First Foundation Advisors Top Holdings and 13F Report (2025) About First Foundation AdvisorsInvestment ActivityFirst Foundation Advisors has $2.70 billion in total holdings as of June 30, 2025.First Foundation Advisors owns shares of 329 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Approximately 3.15% of the portfolio was purchased this quarter.About 4.37% of the portfolio was sold this quarter.This quarter, First Foundation Advisors has purchased 331 new stocks and bought additional shares in 120 stocks.First Foundation Advisors sold shares of 130 stocks and completely divested from 23 stocks this quarter.Largest Holdings Microsoft $508,816,240iShares Core S&P 500 ETF $184,459,319Alphabet $86,209,596iShares Core MSCI EAFE ETF $84,750,844VanEck Morningstar Wide Moat ETF $82,187,390 Largest New Holdings this Quarter 92189Y105 - VanEck Morningstar ESG Moat ETF $6,315,608 Holding58506Q109 - Medpace $2,851,418 Holding03831W108 - APPLOVIN CORP $1,989,155 Holding92206C870 - Vanguard Intermediate-Term Corporate Bond ETF $1,763,625 Holding49714P108 - Kinsale Capital Group $1,640,421 Holding Largest Purchases this Quarter Global X S&P 500 Covered Call ETF 188,155 shares (about $7.33M)VanEck Morningstar ESG Moat ETF 227,881 shares (about $6.32M)VanEck Short High Yield Muni ETF 148,935 shares (about $3.36M)Medpace 9,085 shares (about $2.85M)iShares Core S&P 500 ETF 4,512 shares (about $2.80M) Largest Sales this Quarter VanEck Morningstar Wide Moat ETF 191,616 shares (about $17.97M)United Parcel Service 88,256 shares (about $8.91M)UnitedHealth Group 15,502 shares (about $4.84M)JPMorgan Equity Premium Income ETF 72,105 shares (about $4.10M)Alphabet 22,379 shares (about $3.97M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFirst Foundation Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$508,816,240$2,935,715 ▼-0.6%1,022,93118.9%Computer and TechnologyIVViShares Core S&P 500 ETF$184,459,319$2,801,499 ▲1.5%297,0846.8%ETFGOOGAlphabet$86,209,596$3,969,811 ▼-4.4%485,9893.2%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$84,750,844$1,784,970 ▲2.2%1,015,2233.1%ETFMOATVanEck Morningstar Wide Moat ETF$82,187,390$17,971,657 ▼-17.9%876,2923.0%ETFJEPIJPMorgan Equity Premium Income ETF$81,338,950$4,099,170 ▼-4.8%1,430,7643.0%ETFAMZNAmazon.com$73,158,447$2,682,920 ▼-3.5%333,4632.7%Retail/WholesaleAAPLApple$64,280,511$78,990 ▲0.1%313,3042.4%Computer and TechnologyGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$60,981,403$1,422,573 ▼-2.3%502,4012.3%ETFBRK.BBerkshire Hathaway$58,747,622$1,030,734 ▼-1.7%125,8472.2%FinanceIWRiShares Russell Mid-Cap ETF$45,959,121$91,050 ▼-0.2%499,7191.7%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$41,124,304$2,287,312 ▲5.9%1,036,9211.5%ETFGSSCGoldman Sachs ActiveBeta U.S. Small Cap Equity ETF$38,757,035$2,204,782 ▼-5.4%564,8891.4%ETFPRFZInvesco RAFI US 1500 Small-Mid ETF$37,834,287$3,395,905 ▼-8.2%930,2751.4%ManufacturingAGGiShares Core U.S. Aggregate Bond ETF$35,865,491$166,855 ▼-0.5%361,5471.3%FinanceIEMGiShares Core MSCI Emerging Markets ETF$35,581,635$17,529 ▼0.0%592,7311.3%ETFJPMJPMorgan Chase & Co.$33,712,189$1,220,521 ▼-3.5%116,2851.2%FinanceNVDANVIDIA$32,337,436$285,646 ▲0.9%204,6801.2%Computer and TechnologyCMFiShares California Muni Bond ETF$29,069,416$331,319 ▼-1.1%521,5181.1%ETFIWFiShares Russell 1000 Growth ETF$26,040,930$3,487,098 ▼-11.8%61,3331.0%ETFAMDAdvanced Micro Devices$25,800,116$140,481 ▲0.5%181,8191.0%Computer and TechnologyIWMiShares Russell 2000 ETF$25,479,428$825,613 ▼-3.1%118,0750.9%FinanceJPREJPMorgan Realty Income ETF$25,012,523$1,572,835 ▲6.7%525,0320.9%ETFMAMastercard$23,607,799$1,160,413 ▼-4.7%42,0110.9%Business ServicesAPHAmphenol$22,343,850$2,148,206 ▼-8.8%226,2670.8%Computer and TechnologyPWZInvesco California AMT-Free Municipal Bond ETF$22,240,166$3,785,910 ▼-14.5%952,8780.8%ETFIAUiShares Gold Trust$22,057,543$1,110,382 ▼-4.8%353,7130.8%FinanceUPSUnited Parcel Service$21,934,129$8,908,548 ▼-28.9%217,2990.8%TransportationUBERUber Technologies$21,317,930$1,985,797 ▼-8.5%228,4880.8%Computer and TechnologyPMPhilip Morris International$20,544,606$2,678,583 ▼-11.5%112,8020.8%Consumer StaplesSCHWCharles Schwab$19,274,298$928,642 ▼-4.6%211,2480.7%FinanceQCOMQUALCOMM$18,964,594$70,712 ▲0.4%119,0790.7%Computer and TechnologyMETAMeta Platforms$16,979,702$521,828 ▲3.2%23,0050.6%Computer and TechnologySRLNSPDR Blackstone Senior Loan ETF$16,781,496$1,158,282 ▼-6.5%403,4980.6%ETFCORCencora$16,082,991$1,770,907 ▼-9.9%53,6370.6%MedicalRSPInvesco S&P 500 Equal Weight ETF$16,080,719$1,725,803 ▲12.0%88,4820.6%ETFSUSuncor Energy$15,892,643$1,111,964 ▼-6.5%424,3700.6%EnergyCOSTCostco Wholesale$15,299,473$230,655 ▲1.5%15,4550.6%Retail/WholesaleGALSPDR SSgA Global Allocation ETF$15,024,029$100,576 ▼-0.7%319,6720.6%ETFAGGYWisdomTree Yield Enhanced U.S. Aggregate Bond Fund$15,000,124$643,193 ▼-4.1%343,8030.6%FinanceIEFiShares 7-10 Year Treasury Bond ETF$14,824,596$309,815 ▼-2.0%154,7940.5%ETFAMATApplied Materials$14,560,596$2,561,871 ▼-15.0%79,5360.5%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$12,985,584$71,571 ▼-0.5%96,1610.5%ETFGEMGoldman Sachs ActiveBeta Emerging Markets Equity ETF$12,308,708$305,569 ▲2.5%330,7900.5%ETFCPCanadian Pacific Kansas City$11,962,145$152,595 ▼-1.3%150,9040.4%TransportationSPYSPDR S&P 500 ETF Trust$11,022,194$1,682,367 ▼-13.2%17,8400.4%FinanceIWPiShares Russell Mid-Cap Growth ETF$10,409,736$1,892,288 ▲22.2%75,0630.4%ETFLOWLowe's Companies$10,354,097$733,287 ▲7.6%46,6670.4%Retail/WholesaleQUALiShares MSCI USA Quality Factor ETF$10,209,684$1,956,341 ▲23.7%55,8460.4%ETFSGOViShares 0-3 Month Treasury Bond ETF$9,616,926$262,298 ▼-2.7%95,5100.4%ETFAZNAstraZeneca$9,537,158$2,076,695 ▼-17.9%136,4790.4%MedicalCMECME Group$9,267,619$1,816,867 ▼-16.4%33,6250.3%FinanceJNJJohnson & Johnson$8,639,524$1,192,212 ▲16.0%56,5600.3%MedicalFTNTFortinet$8,536,890$23,893 ▼-0.3%80,7500.3%Computer and TechnologyXCEMColumbia EM Core ex-China ETF$8,426,966$2,298,944 ▼-21.4%246,5470.3%ETFNOWServiceNow$8,166,039$127,482 ▼-1.5%7,9430.3%Computer and TechnologyACNAccenture$8,149,098$1,724,865 ▼-17.5%27,2650.3%Computer and TechnologyXYLDGlobal X S&P 500 Covered Call ETF$8,143,328$7,326,756 ▲897.3%209,1250.3%ETFBNBrookfield$8,112,396$1,097,470 ▼-11.9%131,1620.3%FinanceDISWalt Disney$7,906,420$215,902 ▲2.8%63,7560.3%Consumer DiscretionaryCTASCintas$7,382,450$176,961 ▼-2.3%33,1240.3%Business ServicesVOOVanguard S&P 500 ETF$7,241,287$285,721 ▲4.1%12,7480.3%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$7,169,699$212,315 ▼-2.9%65,4110.3%FinanceVEEVVeeva Systems$7,072,789$8,063 ▲0.1%24,5600.3%MedicalINTUIntuit$7,017,617$175,637 ▲2.6%8,9100.3%Computer and TechnologyMELIMercadoLibre$6,973,165$112,386 ▲1.6%2,6680.3%Retail/WholesaleGOOGLAlphabet$6,930,967$304,702 ▼-4.2%39,3290.3%Computer and TechnologyPLDPrologis$6,725,889$528,648 ▲8.5%63,9830.2%FinanceSHYDVanEck Short High Yield Muni ETF$6,592,578$3,364,328 ▲104.2%291,8460.2%ETFPAYCPaycom Software$6,440,449$114,078 ▼-1.7%27,8330.2%Computer and TechnologyMOTEVanEck Morningstar ESG Moat ETF$6,315,608$6,315,608 ▲New Holding227,8810.2%ETFBKNGBooking$6,242,251$214,252 ▲3.6%1,0780.2%Retail/WholesaleTXNTexas Instruments$6,108,448$345,275 ▼-5.4%29,4210.2%Computer and TechnologyVVisa$5,931,672$685,229 ▲13.1%16,7070.2%Business ServicesXOMExxon Mobil$5,658,278$201,908 ▼-3.4%52,4890.2%EnergyADBEAdobe$5,624,075$503,331 ▲9.8%14,5370.2%Computer and TechnologyIVWiShares S&P 500 Growth ETF$5,601,448$1,914,969 ▲51.9%50,8760.2%ETFASMLASML$5,575,270$219,581 ▲4.1%6,9570.2%Computer and TechnologyMPWRMonolithic Power Systems$5,568,853$348,876 ▲6.7%7,6140.2%Computer and TechnologyLINDE PLC$5,552,981$405,354 ▼-6.8%11,8360.2%SHSEFAiShares MSCI EAFE ETF$5,544,236$681,152 ▲14.0%62,0230.2%FinanceNEENextEra Energy$5,286,490$298,993 ▼-5.4%76,1520.2%UtilitiesLABCORP HOLDINGS INC$5,019,943$970,493 ▼-16.2%19,1230.2%COM SHSAVGOBroadcom$4,823,689$1,180,631 ▲32.4%17,4990.2%Computer and TechnologyAONAON$4,809,372$906,863 ▼-15.9%13,4810.2%FinanceMSCIMSCI$4,612,811$25,377 ▲0.6%7,9980.2%FinanceIDXXIDEXX Laboratories$4,578,198$44,516 ▲1.0%8,5360.2%MedicalARISTA NETWORKS INC$4,507,574$118,987 ▲2.7%44,0580.2%COM SHSBURBurford Capital$4,497,005$993,680 ▼-18.1%315,3580.2%FinanceCSCOCisco Systems$4,491,111$339,130 ▼-7.0%64,7320.2%Computer and TechnologyCVXChevron$4,447,301$382,887 ▲9.4%31,0590.2%EnergyAORiShares Core 60/40 Balanced Allocation ETF$4,445,723$13,176 ▲0.3%72,2060.2%ETFLLYEli Lilly and Company$4,354,535$2,454,006 ▲129.1%5,5860.2%MedicalPFEPfizer$4,309,118$171,280 ▼-3.8%177,7690.2%MedicalLULUlululemon athletica$4,122,726$55,356 ▲1.4%17,3530.2%Consumer DiscretionaryDGROiShares Core Dividend Growth ETF$4,007,095$454,163 ▲12.8%62,6700.1%ETFSCHXSchwab US Large-Cap ETF$3,952,0530.0%161,7040.1%ETFTCHPT. Rowe Price Blue Chip Growth ETF$3,921,687$7,528 ▼-0.2%86,4760.1%ETFZTSZoetis$3,901,205$265,112 ▲7.3%25,0160.1%MedicalCPRTCopart$3,877,757$368,025 ▲10.5%79,0250.1%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. 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