6M	+43%	9.2k	171.48	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.1	$1.5M	+15%	6.2k	249.86	View chart
Global X Fds Us Pfd Etf (PFFD)	1.1	$1.5M	+40%	76k	20.16	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.0	$1.5M	+3%	41k	36.19	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	1.0	$1.4M		35k	41.08	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	1.0	$1.4M	+45%	67k	21.50	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	1.0	$1.4M	+42%	74k	19.42	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.9	$1.3M	+19%	16k	81.43	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.8	$1.2M		6.6k	175.27	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.7	$1.1M	-21%	9.6k	110.51	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.7	$1.0M	+16%	21k	50.60	View chart
Meta Platforms Cl A (META)	0.7	$1.0M	+2%	2.1k	485.58	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.7	$1.0M		1.8k	556.40	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.7	$992k		17k	58.65	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.7	$957k		78k	12.24	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$948k	+163%	8.8k	107.60	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$880k	+400%	15k	60.74	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.6	$850k		3.5k	239.76	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.6	$814k		9.7k	83.58	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.6	$813k	+63%	21k	39.02	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.5	$794k	-11%	7.6k	104.73	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$749k		12k	62.06	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$722k	+13%	4.0k	182.61	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.5	$668k	-12%	11k	61.05	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$634k		1.00	634440.00	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.4	$631k		13k	47.46	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	0.4	$609k	+16%	24k	25.25	View chart
Amazon (AMZN)	0.4	$604k	+15%	3.3k	180.38	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$591k		1.1k	523.07	View chart
salesforce (CRM)	0.4	$589k	+8%	2.0k	301.18	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.4	$575k	+37%	23k	25.25	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int	0.4	$563k	NEW	15k	38.71	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.4	$546k	+96%	22k	25.27	View chart
NVIDIA Corporation (NVDA)	0.4	$531k	NEW	588.00	903.56	View chart
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST)	0.3	$492k		6.6k	75.05	View chart
Comcast Corp Cl A (CMCSA)	0.3	$480k		11k	43.35	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.3	$478k	-4%	21k	23.24	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$413k		3.6k	114.14	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.3	$407k		2.1k	197.10	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.3	$399k		17k	23.18	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.3	$395k		20k	20.30	View chart
Republic Services (RSG)	0.3	$378k	+3%	2.0k	191.44	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$373k	+7%	1.6k	228.59	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$361k	-2%	6.0k	60.30	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.2	$342k	-2%	6.7k	50.86	View chart
ConocoPhillips (COP)	0.2	$303k	+2%	2.4k	127.28	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.2	$299k		25k	11.88	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.2	$289k	-8%	5.6k	52.05	View chart
Abbvie (ABBV)	0.2	$271k	+6%	1.5k	182.10	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.2	$263k	-8%	11k	23.48	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.2	$259k	-15%	4.2k	61.53	View chart
Tesla Motors (TSLA)	0.2	$250k		1.4k	175.79	View chart
Walt Disney Company (DIS)	0.2	$249k	NEW	2.0k	122.36	View chart
Home Depot (HD)	0.2	$241k	+4%	628.00	383.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$234k	NEW	1.6k	150.93	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.2	$231k		4.8k	48.22	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$229k		2.1k	110.52	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$218k		2.1k	103.79	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$211k		3.9k	54.43	View chart
Abbott Laboratories (ABT)	0.1	$209k	-20%	1.8k	113.66	View chart
Energy Vault Holdings (NRGV)	0.0	$31k	NEW	17k	1.79	View chart

Past Filings by FF Advisors

SEC 13F filings are viewable for FF Advisors going back to 2023

FF Advisors 2024 Q1 filed April 18, 2024
FF Advisors 2023 Q4 filed Feb. 14, 2024

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z