FIRST FOUNDATION ADVISORS Q3 2025 Filing

Filed November 17, 2025

Portfolio Value

$2.7T

Holdings

334

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (334 positions)

#StockSharesValue% PortfolioType
301
SPGSIMON PPTY GROUP INC NEW
1,307$245.3M0.01%
302
BSXBOSTON SCIENTIFIC CORP
2,427$236.9M0.01%
303
STXSEAGATE TECHNOLOGY HLDNGS PL
1,001$236.3M0.01%
304
DFASDIMENSIONAL ETF TRUST
3,444$235.8M0.01%
305
LRCXLAM RESEARCH CORP
1,761$235.8M0.01%
306
RSPTINVESCO EXCHANGE TRADED FD T
5,239$233.5M0.01%
307
ARKBARK 21SHARES BITCOIN ETF
6,030$229.3M0.01%
308
CARRCARRIER GLOBAL CORPORATION
3,781$225.7M0.01%
309
SDYSPDR SERIES TRUST
1,600$224.1M0.01%
310
IGMISHARES TR
1,734$218.4M0.01%
311
CBCHUBB LIMITED
773$218.2M0.01%
312
SYKSTRYKER CORPORATION
576$212.9M0.01%
313
FNDASCHWAB STRATEGIC TR
6,791$211.6M0.01%
314
NSCNORFOLK SOUTHN CORP
704$211.5M0.01%
315
VBVANGUARD INDEX FDS
809$205.7M0.01%
316
MDYSPDR S&P MIDCAP 400 ETF TR
345$205.6M0.01%
317
VRTXVERTEX PHARMACEUTICALS INC
515$201.7M0.01%
318
PNCPNC FINL SVCS GROUP INC
1,002$201.3M0.01%
319
SCHVSCHWAB STRATEGIC TR
6,903$200.9M0.01%
320
XLFISELECT SECTOR SPDR TR
2,561$200.7M0.01%
321
DUKDUKE ENERGY CORP NEW
1,617$200.1M0.01%
322
XEVVXEATON VANCE LIMITED DURATION
18,611$188.9M0.01%
323
PAGPPLAINS GP HLDGS L P
10,000$182.4M0.01%
324
MUCBLACKROCK MUNIHLDNGS CALI QL
14,963$162.3M0.01%
325
KYNKAYNE ANDERSON ENERGY INFRST
12,605$155.9M0.01%
326
PFNPIMCO INCOME STRATEGY FD II
19,741$149.8M0.01%
327
FFC0OAKTREE SPECIALTY LENDING CO
10,559$137.8M0.01%
328
XBFZXBLACKROCK CALIF MUN INCOME T
10,126$110.9M0.00%
329
PFLTPENNANTPARK FLOATING RATE CA
12,393$110.2M0.00%
330
TSITCW STRATEGIC INCOME FD INC
20,202$99.4M0.00%
331
ECCEAGLE POINT CREDIT COMPANY I
13,000$85.9M0.00%
332
XJQCXNUVEEN CR STRATEGIES INCOME
12,000$63.2M0.00%
333
HITIHIGH TIDE INC
12,000$43.6M0.00%
334
CCOCLEAR CHANNEL OUTDOOR HLDGS
10,000$15.8M0.00%
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