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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, AMD, and represent 34.06% of First Foundation Advisors's stock portfolio.
Added to shares of these 10 stocks: IWF (+$14M), FSUN (+$11M), CSRE (+$11M), IEFA (+$8.7M), CMDY (+$8.3M), IWM (+$6.9M), IEMG (+$5.9M), BKNG, LQD, INFL.
Started 29 new stock positions in SPCX, VGT, IFRA, SPSM, RPV, SMH, IRM, NAUG, SYY, BCI.
Reduced shares in these 10 stocks: AAPL (-$19M), MOAT (-$16M), JPRE (-$5.1M), GOOG, SRLN, QCOM, MSFT, KNSL, PAYC, CMF.
Sold out of its positions in BP, CCO, CPRT, Dupont De Nemours, Honeywell International, KNSL, NRP, NKE, PAYC, XLE.
First Foundation Advisors was a net buyer of stock by $21M.
First Foundation Advisors has $2.8B in assets under management (AUM), dropping by 12.02%.
Central Index Key (CIK): 0001086763

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Portfolio Holdings for First Foundation Advisors

First Foundation Advisors holds 353 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corporation (MSFT)	13.3	$370M		992k	373.02	View chart
Ishares Tr Core S&p500 Etf (IVV)	8.1	$225M		301k	748.89	View chart
Alphabet Cap Stk Cl C (GOOG)	4.7	$132M	-2%	373k	353.33	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.1	$115M	+8%	1.2M	96.58	View chart
Advanced Micro Devices (AMD)	3.8	$106M		182k	580.91	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	3.2	$89M		1.6M	56.48	View chart
Ishares Core Msci Emkt (IEMG)	2.5	$70M	+9%	844k	82.84	View chart
Amazon (AMZN)	2.4	$67M	-2%	282k	238.34	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	2.3	$64M	+5%	583k	110.32	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	2.3	$63M	-2%	446k	141.89	View chart
Apple (AAPL)	2.3	$63M	-23%	217k	289.36	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	2.2	$62M	-20%	594k	103.96	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.9	$52M		105k	500.39	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	1.7	$47M		513k	91.26	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	1.7	$47M		1.0M	45.70	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.6	$45M	+17%	151k	300.45	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	1.5	$41M	-2%	739k	55.77	View chart
NVIDIA Corporation (NVDA)	1.4	$38M	-4%	192k	200.09	View chart
JPMorgan Chase & Co. (JPM)	1.2	$32M		98k	327.32	View chart
Amphenol Corp Cl A (APH)	1.0	$28M	-5%	159k	176.32	View chart
Ishares Gold Tr Ishares New (IAU)	1.0	$27M	+3%	359k	75.51	View chart
Applied Materials (AMAT)	0.9	$25M		34k	723.00	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.8	$22M	+5%	428k	52.00	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$20M	+269%	158k	124.17	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.7	$18M	-10%	319k	57.64	View chart
Uber Technologies (UBER)	0.7	$18M	+6%	255k	72.16	View chart
Charles Schwab Corporation (SCHW)	0.7	$18M		198k	92.27	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.7	$18M		85k	212.77	View chart
Mastercard Incorporated Cl A (MA)	0.6	$17M		33k	513.60	View chart
Cohen & Steers Etf Trust Real Est Act Etf (CSRE)	0.6	$17M	+188%	593k	28.38	View chart
Philip Morris International (PM)	0.6	$17M		91k	180.91	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$16M		161k	98.98	View chart
Listed Fds Tr Hori Ki Infl Etf (INFL)	0.6	$16M	+29%	318k	49.88	View chart
Ishares U S Etf Tr Bloomberg Roll (CMDY)	0.6	$16M	+113%	284k	55.23	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.5	$14M	+2%	330k	43.48	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$14M		83k	164.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$13M	-4%	38k	357.37	View chart
Costco Wholesale Corporation (COST)	0.5	$13M	-5%	14k	935.47	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.4	$13M	-4%	132k	94.57	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$13M	+6%	17k	746.77	View chart
Ssga Active Etf Tr St Str Globa Etf (GAL)	0.4	$12M		234k	52.84	View chart
Global X Fds S&p 500 Covered (XYLD)	0.4	$12M		302k	40.79	View chart
Johnson & Johnson (JNJ)	0.4	$12M	+2%	47k	253.97	View chart
Meta Platforms Cl A (META)	0.4	$12M	-3%	21k	563.29	View chart
FirstSun Capital Bancorp (FSUN)	0.4	$11M	NEW	290k	38.78	View chart
AmerisourceBergen (COR)	0.4	$11M	-3%	40k	282.98	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.4	$11M	+59%	100k	109.07	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$11M	+6%	143k	75.79	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.4	$11M	-16%	5.4k	1989.44	View chart
Canadian Pacific Kansas City (CP)	0.4	$11M	-2%	124k	86.65	View chart
J P Morgan Exchange Traded F Rlty Income Etf (JPRE)	0.4	$10M	-33%	198k	52.18	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$10M	-7%	46k	219.43	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$9.7M		66k	146.41	View chart
Lowe's Companies (LOW)	0.3	$9.6M		43k	220.49	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$9.5M	+4%	69k	137.53	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.3	$9.3M		380k	24.51	View chart
Qualcomm (QCOM)	0.3	$9.2M	-21%	50k	184.79	View chart
Fortinet (FTNT)	0.3	$9.2M	-4%	60k	153.62	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$8.5M	+9%	57k	148.31	View chart
Broadcom (AVGO)	0.3	$8.1M	+14%	22k	377.75	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.3	$7.6M	-20%	76k	100.67	View chart
Walt Disney Company (DIS)	0.3	$7.5M	-3%	78k	96.25	View chart
Monolithic Power Systems (MPWR)	0.3	$7.3M	-16%	5.3k	1382.36	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.3	$7.2M		316k	22.90	View chart
Visa Com Cl A (V)	0.3	$7.1M	+2%	21k	343.09	View chart
Eli Lilly & Co. (LLY)	0.3	$7.0M	-7%	5.9k	1199.43	View chart
Medpace Hldgs (MEDP)	0.2	$6.7M	-2%	13k	529.59	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.2	$6.6M	-3%	126k	52.88	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.2	$6.5M	-3%	153k	42.59	View chart
Barclays Bank Djubs Cmdt Etn36 (DJP)	0.2	$6.4M	+2%	146k	43.71	View chart
Exxon Mobil Corporation (XOM)	0.2	$6.2M		46k	136.72	View chart
Arista Networks Com Shs (ANET)	0.2	$6.1M	-5%	36k	169.88	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$5.8M		56k	103.88	View chart
Texas Instruments Incorporated (TXN)	0.2	$5.8M		20k	298.07	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$5.7M	+6%	25k	227.06	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.2	$5.5M	+5%	79k	69.50	View chart
Enterprise Products Partners (EPD)	0.2	$5.5M		150k	36.76	View chart
Nextera Energy (NEE)	0.2	$5.4M	-2%	62k	87.77	View chart
Applovin Corp Com Cl A (APP)	0.2	$5.4M	-4%	10k	515.23	View chart
Bloom Energy Corp Com Cl A (BE)	0.2	$5.3M		18k	302.70	View chart
Wal-Mart Stores (WMT)	0.2	$5.3M	-9%	47k	113.26	View chart
Cme (CME)	0.2	$5.1M	-6%	23k	220.83	View chart
Linde SHS (LIN)	0.2	$5.1M		9.8k	518.94	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$4.8M		165k	29.43	View chart
Caterpillar (CAT)	0.2	$4.8M	+9%	4.5k	1064.90	View chart
Booking Holdings (BKNG)	0.2	$4.7M	+2852%	26k	178.24	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$4.5M	+9%	59k	76.55	View chart
Chevron Corporation (CVX)	0.2	$4.4M	-7%	27k	165.76	View chart
Home Depot (HD)	0.2	$4.4M	-13%	13k	352.68	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$4.4M		41k	107.62	View chart
MercadoLibre (MELI)	0.2	$4.3M	+23%	2.6k	1697.39	View chart
Cintas Corporation (CTAS)	0.2	$4.3M	-3%	26k	170.08	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$4.3M	+10%	35k	124.42	View chart
Danaher Corporation (DHR)	0.2	$4.3M	+44%	23k	190.48	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$4.3M	+7%	11k	393.96	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$4.1M		5.6k	736.40	View chart
Netflix (NFLX)	0.1	$4.1M	+357%	58k	71.40	View chart
Suncor Energy (SU)	0.1	$4.1M	-31%	76k	53.68	View chart
UnitedHealth (UNH)	0.1	$4.0M		9.7k	415.63	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$4.0M	+2%	42k	96.43	View chart
Cisco Systems (CSCO)	0.1	$4.0M	+3%	34k	117.46	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$3.8M	+9%	17k	221.20	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$3.8M	-6%	77k	49.55	View chart
Procter & Gamble Company (PG)	0.1	$3.7M	+2%	26k	146.64	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$3.7M		5.00	748850.00	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$3.7M	+6%	23k	164.60	View chart
TJX Companies (TJX)	0.1	$3.6M	+47%	24k	151.50	View chart
IDEXX Laboratories (IDXX)	0.1	$3.6M	-4%	6.8k	526.44	View chart
Tesla Motors (TSLA)	0.1	$3.6M	+8%	8.4k	420.60	View chart
Broadridge Financial Solutions (BR)	0.1	$3.5M	+8%	26k	136.95	View chart
Astrazeneca Ord (AZN)	0.1	$3.5M	+9%	19k	189.62	View chart
Adobe Systems Incorporated (ADBE)	0.1	$3.5M	+12%	17k	205.02	View chart
Ge Aerospace Com New (GE)	0.1	$3.4M	+7%	9.1k	373.73	View chart
Servicenow (NOW)	0.1	$3.4M	+18%	34k	99.28	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$3.3M	-5%	19k	177.47	View chart
Msci (MSCI)	0.1	$3.2M	-5%	5.7k	560.04	View chart
Gilead Sciences (GILD)	0.1	$3.1M		25k	126.34	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$3.1M		45k	68.41	View chart
Prologis (PLD)	0.1	$3.1M	-8%	23k	135.47	View chart
Labcorp Holdings Com Shs (LH)	0.1	$3.0M	-14%	11k	280.00	View chart
Deckers Outdoor Corporation (DECK)	0.1	$3.0M	-5%	30k	99.29	View chart
Joint (JYNT)	0.1	$2.9M		335k	8.78	View chart
Intuit (INTU)	0.1	$2.9M	+58%	11k	261.00	View chart
Pfizer (PFE)	0.1	$2.9M		121k	24.08	View chart
Micron Technology (MU)	0.1	$2.8M	+30%	2.4k	1154.29	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.1	$2.8M		31k	89.92	View chart
Realty Income (O)	0.1	$2.7M		44k	61.96	View chart
Alps Etf Tr Smith Core Plus (SMTH)	0.1	$2.7M	-8%	105k	25.74	View chart
United Parcel Svcs CL B (UPS)	0.1	$2.6M	-34%	24k	107.50	View chart
Abbvie (ABBV)	0.1	$2.5M	+6%	10k	251.64	View chart
Brookfield Infrastructure Pa Lp Int Unit (BIP)	0.1	$2.5M		69k	36.49	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.5M		13k	189.73	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$2.5M	+84%	10k	242.43	View chart
Aon Shs Cl A (AON)	0.1	$2.3M	-18%	7.1k	331.69	View chart
Rexford Industrial Realty Inc reit (REXR)	0.1	$2.3M	-2%	68k	33.50	View chart
Intel Corporation (INTC)	0.1	$2.3M	+50%	16k	139.63	View chart
Ge Vernova (GEV)	0.1	$2.1M		1.8k	1174.86	View chart
U Haul Holding Company Com Ser N (UHAL.B)	0.1	$2.1M	+26%	37k	57.70	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$2.1M	-4%	42k	50.57	View chart
Merck & Co (MRK)	0.1	$2.1M	-13%	16k	128.50	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.1	$2.0M	-60%	50k	40.29	View chart
Oracle Corporation (ORCL)	0.1	$2.0M		14k	146.55	View chart
Pimco CA Municipal Income Fund (PCQ)	0.1	$2.0M		224k	8.97	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$1.9M	-7%	82k	23.52	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$1.9M	+8%	36k	53.47	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$1.9M		3.1k	623.54	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$1.9M	-15%	23k	82.65	View chart
Liberty Media Corp Del Com Lbty One S A (FWONA)	0.1	$1.8M	-5%	21k	87.54	View chart
Tortoise Energy Infrastructure closed end funds (TYG)	0.1	$1.8M	+7%	41k	42.87	View chart
Goldman Sachs (GS)	0.1	$1.7M	+8%	1.7k	1011.37	View chart
Vaneck Etf Trust Morn Smid Mo Etf (SMOT)	0.1	$1.7M		44k	38.86	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$1.7M		2.4k	686.81	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$1.6M		27k	61.46	View chart
Starbucks Corporation (SBUX)	0.1	$1.6M	+4%	16k	102.19	View chart
Burford Capital Ord Shs (BUR)	0.1	$1.6M		381k	4.10	View chart
International Business Machines (IBM)	0.1	$1.5M	+8%	5.5k	281.21	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.5M	-18%	4.1k	370.04	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.5M		19k	77.11	View chart
Ishares Tr New York Mun Etf (NYF)	0.1	$1.5M		27k	53.91	View chart
Phillips Edison & Co Common Stock (PECO)	0.1	$1.4M		35k	41.62	View chart
Rockwell Automation (ROK)	0.1	$1.4M	+2%	2.9k	495.08	View chart
T Rowe Price Exchange-traded Price Blue Chip (TCHP)	0.1	$1.4M	-19%	28k	50.09	View chart
Amgen (AMGN)	0.0	$1.4M		3.8k	362.12	View chart
Morgan Stanley Com New (MS)	0.0	$1.4M	+8%	6.5k	209.04	View chart
Bank of America Corporation (BAC)	0.0	$1.3M	-5%	23k	56.98	View chart
Lam Research Corp Com New (LRCX)	0.0	$1.3M		3.0k	433.33	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$1.3M	NEW	20k	63.04	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$1.2M	-29%	9.7k	124.44	View chart
Invesco Exchange Traded Fd T Semiconductors (PSI)	0.0	$1.2M	-6%	6.4k	187.82	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$1.2M	-4%	3.2k	368.38	View chart
Ishares Tr U S Equity Factr (LRGF)	0.0	$1.2M	-11%	15k	75.63	View chart
American Express Company (AXP)	0.0	$1.1M	-12%	3.4k	338.25	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$1.1M	+147%	2.4k	477.56	View chart
Vaneck Etf Trust Mrngstr Int Moat (MOTI)	0.0	$1.1M	-5%	34k	33.25	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.0	$1.1M	+12%	5.7k	190.52	View chart
Blackrock (BLK)	0.0	$1.1M	-3%	1.1k	961.56	View chart
Boeing Company (BA)	0.0	$1.1M	+2%	5.0k	216.47	View chart
Parker-Hannifin Corporation (PH)	0.0	$1.1M	+7%	1.1k	978.12	View chart
Coca-Cola Company (KO)	0.0	$1.0M	+7%	13k	81.27	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$1.0M		1.4k	763.14	View chart
Ssga Active Etf Tr St Str Total Etf (TOTL)	0.0	$1.0M		26k	39.47	View chart
Citigroup Com New (C)	0.0	$1.0M	+11%	7.3k	139.96	View chart
At&t (T)	0.0	$1.0M	-8%	48k	20.70	View chart
Bank of New York Mellon Corporation (BNY)	0.0	$988k		6.8k	144.61	View chart
Abbott Laboratories (ABT)	0.0	$979k		11k	90.74	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$975k		1.0k	965.00	View chart
Constellation Energy (CEG)	0.0	$963k	-22%	3.9k	248.38	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.0	$927k	+7%	5.0k	185.25	View chart
McDonald's Corporation (MCD)	0.0	$925k	+2%	3.4k	270.31	View chart
Wells Fargo & Co Perp Pfd Cnv A (WFC.PL)	0.0	$920k		795.00	1157.00	View chart
Palantir Technologies Cl A (PLTR)	0.0	$906k	+14%	7.8k	116.67	View chart
Western Digital (WDC)	0.0	$899k	-5%	1.4k	638.72	View chart
Cohen & Steers Real Estate O Shs Benfin Int (RLTY)	0.0	$884k	+414%	56k	15.74	View chart
Ishares Tr Mortge Rel Etf (REM)	0.0	$881k	-5%	40k	22.05	View chart
Nuveen California Muni Vlu F Com Stk (NCA)	0.0	$879k	-22%	94k	9.33	View chart
Capital One Financial (COF)	0.0	$877k	+2%	4.4k	200.60	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$877k	+10%	2.6k	342.85	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$873k	+9%	3.6k	242.44	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$863k	+88%	27k	31.71	View chart
Verizon Communications (VZ)	0.0	$852k	+19%	20k	42.34	View chart
Wells Fargo & Company (WFC)	0.0	$835k	+25%	10k	82.64	View chart
Lockheed Martin Corporation (LMT)	0.0	$799k	+10%	1.6k	509.46	View chart
Deere & Company (DE)	0.0	$790k	+4%	1.2k	634.33	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$741k		8.0k	92.21	View chart
Rayonier (RYN)	0.0	$741k	NEW	35k	21.28	View chart
Pimco Dynamic Income Strateg Com Shs Ben Int (PDX)	0.0	$729k		35k	20.82	View chart
Bank Of Amer Corp 7.25%CNV PFD L (BAC.PL)	0.0	$724k		577.00	1254.51	View chart
Paccar (PCAR)	0.0	$722k		6.0k	120.12	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$717k		2.1k	343.88	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$702k		7.8k	90.10	View chart
Qnity Electronics Common Stock (Q)	0.0	$697k	-28%	4.3k	163.31	View chart
Waste Management (WM)	0.0	$683k		3.1k	222.88	View chart
Pepsi (PEP)	0.0	$677k	-56%	5.0k	135.40	View chart
Thermo Fisher Scientific (TMO)	0.0	$653k	+6%	1.3k	501.36	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$646k		9.1k	71.25	View chart
Welltower Inc Com reit (WELL)	0.0	$645k	+20%	2.8k	226.97	View chart
Columbia Etf Tr I Diversifid Fxd (DIAL)	0.0	$643k	-32%	35k	18.17	View chart
Honeywell International (HON)	0.0	$637k	NEW	2.8k	223.90	View chart
Honeywell Aerospace (HONA)	0.0	$629k	NEW	2.8k	221.08	View chart
Williams Companies (WMB)	0.0	$627k		8.4k	74.34	View chart
Scholastic Corporation (SCHL)	0.0	$620k	+10%	14k	46.00	View chart
Southern Company (SO)	0.0	$609k	+69%	6.4k	95.71	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$608k		2.6k	236.62	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.0	$605k	+4%	2.1k	283.79	View chart
Beta Technologies Com Shs Cl A (BETA)	0.0	$597k		36k	16.75	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$595k	-13%	7.2k	82.11	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$587k	+22%	11k	53.61	View chart
Emerson Electric (EMR)	0.0	$563k	-3%	3.9k	143.15	View chart
Union Pacific Corporation (UNP)	0.0	$561k	+4%	2.1k	272.00	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.0	$559k		13k	41.73	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$557k		3.6k	156.95	View chart
Alexandria Real Estate Equities (ARE)	0.0	$556k	-7%	11k	52.85	View chart
Business First Bancshares (BFST)	0.0	$552k		18k	30.73	View chart
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)	0.0	$542k	NEW	19k	28.17	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$541k	+500%	6.3k	86.14	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$541k	-7%	3.5k	154.30	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.0	$537k		6.0k	89.14	View chart
Northrop Grumman Corporation (NOC)	0.0	$530k	+10%	1.0k	509.32	View chart
Molina Healthcare (MOH)	0.0	$529k		2.3k	228.70	View chart
Travelers Companies (TRV)	0.0	$527k		1.6k	330.13	View chart
Edwards Lifesciences (EW)	0.0	$526k	+51%	5.8k	90.46	View chart
Tandy Leather Factory (TLF)	0.0	$523k		224k	2.33	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$515k	-74%	10k	50.49	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$513k	+34%	15k	33.29	View chart
Norfolk Southern (NSC)	0.0	$506k	+6%	1.6k	314.59	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$501k		46k	10.90	View chart
Intuitive Surgical Com New (ISRG)	0.0	$500k	+10%	1.3k	397.68	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$486k	-2%	3.1k	158.03	View chart
McKesson Corporation (MCK)	0.0	$484k		641.00	755.60	View chart
Eaton Corp SHS (ETN)	0.0	$483k		1.1k	426.12	View chart
Rivernorth Doubleline Strate (OPP)	0.0	$474k		61k	7.72	View chart
Exelon Corporation (EXC)	0.0	$471k		10k	46.62	View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC)	0.0	$468k		39k	12.12	View chart
British Amern Tob Sponsored Adr (BTI)	0.0	$467k		7.6k	61.76	View chart
salesforce (CRM)	0.0	$465k	+6%	3.0k	156.66	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$459k		9.3k	49.41	View chart
Sempra Energy (SRE)	0.0	$459k		5.0k	92.70	View chart
Brown Forman Corp CL B (BF.B)	0.0	$458k		17k	26.65	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.0	$455k	-6%	1.0k	450.99	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.0	$446k		5.2k	85.66	View chart
Dupont De Nemours Common Stock (DD)	0.0	$435k	NEW	3.2k	135.64	View chart
Ishares Tr Us Hlthcr Pr Etf (IHF)	0.0	$434k		7.9k	55.33	View chart
Target Corporation (TGT)	0.0	$430k	-3%	3.3k	130.60	View chart
Kla Corp Com New (KLAC)	0.0	$419k	NEW	1.4k	301.71	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.0	$418k	-9%	2.9k	142.39	View chart
Republic Services (RSG)	0.0	$417k		2.0k	213.08	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$411k		1.4k	285.58	View chart
Pimco Dynamic Income SHS (PDI)	0.0	$407k	+2%	24k	16.70	View chart
Sherwin-Williams Company (SHW)	0.0	$392k	-35%	1.1k	344.32	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$390k	+3%	14k	27.70	View chart
Enterprise Financial Services (EFSC)	0.0	$387k		5.9k	65.88	View chart
Public Storage (PSA)	0.0	$385k	-3%	1.2k	318.31	View chart
Vaneck Bitcoin Etf Sh Ben Int (HODL)	0.0	$383k	+2%	23k	16.61	View chart
CoStar (CSGP)	0.0	$382k	-26%	14k	28.32	View chart
3M Company (MMM)	0.0	$369k		2.3k	161.91	View chart
Analog Devices (ADI)	0.0	$368k	+27%	926.00	397.17	View chart
S&p Global (SPGI)	0.0	$366k	-7%	899.00	407.26	View chart
Fastenal Company (FAST)	0.0	$363k		7.5k	48.03	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$361k	NEW	3.0k	119.50	View chart
Ecolab (ECL)	0.0	$358k		1.3k	278.61	View chart
Koninklijke Philips N V Ny Regis Shs New (PHG)	0.0	$358k	-70%	13k	27.19	View chart
Duke Energy Corp Com New (DUK)	0.0	$353k	NEW	2.8k	126.59	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$353k		6.8k	51.85	View chart
Strategy Cl A New (MSTR)	0.0	$347k		4.0k	86.93	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$347k		9.6k	36.13	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$346k		6.8k	51.00	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$343k		3.0k	114.18	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$340k	NEW	519.00	655.89	View chart
America Movil Sab De Cv Spon Ads Rp Cl B (AMX)	0.0	$340k		13k	25.99	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$339k	+11%	3.7k	90.60	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$333k		4.2k	79.03	View chart
Shell Spon Ads (SHEL)	0.0	$330k	-5%	4.3k	77.54	View chart
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)	0.0	$330k		25k	13.22	View chart
Yum! Brands (YUM)	0.0	$329k	-3%	2.1k	159.86	View chart
Kinder Morgan (KMI)	0.0	$320k	-2%	10k	31.97	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.0	$317k		12k	26.52	View chart
FirstEnergy (FE)	0.0	$314k		6.6k	47.54	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.0	$311k		28k	10.99	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.0	$304k	NEW	14k	22.34	View chart
Dow (DOW)	0.0	$304k	-46%	11k	27.36	View chart
Trane Technologies SHS (TT)	0.0	$300k	-8%	610.00	491.16	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$293k		4.9k	59.69	View chart
Chubb (CB)	0.0	$290k	+5%	852.00	340.74	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.0	$287k		5.6k	50.84	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.0	$285k		6.4k	44.36	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$284k		1.7k	163.58	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$284k		3.4k	82.34	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.0	$279k		7.3k	38.06	View chart
Wec Energy Group (WEC)	0.0	$276k		2.4k	116.77	View chart
Stryker Corporation (SYK)	0.0	$275k	+16%	872.00	314.84	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.0	$271k		4.5k	60.29	View chart
Carrier Global Corporation (CARR)	0.0	$271k		3.7k	73.35	View chart
Ionq Inc Pipe (IONQ)	0.0	$268k	NEW	5.0k	53.26	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$267k		730.00	365.87	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$258k		519.00	496.73	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$255k		363.00	703.34	View chart
Comcast Corp Cl A (CMCSA)	0.0	$253k	-2%	10k	24.55	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.0	$253k	NEW	1.5k	170.86	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$252k	NEW	3.9k	64.49	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.0	$249k	NEW	4.3k	57.68	View chart
Simon Property (SPG)	0.0	$248k	+4%	1.1k	223.65	View chart
Iron Mountain (IRM)	0.0	$244k	NEW	1.9k	126.31	View chart
Altria (MO)	0.0	$244k	-13%	3.4k	71.94	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.0	$244k		1.6k	152.18	View chart
Advisors Inner Circle Fd Iii Gqg Us Equit Etf (GQGU)	0.0	$243k	NEW	9.6k	25.40	View chart
Marriott Intl Cl A (MAR)	0.0	$243k	-7%	655.00	370.60	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$232k		5.5k	42.41	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$230k	-4%	6.6k	34.81	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$229k	NEW	1.0k	218.02	View chart
Doubleline Income Solutions (DSL)	0.0	$227k		21k	11.06	View chart
Medtronic SHS (MDT)	0.0	$227k	-3%	2.9k	78.23	View chart
SYSCO Corporation (SYY)	0.0	$227k	NEW	2.7k	83.58	View chart
Phillips 66 (PSX)	0.0	$225k	NEW	1.3k	169.05	View chart
Johnson Controls Internation SHS (JCI)	0.0	$220k	-9%	1.5k	146.11	View chart
PNC Financial Services (PNC)	0.0	$219k	NEW	889.00	246.22	View chart
Innovator Etfs Trust Grow 100 Pwr Aug (NAUG)	0.0	$216k	NEW	6.8k	31.68	View chart
Marathon Petroleum Corp (MPC)	0.0	$214k		838.00	255.81	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.0	$213k	-5%	2.6k	83.07	View chart
Automatic Data Processing (ADP)	0.0	$213k	NEW	949.00	223.95	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$211k	NEW	7.6k	27.62	View chart
Lennar Corp CL B (LEN.B)	0.0	$210k	NEW	2.4k	88.70	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$209k	NEW	6.7k	31.10	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.0	$209k	NEW	1.8k	113.82	View chart
Guggenheim Bld Amr Bds Mng D (GBAB)	0.0	$208k	NEW	14k	14.46	View chart
Kayne Anderson MLP Investment (KYN)	0.0	$174k		13k	13.83	View chart
Pimco Income Strategy Fund II (PFN)	0.0	$159k		22k	7.13	View chart
Ready Cap Corp Com reit (RC)	0.0	$123k	-7%	70k	1.75	View chart
Eaton Vance Limited Duration Income Fund (EVV)	0.0	$107k	-38%	11k	9.37	View chart
TCW Strategic Income Fund (TSI)	0.0	$91k		20k	4.51	View chart
Terrestrial Energy Com Shs (IMSR)	0.0	$71k		10k	7.08	View chart
Eagle Pt Cr (ECC)	0.0	$60k	+4%	16k	3.72	View chart
Nuveen Cr Strategies Income Com Shs (JQC)	0.0	$54k		11k	4.86	View chart
High Tide Com New (HITI)	0.0	$27k		12k	2.28	View chart

Past Filings by First Foundation Advisors

SEC 13F filings are viewable for First Foundation Advisors going back to 2010

First Foundation Advisors 2026 Q2 filed Aug. 14, 2026
First Foundation Advisors 2026 Q1 filed May 4, 2026
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

View all past filings

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