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Portfolio (Quarterly) Guide ↗

FF Advisors,LLC

· CIK 0002011904
13F Portfolio $267M AUM 123 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 123 New
Page 6 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CRM SALESFORCE INC Technology 1,814.0 $284K 0.11% NEW $156.66 +65.5%
102 IWF ISHARES TR 2,184.0 $271K 0.10% NEW $124.17 -0.6%
103 LRCX LAM RESEARCH CORP Technology 624.0 $270K 0.10% NEW $433.33 -29.0%
104 DFAT DIMENSIONAL ETF TRUST 3,868.0 $270K 0.10% NEW $69.90 +2.7%
105 IBMO ISHARES TR 9,715.0 $249K 0.09% NEW $25.64 -0.1%
106 JNK SPDR SERIES TRUST 2,552.0 $246K 0.09% NEW $96.37 -1.1%
107 PWZ INVESCO EXCH TRADED FD TR II 9,824.0 $241K 0.09% NEW $24.51 -4.2%
108 EWX SPDR INDEX SHS FDS 3,235.0 $240K 0.09% NEW $74.31 -0.3%
109 CMCSA COMCAST CORP NEW Communication Services 9,750.0 $239K 0.09% NEW $24.55 +7.9%
110 COP CONOCOPHILLIPS Energy 2,227.0 $232K 0.09% NEW $103.96 +29.1%
111 IGSB ISHARES TR 4,257.0 $223K 0.08% NEW $52.41 -1.1%
112 CSCO CISCO SYS INC Technology 1,869.0 $220K 0.08% NEW $117.46 -7.0%
113 LLY ELI LILLY & CO Healthcare 183.0 $219K 0.08% NEW $1199.43 -4.3%
114 MGC VANGUARD WORLD FD 802.0 $219K 0.08% NEW $273.63 +3.4%
115 IYW ISHARES TR 867.0 $219K 0.08% NEW $252.23 +0.4%
116 WM WASTE MGMT INC DEL Industrials 941.0 $210K 0.08% NEW $222.88 -1.7%
117 IBMP ISHARES TR 8,249.0 $210K 0.08% NEW $25.42 -0.4%
118 VCSH VANGUARD SCOTTSDALE FDS 2,644.0 $209K 0.08% NEW $79.03 -1.1%
119 GATX GATX CORP Industrials 1,159.0 $205K 0.08% NEW $177.19 +0.5%
120 IWV ISHARES TR 476.0 $203K 0.08% NEW $426.40 +2.7%
Page 6 of 7  ·  123 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 66.1%
Technology 27.7%
Communication Services 2.4%
Consumer Cyclical 1.6%
Industrials 1.0%
Healthcare 0.7%
Energy 0.5%