First Foundation Advisors Top Holdings and 13F Report (2026)

About First Foundation Advisors

Investment Activity

First Foundation Advisors has $2.48 billion in total holdings as of March 31, 2026.
First Foundation Advisors owns shares of 334 different stocks, but just 52 companies or ETFs make up 80% of its holdings.
Approximately 3.77% of the portfolio was purchased this quarter.
About 3.66% of the portfolio was sold this quarter.
This quarter, First Foundation Advisors has purchased 337 new stocks and bought additional shares in 139 stocks.
First Foundation Advisors sold shares of 119 stocks and completely divested from 21 stocks this quarter.

Largest Holdings

Microsoft: $369,868,726
iShares Core S&P 500 ETF: $193,403,954
Alphabet: $109,707,355
iShares Core MSCI EAFE ETF: $99,526,468
JPMorgan Equity Premium Income ETF: $89,330,745

Largest New Holdings this Quarter

19249U104 - COHEN & STEERS ETF TRUST: $5,409,344 Holding
11133T103 - Broadridge Financial Solutions: $3,837,777 Holding
G0593M107 - AstraZeneca: $3,344,601 Holding
023586506 - U HAUL HOLDING COMPANY: $1,302,845 Holding
922908637 - Vanguard Large-Cap ETF: $621,594 Holding

Largest Purchases this Quarter

iShares Core MSCI Emerging Markets ETF: 125,486 shares (about $8.75M)
iShares Bloomberg Roll Select Commodity Strategy ETF: 120,552 shares (about $7.16M)
iShares Core S&P Small-Cap ETF: 44,072 shares (about $5.48M)
COHEN & STEERS ETF TRUST: 205,835 shares (about $5.41M)
iShares Core MSCI EAFE ETF: 52,746 shares (about $4.78M)

Largest Sales this Quarter

United Parcel Service: 139,652 shares (about $13.74M)
Suncor Energy: 138,457 shares (about $9.15M)
SPDR Blackstone Senior Loan ETF: 200,913 shares (about $8.06M)
JPMorgan Realty Income ETF: 114,016 shares (about $5.48M)
Prologis: 41,072 shares (about $5.43M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$369,868,726	$157,322 â–¼	0.0%	999,186	14.9%	Computer and Technology
IVV iShares Core S&P 500 ETF	$193,403,954	$4,697,239 â–²	2.5%	296,082	7.8%	ETF
GOOG Alphabet	$109,707,355	$2,537,851 â–¼	-2.3%	382,442	4.4%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$99,526,468	$4,775,093 â–²	5.0%	1,099,376	4.0%	ETF
JEPI JPMorgan Equity Premium Income ETF	$89,330,745	$3,683,917 â–²	4.3%	1,576,054	3.6%	ETF
MOAT VanEck Morningstar Wide Moat ETF	$71,887,875	$1,655,021 â–¼	-2.3%	743,411	2.9%	ETF
AAPL Apple	$71,856,454	$53,803 â–²	0.1%	283,134	2.9%	Computer and Technology
AMZN Amazon.com	$60,236,683	$358,849 â–¼	-0.6%	289,224	2.4%	Retail/Wholesale
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	$57,445,267	$1,033,073 â–¼	-1.8%	459,085	2.3%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$53,889,024	$8,752,643 â–²	19.4%	772,603	2.2%	ETF
IWR iShares Russell Mid-Cap ETF	$53,846,340	$3,479,957 â–²	6.9%	553,804	2.2%	ETF
BRK.B Berkshire Hathaway	$50,460,958	$269,788 â–¼	-0.5%	105,303	2.0%	Finance
GSIE Goldman Sachs ActiveBeta International Equity ETF	$44,185,693	$634,184 â–²	1.5%	1,024,477	1.8%	ETF
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF	$38,446,409	$1,997,129 â–²	5.5%	515,730	1.5%	ETF
AMD Advanced Micro Devices	$36,917,867	$162,337 â–¼	-0.4%	181,477	1.5%	Computer and Technology
NVDA NVIDIA	$34,956,599	$1,360,845 â–²	4.1%	200,439	1.4%	Computer and Technology
PRFZ Invesco RAFI US 1500 Small-Mid ETF	$34,811,310	$761,396 â–¼	-2.1%	758,912	1.4%	Manufacturing
IWM iShares Russell 2000 ETF	$31,767,972	$338,023 â–¼	-1.1%	128,097	1.3%	Finance
IAU iShares Gold Trust	$30,659,668	$517,940 â–²	1.7%	347,773	1.2%	Finance
JPM JPMorgan Chase & Co.	$29,260,454	$122,665 â–²	0.4%	99,471	1.2%	Finance
APH Amphenol	$21,318,128	$631,370 â–¼	-2.9%	168,723	0.9%	Computer and Technology
CMF iShares California Muni Bond ETF	$20,283,794	$599,930 â–¼	-2.9%	356,732	0.8%	ETF
SCHW Charles Schwab	$18,364,626	$241,904 â–²	1.3%	195,410	0.7%	Finance
IWF iShares Russell 1000 Growth ETF	$18,176,309	$2,402,785 â–¼	-11.7%	42,627	0.7%	ETF
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF	$17,568,556	$1,514,417 â–²	9.4%	406,680	0.7%	ETF
UBER Uber Technologies	$17,121,606	$528,325 â–²	3.2%	238,032	0.7%	Computer and Technology
MA Mastercard	$16,723,391	$596,586 â–¼	-3.4%	33,470	0.7%	Business Services
RSP Invesco S&P 500 Equal Weight ETF	$16,402,082	$186,355 â–²	1.1%	85,463	0.7%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$16,060,266	$1,240,078 â–²	8.4%	161,784	0.6%	Finance
PM Philip Morris International	$15,207,023	$14,054 â–¼	-0.1%	91,974	0.6%	Consumer Staples
COST Costco Wholesale	$14,266,921	$106,618 â–¼	-0.7%	14,318	0.6%	Retail/Wholesale
JPRE JPMorgan Realty Income ETF	$14,198,766	$5,480,747 â–¼	-27.9%	295,377	0.6%	ETF
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	$13,930,047	$454,661 â–²	3.4%	320,599	0.6%	Finance
IEF iShares 7-10 Year Treasury Bond ETF	$13,260,076	$1,206,459 â–²	10.0%	138,936	0.5%	ETF
COR Cencora	$12,901,429	$592,155 â–¼	-4.4%	41,069	0.5%	Medical
INFL Horizon Kinetics Inflation Beneficiaries ETF	$12,832,075	$1,152,714 â–²	9.9%	246,486	0.5%	ETF
META Meta Platforms	$12,348,868	$18,880 â–¼	-0.2%	21,584	0.5%	Computer and Technology
ITOT iShares Core S&P Total U.S. Stock Market ETF	$11,993,481	$1,120,784 â–¼	-8.5%	84,206	0.5%	ETF
XYLD Global X S&P 500 Covered Call ETF	$11,854,794	$138,951 â–²	1.2%	302,959	0.5%	ETF
AMAT Applied Materials	$11,849,209	$5,127 â–²	0.0%	34,668	0.5%	Computer and Technology
GAL SPDR SSgA Global Allocation ETF	$11,531,426	$303,435 â–²	2.7%	232,958	0.5%	ETF
GOOGL Alphabet	$11,238,116	$97,483 â–²	0.9%	39,081	0.5%	Computer and Technology
JNJ Johnson & Johnson	$11,207,690	$23,955 â–²	0.2%	45,850	0.5%	Medical
LOW Lowe's Companies	$10,381,549	$43,476 â–¼	-0.4%	43,937	0.4%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$10,158,233	$273,791 â–¼	-2.6%	15,620	0.4%	Finance
CP Canadian Pacific Kansas City	$10,027,502	$4,012 â–²	0.0%	127,479	0.4%	Transportation
SGOV iShares 0-3 Month Treasury Bond ETF	$9,583,303	$2,378,386 â–²	33.0%	95,205	0.4%	ETF
DGRO iShares Core Dividend Growth ETF	$9,479,650	$3,926,718 â–²	70.7%	135,076	0.4%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$9,459,813	$663,083 â–¼	-6.6%	49,319	0.4%	ETF
PWZ Invesco California AMT-Free Municipal Bond ETF	$9,054,356	$1,202,524 â–²	15.3%	379,319	0.4%	ETF
ASML ASML	$8,561,620	$1,321 â–¼	0.0%	6,482	0.3%	Computer and Technology
IWP iShares Russell Mid-Cap Growth ETF	$8,475,628	$116,973 â–²	1.4%	66,154	0.3%	ETF
QCOM Qualcomm	$8,180,055	$496,573 â–¼	-5.7%	63,520	0.3%	Computer and Technology
CMDY iShares Bloomberg Roll Select Commodity Strategy ETF	$7,914,685	$7,163,200 â–²	953.2%	133,199	0.3%	ETF
XOM ExxonMobil	$7,883,386	$273,321 â–¼	-3.4%	46,466	0.3%	Energy
DIS Walt Disney	$7,835,466	$243,262 â–²	3.2%	81,298	0.3%	Consumer Discretionary
IVW iShares S&P 500 Growth ETF	$7,522,422	$586,931 â–²	8.5%	66,505	0.3%	ETF
CME CME Group	$7,378,277	$824,042 â–¼	-10.0%	24,981	0.3%	Finance
SU Suncor Energy	$7,372,190	$9,153,392 â–¼	-55.4%	111,514	0.3%	Energy
SHYD VanEck Short High Yield Muni ETF	$7,235,593	$261,814 â–²	3.8%	319,311	0.3%	ETF
MPWR Monolithic Power Systems	$6,949,017	$25,146 â–¼	-0.4%	6,356	0.3%	Computer and Technology
DJP iPath Bloomberg Commodity Index Total Return ETN	$6,871,552	$547,400 â–²	8.7%	142,741	0.3%	Finance
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$6,842,392	$182,558 â–¼	-2.6%	62,780	0.3%	Finance
IJR iShares Core S&P Small-Cap ETF	$6,471,115	$5,478,619 â–²	552.0%	52,056	0.3%	ETF
BN Brookfield	$6,412,470	$446,303 â–¼	-6.5%	158,450	0.3%	Finance
WALMART INC	$6,355,294	$136,956 â–²	2.2%	51,137	0.3%	COM
MEDP Medpace	$6,271,762	$19,208 â–²	0.3%	13,061	0.3%	Medical
V Visa	$6,078,355	$943,594 â–²	18.4%	20,111	0.2%	Business Services
CVX Chevron	$5,995,222	$3,424,866 â–¼	-36.4%	28,976	0.2%	Energy
NEE NextEra Energy	$5,880,499	$386,101 â–¼	-6.2%	63,313	0.2%	Utilities
LLY Eli Lilly and Company	$5,837,598	$17,475 â–²	0.3%	6,347	0.2%	Medical
AVGO Broadcom	$5,783,938	$239,566 â–²	4.3%	18,687	0.2%	Computer and Technology
EPD Enterprise Products Partners	$5,686,549	$8,211 â–²	0.1%	150,279	0.2%	Energy
EFA iShares MSCI EAFE ETF	$5,475,024	$13,404 â–²	0.2%	56,368	0.2%	Finance
COHEN & STEERS ETF TRUST	$5,409,344	$5,409,344 â–²	New Holding	205,835	0.2%	REAL ESTATE ACTI
XCEM Columbia EM Core ex-China ETF	$5,307,646	$102,433 â–²	2.0%	130,057	0.2%	ETF
SRLN SPDR Blackstone Senior Loan ETF	$5,151,671	$8,064,621 â–¼	-61.0%	128,343	0.2%	ETF
FTNT Fortinet	$5,124,661	$60,146 â–¼	-1.2%	62,710	0.2%	Computer and Technology
IVE iShares S&P 500 Value ETF	$4,948,300	$632,605 â–²	14.7%	23,435	0.2%	ETF
LINDE PLC	$4,843,914	$193,836 â–¼	-3.8%	9,771	0.2%	SHS
AOR iShares Core 60/40 Balanced Allocation ETF	$4,838,606	$88,739 â–¼	-1.8%	75,192	0.2%	ETF
HD Home Depot	$4,783,169	$384,153 â–²	8.7%	14,543	0.2%	Retail/Wholesale
ARISTA NETWORKS INC	$4,661,220	$43,341 â–¼	-0.9%	37,964	0.2%	COM SHS
CTAS Cintas	$4,447,582	$41,778 â–¼	-0.9%	26,295	0.2%	Business Services
APPLOVIN CORP	$4,331,832	$19,900 â–¼	-0.5%	10,884	0.2%	COM CL A
MUB iShares National Muni Bond ETF	$4,298,756	$518,967 â–²	13.7%	40,497	0.2%	ETF
SCHX Schwab US Large-Cap ETF	$4,219,352		0.0%	164,561	0.2%	ETF
EFV iShares MSCI EAFE Value ETF	$4,041,963	$217,474 â–²	5.7%	54,364	0.2%	ETF
IDXX IDEXX Laboratories	$4,018,076	$76,417 â–¼	-1.9%	7,151	0.2%	Medical
BR Broadridge Financial Solutions	$3,837,777	$3,837,777 â–²	New Holding	23,620	0.2%	Computer and Technology
IQLT iShares MSCI Intl Quality Factor ETF	$3,788,965	$284,361 â–¼	-7.0%	81,959	0.2%	ETF
BKNG Booking	$3,769,242	$172,669 â–¼	-4.4%	895	0.2%	Retail/Wholesale
TXN Texas Instruments	$3,729,646	$2,418,222 â–¼	-39.3%	19,211	0.2%	Computer and Technology
ADBE Adobe	$3,672,696	$70,007 â–²	1.9%	15,109	0.1%	Computer and Technology
VNQ Vanguard Real Estate ETF	$3,596,055	$243,658 â–²	7.3%	40,542	0.1%	ETF
PG Procter & Gamble	$3,595,138	$280,505 â–²	8.5%	24,890	0.1%	Consumer Staples
BRK.A Berkshire Hathaway	$3,590,700		0.0%	5	0.1%	Finance
UPS United Parcel Service	$3,587,038	$13,738,982 â–¼	-79.3%	36,461	0.1%	Transportation
MELI MercadoLibre	$3,570,426	$195,379 â–¼	-5.2%	2,065	0.1%	Retail/Wholesale
EFG iShares MSCI EAFE Growth ETF	$3,481,426	$249,692 â–²	7.7%	31,260	0.1%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

First Foundation Advisors Top Holdings and 13F Report (2026)

About First Foundation Advisors

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

First Foundation Advisors Top Holdings and 13F Report (2026)

About First Foundation Advisors

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofFirst Foundation Advisors

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools