FF Advisors,LLC
CIK
2011904
Location
MANHATTAN BEACH, CA
Portfolio Value
Micro
$81,185,721
Diversification
Highly concentrated
Filing Date
Global Rank
#6,276
/ 8,517
▼ 32
Top Industry
Consumer Electronics
52.8%
3Y Alpha vs SPY
+5.7%
Period ended 46 days ago
Filed Jul 29, 2026 · 17d
11 quarters · since Dec 2023
Clone Performance
Feb 2024–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+75.1%
SPY
+55.7%
Annualised alpha
+5.7%
Max drawdown
−17.4%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.
Portfolio Concentration
30 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
54.7%
+16.8 pts
Top 5
84.3%
+6.0 pts
Top 10
91.4%
+3.9 pts
HHI
3,488
Highly concentrated+1,427
Portfolio Trend
11 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 59.4% | $48,247,421 |
| Technology | 29.0% | $23,582,638 |
| Financial Services | 4.9% | $4,017,106 |
| Communication Services | 2.6% | $2,077,628 |
| Consumer Cyclical | 1.7% | $1,372,389 |
| Industrials | 1.0% | $841,253 |
| Healthcare | 0.8% | $613,814 |
| Energy | 0.5% | $433,472 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | +413 | 60,288 | $44,396,083 | |
| NVDA | Nvidia Corp | +74 | 6,829 | $1,366,414 | |
| AMZN | Amazon Com Inc | +47 | 3,854 | $918,562 | |
| AVGO | Broadcom Inc. | +44 | 1,664 | $628,576 | |
| AAPL | Apple Inc. | +38 | 60,060 | $17,378,961 | |
| BRK-B | Berkshire Hathaway Inc | +37 | 5,527 | $2,765,655 | |
| SPY | Spdr S&P 500 ETF Trust | +25 | 963 | $719,139 | |
| RSG | Republic Services, Inc. | +24 | 2,000 | $426,160 | |
| TSLA | Tesla, Inc. | +11 | 1,079 | $453,827 | |
| META | Meta Platforms, Inc. | +8 | 2,275 | $1,281,484 | |
| AMAT | Applied Materials Inc /De | +5 | 507 | $366,561 | |
| ABBV | AbbVie Inc. | +4 | 1,567 | $394,319 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BITB | Bitwise Bitcoin ETF | −5,501 | 35,652 | $1,135,872 | |
| NMZ | Nuveen Municipal High Income Opportunity Fund | −3,214 | 16,905 | $178,685 | |
| NZF | Nuveen Municipal Credit Income Fund | −2,892 | 84,603 | $1,072,766 | |
| GOOGL | Alphabet Inc. | −786 | 1,558 | $556,782 | |
| CMCSA | Comcast Corp | −195 | 9,750 | $239,362 | |
| MSFT | Microsoft Corp | −164 | 6,724 | $2,508,186 | |
| CRM | Salesforce, Inc. | −40 | 1,814 | $284,181 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MU | Micron Technology Inc | 485 | $559,830 | |
| LRCX | Lam Research Corp | 624 | $270,397 | |
| CSCO | Cisco Systems, Inc. | 1,869 | $219,532 | |
| LLY | ELI LILLY & Co | 183 | $219,495 | |
| WM | Waste Management Inc | 941 | $209,730 | |
| KMI | Kinder Morgan, Inc. | 6,317 | $201,954 | |
| MSBT | Morgan Stanley Bitcoin Trust | 10,506 | $177,026 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
9 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | 245,662 | $15,742,020 | |
| VTEC | Vanguard California Tax-Exempt Bond ETF | 22,979 | $2,276,759 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | 27,260 | $2,047,226 | |
| VXF | Vanguard Extended Market ETF | 6,150 | $1,265,670 | |
| VIG | Vanguard Dividend Appreciation ETF | 3,299 | $709,482 | |
| VB | Vanguard Morningstar Small-Cap ETF | 2,284 | $598,225 | |
| VXUS | Vanguard Total International Stock ETF | 5,018 | $386,937 | |
| DGS | WisdomTree Emerging Markets SmallCap Dividend Fund | 4,980 | $299,298 | |
| DIS | Walt Disney Co | 1,940 | $186,977 | |
| No positions match the current search. | ||||
30 tracked positions ·
$81,185,721 total
· filing declares
123 positions · $267,030,962
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 60,288 | $44,396,083 | 54.68% | |
| AAPL |
Apple Inc.
Technology
|
Added | 60,060 | $17,378,961 | 21.41% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 5,527 | $2,765,655 | 3.41% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 6,724 | $2,508,186 | 3.09% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Held | 1,984 | $1,395,426 | 1.72% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 6,829 | $1,366,414 | 1.68% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 2,275 | $1,281,484 | 1.58% | |
| BITB |
Bitwise Bitcoin ETF
|
Reduced | 35,652 | $1,135,872 | 1.40% | |
| NZF |
Nuveen Municipal Credit Income Fund
Financial Services
|
Reduced | 84,603 | $1,072,766 | 1.32% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 3,854 | $918,562 | 1.13% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 963 | $719,139 | 0.89% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,664 | $628,576 | 0.77% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 485 | $559,830 | 0.69% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,558 | $556,782 | 0.69% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,079 | $453,827 | 0.56% | |
| RSG |
Republic Services, Inc.
Industrials
|
Added | 2,000 | $426,160 | 0.52% | |
| EZBC |
Franklin Templeton Digital Holdings Trust
|
Held | 12,500 | $423,875 | 0.52% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 1,567 | $394,319 | 0.49% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 507 | $366,561 | 0.45% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 1,814 | $284,181 | 0.35% | |
| LRCX |
Lam Research Corp
Technology
|
NEW | 624 | $270,397 | 0.33% | |
| CMCSA |
Comcast Corp
Communication Services
|
Reduced | 9,750 | $239,362 | 0.29% | |
| COP |
Conocophillips
Energy
|
Held | 2,227 | $231,518 | 0.29% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
NEW | 1,869 | $219,532 | 0.27% | |
| LLY |
ELI LILLY & Co
Healthcare
|
NEW | 183 | $219,495 | 0.27% | |
| WM |
Waste Management Inc
Industrials
|
NEW | 941 | $209,730 | 0.26% | |
| GATX |
Gatx Corp
Industrials
|
Held | 1,159 | $205,363 | 0.25% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
NEW | 6,317 | $201,954 | 0.25% | |
| NMZ |
Nuveen Municipal High Income Opportunity Fund
Financial Services
|
Reduced | 16,905 | $178,685 | 0.22% | |
| MSBT |
Morgan Stanley Bitcoin Trust
|
NEW | 10,506 | $177,026 | 0.22% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.