First Foundation Advisors
Latest statistics and disclosures from First Foundation Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, IVV, GOOG, IEFA, JEPI, and represent 36.84% of First Foundation Advisors's stock portfolio.
- Added to shares of these 10 stocks: ORCL (+$14M), APP, EPD, JEPI, DECK, MEDP, SMTH, IEMG, IEFA, XYLD.
- Started 22 new stock positions in MDY, IGM, IONQ, NSC, STX, FNDA, LRCX, INTC, PYLD, CB. IBIT, PAGP, VB, SCHA, TSM, BSX, IYF, MUC, SCHV, BFZ, TACK, DUK.
- Reduced shares in these 10 stocks: AGG (-$18M), GOOG (-$12M), PWZ (-$12M), MSFT (-$11M), CMF (-$10M), BRK.B (-$8.9M), AMAT (-$8.3M), MOAT (-$7.6M), VOO (-$6.4M), Vaneck Etf Trust (-$6.3M).
- Sold out of its positions in ADI, CNI, CTO, IR, HYG, ESGE, REET, ESGD, LULU, NOV. NVO, RLI, XLY, Vaneck Etf Trust, VIOO, VO, WBS.
- First Foundation Advisors was a net seller of stock by $-171M.
- First Foundation Advisors has $2.7B in assets under management (AUM), dropping by 0.17%.
- Central Index Key (CIK): 0001086763
Tip: Access up to 7 years of quarterly data
Positions held by First Foundation Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for First Foundation Advisors
First Foundation Advisors holds 334 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 19.2 | $519M | -2% | 1.0M | 517.95 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 7.2 | $196M | 292k | 669.30 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 3.9 | $106M | -10% | 435k | 243.55 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 3.4 | $91M | +2% | 1.0M | 87.31 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 3.2 | $85M | +4% | 1.5M | 57.10 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 2.9 | $79M | -8% | 800k | 99.11 |
|
| Apple (AAPL) | 2.8 | $77M | -3% | 301k | 254.63 |
|
| Amazon (AMZN) | 2.5 | $68M | -7% | 307k | 219.57 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 2.3 | $63M | -3% | 485k | 130.28 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.0 | $54M | -14% | 108k | 502.74 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 1.8 | $49M | 507k | 96.55 |
|
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 1.6 | $42M | 1.0M | 41.11 |
|
|
| Ishares Core Msci Emkt (IEMG) | 1.5 | $41M | +6% | 629k | 65.92 |
|
| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 1.4 | $37M | -11% | 500k | 74.89 |
|
| NVIDIA Corporation (NVDA) | 1.4 | $37M | -4% | 197k | 186.58 |
|
| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 1.4 | $37M | -13% | 805k | 45.42 |
|
| JPMorgan Chase & Co. (JPM) | 1.3 | $34M | -7% | 108k | 315.43 |
|
| Advanced Micro Devices (AMD) | 1.1 | $30M | 183k | 161.79 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 1.1 | $29M | 120k | 241.96 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.9 | $24M | -6% | 331k | 72.77 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.9 | $24M | -18% | 50k | 468.41 |
|
| Amphenol Corp Cl A (APH) | 0.9 | $23M | -16% | 189k | 123.75 |
|
| Uber Technologies (UBER) | 0.8 | $22M | -2% | 222k | 97.97 |
|
| J P Morgan Exchange Traded F Realty Income Et (JPRE) | 0.8 | $21M | -16% | 439k | 47.93 |
|
| Mastercard Incorporated Cl A (MA) | 0.8 | $21M | -12% | 37k | 568.82 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.7 | $20M | -33% | 347k | 57.04 |
|
| Charles Schwab Corporation (SCHW) | 0.7 | $19M | -7% | 196k | 95.47 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.7 | $19M | -48% | 186k | 100.25 |
|
| Philip Morris International (PM) | 0.7 | $18M | -3% | 109k | 162.20 |
|
| Oracle Corporation (ORCL) | 0.6 | $17M | +432% | 62k | 281.24 |
|
| Qualcomm (QCOM) | 0.6 | $17M | -15% | 100k | 166.36 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.6 | $16M | -4% | 85k | 189.70 |
|
| United Parcel Service CL B (UPS) | 0.6 | $16M | -11% | 193k | 83.53 |
|
| Meta Platforms Cl A (META) | 0.6 | $16M | -6% | 22k | 734.36 |
|
| Ssga Active Etf Tr Globl Allo Etf (GAL) | 0.6 | $16M | 316k | 49.12 |
|
|
| Suncor Energy (SU) | 0.6 | $15M | -13% | 366k | 41.81 |
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.6 | $15M | -10% | 361k | 41.58 |
|
| Goldman Sachs Etf Tr Activebeta Eme (GEM) | 0.5 | $15M | +9% | 363k | 40.73 |
|
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.5 | $15M | -3% | 333k | 44.27 |
|
| AmerisourceBergen (COR) | 0.5 | $14M | -14% | 46k | 312.53 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.5 | $14M | -3% | 93k | 145.65 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $14M | -5% | 15k | 925.65 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.5 | $13M | -14% | 132k | 96.46 |
|
| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.4 | $11M | -51% | 464k | 23.92 |
|
| Lowe's Companies (LOW) | 0.4 | $11M | -5% | 44k | 251.31 |
|
| Canadian Pacific Kansas City (CP) | 0.4 | $11M | -3% | 146k | 74.49 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $11M | -9% | 16k | 666.18 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $11M | -3% | 54k | 194.50 |
|
| Johnson & Johnson (JNJ) | 0.4 | $10M | 56k | 185.42 |
|
|
| Global X Fds S&p 500 Covered (XYLD) | 0.4 | $10M | +24% | 261k | 39.26 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.4 | $10M | -3% | 132k | 76.72 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.4 | $9.6M | -10% | 67k | 142.41 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $9.5M | 39k | 243.10 |
|
|
| Applovin Corp Com Cl A (APP) | 0.3 | $8.2M | +101% | 12k | 718.54 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.3 | $8.2M | -9% | 119k | 68.58 |
|
| Cme (CME) | 0.3 | $8.0M | -11% | 30k | 270.19 |
|
| Applied Materials (AMAT) | 0.3 | $8.0M | -51% | 39k | 204.74 |
|
| Prologis (PLD) | 0.3 | $8.0M | +8% | 70k | 114.52 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.3 | $7.9M | -17% | 78k | 100.70 |
|
| Walt Disney Company (DIS) | 0.3 | $7.7M | +5% | 67k | 114.50 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $7.2M | 65k | 111.47 |
|
|
| Medpace Hldgs (MEDP) | 0.3 | $7.2M | +53% | 14k | 514.16 |
|
| Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) | 0.3 | $6.8M | +2% | 299k | 22.90 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $6.8M | +11% | 57k | 120.72 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $6.6M | 6.9k | 968.09 |
|
|
| Servicenow (NOW) | 0.2 | $6.6M | -9% | 7.1k | 920.28 |
|
| Veeva Sys Cl A Com (VEEV) | 0.2 | $6.4M | -12% | 22k | 297.91 |
|
| Monolithic Power Systems (MPWR) | 0.2 | $6.4M | -9% | 6.9k | 920.70 |
|
| Cintas Corporation (CTAS) | 0.2 | $6.0M | -12% | 29k | 205.26 |
|
| Arista Networks Com Shs (ANET) | 0.2 | $6.0M | -7% | 41k | 145.71 |
|
| Fortinet (FTNT) | 0.2 | $5.9M | -13% | 70k | 84.08 |
|
| Chevron Corporation (CVX) | 0.2 | $5.8M | +19% | 37k | 155.29 |
|
| Visa Com Cl A (V) | 0.2 | $5.7M | 17k | 341.38 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $5.7M | -3% | 51k | 112.75 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $5.6M | -16% | 23k | 246.60 |
|
| MercadoLibre (MELI) | 0.2 | $5.6M | -10% | 2.4k | 2336.94 |
|
| Broadcom (AVGO) | 0.2 | $5.5M | -4% | 17k | 329.91 |
|
| Intuit (INTU) | 0.2 | $5.5M | -10% | 8.0k | 682.91 |
|
| Nextera Energy (NEE) | 0.2 | $5.4M | -6% | 72k | 75.49 |
|
| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.2 | $5.4M | -40% | 148k | 36.33 |
|
| Booking Holdings (BKNG) | 0.2 | $5.4M | -7% | 992.00 | 5399.89 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $5.3M | -8% | 57k | 93.37 |
|
| Linde SHS (LIN) | 0.2 | $5.2M | -8% | 11k | 475.02 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $5.1M | -5% | 28k | 183.73 |
|
| IDEXX Laboratories (IDXX) | 0.2 | $4.9M | -9% | 7.7k | 638.89 |
|
| Ishares Tr Core 60/40 Balan (AOR) | 0.2 | $4.8M | +2% | 74k | 64.38 |
|
| Labcorp Holdings Com Shs (LH) | 0.2 | $4.6M | -15% | 16k | 287.06 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $4.6M | -10% | 13k | 352.75 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $4.5M | +6% | 5.9k | 763.00 |
|
| Pfizer (PFE) | 0.2 | $4.5M | 178k | 25.48 |
|
|
| Paycom Software (PAYC) | 0.2 | $4.5M | -23% | 21k | 208.14 |
|
| Home Depot (HD) | 0.2 | $4.4M | +5% | 11k | 405.19 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $4.4M | +3% | 65k | 68.08 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $4.3M | 163k | 26.34 |
|
|
| Alps Etf Tr Smith Core Plus (SMTH) | 0.2 | $4.3M | +132% | 163k | 26.16 |
|
| Deckers Outdoor Corporation (DECK) | 0.2 | $4.2M | +249% | 41k | 101.37 |
|
| Enterprise Products Partners (EPD) | 0.2 | $4.1M | +1349% | 131k | 31.27 |
|
| Msci (MSCI) | 0.1 | $4.0M | -11% | 7.1k | 567.41 |
|
| Barclays Bank Djubs Cmdt Etn36 (DJP) | 0.1 | $4.0M | +4% | 113k | 35.44 |
|
| Aon Shs Cl A (AON) | 0.1 | $4.0M | -17% | 11k | 356.58 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $3.9M | +4% | 88k | 44.19 |
|
| Procter & Gamble Company (PG) | 0.1 | $3.9M | +28% | 25k | 153.65 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $3.8M | 5.00 | 754200.00 |
|
|
| Burford Cap Ord Shs (BUR) | 0.1 | $3.7M | -2% | 309k | 11.96 |
|
| Wal-Mart Stores (WMT) | 0.1 | $3.7M | +59% | 36k | 103.06 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $3.6M | +61% | 6.0k | 600.32 |
|
| Cisco Systems (CSCO) | 0.1 | $3.6M | -19% | 52k | 68.42 |
|
| Blackrock (BLK) | 0.1 | $3.6M | +4% | 3.1k | 1165.87 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $3.5M | +24% | 17k | 206.51 |
|
| UnitedHealth (UNH) | 0.1 | $3.4M | -13% | 10k | 345.30 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $3.4M | 37k | 91.42 |
|
|
| Kinsale Cap Group (KNSL) | 0.1 | $3.4M | +134% | 8.0k | 425.26 |
|
| Zoetis Cl A (ZTS) | 0.1 | $3.3M | -10% | 23k | 146.32 |
|
| Rexford Industrial Realty Inc reit (REXR) | 0.1 | $3.2M | -8% | 79k | 41.11 |
|
| Copart (CPRT) | 0.1 | $3.2M | -8% | 72k | 44.97 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $3.1M | +26% | 29k | 106.49 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $3.1M | +8% | 46k | 67.83 |
|
| Edwards Lifesciences (EW) | 0.1 | $3.1M | 40k | 77.77 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $3.0M | +9% | 26k | 113.88 |
|
| Tesla Motors (TSLA) | 0.1 | $2.9M | -2% | 6.6k | 444.72 |
|
| Listed Fds Tr Horizon Kinetics (INFL) | 0.1 | $2.9M | +72% | 65k | 44.70 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $2.8M | +7% | 56k | 50.78 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $2.8M | +4% | 8.8k | 320.04 |
|
| Realty Income (O) | 0.1 | $2.8M | -28% | 46k | 60.79 |
|
| CoStar (CSGP) | 0.1 | $2.8M | -20% | 33k | 84.37 |
|
| Joint (JYNT) | 0.1 | $2.6M | +47% | 274k | 9.54 |
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.1 | $2.5M | 76k | 32.89 |
|
|
| Gilead Sciences (GILD) | 0.1 | $2.5M | 22k | 111.00 |
|
|
| Flexshares Tr Qualt Divd Idx (QDF) | 0.1 | $2.5M | 31k | 79.40 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $2.4M | 46k | 53.40 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $2.4M | +9% | 14k | 176.81 |
|
| T Rowe Price Etf Price Blue Chip (TCHP) | 0.1 | $2.4M | -42% | 50k | 48.88 |
|
| Danaher Corporation (DHR) | 0.1 | $2.4M | -30% | 12k | 198.26 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $2.4M | +9% | 17k | 139.67 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.1 | $2.3M | -54% | 27k | 84.57 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $2.3M | -3% | 45k | 50.73 |
|
| Abbvie (ABBV) | 0.1 | $2.3M | 9.8k | 231.53 |
|
|
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.1 | $2.1M | -23% | 93k | 23.09 |
|
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 0.1 | $2.1M | 22k | 95.22 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $2.0M | -4% | 12k | 167.33 |
|
| Ge Aerospace Com New (GE) | 0.1 | $1.8M | 6.1k | 300.82 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $1.8M | 22k | 84.11 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.7M | 5.3k | 328.14 |
|
|
| Vaneck Etf Trust Morningstar Smid (SMOT) | 0.1 | $1.7M | -4% | 48k | 36.08 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $1.7M | 3.0k | 562.27 |
|
|
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.1 | $1.7M | 62k | 27.26 |
|
|
| Caterpillar (CAT) | 0.1 | $1.7M | 3.5k | 477.15 |
|
|
| Boeing Company (BA) | 0.1 | $1.6M | +49% | 7.6k | 215.83 |
|
| Pepsi (PEP) | 0.1 | $1.6M | +20% | 11k | 140.44 |
|
| TJX Companies (TJX) | 0.1 | $1.5M | -4% | 11k | 144.54 |
|
| Starbucks Corporation (SBUX) | 0.1 | $1.5M | -2% | 18k | 84.60 |
|
| Vaneck Etf Trust Mrngstr Int Moat (MOTI) | 0.1 | $1.5M | -2% | 40k | 37.07 |
|
| Ishares Tr New York Mun Etf (NYF) | 0.1 | $1.4M | 27k | 53.35 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.4M | -81% | 2.3k | 612.38 |
|
| Nuveen California Muni Vlu F Com Stk (NCA) | 0.1 | $1.4M | -26% | 159k | 8.90 |
|
| Dupont De Nemours (DD) | 0.1 | $1.4M | 18k | 77.90 |
|
|
| Tandy Leather Factory (TLF) | 0.1 | $1.4M | -6% | 450k | 3.03 |
|
| Abbott Laboratories (ABT) | 0.0 | $1.3M | +5% | 10k | 133.94 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $1.3M | -2% | 20k | 65.26 |
|
| American Express Company (AXP) | 0.0 | $1.3M | +6% | 3.9k | 332.16 |
|
| Strategy Cl A New (MSTR) | 0.0 | $1.3M | 4.0k | 322.21 |
|
|
| International Business Machines (IBM) | 0.0 | $1.3M | +4% | 4.5k | 282.18 |
|
| At&t (T) | 0.0 | $1.3M | -8% | 45k | 28.24 |
|
| Netflix (NFLX) | 0.0 | $1.2M | +21% | 1.0k | 1198.94 |
|
| Ishares Tr U S Equity Factr (LRGF) | 0.0 | $1.2M | 18k | 69.08 |
|
|
| Goldman Sachs (GS) | 0.0 | $1.2M | +50% | 1.5k | 796.40 |
|
| Pimco Dynamic Income Strateg Com Shs Ben Int (PDX) | 0.0 | $1.2M | -13% | 49k | 24.93 |
|
| Altria (MO) | 0.0 | $1.2M | -13% | 18k | 66.06 |
|
| Merck & Co (MRK) | 0.0 | $1.2M | +7% | 14k | 83.93 |
|
| Phillips Edison & Co Common Stock (PECO) | 0.0 | $1.2M | -37% | 35k | 34.33 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $1.2M | +4% | 3.3k | 355.47 |
|
| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.0 | $1.2M | +9% | 940.00 | 1234.29 |
|
| Bank of America Corporation (BAC) | 0.0 | $1.1M | +5% | 22k | 51.59 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $1.1M | +2% | 5.5k | 203.59 |
|
| Rockwell Automation (ROK) | 0.0 | $1.1M | 3.2k | 349.53 |
|
|
| Honeywell International (HON) | 0.0 | $1.1M | 5.1k | 210.50 |
|
|
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.0 | $1.1M | +2% | 26k | 40.57 |
|
| Columbia Etf Tr I Diversifid Fxd (DIAL) | 0.0 | $1.0M | -5% | 56k | 18.45 |
|
| Alexandria Real Estate Equities (ARE) | 0.0 | $979k | -3% | 12k | 83.34 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $974k | -55% | 5.3k | 182.42 |
|
| McDonald's Corporation (MCD) | 0.0 | $969k | -2% | 3.2k | 303.89 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $969k | -16% | 12k | 82.96 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $964k | -14% | 8.1k | 118.83 |
|
| Morgan Stanley Com New (MS) | 0.0 | $959k | +26% | 6.0k | 158.96 |
|
| S&p Global (SPGI) | 0.0 | $943k | -68% | 1.9k | 486.68 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $937k | 17k | 56.77 |
|
|
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.0 | $936k | 25k | 38.22 |
|
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $932k | -55% | 18k | 53.08 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $888k | 1.2k | 758.15 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $876k | -9% | 1.8k | 499.21 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $855k | 20k | 42.37 |
|
|
| Natural Resource Partners L Com Unit Ltd Par (NRP) | 0.0 | $834k | +3% | 7.9k | 105.00 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $811k | 8.7k | 93.35 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $784k | 5.1k | 154.22 |
|
|
| Amgen (AMGN) | 0.0 | $777k | -22% | 2.8k | 282.20 |
|
| Ishares Tr Mortge Rel Etf (REM) | 0.0 | $770k | +16% | 35k | 21.97 |
|
| Verizon Communications (VZ) | 0.0 | $754k | -15% | 17k | 43.95 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $741k | -33% | 14k | 53.87 |
|
| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.0 | $739k | 577.00 | 1280.00 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $737k | 2.6k | 281.86 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $735k | -3% | 6.7k | 108.96 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $733k | +2% | 2.1k | 346.36 |
|
| Waste Management (WM) | 0.0 | $727k | 3.3k | 220.86 |
|
|
| Capital One Financial (COF) | 0.0 | $719k | -4% | 3.4k | 212.58 |
|
| Coca-Cola Company (KO) | 0.0 | $709k | +9% | 11k | 66.32 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $703k | +7% | 1.4k | 490.38 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $700k | NEW | 11k | 65.00 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $675k | 3.2k | 209.26 |
|
|
| Ready Cap Corp Com reit (RC) | 0.0 | $668k | -19% | 173k | 3.87 |
|
| salesforce (CRM) | 0.0 | $650k | -37% | 2.7k | 237.00 |
|
| Emerson Electric (EMR) | 0.0 | $647k | 4.9k | 131.18 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $646k | -85% | 1.2k | 546.75 |
|
| Pimco Dynamic Income SHS (PDI) | 0.0 | $645k | -29% | 33k | 19.80 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $635k | -23% | 1.0k | 609.51 |
|
| Ionq Inc Pipe (IONQ) | 0.0 | $617k | NEW | 10k | 61.50 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $617k | 2.4k | 256.45 |
|
|
| Paccar (PCAR) | 0.0 | $590k | 6.0k | 98.32 |
|
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $571k | -6% | 7.8k | 73.29 |
|
| Citigroup Com New (C) | 0.0 | $570k | +40% | 5.6k | 101.51 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $565k | 2.6k | 215.79 |
|
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $558k | 9.3k | 60.08 |
|
|
| Dow (DOW) | 0.0 | $535k | 23k | 22.93 |
|
|
| Deere & Company (DE) | 0.0 | $534k | +12% | 1.2k | 457.26 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $524k | 8.7k | 59.92 |
|
|
| Rivernorth Doubleline Strate (OPP) | 0.0 | $523k | 61k | 8.53 |
|
|
| American Tower Reit (AMT) | 0.0 | $511k | +37% | 2.7k | 192.32 |
|
| Spdr Series Trust Aerospace Def (XAR) | 0.0 | $511k | +7% | 2.2k | 235.00 |
|
| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.0 | $508k | -35% | 44k | 11.50 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.0 | $506k | 13k | 37.77 |
|
|
| Xcel Energy (XEL) | 0.0 | $504k | -6% | 6.3k | 80.65 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $502k | -7% | 1.0k | 479.61 |
|
| McKesson Corporation (MCK) | 0.0 | $494k | 640.00 | 772.54 |
|
|
| Invesco Exchange Traded Fd T Semiconductors (PSI) | 0.0 | $494k | 7.0k | 70.32 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $489k | 3.6k | 137.80 |
|
|
| Williams Companies (WMB) | 0.0 | $489k | -3% | 7.7k | 63.35 |
|
| Southern Company (SO) | 0.0 | $479k | +52% | 5.1k | 94.77 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $472k | -53% | 974.00 | 485.02 |
|
| Brown Forman Corp CL B (BF.B) | 0.0 | $468k | 17k | 27.08 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $465k | +30% | 1.0k | 447.23 |
|
| Republic Services (RSG) | 0.0 | $453k | 2.0k | 229.48 |
|
|
| Ge Vernova (GEV) | 0.0 | $451k | 734.00 | 614.91 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $450k | 3.2k | 140.95 |
|
|
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $450k | 46k | 9.79 |
|
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.0 | $448k | 6.0k | 74.35 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $446k | 3.0k | 148.61 |
|
|
| Sempra Energy (SRE) | 0.0 | $445k | 4.9k | 89.98 |
|
|
| Molina Healthcare (MOH) | 0.0 | $443k | 2.3k | 191.36 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $434k | +3% | 16k | 27.30 |
|
| Public Storage (PSA) | 0.0 | $428k | -3% | 1.5k | 288.85 |
|
| Wells Fargo & Company (WFC) | 0.0 | $413k | +23% | 4.9k | 83.82 |
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.0 | $407k | 3.2k | 125.95 |
|
|
| Ishares Tr Esg Optimized (SUSA) | 0.0 | $394k | -72% | 2.9k | 135.65 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.0 | $393k | -54% | 7.7k | 51.04 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $388k | 2.3k | 170.85 |
|
|
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.0 | $388k | 7.9k | 49.39 |
|
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $375k | 3.3k | 115.01 |
|
|
| Fastenal Company (FAST) | 0.0 | $375k | +2% | 7.6k | 49.04 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $368k | 1.7k | 222.17 |
|
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $364k | -62% | 8.4k | 43.30 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $354k | -9% | 11k | 31.42 |
|
| Pimco Dynamic Income Oprnts Com Ben Shs (PDO) | 0.0 | $352k | 25k | 14.12 |
|
|
| Yum! Brands (YUM) | 0.0 | $352k | -3% | 2.3k | 152.00 |
|
| Ecolab (ECL) | 0.0 | $350k | 1.3k | 273.86 |
|
|
| Kinder Morgan (KMI) | 0.0 | $344k | -12% | 12k | 28.31 |
|
| Exchange Traded Concepts Tru Robo Glb Etf (ROBO) | 0.0 | $342k | 5.2k | 65.56 |
|
|
| Enterprise Financial Services (EFSC) | 0.0 | $340k | 5.9k | 57.98 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $337k | 4.2k | 79.93 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $326k | +8% | 1.4k | 236.37 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.0 | $320k | NEW | 12k | 26.84 |
|
| SYSCO Corporation (SYY) | 0.0 | $320k | -10% | 3.9k | 82.34 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $317k | 6.8k | 46.93 |
|
|
| Wec Energy Group (WEC) | 0.0 | $309k | 2.7k | 114.59 |
|
|
| Target Corporation (TGT) | 0.0 | $309k | 3.4k | 89.70 |
|
|
| Appfolio Com Cl A (APPF) | 0.0 | $303k | 1.1k | 275.66 |
|
|
| FirstEnergy (FE) | 0.0 | $302k | 6.6k | 45.82 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $299k | +5% | 1.0k | 293.50 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $292k | 13k | 23.28 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $291k | -32% | 10k | 28.79 |
|
| Intel Corporation (INTC) | 0.0 | $290k | NEW | 8.6k | 33.55 |
|
| Pimco CA Municipal Income Fund (PCQ) | 0.0 | $286k | -33% | 33k | 8.72 |
|
| Lennar Corp CL B (LEN.B) | 0.0 | $284k | -5% | 2.4k | 119.99 |
|
| Trane Technologies SHS (TT) | 0.0 | $281k | 666.00 | 421.96 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $280k | -28% | 4.5k | 62.47 |
|
| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $275k | 13k | 21.00 |
|
|
| Capitol Ser Tr Fairlead Tactica (TACK) | 0.0 | $275k | NEW | 9.2k | 30.01 |
|
| Anthem (ELV) | 0.0 | $272k | -5% | 843.00 | 323.12 |
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $270k | NEW | 2.1k | 126.64 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $269k | NEW | 964.00 | 279.29 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $269k | 5.4k | 49.45 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $268k | 715.00 | 374.25 |
|
|
| Medtronic SHS (MDT) | 0.0 | $267k | -85% | 2.8k | 95.24 |
|
| Oneok (OKE) | 0.0 | $266k | 3.7k | 72.97 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $263k | 4.8k | 54.18 |
|
|
| Constellation Energy (CEG) | 0.0 | $261k | +9% | 792.00 | 329.07 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.0 | $255k | 4.8k | 53.24 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $254k | NEW | 9.1k | 27.90 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $253k | 761.00 | 332.84 |
|
|
| Doubleline Income Solutions (DSL) | 0.0 | $252k | 21k | 12.28 |
|
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.0 | $251k | 4.5k | 55.71 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $248k | 6.4k | 38.57 |
|
|
| Simon Property (SPG) | 0.0 | $245k | 1.3k | 187.67 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $237k | NEW | 2.4k | 97.63 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $236k | NEW | 1.0k | 236.06 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $236k | 3.4k | 68.46 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $236k | NEW | 1.8k | 133.87 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $234k | 5.2k | 44.58 |
|
|
| Ark 21shares Bitcoin Etf Shs Ben Int (ARKB) | 0.0 | $229k | 6.0k | 38.02 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $226k | -6% | 3.8k | 59.70 |
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $224k | 1.6k | 140.05 |
|
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $218k | NEW | 1.7k | 125.95 |
|
| Chubb (CB) | 0.0 | $218k | NEW | 773.00 | 282.25 |
|
| Stryker Corporation (SYK) | 0.0 | $213k | -5% | 576.00 | 369.67 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $212k | NEW | 6.8k | 31.16 |
|
| Norfolk Southern (NSC) | 0.0 | $212k | NEW | 704.00 | 300.41 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $206k | NEW | 809.00 | 254.28 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $206k | NEW | 345.00 | 596.03 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $202k | 515.00 | 391.64 |
|
|
| PNC Financial Services (PNC) | 0.0 | $201k | -21% | 1.0k | 200.93 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $201k | NEW | 6.9k | 29.11 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $201k | 2.6k | 78.37 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $200k | NEW | 1.6k | 123.75 |
|
| Eaton Vance Limited Duration Income Fund (EVV) | 0.0 | $189k | 19k | 10.15 |
|
|
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.0 | $182k | NEW | 10k | 18.24 |
|
| Blackrock MuniHoldings CA Insrd Fnd (MUC) | 0.0 | $162k | NEW | 15k | 10.85 |
|
| Kayne Anderson MLP Investment (KYN) | 0.0 | $156k | -62% | 13k | 12.37 |
|
| Pimco Income Strategy Fund II (PFN) | 0.0 | $150k | 20k | 7.59 |
|
|
| Oaktree Specialty Lending Corp (OCSL) | 0.0 | $138k | 11k | 13.05 |
|
|
| Blackrock Calif Mun Income T Sh Ben Int (BFZ) | 0.0 | $111k | NEW | 10k | 10.95 |
|
| Pennantpark Floating Rate Capi (PFLT) | 0.0 | $110k | 12k | 8.89 |
|
|
| TCW Strategic Income Fund (TSI) | 0.0 | $99k | -61% | 20k | 4.92 |
|
| Eagle Pt Cr (ECC) | 0.0 | $86k | +6% | 13k | 6.61 |
|
| Nuveen Cr Strategies Income Com Shs (JQC) | 0.0 | $63k | 12k | 5.27 |
|
|
| High Tide Com New (HITI) | 0.0 | $44k | 12k | 3.63 |
|
|
| Clear Channel Outdoor Holdings (CCO) | 0.0 | $16k | 10k | 1.58 |
|
Past Filings by First Foundation Advisors
SEC 13F filings are viewable for First Foundation Advisors going back to 2010
- First Foundation Advisors 2025 Q3 filed Nov. 17, 2025
- First Foundation Advisors 2025 Q2 filed Aug. 14, 2025
- First Foundation Advisors 2025 Q1 filed May 8, 2025
- First Foundation Advisors 2024 Q4 filed Feb. 13, 2025
- First Foundation Advisors 2024 Q3 filed Nov. 14, 2024
- First Foundation Advisors 2024 Q2 filed Aug. 6, 2024
- First Foundation Advisors 2024 Q1 filed May 10, 2024
- First Foundation Advisors 2023 Q4 filed Feb. 14, 2024
- First Foundation Advisors 2023 Q3 filed Nov. 15, 2023
- First Foundation Advisors 2023 Q2 filed Aug. 14, 2023
- First Foundation Advisors 2023 Q1 filed May 12, 2023
- First Foundation Advisors 2022 Q4 filed Feb. 14, 2023
- First Foundation Advisors 2022 Q3 filed Nov. 14, 2022
- First Foundation Advisors 2022 Q2 filed Aug. 12, 2022
- First Foundation Advisors 2022 Q1 filed May 5, 2022
- First Foundation Advisors 2021 Q4 filed Feb. 14, 2022