Ff Advisors is an investment fund managing more than $129 billion ran by Joshua Mudse. There are currently 45 companies in Mr. Mudse’s portfolio. The largest investments include Vanguard Tax-managed Fds and Vanguard Intl Equity Index F, together worth $19.7 billion.
As of 6th August 2024, Ff Advisors’s top holding is 196,301 shares of Vanguard Tax-managed Fds currently worth over $9.7 billion and making up 7.5% of the portfolio value.
In addition, the fund holds 208,613 shares of Vanguard Intl Equity Index F worth $10 billion.
The third-largest holding is Spdr Ser Tr worth $12.2 billion and the next is Vanguard Index Fds worth $16.7 billion, with 78,963 shares owned.
Currently, Ff Advisors's portfolio is worth at least $129 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Ff Advisors office and employees reside in Manhattan Beach, California. According to the last 13-F report filed with the SEC, Joshua Mudse serves as the Chief Compliance Officer at Ff Advisors.
In the most recent 13F filing, Ff Advisors revealed that it had opened a new position in
Jpmorgan Chase Finl Co Llc and bought 144,144 shares worth $4.17 billion.
The investment fund also strengthened its position in Invesco Exch Trd Slf Idx Fd by buying
23,170 additional shares.
This makes their stake in Invesco Exch Trd Slf Idx Fd total 268,211 shares worth $6.15 billion.
On the other hand, there are companies that Ff Advisors is getting rid of from its portfolio.
Ff Advisors closed its position in Jpmorgan Chase Co on 13th August 2024.
It sold the previously owned 148,382 shares for $4.23 billion.
Joshua Mudse also disclosed a decreased stake in Vanguard Tax-managed Fds by approximately 0.1%.
This leaves the value of the investment at $9.7 billion and 196,301 shares.
The two most similar investment funds to Ff Advisors are Smallwood Wealth Investment Management and Sanctuary Wealth Management, L.L.C. They manage $129 billion and $129 billion respectively.
Ff Advisors’s portfolio is diversified across 5 sectors.
Currently, their heaviest sector is Technology — making up 5.8% of
the total portfolio value.
The fund focuses on investments in the United States as
28.9% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
27% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $596 billion.
These positions were updated on August 13th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard Tax-managed Fds |
0.81%
196,301
|
$9,701,177,000 | 7.49% |
| Vanguard Intl Equity Index F |
0.54%
208,613
|
$10,035,606,000 | 7.75% |
| Spdr Ser Tr |
0.16%
247,679
|
$12,188,466,000 | 9.41% |
| Vanguard Index Fds |
5.50%
78,963
|
$16,732,215,000 | 12.92% |
| Invesco Exch Trd Slf Idx Fd |
9.46%
268,211
|
$6,153,664,000 | 4.75% |
| Jpmorgan Chase Co |
Closed
148,382
|
$4,227,403,000 | |
| Jpmorgan Chase Finl Co Llc |
Opened
144,144
|
$4,171,517,000 | 3.22% |
| Ishares Tr |
3.23%
683,198
|
$23,819,639,000 | 18.40% |
| Dimensional Etf Trust |
No change
75,643
|
$3,629,329,000 | 2.80% |
| Schwab Strategic Tr |
7.17%
229,467
|
$9,591,137,000 | 7.41% |
| Select Sector Spdr Tr |
0.57%
14,726
|
$3,331,463,000 | 2.57% |
| Microsoft Corporation |
No change
6,924
|
$3,094,682,000 | 2.39% |
| Spdr Index Shs Fds |
0.01%
121,378
|
$4,353,475,000 | 3.36% |
| Berkshire Hathaway Inc. |
No change
5,470
|
$2,837,030,000 | 2.19% |
| Vanguard Whitehall Fds |
No change
14,228
|
$1,687,441,000 | 1.30% |
| Apple Inc |
17.60%
7,598
|
$1,600,328,000 | 1.24% |
| Global X Fds |
3.00%
82,853
|
$1,768,538,000 | 1.37% |
| Sunnova Energy International Inc |
47.69%
252,242
|
$1,407,510,000 | 1.09% |
| Meta Platforms Inc |
No change
2,145
|
$1,081,552,000 | 0.84% |
| Vanguard Mun Bd Fds |
1.93%
21,016
|
$1,053,112,000 | 0.81% |
| Spdr Sp Midcap 400 Etf Tr |
No change
1,840
|
$984,547,000 | 0.76% |
| Nuveen Municipal Credit Inc |
1.57%
79,425
|
$980,899,000 | 0.76% |
| NVIDIA Corp |
900.00%
5,880
|
$726,415,000 | 0.56% |
| Amazon.com Inc. |
No change
3,347
|
$646,808,000 | 0.50% |
| Alps Etf Tr |
No change
13,300
|
$638,134,000 | 0.49% |
| Vanguard Specialized Funds |
11.61%
3,493
|
$637,647,000 | 0.49% |
| Spdr Sp 500 Etf Tr |
No change
1,130
|
$614,969,000 | 0.47% |
| Bitwise Bitcoin Etf Tr |
14.97%
16,707
|
$546,152,000 | 0.42% |
| Goldman Sachs Etf Tr |
No change
6,551
|
$511,826,000 | 0.40% |
| Salesforce Inc |
No change
1,955
|
$502,630,000 | 0.39% |
| Comcast Corp New |
No change
11,064
|
$433,266,000 | 0.33% |
| Vanguard Scottsdale Fds |
No change
2,065
|
$394,518,000 | 0.30% |
| Republic Svcs Inc |
No change
1,974
|
$383,627,000 | 0.30% |
| Vanguard Star Fds |
No change
5,981
|
$360,654,000 | 0.28% |
| Invesco Exch Traded Fd Tr Ii |
No change
25,200
|
$291,060,000 | 0.22% |
| Alphabet Inc |
No change
1,553
|
$282,879,000 | 0.22% |
| Conocophillips |
No change
2,383
|
$272,568,000 | 0.21% |
| Schwab Strategic Tr |
Opened
3,520
|
$260,762,000 | 0.20% |
| Abbvie Inc |
No change
1,486
|
$254,879,000 | 0.20% |
| Tesla Inc |
Closed
1,421
|
$249,798,000 | |
| Broadcom Inc |
Opened
151
|
$242,435,000 | 0.19% |
| Ishares Tr |
Opened
2,839
|
$230,186,000 | 0.18% |
| Home Depot, Inc. |
0.16%
629
|
$216,422,000 | 0.17% |
| Spdr Ser Tr |
Opened
4,570
|
$215,658,000 | 0.17% |
| Abbott Labs |
Closed
1,836
|
$208,680,000 | |
| Wisdomtree Tr |
40.29%
4,011
|
$206,326,000 | 0.16% |
| Disney Walt Co |
No change
2,031
|
$201,658,000 | 0.16% |
| Godaddy Inc |
Opened
1,437
|
$200,763,000 | 0.16% |
| Energy Vault Holdings Inc |
Closed
17,326
|
$31,014,000 | |
| No transactions found | |||
| Showing first 500 out of 49 holdings | |||