FIRST FOUNDATION ADVISORS Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$2.7T
Holdings
329
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (329 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 1,022,931 | $508.8B | 18.85% | |
| 2 | IVVISHARES TR | 297,084 | $184.5B | 6.84% | |
| 3 | GOOGALPHABET INC | 485,989 | $86.2B | 3.19% | |
| 4 | AQLTISHARES TR | 1,015,223 | $84.8B | 3.14% | |
| 5 | MOATVANECK ETF TRUST | 876,292 | $82.2B | 3.05% | |
| 6 | JEPIJ P MORGAN EXCHANGE TRADED F | 1,430,764 | $81.3B | 3.01% | |
| 7 | AMZNAMAZON COM INC | 333,463 | $73.2B | 2.71% | |
| 8 | AAPLAPPLE INC | 313,304 | $64.3B | 2.38% | |
| 9 | GSLCGOLDMAN SACHS ETF TR | 502,401 | $61.0B | 2.26% | |
| 10 | BRK/BBERKSHIRE HATHAWAY INC DEL | 125,847 | $58.7B | 2.18% | Call |
| 11 | IWRISHARES TR | 499,719 | $46.0B | 1.70% | |
| 12 | GSIEGOLDMAN SACHS ETF TR | 1,036,921 | $41.1B | 1.52% | |
| 13 | GSSCGOLDMAN SACHS ETF TR | 564,889 | $38.8B | 1.44% | |
| 14 | PRFZINVESCO EXCHANGE TRADED FD T | 930,275 | $37.8B | 1.40% | |
| 15 | AGGISHARES TR | 361,547 | $35.9B | 1.33% | |
| 16 | IEMGISHARES INC | 592,731 | $35.6B | 1.32% | |
| 17 | JPMJPMORGAN CHASE & CO. | 116,285 | $33.7B | 1.25% | |
| 18 | NVDANVIDIA CORPORATION | 204,680 | $32.3B | 1.20% | |
| 19 | CMFISHARES TR | 521,518 | $29.1B | 1.08% | |
| 20 | IWFISHARES TR | 61,333 | $26.0B | 0.96% | |
| 21 | AMDADVANCED MICRO DEVICES INC | 181,819 | $25.8B | 0.96% | |
| 22 | IWMISHARES TR | 118,075 | $25.5B | 0.94% | |
| 23 | JPREJ P MORGAN EXCHANGE TRADED F | 525,032 | $25.0B | 0.93% | |
| 24 | MAMASTERCARD INCORPORATED | 42,011 | $23.6B | 0.87% | |
| 25 | APHAMPHENOL CORP NEW | 226,267 | $22.3B | 0.83% | |
| 26 | PWZINVESCO EXCH TRADED FD TR II | 952,878 | $22.2B | 0.82% | |
| 27 | IAU*ISHARES GOLD TR | 353,713 | $22.1B | 0.82% | |
| 28 | UPSUNITED PARCEL SERVICE INC | 217,299 | $21.9B | 0.81% | |
| 29 | UBERUBER TECHNOLOGIES INC | 228,488 | $21.3B | 0.79% | |
| 30 | 4I1PHILIP MORRIS INTL INC | 112,802 | $20.5B | 0.76% | |
| 31 | SCHWSCHWAB CHARLES CORP | 211,248 | $19.3B | 0.71% | |
| 32 | QCOMQUALCOMM INC | 119,079 | $19.0B | 0.70% | |
| 33 | METAMETA PLATFORMS INC | 23,005 | $17.0B | 0.63% | |
| 34 | SRLNSSGA ACTIVE ETF TR | 403,498 | $16.8B | 0.62% | |
| 35 | ABGCENCORA INC | 53,637 | $16.1B | 0.60% | |
| 36 | RSPINVESCO EXCHANGE TRADED FD T | 88,482 | $16.1B | 0.60% | |
| 37 | SUSUNCOR ENERGY INC NEW | 424,370 | $15.9B | 0.59% | |
| 38 | COSTCOSTCO WHSL CORP NEW | 15,455 | $15.3B | 0.57% | |
| 39 | GALSSGA ACTIVE ETF TR | 319,672 | $15.0B | 0.56% | |
| 40 | AGGYWISDOMTREE TR | 343,803 | $15.0B | 0.56% | |
| 41 | IEFISHARES TR | 154,794 | $14.8B | 0.55% | |
| 42 | AMATAPPLIED MATLS INC | 79,536 | $14.6B | 0.54% | |
| 43 | ITOTISHARES TR | 96,161 | $13.0B | 0.48% | |
| 44 | GEMGOLDMAN SACHS ETF TR | 330,790 | $12.3B | 0.46% | |
| 45 | CPCANADIAN PACIFIC KANSAS CITY | 150,904 | $12.0B | 0.44% | |
| 46 | SPYSPDR S&P 500 ETF TR | 17,840 | $11.0B | 0.41% | |
| 47 | IWPISHARES TR | 75,063 | $10.4B | 0.39% | |
| 48 | LOWLOWES COS INC | 46,667 | $10.4B | 0.38% | |
| 49 | QUALISHARES TR | 55,846 | $10.2B | 0.38% | |
| 50 | SGOVISHARES TR | 95,510 | $9.6B | 0.36% | |
| 51 | AZNASTRAZENECA PLC | 136,479 | $9.5B | 0.35% | |
| 52 | CMECME GROUP INC | 33,625 | $9.3B | 0.34% | |
| 53 | JNJJOHNSON & JOHNSON | 56,560 | $8.6B | 0.32% | |
| 54 | FTNTFORTINET INC | 80,750 | $8.5B | 0.32% | |
| 55 | XCEMCOLUMBIA ETF TR II | 246,547 | $8.4B | 0.31% | |
| 56 | NOWSERVICENOW INC | 7,943 | $8.2B | 0.30% | |
| 57 | ACNACCENTURE PLC IRELAND | 27,265 | $8.1B | 0.30% | |
| 58 | XYLDGLOBAL X FDS | 209,125 | $8.1B | 0.30% | |
| 59 | BNBROOKFIELD CORP | 131,162 | $8.1B | 0.30% | |
| 60 | DISDISNEY WALT CO | 63,756 | $7.9B | 0.29% | |
| 61 | CITCINTAS CORP | 33,124 | $7.4B | 0.27% | |
| 62 | VOOVANGUARD INDEX FDS | 12,748 | $7.2B | 0.27% | |
| 63 | LQDISHARES TR | 65,411 | $7.2B | 0.27% | |
| 64 | VEEVVEEVA SYS INC | 24,560 | $7.1B | 0.26% | |
| 65 | INTUINTUIT | 8,910 | $7.0B | 0.26% | |
| 66 | MLB1MERCADOLIBRE INC | 2,668 | $7.0B | 0.26% | |
| 67 | GOOGLALPHABET INC | 39,329 | $6.9B | 0.26% | |
| 68 | PLDPROLOGIS INC. | 63,983 | $6.7B | 0.25% | |
| 69 | SHYDVANECK ETF TRUST | 291,846 | $6.6B | 0.24% | |
| 70 | PAYCPAYCOM SOFTWARE INC | 27,833 | $6.4B | 0.24% | |
| 71 | —VANECK ETF TRUST | 227,881 | $6.3B | 0.23% | |
| 72 | BKNGBOOKING HOLDINGS INC | 1,078 | $6.2B | 0.23% | |
| 73 | TXNTEXAS INSTRS INC | 29,421 | $6.1B | 0.23% | |
| 74 | VVISA INC | 16,707 | $5.9B | 0.22% | |
| 75 | XOMEXXON MOBIL CORP | 52,489 | $5.7B | 0.21% | |
| 76 | ADBEADOBE INC | 14,537 | $5.6B | 0.21% | |
| 77 | IVWISHARES TR | 50,876 | $5.6B | 0.21% | |
| 78 | ASMLASML HOLDING N V | 6,957 | $5.6B | 0.21% | |
| 79 | MPWRMONOLITHIC PWR SYS INC | 7,614 | $5.6B | 0.21% | |
| 80 | LINLINDE PLC | 11,836 | $5.6B | 0.21% | |
| 81 | EFAISHARES TR | 62,023 | $5.5B | 0.21% | |
| 82 | NEENEXTERA ENERGY INC | 76,152 | $5.3B | 0.20% | |
| 83 | LHLABCORP HOLDINGS INC | 19,123 | $5.0B | 0.19% | |
| 84 | AVGOBROADCOM INC | 17,499 | $4.8B | 0.18% | |
| 85 | AONAON PLC | 13,481 | $4.8B | 0.18% | |
| 86 | MSCIMSCI INC | 7,998 | $4.6B | 0.17% | |
| 87 | IDXXIDEXX LABS INC | 8,536 | $4.6B | 0.17% | |
| 88 | ANETARISTA NETWORKS INC | 44,058 | $4.5B | 0.17% | |
| 89 | BURBURFORD CAP LTD | 315,358 | $4.5B | 0.17% | |
| 90 | CSCOCISCO SYS INC | 64,732 | $4.5B | 0.17% | |
| 91 | CVXCHEVRON CORP NEW | 31,059 | $4.4B | 0.16% | |
| 92 | AORISHARES TR | 72,206 | $4.4B | 0.16% | |
| 93 | LLYELI LILLY & CO | 5,586 | $4.4B | 0.16% | |
| 94 | PFEPFIZER INC | 177,769 | $4.3B | 0.16% | |
| 95 | LULULULULEMON ATHLETICA INC | 17,353 | $4.1B | 0.15% | |
| 96 | DGROISHARES TR | 62,670 | $4.0B | 0.15% | |
| 97 | SCHXSCHWAB STRATEGIC TR | 161,704 | $4.0B | 0.15% | |
| 98 | TMEDT ROWE PRICE ETF INC | 86,476 | $3.9B | 0.15% | |
| 99 | ZTSZOETIS INC | 25,016 | $3.9B | 0.14% | |
| 100 | CPRTCOPART INC | 79,025 | $3.9B | 0.14% |
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