FIRST FOUNDATION ADVISORS

CIK: 0001086763Latest portfolio: $2.7B · Q4 2025

Holdings

337

Total Value

$2.7B

New Positions

19

Closed Positions

16

#StockSharesValue% PortfolioChangeType
1
MSFTMICROSOFT CORP
999,611$483.4M18.22%-2,816
2
IVVISHARES TR
288,891$197.9M7.46%-3,541
3
GOOGALPHABET INC
391,289$122.8M4.63%-43,587
4
AQLTISHARES TR
1,046,630$93.6M3.53%+7K
5
JEPIJ P MORGAN EXCHANGE TRADED F
1,511,059$86.5M3.26%+18K
6
MOATVANECK ETF TRUST
760,526$78.8M2.97%-39,291
7
AAPLAPPLE INC
282,922$76.9M2.90%-18,393
8
AMZNAMAZON COM INC
290,947$67.2M2.53%-16,358
9
GSLCGOLDMAN SACHS ETF TR
467,341$61.9M2.33%-17,681
10
BRK/BBERKSHIRE HATHAWAY INC DEL
105,866$53.2M2.01%-2,214
11
IWRISHARES TR
518,013$49.9M1.88%+11K
12
IEMGISHARES INC
647,117$43.5M1.64%+19K
13
GSIEGOLDMAN SACHS ETF TR
1,009,773$43.4M1.63%-12,949
14
AMDADVANCED MICRO DEVICES INC
182,275$39.0M1.47%-200
15
GSSCGOLDMAN SACHS ETF TR
488,940$37.0M1.39%-11,001
16
NVDANVIDIA CORPORATION
192,636$35.9M1.35%-3,853
17
PRFZINVESCO EXCHANGE TRADED FD T
775,511$35.6M1.34%-29,690
18
JPMJPMORGAN CHASE & CO.
99,054$31.9M1.20%-9,000
19
IWMISHARES TR
129,460$31.9M1.20%+10K
20
IAU*ISHARES GOLD TR
341,898$27.8M1.05%+11K
21
APHAMPHENOL CORP NEW
173,720$23.5M0.88%-14,834
22
IWFISHARES TR
48,262$22.8M0.86%-1,849
23
CMFISHARES TR
367,283$21.1M0.80%+20K
24
MAMASTERCARD INCORPORATED
34,664$19.8M0.75%-2,142
25
SCHWSCHWAB CHARLES CORP
192,836$19.3M0.73%-3,411

Quarterly Changes

New Positions

Closed Positions

  • ABCLOSED
    $936.4M
  • AMTCLOSED
    $511.4M
  • OKECLOSED
    $266.4M
  • BINCCLOSED
    $255.0M
  • SPGCLOSED
    $245.3M
  • BSXCLOSED
    $236.9M
  • RSPTCLOSED
    $233.5M
  • ARKBCLOSED
    $229.3M
  • CARRCLOSED
    $225.7M
  • VBCLOSED
    $205.7M

Increased Positions

NameSharesChange
BUR380K+71K
JYNT339K+65K
BN169K+51K
XYLD299K+38K
CMF367K+20K
EPD150K+19K
IEMG647K+19K
DJP131K+18K
JEPI1.5M+18K
WMT50K+14K

Decreased Positions

NameSharesChange
PWZ329K-134891
SU250K-115731
GAL227K-89346
PFE120K-57190
ORCL15K-47463
SMTH117K-45978
GOOG391K-43587
MOAT761K-39291
NCA121K-37949
AGG149K-36796

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($4.834317691439035e+168T)
Healthcare0.0% ($1.13929467731368e+94T)
Unknown0.0% ($9.363153212277512e+80T)
Industrials0.0% ($1.7467938123992246e+76T)
Consumer Cyclical0.0% ($6.715514507106394e+54T)
Communication Services0.0% ($1.2278514269121268e+32T)
Real Estate0.0% ($8.39529982531138e+25T)
Utilities0.0% ($541524111353937592320.0T)
Consumer Defensive0.0% ($12439557332871559168.0T)
Energy0.0% ($11087693857854812160.0T)
Basic Materials0.0% ($4332608.6T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 4, 2026$2.7B583
Q3 2025Nov 17, 2025$2.7T573
Q2 2025Aug 14, 2025$2.7T566
Q1 2025May 8, 2025$2.5T572
Q4 2024Feb 13, 2025$2.7T580
Q3 2024Nov 14, 2024$2654.7T608
Q2 2024Aug 6, 2024$2616.9T788
Q1 2024May 10, 2024$2499.1T788
Q4 2023Feb 14, 2024$2194.5T812
Q3 2023Nov 15, 2023$2140.8T699
Q2 2023Aug 14, 2023$2314.1T689
Q1 2023May 12, 2023$2174.8T673
Q4 2022Feb 14, 2023$2088.0T428
Q3 2022Nov 14, 2022$2.0T422
Q2 2022Aug 12, 2022$2.3T444
Q1 2022May 5, 2022$2.8T467
Q4 2021Feb 14, 2022$2.9T479
Q3 2021Nov 15, 2021$2.7T481
Q2 2021Aug 13, 2021$2.6T488
Q1 2021May 18, 2021$2.3T451
Q4 2020Feb 16, 2021$2.3T451
Q3 2020Nov 12, 2020$2.2T419
Q2 2020Aug 14, 2020$1.9T389
Q1 2020May 11, 2020$1.6T382
Q4 2019Feb 11, 2020$2.0T388
Q3 2019Nov 12, 2019$1.9T395
Q2 2019Aug 14, 2019$1.8T381
Q1 2019May 13, 2019$1.7T365
Q4 2018Feb 14, 2019$1.6T416
Q3 2018Nov 13, 2018$1.8T393
Q2 2018Aug 14, 2018$1.7T369
Q1 2018May 15, 2018$1.8T359
Q4 2017Feb 14, 2018$1.9T365
Q3 2017Nov 14, 2017$1.8T346
Q2 2017Aug 14, 2017$1.7T354
Q1 2017May 5, 2017$1.6T349
Q4 2016Feb 14, 2017$1.5T353
Q3 2016Nov 14, 2016$1.4T332
Q2 2016Aug 16, 2016$1.4T334
Q1 2016May 13, 2016$1.4T300

Fund Information

CIK0001086763
Most Recent FilingFeb 4, 2026
Number of Filings40

FIRST FOUNDATION ADVISORS is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $2.7B across 337 holdings. The largest position is MICROSOFT CORP (MSFT), representing 18.2% of the portfolio. Compared to the previous quarter, the fund opened 19 new positions and closed 16 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.