FIRST FOUNDATION ADVISORS Q4 2025 Filing
Filed February 4, 2026
Portfolio Value
$2.7T
Holdings
337
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (337 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 999,611 | $483.4B | 18.22% | |
| 2 | IVVISHARES TR | 288,891 | $197.9B | 7.46% | |
| 3 | GOOGALPHABET INC | 391,289 | $122.8B | 4.63% | |
| 4 | AQLTISHARES TR | 1,046,630 | $93.6B | 3.53% | |
| 5 | JEPIJ P MORGAN EXCHANGE TRADED F | 1,511,059 | $86.5B | 3.26% | |
| 6 | MOATVANECK ETF TRUST | 760,526 | $78.8B | 2.97% | |
| 7 | AAPLAPPLE INC | 282,922 | $76.9B | 2.90% | |
| 8 | AMZNAMAZON COM INC | 290,947 | $67.2B | 2.53% | |
| 9 | GSLCGOLDMAN SACHS ETF TR | 467,341 | $61.9B | 2.33% | |
| 10 | BRK/BBERKSHIRE HATHAWAY INC DEL | 105,866 | $53.2B | 2.01% | |
| 11 | IWRISHARES TR | 518,013 | $49.9B | 1.88% | |
| 12 | IEMGISHARES INC | 647,117 | $43.5B | 1.64% | |
| 13 | GSIEGOLDMAN SACHS ETF TR | 1,009,773 | $43.4B | 1.63% | |
| 14 | AMDADVANCED MICRO DEVICES INC | 182,275 | $39.0B | 1.47% | |
| 15 | GSSCGOLDMAN SACHS ETF TR | 488,940 | $37.0B | 1.39% | |
| 16 | NVDANVIDIA CORPORATION | 192,636 | $35.9B | 1.35% | |
| 17 | PRFZINVESCO EXCHANGE TRADED FD T | 775,511 | $35.6B | 1.34% | |
| 18 | JPMJPMORGAN CHASE & CO. | 99,054 | $31.9B | 1.20% | |
| 19 | IWMISHARES TR | 129,460 | $31.9B | 1.20% | |
| 20 | IAU*ISHARES GOLD TR | 341,898 | $27.8B | 1.05% | |
| 21 | APHAMPHENOL CORP NEW | 173,720 | $23.5B | 0.88% | |
| 22 | IWFISHARES TR | 48,262 | $22.8B | 0.86% | |
| 23 | CMFISHARES TR | 367,283 | $21.1B | 0.80% | |
| 24 | MAMASTERCARD INCORPORATED | 34,664 | $19.8B | 0.75% | |
| 25 | SCHWSCHWAB CHARLES CORP | 192,836 | $19.3B | 0.73% | |
| 26 | JPREJ P MORGAN EXCHANGE TRADED F | 409,393 | $19.1B | 0.72% | |
| 27 | UBERUBER TECHNOLOGIES INC | 230,687 | $18.8B | 0.71% | |
| 28 | UPSUNITED PARCEL SERVICE INC | 176,113 | $17.5B | 0.66% | |
| 29 | RSPINVESCO EXCHANGE TRADED FD T | 84,492 | $16.2B | 0.61% | |
| 30 | GEMGOLDMAN SACHS ETF TR | 371,624 | $15.5B | 0.58% | |
| 31 | AGGISHARES TR | 149,292 | $14.9B | 0.56% | |
| 32 | 4I1PHILIP MORRIS INTL INC | 92,059 | $14.8B | 0.56% | |
| 33 | ABGCENCORA INC | 42,954 | $14.5B | 0.55% | |
| 34 | METAMETA PLATFORMS INC | 21,617 | $14.3B | 0.54% | |
| 35 | ITOTISHARES TR | 92,075 | $13.7B | 0.52% | |
| 36 | AGGYWISDOMTREE TR | 310,135 | $13.7B | 0.51% | |
| 37 | SRLNSSGA ACTIVE ETF TR | 329,256 | $13.6B | 0.51% | |
| 38 | COSTCOSTCO WHSL CORP NEW | 14,425 | $12.4B | 0.47% | |
| 39 | XYLDGLOBAL X FDS | 299,408 | $12.2B | 0.46% | |
| 40 | IEFISHARES TR | 126,295 | $12.1B | 0.46% | |
| 41 | GOOGLALPHABET INC | 38,742 | $12.1B | 0.46% | |
| 42 | QCOMQUALCOMM INC | 67,376 | $11.5B | 0.43% | |
| 43 | AZNASTRAZENECA PLC | 123,927 | $11.4B | 0.43% | |
| 44 | GALSSGA ACTIVE ETF TR | 226,828 | $11.2B | 0.42% | |
| 45 | SUSUNCOR ENERGY INC NEW | 249,971 | $11.1B | 0.42% | |
| 46 | SPYSPDR S&P 500 ETF TR | 16,041 | $10.9B | 0.41% | |
| 47 | LOWLOWES COS INC | 44,121 | $10.6B | 0.40% | |
| 48 | QUALISHARES TR | 52,776 | $10.5B | 0.39% | |
| 49 | INFLLISTED FDS TR | 224,344 | $10.0B | 0.38% | |
| 50 | JNJJOHNSON & JOHNSON | 45,752 | $9.5B | 0.36% | |
| 51 | CPCANADIAN PACIFIC KANSAS CITY | 127,428 | $9.4B | 0.35% | |
| 52 | DISDISNEY WALT CO | 78,774 | $9.0B | 0.34% | |
| 53 | IWPISHARES TR | 65,241 | $8.9B | 0.34% | |
| 54 | AMATAPPLIED MATLS INC | 34,653 | $8.9B | 0.34% | |
| 55 | PLDPROLOGIS INC. | 65,768 | $8.4B | 0.32% | |
| 56 | PWZINVESCO EXCH TRADED FD TR II | 328,941 | $7.9B | 0.30% | |
| 57 | BNBROOKFIELD CORP | 169,478 | $7.8B | 0.29% | |
| 58 | CMECME GROUP INC | 27,771 | $7.6B | 0.29% | |
| 59 | IVWISHARES TR | 61,316 | $7.6B | 0.28% | |
| 60 | APPAPPLOVIN CORP | 10,934 | $7.4B | 0.28% | |
| 61 | MEDPMEDPACE HLDGS INC | 13,021 | $7.3B | 0.28% | |
| 62 | SGOVISHARES TR | 71,577 | $7.2B | 0.27% | |
| 63 | LQDISHARES TR | 64,455 | $7.1B | 0.27% | |
| 64 | SHYDVANECK ETF TRUST | 307,757 | $7.0B | 0.27% | |
| 65 | CVXCHEVRON CORP NEW | 45,529 | $6.9B | 0.26% | |
| 66 | ASMLASML HOLDING N V | 6,483 | $6.9B | 0.26% | |
| 67 | LLYELI LILLY & CO | 6,328 | $6.8B | 0.26% | |
| 68 | AVGOBROADCOM INC | 17,913 | $6.2B | 0.23% | |
| 69 | VVISA INC | 16,989 | $6.0B | 0.22% | |
| 70 | XOMEXXON MOBIL CORP | 48,077 | $5.8B | 0.22% | |
| 71 | MPWRMONOLITHIC PWR SYS INC | 6,379 | $5.8B | 0.22% | |
| 72 | WMTWALMART INC | 50,035 | $5.6B | 0.21% | |
| 73 | TXNTEXAS INSTRS INC | 31,667 | $5.5B | 0.21% | |
| 74 | DGROISHARES TR | 79,124 | $5.5B | 0.21% | |
| 75 | NEENEXTERA ENERGY INC | 67,470 | $5.4B | 0.20% | |
| 76 | EFAISHARES TR | 56,230 | $5.4B | 0.20% | |
| 77 | ADBEADOBE INC | 14,821 | $5.2B | 0.20% | |
| 78 | FTNTFORTINET INC | 63,446 | $5.0B | 0.19% | |
| 79 | ANETARISTA NETWORKS INC | 38,317 | $5.0B | 0.19% | |
| 80 | BKNGBOOKING HOLDINGS INC | 936 | $5.0B | 0.19% | |
| 81 | CITCINTAS CORP | 26,542 | $5.0B | 0.19% | |
| 82 | INTUINTUIT | 7,521 | $5.0B | 0.19% | |
| 83 | AORISHARES TR | 76,571 | $5.0B | 0.19% | |
| 84 | DJPBARCLAYS BANK PLC | 131,370 | $4.9B | 0.19% | |
| 85 | IDXXIDEXX LABS INC | 7,287 | $4.9B | 0.19% | |
| 86 | XCEMCOLUMBIA ETF TR II | 127,547 | $4.9B | 0.18% | |
| 87 | EPDENTERPRISE PRODS PARTNERS L | 150,062 | $4.8B | 0.18% | |
| 88 | NOWSERVICENOW INC | 31,039 | $4.8B | 0.18% | |
| 89 | HDHOME DEPOT INC | 13,375 | $4.6B | 0.17% | |
| 90 | VEEVVEEVA SYS INC | 20,224 | $4.5B | 0.17% | |
| 91 | SCHXSCHWAB STRATEGIC TR | 164,561 | $4.4B | 0.17% | |
| 92 | MLB1MERCADOLIBRE INC | 2,178 | $4.4B | 0.17% | |
| 93 | IVEISHARES TR | 20,439 | $4.3B | 0.16% | |
| 94 | LINLINDE PLC | 10,162 | $4.3B | 0.16% | |
| 95 | IQLTISHARES TR | 88,110 | $4.0B | 0.15% | |
| 96 | ACNACCENTURE PLC IRELAND | 14,820 | $4.0B | 0.15% | |
| 97 | NDQINVESCO QQQ TR | 6,361 | $3.9B | 0.15% | |
| 98 | MUBISHARES TR | 35,608 | $3.8B | 0.14% | |
| 99 | BRK-BBERKSHIRE HATHAWAY INC DEL | 5 | $3.8B | 0.14% | |
| 100 | EFVISHARES TR | 51,439 | $3.7B | 0.14% |
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