Arkolith/Funds/FF Advisors,LLC

FF Advisors,LLC

CIK 2011904
Holdings as of Jun 30, 2026·disclosed Jul 29, 2026·~29-day 13F lag·13F-HR
Active Filer

FF Advisors,LLC holds a focused book of 123 reported positions worth $267.0M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter Morgan Stanley Bitcoin Trust first appears in 13F filings, a listing rather than a purchase; they opened Ishares California Muni Bond and trimmed Vanguard Growth ETF. Their largest long position is Invesco QQQ Trust Series 1 at 17% of the reported non-option book. Cloning the disclosed picks since 2024 would be +31% (+15.3%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
12
bought for the first time
+9 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Sold out
4
exited the position entirely
+1 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
+30.8%
+15.3%/yr · since Oct '24
Their reported book
+27.5%
held from quarter-end
S&P 500
+34.3%
same window
$9K$10K$11K$12K$14KOct '24Mar '25Jul '25Dec '25Apr '26Sep '26
FF Advisors,LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 3.3 points over this window.

Growth of $10,000 cloning FF Advisors,LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~29 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
40%
Top 10 holdings
56%
Top 20 holdings
70%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

16% mapped to company sectors

ETFs / funds
81%
Information Technology
10%
Financials
5%
No sector on file yet
4%
Consumer Discretionary
1%

+5 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as FF Advisors,LLC

Manager / fundShared namesTheir $ in those
Donor Advised Charitable Giving, Inc.10 / 80$4.5B
Swiss Re Ltd12 / 80$1.0B
Mirae Asset Global Investments Co., Ltd.32 / 80$277.4B
Hoffman, Alan N Investment Management8 / 80$154.8M
Prosperity Advisers, LLC20 / 80$119.8M
Johnson Financial Group, LLC30 / 80$1.6B
XP Advisory US, Inc.15 / 80$147.8M
Granite FO LLC22 / 80$151.2M

Ranked by the share of each fund's own book sitting in the names it shares with FF Advisors,LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

123 positions
#SecurityValueShares% PortLast moveHistory
1Invesco QQQ TR
UNIT SER 1
$44.4M60.3K
16.6%
+0.7%
Added · +413 sh
2Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$17.6M247.3K
6.6%
+0.7%
Added · +2K sh
3Apple Inc
COM
$17.4M60.1K
6.5%
+0.1%
Added · +38 sh
4Vanguard Index FDS
VALUE ETF
$15.8M72.3K
5.9%
+6.6%
Added · +5K sh
5SPDR Series Trust
ST STR P400MID
$12.9M191.5K
4.8%
+1.7%
Added · +3K sh
6Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$12.7M212.9K
4.8%
+1.6%
Added · +3K sh
7Schwab Strategic TR
5 10YR CORP BD
$9.1M400.5K
3.4%
+121%
Added · +219K sh
8JPMorgan Chase Finl Co LLC
CAL LKD 44
$7.0M203.1K
2.6%
+2.3%
Added · +5K sh
9Schwab Strategic TR
1 5YR CORP BD
$6.5M264.3K
2.4%
+90%
Added · +125K sh
10Vanguard Index FDS
GROWTH ETF
$6.4M73.9K
2.4%
−1.8%
Reduced · −1K sh
11Schwab Strategic TR
US SML CAP ETF
$6.3M174.4K
2.4%
+3.7%
Added · +6K sh
12Select Sector SPDR TR
ST STR TECHN ETF
$4.6M23.9K
1.7%
+1.9%
Added · +453 sh
13Ishares TR
CORE MSCI INTL
$4.4M49.3K
1.6%
Held
14Vanguard Index FDS
TOTAL STK MKT
$3.9M10.6K
1.5%
−0.1%
Reduced · −6 sh
15Schwab Strategic TR
HIGH YIEL BD ETF
$3.4M128.3K
1.3%
+24%
Added · +25K sh
16Ishares TR
MSCI EMG MKT ETF
$3.3M48.2K
1.2%
+4.1%
Added · +2K sh
17SPDR Index SHS FDS
ST STR PO EX ETF
$3.1M60.5K
1.1%
+1.4%
Added · +818 sh
18Ishares TR
CORE S&P500 ETF
$3.0M4.0K
1.1%
+0.9%
Added · +38 sh
19Berkshire Hathaway Inc Del
CL B NEW
$2.8M5.5K
1.0%
+0.7%
Added · +38 sh
20Dimensional ETF Trust
NATL MUN BD ETF
$2.7M55.2K
1.0%
Held
21Microsoft Corp
COM
$2.5M6.7K
0.9%
−2.4%
Reduced · −164 sh
22SPDR Series Trust
ST STR P500VAL
$2.5M41.1K
0.9%
Held
23Global X FDS
US PFD ETF
$2.5M132.9K
0.9%
+5.1%
Added · +6K sh
24Vanguard Calif Tax Free FDS
TAX EXEMPT BD FD
$2.3M23.0K
0.9%
Held
25Vanguard Whitehall FDS
HIGH DIV YLD
$2.3M14.5K
0.9%
Held
26Vanguard Intl Equity Index F
ALLWRLD EX US
$2.3M27.3K
0.9%
Held
27Schwab Strategic TR
US MID-CAP ETF
$2.2M58.9K
0.8%
Held
28Schwab Strategic TR
INTL EQTY ETF
$2.1M77.0K
0.8%
+1.4%
Added · +1K sh
29SPDR Index SHS FDS
ST PORT MARK ETF
$2.0M39.3K
0.8%
+6.2%
Added · +2K sh
30Schwab Strategic TR
FUND EM EQUI ETF
$2.0M50.9K
0.8%
Held
31Ishares Inc
CORE MSCI EMKT
$1.9M23.4K
0.7%
+1.6%
Added · +381 sh
32Vanguard Index FDS
MID CAP ETF
$1.8M22.3K
0.7%
+16%
Added · +3K sh
33SPDR Series Trust
ST STR SP600 SML
$1.7M30.1K
0.7%
−0.3%
Reduced · −82 sh
34Vanguard Index FDS
EXTEND MKT ETF
$1.5M6.2K
0.6%
Held
35Vanguard Intl Equity Index F
TT WRLD ST ETF
$1.5M9.5K
0.6%
Held
36State STR SPDR S&P Midcap 40
UTSER1 S&PDCRP
$1.4M2.0K
0.5%
Held
37Ishares TR
CORE S&P MCP ETF
$1.4M17.8K
0.5%
Held
38Nvidia Corporation
COM
$1.4M6.8K
0.5%
+1.1%
Added · +74 sh
39Meta Platforms Inc
CL A
$1.3M2.3K
0.5%
+0.3%
Added · +8 sh
40Schwab Strategic TR
EMRG MKTEQ ETF
$1.2M33.4K
0.5%
−0.7%
Reduced · −250 sh
41Bitwise Bitcoin ETF TR
SHS BEN INT
$1.1M35.7K
0.4%
−13%
Reduced · −6K sh
42J P Morgan Exchange Traded F
MUNICIPAL ETF
$1.1M22.2K
0.4%
+0.3%
Added · +74 sh
43Schwab Strategic TR
US LRG CAP ETF
$1.1M37.6K
0.4%
+3.9%
Added · +1K sh
44Ishares TR
IBONDS DEC 2029
$1.1M42.6K
0.4%
−12%
Reduced · −6K sh
45Nuveen Mun CR Income FD
COM SH BEN INT
$1.1M84.6K
0.4%
−3.3%
Reduced · −3K sh
46Schwab Strategic TR
US BRD MKT ETF
$1.1M37.0K
0.4%
−1.6%
Reduced · −592 sh
47AB Active Etfs Inc
CALIF INTER ETF
$990K39.3K
0.4%
Held
48Ishares TR
CALIF MUN BD ETF
$987K17.1K
0.4%
New
New position
49Amazon Com Inc
COM
$919K3.9K
0.3%
+1.2%
Added · +47 sh
50Ishares TR
IBON 2026 TE ETF
$895K39.5K
0.3%
−71%
Reduced · −98K sh
Showing 50 of 123 positions
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Filing history

As-of date vs the date the SEC received each filing

$267.0M · Q2 2026Q3 2024 · $155.3MQ2 2026 · $267.0M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 29, 202629d123$267.0M13F-HR
Q1 2026Mar 31, 2026Apr 27, 202627d114$246.8M13F-HR
Q4 2025Dec 31, 2025Feb 13, 202644d106$224.5M13F-HR
Q3 2025Sep 30, 2025Nov 13, 202544d97$209.2M13F-HR
Q2 2025Jun 30, 2025Jul 8, 20258d99$192.7M13F-HR
Q1 2025Mar 31, 2025May 12, 202542d91$174.3M13F-HR
Q4 2024Dec 31, 2024Jan 15, 202515d88$147.7M13F-HR
Q3 2024Sep 30, 2024Oct 24, 202424d88$155.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.