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 37.09% of First Foundation Advisors's stock portfolio.
- Added to shares of these 10 stocks: INFL (+$7.1M), NOW, IWM, BN, WMT, XYLD, PCQ, DIS, CVX, IEMG.
- Started 19 new stock positions in NKE, WELL, MU, IUSB, MAR, SCHL, WDC, Q, EXC, TYG. BFST, JEPQ, TRV, CMDY, NAUG, GM, SHEL, U, JOET.
- Reduced shares in these 10 stocks: GOOG (-$14M), ORCL (-$9.3M), QCOM (-$5.6M), SU (-$5.1M), AAPL (-$5.0M), GAL, MOAT, AMZN, AGG, PWZ.
- Sold out of its positions in AB, AMT, ARKB, BINC, BSX, CARR, DUK, RSPT, OCSL, OKE. PNC, PFLT, PAGP, XLP, SPG, VB.
- First Foundation Advisors was a net seller of stock by $-79M.
- First Foundation Advisors has $2.7B in assets under management (AUM), dropping by -1.91%.
- Central Index Key (CIK): 0001086763
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Portfolio Holdings for First Foundation Advisors
First Foundation Advisors holds 337 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 18.2 | $483M | 1000k | 483.62 |
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| Ishares Tr Core S&p500 Etf (IVV) | 7.5 | $198M | 289k | 684.94 |
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| Alphabet Cap Stk Cl C (GOOG) | 4.6 | $123M | -10% | 391k | 313.80 |
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| Ishares Tr Core Msci Eafe (IEFA) | 3.5 | $94M | 1.0M | 89.46 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 3.3 | $87M | 1.5M | 57.24 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 3.0 | $79M | -4% | 761k | 103.56 |
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| Apple (AAPL) | 2.9 | $77M | -6% | 283k | 271.86 |
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| Amazon (AMZN) | 2.5 | $67M | -5% | 291k | 230.82 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 2.3 | $62M | -3% | 467k | 132.37 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.0 | $53M | -2% | 106k | 502.65 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 1.9 | $50M | +2% | 518k | 96.27 |
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| Ishares Core Msci Emkt (IEMG) | 1.6 | $44M | +2% | 647k | 67.22 |
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| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 1.6 | $43M | 1.0M | 42.94 |
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| Advanced Micro Devices (AMD) | 1.5 | $39M | 182k | 214.16 |
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| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 1.4 | $37M | -2% | 489k | 75.63 |
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| NVIDIA Corporation (NVDA) | 1.4 | $36M | 193k | 186.50 |
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| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 1.3 | $36M | -3% | 776k | 45.89 |
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| JPMorgan Chase & Co. (JPM) | 1.2 | $32M | -8% | 99k | 322.21 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.2 | $32M | +7% | 130k | 246.16 |
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| Ishares Gold Tr Ishares New (IAU) | 1.0 | $28M | +3% | 342k | 81.17 |
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| Amphenol Corp Cl A (APH) | 0.9 | $24M | -7% | 174k | 135.14 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.9 | $23M | -3% | 48k | 473.30 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.8 | $21M | +5% | 367k | 57.46 |
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| Mastercard Incorporated Cl A (MA) | 0.7 | $20M | -5% | 35k | 570.88 |
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| Charles Schwab Corporation (SCHW) | 0.7 | $19M | 193k | 99.91 |
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| J P Morgan Exchange Traded F Realty Income Et (JPRE) | 0.7 | $19M | -6% | 409k | 46.71 |
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| Uber Technologies (UBER) | 0.7 | $19M | +3% | 231k | 81.71 |
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| United Parcel Service CL B (UPS) | 0.7 | $18M | -8% | 176k | 99.19 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.6 | $16M | 85k | 191.56 |
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| Goldman Sachs Etf Tr Activebeta Eme (GEM) | 0.6 | $16M | +2% | 372k | 41.62 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.6 | $15M | -19% | 149k | 99.88 |
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| Philip Morris International (PM) | 0.6 | $15M | -15% | 92k | 160.40 |
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| AmerisourceBergen (COR) | 0.5 | $15M | -6% | 43k | 337.75 |
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| Meta Platforms Cl A (META) | 0.5 | $14M | 22k | 660.09 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.5 | $14M | 92k | 148.69 |
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| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.5 | $14M | -6% | 310k | 44.05 |
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| Ssga Active Etf Tr State Street Bla (SRLN) | 0.5 | $14M | -8% | 329k | 41.27 |
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| Costco Wholesale Corporation (COST) | 0.5 | $12M | 14k | 862.34 |
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| Global X Fds S&p 500 Covered (XYLD) | 0.5 | $12M | +14% | 299k | 40.63 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.5 | $12M | -4% | 126k | 96.16 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $12M | 39k | 313.00 |
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| Qualcomm (QCOM) | 0.4 | $12M | -32% | 67k | 171.05 |
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| Astrazeneca Sponsored Adr | 0.4 | $11M | -6% | 124k | 91.93 |
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| Ssga Active Etf Tr State Street Glo (GAL) | 0.4 | $11M | -28% | 227k | 49.45 |
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| Suncor Energy (SU) | 0.4 | $11M | -31% | 250k | 44.36 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $11M | 16k | 681.92 |
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| Lowe's Companies (LOW) | 0.4 | $11M | 44k | 241.16 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $11M | -2% | 53k | 198.62 |
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| Listed Fds Tr Horizon Kinetics (INFL) | 0.4 | $10M | +243% | 224k | 44.46 |
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| Johnson & Johnson (JNJ) | 0.4 | $9.5M | -18% | 46k | 206.95 |
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| Canadian Pacific Kansas City (CP) | 0.4 | $9.4M | -12% | 127k | 73.63 |
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| Walt Disney Company (DIS) | 0.3 | $9.0M | +17% | 79k | 113.77 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $8.9M | -3% | 65k | 136.94 |
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| Applied Materials (AMAT) | 0.3 | $8.9M | -10% | 35k | 256.99 |
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| Prologis (PLD) | 0.3 | $8.4M | -5% | 66k | 127.66 |
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| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.3 | $7.9M | -29% | 329k | 24.16 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.3 | $7.8M | +42% | 170k | 45.89 |
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| Cme (CME) | 0.3 | $7.6M | -6% | 28k | 273.08 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $7.6M | +8% | 61k | 123.26 |
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| Applovin Corp Com Cl A (APP) | 0.3 | $7.4M | -4% | 11k | 673.82 |
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| Medpace Hldgs (MEDP) | 0.3 | $7.3M | -6% | 13k | 561.65 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.3 | $7.2M | -8% | 72k | 100.38 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $7.1M | 65k | 110.19 |
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| Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) | 0.3 | $7.1M | +2% | 308k | 22.91 |
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| Chevron Corporation (CVX) | 0.3 | $6.9M | +22% | 46k | 152.41 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $6.9M | -5% | 6.5k | 1069.86 |
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| Eli Lilly & Co. (LLY) | 0.3 | $6.8M | +6% | 6.3k | 1074.68 |
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| Broadcom (AVGO) | 0.2 | $6.2M | +7% | 18k | 346.10 |
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| Visa Com Cl A (V) | 0.2 | $6.0M | 17k | 350.71 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $5.8M | -5% | 48k | 120.34 |
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| Monolithic Power Systems (MPWR) | 0.2 | $5.8M | -7% | 6.4k | 906.36 |
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| Wal-Mart Stores (WMT) | 0.2 | $5.6M | +40% | 50k | 111.41 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $5.5M | +13% | 32k | 173.49 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $5.5M | +22% | 79k | 69.42 |
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| Nextera Energy (NEE) | 0.2 | $5.4M | -5% | 68k | 80.28 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $5.4M | 56k | 96.03 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $5.2M | +13% | 15k | 349.99 |
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| Fortinet (FTNT) | 0.2 | $5.0M | -9% | 63k | 79.41 |
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| Arista Networks Com Shs (ANET) | 0.2 | $5.0M | -6% | 38k | 131.03 |
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| Booking Holdings (BKNG) | 0.2 | $5.0M | -5% | 936.00 | 5355.33 |
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| Cintas Corporation (CTAS) | 0.2 | $5.0M | -8% | 27k | 188.07 |
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| Intuit (INTU) | 0.2 | $5.0M | -6% | 7.5k | 662.42 |
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| Ishares Tr Core 60/40 Balan (AOR) | 0.2 | $5.0M | +3% | 77k | 65.01 |
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| Barclays Bank Djubs Cmdt Etn36 (DJP) | 0.2 | $4.9M | +16% | 131k | 37.61 |
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| IDEXX Laboratories (IDXX) | 0.2 | $4.9M | -5% | 7.3k | 676.53 |
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| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.2 | $4.9M | -13% | 128k | 38.36 |
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| Enterprise Products Partners (EPD) | 0.2 | $4.8M | +14% | 150k | 32.06 |
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| Servicenow (NOW) | 0.2 | $4.8M | +334% | 31k | 153.19 |
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| Home Depot (HD) | 0.2 | $4.6M | +22% | 13k | 344.10 |
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| Veeva Sys Cl A Com (VEEV) | 0.2 | $4.5M | -6% | 20k | 223.23 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $4.4M | 165k | 26.91 |
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| MercadoLibre (MELI) | 0.2 | $4.4M | -8% | 2.2k | 2014.27 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $4.3M | +19% | 20k | 212.07 |
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| Linde SHS (LIN) | 0.2 | $4.3M | -6% | 10k | 426.39 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.2 | $4.0M | 88k | 45.45 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $4.0M | -34% | 15k | 268.30 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $3.9M | +6% | 6.4k | 614.31 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $3.8M | +21% | 36k | 107.11 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $3.8M | 5.00 | 754800.00 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $3.7M | +12% | 51k | 71.41 |
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| Labcorp Holdings Com Shs (LH) | 0.1 | $3.7M | -9% | 15k | 250.88 |
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| Aon Shs Cl A (AON) | 0.1 | $3.5M | -11% | 9.9k | 352.88 |
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| Msci (MSCI) | 0.1 | $3.5M | -14% | 6.0k | 573.73 |
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| Burford Cap Ord Shs (BUR) | 0.1 | $3.4M | +23% | 380k | 8.92 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $3.3M | 38k | 88.49 |
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| UnitedHealth (UNH) | 0.1 | $3.3M | 10k | 330.11 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $3.3M | +11% | 29k | 113.92 |
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| Deckers Outdoor Corporation (DECK) | 0.1 | $3.3M | -23% | 32k | 103.67 |
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| Procter & Gamble Company (PG) | 0.1 | $3.3M | -8% | 23k | 143.31 |
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| Tesla Motors (TSLA) | 0.1 | $3.1M | +4% | 6.9k | 449.72 |
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| Paycom Software (PAYC) | 0.1 | $3.1M | -10% | 19k | 159.36 |
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| Alps Etf Tr Smith Core Plus (SMTH) | 0.1 | $3.1M | -28% | 117k | 26.07 |
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| Rexford Industrial Realty Inc reit (REXR) | 0.1 | $3.0M | 78k | 38.72 |
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| Pfizer (PFE) | 0.1 | $3.0M | -32% | 120k | 24.90 |
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| Joint (JYNT) | 0.1 | $3.0M | +23% | 339k | 8.72 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $2.9M | +3% | 9.1k | 323.01 |
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| Oracle Corporation (ORCL) | 0.1 | $2.8M | -76% | 15k | 194.91 |
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| Gilead Sciences (GILD) | 0.1 | $2.7M | 22k | 122.74 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $2.6M | +4% | 15k | 181.21 |
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| Kinsale Cap Group (KNSL) | 0.1 | $2.6M | -17% | 6.5k | 391.12 |
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| Realty Income (O) | 0.1 | $2.5M | 45k | 56.37 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $2.5M | 46k | 54.71 |
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| Flexshares Tr Qualt Divd Idx (QDF) | 0.1 | $2.5M | 31k | 80.81 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $2.5M | +3% | 18k | 141.05 |
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| Cisco Systems (CSCO) | 0.1 | $2.4M | -38% | 32k | 77.03 |
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| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.1 | $2.4M | -9% | 69k | 34.74 |
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| Copart (CPRT) | 0.1 | $2.4M | -14% | 61k | 39.15 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $2.4M | -15% | 47k | 50.58 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $2.4M | 3.0k | 771.87 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $2.3M | 45k | 50.59 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $2.2M | 12k | 183.40 |
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| Danaher Corporation (DHR) | 0.1 | $2.2M | -19% | 9.8k | 228.92 |
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| Abbvie (ABBV) | 0.1 | $2.2M | 9.8k | 228.49 |
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| Ge Aerospace Com New (GE) | 0.1 | $2.1M | +11% | 6.9k | 308.03 |
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| Caterpillar (CAT) | 0.1 | $2.1M | +3% | 3.6k | 572.87 |
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| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.1 | $2.1M | -4% | 89k | 23.19 |
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| T Rowe Price Etf Price Blue Chip (TCHP) | 0.1 | $2.0M | -21% | 39k | 49.86 |
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| Liberty Media Corp Del Com Lbty One S A (FWONA) | 0.1 | $1.9M | 22k | 89.38 |
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| Pimco CA Municipal Income Fund (PCQ) | 0.1 | $1.8M | +537% | 209k | 8.73 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $1.7M | -3% | 21k | 83.75 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.7M | +15% | 2.7k | 627.13 |
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| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.1 | $1.7M | 62k | 27.08 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.7M | -6% | 5.0k | 335.27 |
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| Vaneck Etf Trust Morningstar Smid (SMOT) | 0.1 | $1.7M | -4% | 46k | 36.20 |
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| TJX Companies (TJX) | 0.1 | $1.6M | 11k | 153.61 |
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| Pepsi (PEP) | 0.1 | $1.6M | -2% | 11k | 143.52 |
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| Merck & Co (MRK) | 0.1 | $1.5M | +2% | 15k | 105.26 |
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| Bloom Energy Corp Com Cl A (BE) | 0.1 | $1.5M | -35% | 18k | 86.89 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $1.5M | +13% | 23k | 64.42 |
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| Ishares Tr New York Mun Etf (NYF) | 0.1 | $1.4M | 27k | 53.51 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.4M | +8% | 3.6k | 396.31 |
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| American Express Company (AXP) | 0.1 | $1.4M | 3.8k | 369.95 |
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| Vaneck Etf Trust Mrngstr Int Moat (MOTI) | 0.1 | $1.4M | -4% | 38k | 36.68 |
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| Abbott Laboratories (ABT) | 0.1 | $1.4M | +10% | 11k | 125.29 |
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| CoStar (CSGP) | 0.1 | $1.4M | -37% | 21k | 67.24 |
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| Constellation Energy (CEG) | 0.1 | $1.4M | +383% | 3.8k | 353.27 |
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| International Business Machines (IBM) | 0.1 | $1.3M | 4.5k | 296.21 |
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| Goldman Sachs (GS) | 0.1 | $1.3M | 1.5k | 879.00 |
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| Blackrock (BLK) | 0.0 | $1.3M | -61% | 1.2k | 1070.34 |
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| Starbucks Corporation (SBUX) | 0.0 | $1.3M | -15% | 15k | 84.21 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $1.3M | -4% | 19k | 66.00 |
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| Rockwell Automation (ROK) | 0.0 | $1.2M | 3.2k | 389.07 |
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| Tandy Leather Factory (TLF) | 0.0 | $1.2M | 450k | 2.74 |
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| Phillips Edison & Co Common Stock (PECO) | 0.0 | $1.2M | 35k | 35.57 |
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| Ishares Tr U S Equity Factr (LRGF) | 0.0 | $1.2M | -2% | 17k | 69.43 |
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| Bank of America Corporation (BAC) | 0.0 | $1.2M | 22k | 55.00 |
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| At&t (T) | 0.0 | $1.2M | +4% | 47k | 24.84 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $1.1M | -5% | 5.2k | 210.34 |
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| Nuveen California Muni Vlu F Com Stk (NCA) | 0.0 | $1.1M | -23% | 121k | 8.95 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $1.1M | +102% | 22k | 49.65 |
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| Tortoise Energy Infrastructure closed end funds (TYG) | 0.0 | $1.1M | NEW | 26k | 40.90 |
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| Ssga Active Etf Tr State Street Dou (TOTL) | 0.0 | $1.0M | 26k | 40.25 |
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| Morgan Stanley Com New (MS) | 0.0 | $1.0M | -2% | 5.9k | 177.53 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $1.0M | 1.2k | 878.96 |
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| Boeing Company (BA) | 0.0 | $1.0M | -38% | 4.7k | 217.12 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $1.0M | +6% | 5.7k | 177.75 |
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| McDonald's Corporation (MCD) | 0.0 | $991k | 3.2k | 305.63 |
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| Amgen (AMGN) | 0.0 | $981k | +8% | 3.0k | 327.31 |
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| Columbia Etf Tr I Diversifid Fxd (DIAL) | 0.0 | $962k | -7% | 52k | 18.36 |
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| Honeywell International (HON) | 0.0 | $961k | -2% | 4.9k | 195.09 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $960k | 8.0k | 120.19 |
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| Edwards Lifesciences (EW) | 0.0 | $950k | -71% | 11k | 85.25 |
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| Netflix (NFLX) | 0.0 | $944k | +873% | 10k | 93.76 |
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| Ishares Tr Mortge Rel Etf (REM) | 0.0 | $942k | +21% | 43k | 22.18 |
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| Ge Vernova (GEV) | 0.0 | $937k | +95% | 1.4k | 653.59 |
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| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.0 | $937k | -17% | 773.00 | 1212.00 |
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| Capital One Financial (COF) | 0.0 | $877k | +7% | 3.6k | 242.32 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $820k | +3% | 5.3k | 155.11 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $783k | 6.7k | 116.09 |
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| Coca-Cola Company (KO) | 0.0 | $767k | +2% | 11k | 69.91 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $760k | -21% | 9.2k | 82.82 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $753k | -6% | 8.1k | 93.08 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $752k | +100% | 5.2k | 143.97 |
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| salesforce (CRM) | 0.0 | $738k | 2.8k | 264.91 |
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| Verizon Communications (VZ) | 0.0 | $731k | +4% | 18k | 40.73 |
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| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.0 | $722k | 577.00 | 1252.00 |
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| Citigroup Com New (C) | 0.0 | $705k | +7% | 6.0k | 116.68 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $704k | 3.3k | 214.69 |
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| Wells Fargo & Company (WFC) | 0.0 | $704k | +53% | 7.5k | 93.20 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $696k | -18% | 1.4k | 483.67 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $685k | NEW | 12k | 58.12 |
|
| Waste Management (WM) | 0.0 | $670k | -7% | 3.0k | 219.71 |
|
| Pimco Dynamic Income Strateg Com Shs Ben Int (PDX) | 0.0 | $661k | -27% | 35k | 18.78 |
|
| Paccar (PCAR) | 0.0 | $657k | 6.0k | 109.51 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $656k | +16% | 1.1k | 579.45 |
|
| Emerson Electric (EMR) | 0.0 | $654k | 4.9k | 132.72 |
|
|
| S&p Global (SPGI) | 0.0 | $642k | -36% | 1.2k | 522.59 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $640k | -10% | 1.1k | 605.01 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $638k | -5% | 1.4k | 468.76 |
|
| Qnity Electronics Common Stock (Q) | 0.0 | $626k | NEW | 7.7k | 81.65 |
|
| Ishares U S Etf Tr Bloomberg Roll (CMDY) | 0.0 | $617k | NEW | 13k | 48.75 |
|
| Dupont De Nemours (DD) | 0.0 | $609k | -14% | 15k | 40.20 |
|
| Strategy Cl A New (MSTR) | 0.0 | $607k | 4.0k | 151.95 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $601k | 2.4k | 250.30 |
|
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $593k | -21% | 11k | 54.77 |
|
| Southern Company (SO) | 0.0 | $592k | +34% | 6.8k | 87.20 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $585k | 7.8k | 75.05 |
|
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $582k | -49% | 8.4k | 69.40 |
|
| Natural Resource Partners L Com Unit Ltd Par (NRP) | 0.0 | $579k | -30% | 5.5k | 104.40 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $577k | 9.3k | 62.15 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $575k | -16% | 1.8k | 324.03 |
|
| Spdr Series Trust State Street Spd (XAR) | 0.0 | $567k | +8% | 2.4k | 241.19 |
|
| Alexandria Real Estate Equities (ARE) | 0.0 | $560k | -2% | 11k | 48.94 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $558k | +2% | 8.9k | 62.47 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $556k | -3% | 2.5k | 219.78 |
|
| Deere & Company (DE) | 0.0 | $544k | 1.2k | 465.57 |
|
|
| Invesco Exchange Traded Fd T Semiconductors (PSI) | 0.0 | $538k | -2% | 6.8k | 78.86 |
|
| Ishares Tr Esg Optimized (SUSA) | 0.0 | $526k | +29% | 3.8k | 139.34 |
|
| McKesson Corporation (MCK) | 0.0 | $525k | 640.00 | 820.29 |
|
|
| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.0 | $521k | 44k | 11.81 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $511k | 1.0k | 487.86 |
|
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.0 | $509k | 13k | 38.03 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $501k | 3.6k | 141.06 |
|
|
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $493k | 46k | 10.72 |
|
|
| Rivernorth Doubleline Strate (OPP) | 0.0 | $488k | 61k | 7.95 |
|
|
| Dow (DOW) | 0.0 | $485k | -11% | 21k | 23.38 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $483k | 3.0k | 160.97 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $472k | +56% | 2.8k | 171.18 |
|
| Business First Bancshares (BFST) | 0.0 | $470k | NEW | 18k | 26.14 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $469k | +7% | 17k | 27.43 |
|
| Xcel Energy (XEL) | 0.0 | $462k | 6.3k | 73.86 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $458k | 3.2k | 143.52 |
|
|
| Williams Companies (WMB) | 0.0 | $453k | -2% | 7.5k | 60.11 |
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.0 | $451k | 6.0k | 74.88 |
|
|
| Brown Forman Corp CL B (BF.B) | 0.0 | $450k | 17k | 26.06 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $450k | -23% | 794.00 | 566.36 |
|
| Micron Technology (MU) | 0.0 | $441k | NEW | 1.5k | 285.41 |
|
| Exelon Corporation (EXC) | 0.0 | $440k | NEW | 10k | 43.59 |
|
| Sempra Energy (SRE) | 0.0 | $437k | 4.9k | 88.30 |
|
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $428k | -56% | 7.6k | 56.62 |
|
| Intel Corporation (INTC) | 0.0 | $428k | +34% | 12k | 36.90 |
|
| Republic Services (RSG) | 0.0 | $423k | 2.0k | 211.93 |
|
|
| Pimco Dynamic Income SHS (PDI) | 0.0 | $423k | -26% | 24k | 17.71 |
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.0 | $417k | 3.2k | 128.83 |
|
|
| Molina Healthcare (MOH) | 0.0 | $403k | 2.3k | 173.54 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $401k | -85% | 3.2k | 125.82 |
|
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.0 | $376k | 7.9k | 47.94 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $364k | +8% | 4.6k | 79.73 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $364k | NEW | 2.0k | 185.61 |
|
| Exchange Traded Concepts Tru Robo Glb Etf (ROBO) | 0.0 | $361k | 5.2k | 69.31 |
|
|
| Scholastic Corporation (SCHL) | 0.0 | $359k | NEW | 12k | 29.63 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.0 | $347k | -11% | 6.8k | 50.94 |
|
| Union Pacific Corporation (UNP) | 0.0 | $347k | +8% | 1.5k | 231.32 |
|
| Pimco Dynamic Income Oprnts Com Ben Shs (PDO) | 0.0 | $345k | 25k | 13.84 |
|
|
| Ecolab (ECL) | 0.0 | $337k | 1.3k | 262.52 |
|
|
| Kinder Morgan (KMI) | 0.0 | $337k | 12k | 27.49 |
|
|
| Target Corporation (TGT) | 0.0 | $336k | 3.4k | 97.75 |
|
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $334k | -2% | 3.2k | 105.69 |
|
| Yum! Brands (YUM) | 0.0 | $331k | -5% | 2.2k | 151.28 |
|
| Public Storage (PSA) | 0.0 | $329k | -14% | 1.3k | 259.50 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $327k | +8% | 14k | 24.04 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $324k | -13% | 1.4k | 224.67 |
|
| Capitol Ser Tr Fairlead Tactica (TACK) | 0.0 | $322k | +17% | 11k | 29.97 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $320k | -4% | 11k | 29.89 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.0 | $319k | 12k | 26.68 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $318k | 6.8k | 47.02 |
|
|
| Enterprise Financial Services (EFSC) | 0.0 | $317k | 5.9k | 54.00 |
|
|
| Fastenal Company (FAST) | 0.0 | $308k | 7.7k | 40.13 |
|
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $301k | +9% | 2.3k | 128.93 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $299k | +14% | 873.00 | 342.97 |
|
| Virtus Etf Tr Ii Virtus Us Qlty (JOET) | 0.0 | $296k | NEW | 7.0k | 42.00 |
|
| FirstEnergy (FE) | 0.0 | $295k | 6.6k | 44.77 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $287k | -2% | 944.00 | 303.88 |
|
| Nike CL B (NKE) | 0.0 | $285k | NEW | 4.5k | 63.71 |
|
| Medtronic SHS (MDT) | 0.0 | $283k | +5% | 2.9k | 96.06 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $276k | 1.0k | 275.39 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $273k | -4% | 3.7k | 73.69 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $273k | +5% | 9.6k | 28.48 |
|
| Trane Technologies SHS (TT) | 0.0 | $271k | +4% | 697.00 | 389.20 |
|
| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $271k | 13k | 20.67 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $271k | +3% | 1.1k | 257.23 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $264k | 5.5k | 48.00 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $260k | 4.8k | 53.76 |
|
|
| Anthem (ELV) | 0.0 | $259k | -12% | 740.00 | 350.55 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $259k | 10k | 25.60 |
|
|
| Chubb (CB) | 0.0 | $259k | +7% | 829.00 | 312.12 |
|
| Wec Energy Group (WEC) | 0.0 | $259k | -9% | 2.5k | 105.46 |
|
| Appfolio Com Cl A (APPF) | 0.0 | $256k | 1.1k | 232.65 |
|
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.0 | $255k | 4.5k | 56.69 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $255k | 6.4k | 39.59 |
|
|
| Western Digital (WDC) | 0.0 | $254k | NEW | 1.5k | 172.27 |
|
| Eaton Corp SHS (ETN) | 0.0 | $254k | +11% | 797.00 | 318.51 |
|
| General Motors Company (GM) | 0.0 | $244k | NEW | 3.0k | 81.32 |
|
| Altria (MO) | 0.0 | $243k | -76% | 4.2k | 57.66 |
|
| Shell Spon Ads (SHEL) | 0.0 | $241k | NEW | 3.3k | 73.48 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $241k | -31% | 1.6k | 154.14 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $240k | 3.4k | 69.67 |
|
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.0 | $239k | NEW | 5.1k | 46.54 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $234k | -35% | 5.5k | 42.87 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $234k | 515.00 | 453.36 |
|
|
| Doubleline Income Solutions (DSL) | 0.0 | $232k | 21k | 11.27 |
|
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $231k | +7% | 7.3k | 31.51 |
|
| Ionq Inc Pipe (IONQ) | 0.0 | $226k | -49% | 5.0k | 44.87 |
|
| Lennar Corp CL B (LEN.B) | 0.0 | $225k | 2.4k | 95.11 |
|
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $224k | 1.7k | 129.16 |
|
|
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $223k | 1.6k | 139.16 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $222k | -8% | 4.1k | 53.83 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $219k | +5% | 363.00 | 603.28 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $218k | NEW | 702.00 | 310.23 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $205k | -65% | 360.00 | 570.40 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $204k | 6.9k | 29.61 |
|
|
| Norfolk Southern (NSC) | 0.0 | $203k | 704.00 | 288.72 |
|
|
| Travelers Companies (TRV) | 0.0 | $203k | NEW | 698.00 | 290.06 |
|
| Unity Software (U) | 0.0 | $202k | NEW | 4.6k | 44.17 |
|
| Stryker Corporation (SYK) | 0.0 | $202k | 575.00 | 351.50 |
|
|
| Innovator Etfs Trust Growth 100 Pwr B (NAUG) | 0.0 | $202k | NEW | 6.8k | 29.57 |
|
| Blackrock MuniHoldings CA Insrd Fnd (MUC) | 0.0 | $190k | +19% | 18k | 10.60 |
|
| Eaton Vance Limited Duration Income Fund (EVV) | 0.0 | $184k | 19k | 9.91 |
|
|
| Ready Cap Corp Com reit (RC) | 0.0 | $174k | -53% | 80k | 2.18 |
|
| Kayne Anderson MLP Investment (KYN) | 0.0 | $156k | 13k | 12.38 |
|
|
| Pimco Income Strategy Fund II (PFN) | 0.0 | $147k | 20k | 7.50 |
|
|
| Blackrock Calif Mun Income T Sh Ben Int (BFZ) | 0.0 | $109k | 10k | 10.74 |
|
|
| TCW Strategic Income Fund (TSI) | 0.0 | $100k | 20k | 4.94 |
|
|
| Eagle Pt Cr (ECC) | 0.0 | $80k | +7% | 14k | 5.76 |
|
| Nuveen Cr Strategies Income Com Shs (JQC) | 0.0 | $60k | 12k | 5.02 |
|
|
| High Tide Com New (HITI) | 0.0 | $32k | 12k | 2.65 |
|
|
| Clear Channel Outdoor Holdings (CCO) | 0.0 | $22k | 10k | 2.21 |
|
Past Filings by First Foundation Advisors
SEC 13F filings are viewable for First Foundation Advisors going back to 2010
- First Foundation Advisors 2025 Q4 filed Feb. 4, 2026
- 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