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

About First Foundation Advisors

Investment Activity

First Foundation Advisors has $2.78 billion in total holdings as of June 30, 2026.
First Foundation Advisors owns shares of 353 different stocks, but just 52 companies or ETFs make up 80% of its holdings.
Approximately 4.50% of the portfolio was purchased this quarter.
About 3.74% of the portfolio was sold this quarter.
This quarter, First Foundation Advisors has purchased 334 new stocks and bought additional shares in 131 stocks.
First Foundation Advisors sold shares of 140 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

Microsoft: $370,196,279
iShares Core S&P 500 ETF: $225,038,180
Alphabet: $131,688,285
iShares Core MSCI EAFE ETF: $114,903,200
Advanced Micro Devices: $105,759,894

Largest New Holdings this Quarter

33767U107 - FIRSTSUN CAP BANCORP: $11,256,861 Holding
46435U713 - iShares U.S. Infrastructure ETF: $1,269,311 Holding
754907103 - Rayonier: $741,289 Holding
438516205 - HONEYWELL INTL INC: $637,220 Holding
43849R105 - HONEYWELL AEROSPACE INC: $629,194 Holding

Largest Purchases this Quarter

iShares Russell 1000 Growth ETF: 114,971 shares (about $14.28M)
FIRSTSUN CAP BANCORP: 290,275 shares (about $11.26M)
COHEN & STEERS ETF TRUST: 387,472 shares (about $11.00M)
iShares Core MSCI EAFE ETF: 90,344 shares (about $8.73M)
iShares Bloomberg Roll Select Commodity Strategy ETF: 150,986 shares (about $8.34M)

Largest Sales this Quarter

Apple: 66,423 shares (about $19.22M)
VanEck Morningstar Wide Moat ETF: 149,493 shares (about $15.54M)
JPMorgan Realty Income ETF: 97,859 shares (about $5.11M)
Alphabet: 9,736 shares (about $3.44M)
SPDR Blackstone Senior Loan ETF: 78,284 shares (about $3.15M)

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	$370,196,279	$2,520,123 â–¼	-0.7%	992,430	13.3%	Technology
IVV iShares Core S&P 500 ETF	$225,038,180	$3,305,597 â–²	1.5%	300,496	8.1%	ETF
GOOG Alphabet	$131,688,285	$3,440,023 â–¼	-2.5%	372,706	4.7%	Communication Services
IEFA iShares Core MSCI EAFE ETF	$114,903,200	$8,725,427 â–²	8.2%	1,189,720	4.1%	ETF
AMD Advanced Micro Devices	$105,759,894	$338,090 â–²	0.3%	182,059	3.8%	Technology
JEPI JPMorgan Equity Premium Income ETF	$88,591,251	$424,278 â–¼	-0.5%	1,568,542	3.2%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$69,943,330	$5,940,873 â–²	9.3%	844,318	2.5%	ETF
AMZN Amazon.com	$67,118,450	$1,815,197 â–¼	-2.6%	281,608	2.4%	Consumer Discretionary
IWR iShares Russell Mid-Cap ETF	$64,339,399	$3,243,739 â–²	5.3%	583,207	2.3%	ETF
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	$63,286,466	$1,853,083 â–¼	-2.8%	446,025	2.3%	ETF
AAPL Apple	$62,707,527	$19,220,169 â–¼	-23.5%	216,711	2.3%	Technology
MOAT VanEck Morningstar Wide Moat ETF	$61,743,749	$15,541,301 â–¼	-20.1%	593,918	2.2%	ETF
BRK.B Berkshire Hathaway	$52,341,544	$350,772 â–¼	-0.7%	104,602	1.9%	Finance
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF	$46,769,685	$295,865 â–¼	-0.6%	512,488	1.7%	ETF
GSIE Goldman Sachs ActiveBeta International Equity ETF	$46,568,022	$250,573 â–¼	-0.5%	1,018,994	1.7%	ETF
IWM iShares Russell 2000 ETF	$45,402,962	$6,916,338 â–²	18.0%	151,117	1.6%	ETF
PRFZ Invesco RAFI US 1500 Small-Mid ETF	$41,224,019	$1,100,510 â–¼	-2.6%	739,179	1.5%	ETF
NVDA NVIDIA	$38,402,699	$1,703,167 â–¼	-4.2%	191,927	1.4%	Technology
JPM JPMorgan Chase & Co.	$32,047,191	$512,598 â–¼	-1.6%	97,905	1.2%	Finance
APH Amphenol	$27,981,962	$1,767,254 â–¼	-5.9%	158,700	1.0%	Technology
IAU iShares Gold Trust	$27,135,424	$875,085 â–²	3.3%	359,362	1.0%	ETF
AMAT Applied Materials	$24,783,332	$281,974 â–¼	-1.1%	34,278	0.9%	Technology
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF	$22,276,814	$1,129,441 â–²	5.3%	428,400	0.8%	ETF
IWF iShares Russell 1000 Growth ETF	$19,568,898	$14,275,916 â–²	269.7%	157,598	0.7%	ETF
CMF iShares California Muni Bond ETF	$18,383,786	$2,178,276 â–¼	-10.6%	318,941	0.7%	ETF
UBER Uber Technologies	$18,374,498	$1,198,142 â–²	7.0%	254,636	0.7%	Industrials
SCHW Charles Schwab	$18,221,507	$190,999 â–²	1.1%	197,480	0.7%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$18,166,752	$17,234 â–¼	-0.1%	85,382	0.7%	ETF
MA Mastercard	$16,936,415	$253,718 â–¼	-1.5%	32,976	0.6%	Finance
COHEN & STEERS ETF TRUST	$16,838,041	$10,996,448 â–²	188.2%	593,307	0.6%	REAL EST ACT ETF
PM Philip Morris International	$16,495,671	$143,280 â–¼	-0.9%	91,182	0.6%	Consumer Staples
AGG iShares Core U.S. Aggregate Bond ETF	$15,961,396	$51,964 â–¼	-0.3%	161,259	0.6%	ETF
INFL Horizon Kinetics Inflation Beneficiaries ETF	$15,864,011	$3,569,308 â–²	29.0%	318,044	0.6%	ETF
CMDY iShares Bloomberg Roll Select Commodity Strategy ETF	$15,695,537	$8,338,956 â–²	113.4%	284,185	0.6%	ETF
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	$14,341,224	$401,581 â–²	2.9%	329,835	0.5%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$13,689,335	$143,244 â–¼	-1.0%	83,334	0.5%	ETF
GOOGL Alphabet	$13,399,153	$567,143 â–¼	-4.1%	37,494	0.5%	Communication Services
COST Costco Wholesale	$12,693,831	$700,691 â–¼	-5.2%	13,569	0.5%	Consumer Staples
IEF iShares 7-10 Year Treasury Bond ETF	$12,484,384	$654,803 â–¼	-5.0%	132,012	0.4%	ETF
SPY SPDR S&P 500 ETF Trust	$12,462,583	$798,280 â–²	6.8%	16,689	0.4%	ETF
GAL SPDR SSgA Global Allocation ETF	$12,342,245	$32,761 â–²	0.3%	233,578	0.4%	ETF
XYLD Global X S&P 500 Covered Call ETF	$12,324,600	$33,081 â–¼	-0.3%	302,148	0.4%	ETF
JNJ Johnson & Johnson	$11,968,465	$324,062 â–²	2.8%	47,126	0.4%	Healthcare
META Meta Platforms	$11,714,106	$443,870 â–¼	-3.7%	20,796	0.4%	Communication Services
FIRSTSUN CAP BANCORP	$11,256,861	$11,256,861 â–²	New Holding	290,275	0.4%	COM
COR Cencora	$11,178,273	$443,430 â–¼	-3.8%	39,502	0.4%	Healthcare
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$10,955,209	$4,107,794 â–²	60.0%	100,442	0.4%	ETF
DGRO iShares Core Dividend Growth ETF	$10,851,789	$614,355 â–²	6.0%	143,182	0.4%	ETF
ASML ASML	$10,786,744	$2,108,806 â–¼	-16.4%	5,422	0.4%	Technology
CP Canadian Pacific Kansas City	$10,751,387	$294,697 â–¼	-2.7%	124,078	0.4%	Industrials
JPRE JPMorgan Realty Income ETF	$10,306,492	$5,106,284 â–¼	-33.1%	197,518	0.4%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$10,040,067	$782,052 â–¼	-7.2%	45,755	0.4%	ETF
IWP iShares Russell Mid-Cap Growth ETF	$9,713,566	$27,964 â–²	0.3%	66,345	0.3%	ETF
LOW Lowe's Companies	$9,562,322	$125,237 â–¼	-1.3%	43,369	0.3%	Consumer Discretionary
IVW iShares S&P 500 Growth ETF	$9,514,436	$368,029 â–²	4.0%	69,181	0.3%	ETF
PWZ Invesco California AMT-Free Municipal Bond ETF	$9,310,834	$13,726 â–²	0.1%	379,879	0.3%	ETF
QCOM Qualcomm	$9,169,828	$2,568,025 â–¼	-21.9%	49,623	0.3%	Technology
FTNT Fortinet	$9,168,964	$464,547 â–¼	-4.8%	59,686	0.3%	Technology
IJR iShares Core S&P Small-Cap ETF	$8,462,855	$742,439 â–²	9.6%	57,062	0.3%	ETF
AVGO Broadcom	$8,115,264	$1,056,197 â–²	15.0%	21,483	0.3%	Technology
SGOV iShares 0-3 Month Treasury Bond ETF	$7,622,788	$1,961,443 â–¼	-20.5%	75,721	0.3%	ETF
DIS Walt Disney	$7,517,074	$307,906 â–¼	-3.9%	78,099	0.3%	Communication Services
MPWR Monolithic Power Systems	$7,328,023	$1,458,416 â–¼	-16.6%	5,301	0.3%	Technology
SHYD VanEck Short High Yield Muni ETF	$7,245,331	$66,891 â–¼	-0.9%	316,390	0.3%	ETF
V Visa	$7,082,460	$182,525 â–²	2.6%	20,643	0.3%	Finance
LLY Eli Lilly and Company	$7,039,612	$573,340 â–¼	-7.5%	5,869	0.3%	Healthcare
MEDP Medpace	$6,721,556	$195,419 â–¼	-2.8%	12,692	0.2%	Healthcare
XCEM Columbia EM Core ex-China ETF	$6,643,076	$234,365 â–¼	-3.4%	125,625	0.2%	ETF
BN Brookfield	$6,534,397	$213,972 â–¼	-3.2%	153,426	0.2%	Finance
DJP iPath Bloomberg Commodity Index Total Return ETN	$6,389,091	$149,882 â–²	2.4%	146,170	0.2%	ETF
XOM ExxonMobil	$6,244,248	$108,555 â–¼	-1.7%	45,672	0.2%	Energy
ARISTA NETWORKS INC	$6,092,746	$356,578 â–¼	-5.5%	35,865	0.2%	COM SHS
EFA iShares MSCI EAFE ETF	$5,835,251	$20,257 â–¼	-0.3%	56,173	0.2%	ETF
TXN Texas Instruments	$5,823,280	$97,169 â–²	1.7%	19,537	0.2%	Technology
IVE iShares S&P 500 Value ETF	$5,680,132	$358,982 â–²	6.7%	25,016	0.2%	ETF
AOR iShares Core 60/40 Balanced Allocation ETF	$5,508,223	$282,379 â–²	5.4%	79,255	0.2%	ETF
EPD Enterprise Products Partners	$5,498,954	$25,291 â–¼	-0.5%	149,591	0.2%	Energy
NEE NextEra Energy	$5,410,512	$146,489 â–¼	-2.6%	61,644	0.2%	Utilities
APPLOVIN CORP	$5,350,148	$257,615 â–¼	-4.6%	10,384	0.2%	COM CL A
BE Bloom Energy	$5,297,250		0.0%	17,500	0.2%	Industrials
WALMART INC	$5,262,524	$529,265 â–¼	-9.1%	46,464	0.2%	COM
CME CME Group	$5,148,936	$367,687 â–¼	-6.7%	23,316	0.2%	Finance
LINDE PLC	$5,089,124	$18,681 â–²	0.4%	9,807	0.2%	SHS
SCHX Schwab US Large-Cap ETF	$4,843,040		0.0%	164,561	0.2%	ETF
CAT Caterpillar	$4,769,092	$398,312 â–²	9.1%	4,478	0.2%	Industrials
BKNG Booking	$4,710,162	$4,550,637 â–²	2,852.6%	26,426	0.2%	Consumer Discretionary
EFV iShares MSCI EAFE Value ETF	$4,538,355	$376,780 â–²	9.1%	59,286	0.2%	ETF
CVX Chevron	$4,425,080	$377,929 â–¼	-7.9%	26,696	0.2%	Energy
HD Home Depot	$4,417,817	$711,379 â–¼	-13.9%	12,526	0.2%	Consumer Discretionary
MUB iShares National Muni Bond ETF	$4,364,099	$5,811 â–²	0.1%	40,551	0.2%	ETF
MELI MercadoLibre	$4,340,226	$835,116 â–²	23.8%	2,557	0.2%	Consumer Discretionary
CTAS Cintas	$4,332,834	$139,467 â–¼	-3.1%	25,475	0.2%	Industrials
EFG iShares MSCI EAFE Growth ETF	$4,294,605	$405,236 â–²	10.4%	34,517	0.2%	ETF
DHR Danaher	$4,293,883	$1,312,052 â–²	44.0%	22,542	0.2%	Healthcare
IWO iShares Russell 2000 Growth ETF	$4,290,618	$312,016 â–²	7.8%	10,891	0.2%	ETF
QQQ Invesco QQQ	$4,124,454	$50,074 â–¼	-1.2%	5,601	0.1%	ETF
NFLX Netflix	$4,123,921	$3,223,139 â–²	357.8%	57,758	0.1%	Communication Services
SU Suncor Energy	$4,096,482	$1,889,590 â–¼	-31.6%	76,313	0.1%	Energy
UNH UnitedHealth Group	$4,026,738	$58,190 â–¼	-1.4%	9,688	0.1%	Healthcare
VNQ Vanguard Real Estate ETF	$4,011,209	$101,734 â–²	2.6%	41,597	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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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

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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