FF Advisors,LLC

CIK

2011904

Location

MANHATTAN BEACH, CA

Portfolio Value

Micro $66,942,832

Diversification

Highly concentrated

Filing Date

Global Rank

#6,070 / 8,232 ▲ 143

Top Industry

Consumer Electronics 53.4%

3Y Alpha vs SPY

-1.5%

Period ended 2 months ago

Filed Apr 27, 2026 · 47d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+51.6%

SPY

+52.9%

Annualised alpha

-0.4%

Max drawdown

−19.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

24 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

51.6%

+1.7 pts

Top 5

84.4%

+0.7 pts

Top 10

92.7%

+0.8 pts

HHI

3,236

Highly concentrated+153

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	57.4%	$38,397,037	5
Technology	29.8%	$19,979,855	6
Financial Services	5.8%	$3,904,852	3
Communication Services	3.3%	$2,206,606	4
Consumer Cyclical	1.8%	$1,189,912	2
Industrials	0.9%	$630,670	2
Healthcare	0.5%	$339,936	1
Energy	0.4%	$293,964	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
BITB	Bitwise Bitcoin ETF	+5,828	41,153	$1,514,841
QQQ	Invesco Qqq Trust, Series 1	+722	59,875	$34,558,652
DIS	Walt Disney Co	+38	1,940	$186,977
CRM	Salesforce, Inc.	+22	1,854	$346,086
AMZN	Amazon Com Inc	+22	3,807	$792,883
SPY	Spdr S&P 500 ETF Trust	+16	938	$610,018
META	Meta Platforms, Inc.	+13	2,267	$1,297,018
TSLA	Tesla, Inc.	+12	1,068	$397,029
NVDA	Nvidia Corp	+12	6,755	$1,178,072
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
NMZ	Nuveen Municipal High Income Opportunity Fund	−7,294	20,119	$208,835
AAPL	Apple Inc.	−1,552	60,022	$15,232,983
NZF	Nuveen Municipal Credit Income Fund	−1,238	87,495	$1,065,689
MSFT	Microsoft Corp	−75	6,888	$2,549,730
GOOGL	Alphabet Inc.	−50	1,520	$437,091
CMCSA	Comcast Corp	−18	9,945	$285,520
AVGO	Broadcom Inc.	−6	1,620	$501,406
BRK-B	Berkshire Hathaway Inc	−5	5,489	$2,630,328
RSG	Republic Services, Inc.	−5	1,976	$432,783
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
GATX	Gatx Corp	1,159	$197,887
AMAT	Applied Materials Inc /De	502	$171,578
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
ARKB	Ark 21Shares Bitcoin ETF	8,326	$241,787
ABT	Abbott Laboratories	1,847	$231,410
IBM	International Business Machines Corp	731	$216,529
LLY	ELI LILLY & Co	197	$211,711
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

24 positions · $66,942,832 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	59,875	+722	$34,558,652	−4.9%	51.62%
AAPL	Apple Inc. Technology	Reduced	60,022	-1,552	$15,232,983	−9.0%	22.76%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	5,489	-5	$2,630,328	−4.8%	3.93%
MSFT	Microsoft Corp Technology	Reduced	6,888	-75	$2,549,730	−24.3%	3.81%
BITB	Bitwise Bitcoin ETF	Added	41,153	+5,828	$1,514,841	−9.8%	2.26%
META	Meta Platforms, Inc. Communication Services	Added	2,267	+13	$1,297,018	−12.8%	1.94%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	1,984	0	$1,223,651	+2.2%	1.83%
NVDA	Nvidia Corp Technology	Added	6,755	+12	$1,178,072	−6.3%	1.76%
NZF	Nuveen Municipal Credit Income Fund Financial Services	Reduced	87,495	-1,238	$1,065,689	−4.5%	1.59%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,807	+22	$792,883	−9.2%	1.18%
SPY	Spdr S&P 500 ETF Trust	Added	938	+16	$610,018	−3.0%	0.91%
AVGO	Broadcom Inc. Technology	Reduced	1,620	-6	$501,406	−10.9%	0.75%
EZBC	Franklin Templeton Digital Holdings Trust	Held	12,500	0	$489,875	−22.5%	0.73%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,520	-50	$437,091	−11.1%	0.65%
RSG	Republic Services, Inc. Industrials	Reduced	1,976	-5	$432,783	+3.1%	0.65%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,068	+12	$397,029	−16.4%	0.59%
CRM	Salesforce, Inc. Technology	Added	1,854	+22	$346,086	−28.7%	0.52%
ABBV	AbbVie Inc. Healthcare	Held	1,563	0	$339,936	−4.8%	0.51%
COP	Conocophillips Energy	Held	2,227	0	$293,964	+41.0%	0.44%
CMCSA	Comcast Corp Communication Services	Reduced	9,945	-18	$285,520	+2.3%	0.43%
NMZ	Nuveen Municipal High Income Opportunity Fund Financial Services	Reduced	20,119	-7,294	$208,835	−25.2%	0.31%
GATX	Gatx Corp Industrials	NEW	1,159	NEW	$197,887	NEW	0.30%
DIS	Walt Disney Co Communication Services	Added	1,940	+38	$186,977	−13.6%	0.28%
AMAT	Applied Materials Inc /De Technology	NEW	502	NEW	$171,578	NEW	0.26%