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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, JEPI, and represent 34.70% of First Foundation Advisors's stock portfolio.
Added to shares of these 10 stocks: IEMG (+$8.8M), CMDY (+$7.2M), IJR (+$5.5M), CSRE (+$5.4M), IEFA, IVV, DGRO, BR, JEPI, IWR.
Started 18 new stock positions in MPC, BETA, XLE, CSRE, AZN, ADI, CARR, SPG, BP, XLP. MMM, IMSR, HODL, UHAL.B, JCI, BR, VV, RLTY.
Reduced shares in these 10 stocks: UPS (-$14M), AstraZeneca (-$11M), SU (-$9.2M), SRLN (-$8.1M), JPRE (-$5.5M), PLD (-$5.4M), CVX, GOOG, TXN, IWF.
Sold out of its positions in ELV, APPF, AstraZeneca, ADP, BFZ, BX, TACK, DAL, GM, NAUG. IONQ, IYF, IUSB, LEN.B, MDLZ, SONY, SYY, U, JOET, XEL, ZTS.
First Foundation Advisors was a net buyer of stock by $2.8M.
First Foundation Advisors has $2.5B in assets under management (AUM), dropping by -6.42%.
Central Index Key (CIK): 0001086763

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Portfolio Holdings for First Foundation Advisors

First Foundation Advisors holds 334 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corporation (MSFT)	14.9	$370M		999k	370.17	View chart
Ishares Tr Core S&p500 Etf (IVV)	7.8	$193M	+2%	296k	653.21	View chart
Alphabet Cap Stk Cl C (GOOG)	4.4	$110M	-2%	382k	286.86	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.0	$100M	+5%	1.1M	90.53	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	3.6	$89M	+4%	1.6M	56.68	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	2.9	$72M	-2%	743k	96.70	View chart
Apple (AAPL)	2.9	$72M		283k	253.79	View chart
Amazon (AMZN)	2.4	$60M		289k	208.27	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	2.3	$57M		459k	125.13	View chart
Ishares Core Msci Emkt (IEMG)	2.2	$54M	+19%	773k	69.75	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	2.2	$54M	+6%	554k	97.23	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.0	$51M		105k	479.20	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	1.8	$44M		1.0M	43.13	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	1.5	$38M	+5%	516k	74.55	View chart
Advanced Micro Devices (AMD)	1.5	$37M		182k	203.43	View chart
NVIDIA Corporation (NVDA)	1.4	$35M	+4%	200k	174.40	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	1.4	$35M	-2%	759k	45.87	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.3	$32M		128k	248.00	View chart
Ishares Gold Tr Ishares New (IAU)	1.2	$31M		348k	88.16	View chart
JPMorgan Chase & Co. (JPM)	1.2	$29M		100k	294.15	View chart
Amphenol Corp Cl A (APH)	0.9	$21M	-2%	169k	126.35	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.8	$20M	-2%	357k	56.86	View chart
Charles Schwab Corporation (SCHW)	0.7	$18M		195k	93.98	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$18M	-11%	43k	426.40	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.7	$18M	+9%	407k	43.20	View chart
Uber Technologies (UBER)	0.7	$17M	+3%	238k	71.93	View chart
Mastercard Incorporated Cl A (MA)	0.7	$17M	-3%	34k	499.66	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.7	$16M		86k	191.92	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$16M	+8%	162k	99.27	View chart
Philip Morris International (PM)	0.6	$15M		92k	165.34	View chart
Costco Wholesale Corporation (COST)	0.6	$14M		14k	996.43	View chart
J P Morgan Exchange Traded F Realty Income Et (JPRE)	0.6	$14M	-27%	295k	48.07	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.6	$14M	+3%	321k	43.45	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.5	$13M	+10%	139k	95.44	View chart
AmerisourceBergen (COR)	0.5	$13M	-4%	41k	314.14	View chart
Listed Fds Tr Horizon Kinetics (INFL)	0.5	$13M	+9%	247k	52.06	View chart
Meta Platforms Cl A (META)	0.5	$12M		22k	572.13	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$12M	-8%	84k	142.43	View chart
Global X Fds S&p 500 Covered (XYLD)	0.5	$12M		303k	39.13	View chart
Applied Materials (AMAT)	0.5	$12M		35k	341.79	View chart
Ssga Active Etf Tr State Street Glo (GAL)	0.5	$12M	+2%	233k	49.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$11M		39k	287.56	View chart
Johnson & Johnson (JNJ)	0.5	$11M		46k	244.44	View chart
Lowe's Companies (LOW)	0.4	$10M		44k	236.28	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$10M	-2%	16k	650.34	View chart
Canadian Pacific Kansas City (CP)	0.4	$10M		128k	78.66	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.4	$9.6M	+33%	95k	100.66	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$9.5M	+70%	135k	70.18	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$9.5M	-6%	49k	191.81	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.4	$9.1M	+15%	379k	23.87	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.3	$8.6M		6.5k	1320.83	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$8.5M		66k	128.12	View chart
Qualcomm (QCOM)	0.3	$8.2M	-5%	64k	128.78	View chart
Ishares U S Etf Tr Bloomberg Roll (CMDY)	0.3	$7.9M	+953%	133k	59.42	View chart
Exxon Mobil Corporation (XOM)	0.3	$7.9M	-3%	47k	169.66	View chart
Walt Disney Company (DIS)	0.3	$7.8M	+3%	81k	96.38	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$7.5M	+8%	67k	113.11	View chart
Cme (CME)	0.3	$7.4M	-10%	25k	295.35	View chart
Suncor Energy (SU)	0.3	$7.4M	-55%	112k	66.11	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.3	$7.2M	+3%	319k	22.66	View chart
Monolithic Power Systems (MPWR)	0.3	$6.9M		6.4k	1093.35	View chart
Barclays Bank Djubs Cmdt Etn36 (DJP)	0.3	$6.9M	+8%	143k	48.14	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$6.8M	-2%	63k	108.99	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$6.5M	+552%	52k	124.31	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.3	$6.4M	-6%	159k	40.47	View chart
Wal-Mart Stores (WMT)	0.3	$6.4M	+2%	51k	124.28	View chart
Medpace Hldgs (MEDP)	0.3	$6.3M		13k	480.19	View chart
Visa Com Cl A (V)	0.2	$6.1M	+18%	20k	302.24	View chart
Chevron Corporation (CVX)	0.2	$6.0M	-36%	29k	206.90	View chart
Nextera Energy (NEE)	0.2	$5.9M	-6%	63k	92.88	View chart
Eli Lilly & Co. (LLY)	0.2	$5.8M		6.3k	919.77	View chart
Broadcom (AVGO)	0.2	$5.8M	+4%	19k	309.51	View chart
Enterprise Products Partners (EPD)	0.2	$5.7M		150k	37.84	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$5.5M		56k	97.13	View chart
Cohen & Steers Etf Trust Real Estate Acti (CSRE)	0.2	$5.4M	NEW	206k	26.28	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.2	$5.3M		130k	40.81	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.2	$5.2M	-61%	128k	40.14	View chart
Fortinet (FTNT)	0.2	$5.1M		63k	81.72	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$4.9M	+14%	23k	211.15	View chart
Linde SHS (LIN)	0.2	$4.8M	-3%	9.8k	495.76	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.2	$4.8M		75k	64.35	View chart
Home Depot (HD)	0.2	$4.8M	+8%	15k	328.89	View chart
Arista Networks Com Shs (ANET)	0.2	$4.7M		38k	122.78	View chart
Cintas Corporation (CTAS)	0.2	$4.4M		26k	169.14	View chart
Applovin Corp Com Cl A (APP)	0.2	$4.3M		11k	398.00	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$4.3M	+13%	41k	106.15	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$4.2M		165k	25.64	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$4.0M	+5%	54k	74.35	View chart
IDEXX Laboratories (IDXX)	0.2	$4.0M		7.2k	561.89	View chart
Broadridge Financial Solutions (BR)	0.2	$3.8M	NEW	24k	162.48	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$3.8M	-6%	82k	46.23	View chart
Booking Holdings (BKNG)	0.2	$3.8M	-4%	895.00	4210.32	View chart
Texas Instruments Incorporated (TXN)	0.2	$3.7M	-39%	19k	194.14	View chart
Adobe Systems Incorporated (ADBE)	0.1	$3.7M		15k	243.08	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$3.6M	+7%	41k	88.70	View chart
Procter & Gamble Company (PG)	0.1	$3.6M	+8%	25k	144.44	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$3.6M		5.00	718140.00	View chart
United Parcel Svcs CL B (UPS)	0.1	$3.6M	-79%	37k	98.38	View chart
MercadoLibre (MELI)	0.1	$3.6M	-5%	2.1k	1729.01	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$3.5M	+7%	31k	111.37	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$3.4M	-2%	20k	175.66	View chart
Gilead Sciences (GILD)	0.1	$3.4M	+10%	24k	139.37	View chart
Labcorp Holdings Com Shs (LH)	0.1	$3.4M	-12%	13k	266.81	View chart
Pfizer (PFE)	0.1	$3.4M		121k	28.08	View chart
Astrazeneca Ord (AZN)	0.1	$3.3M	NEW	17k	197.22	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$3.3M	-10%	5.7k	577.18	View chart
Prologis (PLD)	0.1	$3.3M	-62%	25k	132.18	View chart
Deckers Outdoor Corporation (DECK)	0.1	$3.2M		32k	100.09	View chart
Msci (MSCI)	0.1	$3.2M		6.0k	539.01	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$3.2M	+10%	10k	313.81	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$3.1M	+20%	21k	145.74	View chart
Intuit (INTU)	0.1	$3.1M	-5%	7.1k	432.38	View chart
Servicenow (NOW)	0.1	$3.0M	-7%	29k	104.55	View chart
Joint (JYNT)	0.1	$3.0M		338k	8.85	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$3.0M	+8%	16k	189.59	View chart
Danaher Corporation (DHR)	0.1	$3.0M	+59%	16k	189.60	View chart
Alps Etf Tr Smith Core Plus (SMTH)	0.1	$3.0M	-2%	115k	25.75	View chart
Caterpillar (CAT)	0.1	$2.9M	+13%	4.1k	708.46	View chart
Tesla Motors (TSLA)	0.1	$2.9M	+11%	7.8k	371.75	View chart
Aon Shs Cl A (AON)	0.1	$2.8M	-12%	8.7k	322.78	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$2.7M	-6%	14k	198.29	View chart
Realty Income (O)	0.1	$2.7M		44k	61.18	View chart
UnitedHealth (UNH)	0.1	$2.7M	-2%	9.8k	270.59	View chart
TJX Companies (TJX)	0.1	$2.6M	+54%	16k	159.70	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$2.6M		45k	56.79	View chart
Cisco Systems (CSCO)	0.1	$2.5M	+2%	33k	77.59	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.5M	+6%	13k	192.90	View chart
Brookfield Infrastructure Pa Lp Int Unit (BIP)	0.1	$2.5M		69k	36.12	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.1	$2.4M		31k	79.09	View chart
Ge Aerospace Com New (GE)	0.1	$2.4M	+23%	8.5k	283.77	View chart
Bloom Energy Corp Com Cl A (BE)	0.1	$2.4M		18k	135.49	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$2.4M		3.1k	772.64	View chart
Rexford Industrial Realty Inc reit (REXR)	0.1	$2.3M	-9%	70k	32.73	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$2.3M	+44%	33k	68.14	View chart
Kinsale Cap Group (KNSL)	0.1	$2.3M		6.6k	341.66	View chart
Merck & Co (MRK)	0.1	$2.2M	+26%	19k	120.29	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$2.2M	+29%	27k	82.75	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$2.2M		44k	50.61	View chart
Paycom Software (PAYC)	0.1	$2.2M	-5%	18k	121.54	View chart
Abbvie (ABBV)	0.1	$2.1M	-3%	9.5k	217.49	View chart
Copart (CPRT)	0.1	$2.1M		62k	33.20	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$2.0M		88k	22.98	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$2.0M	-14%	40k	50.37	View chart
Oracle Corporation (ORCL)	0.1	$2.0M	-6%	14k	147.11	View chart
Pimco CA Municipal Income Fund (PCQ)	0.1	$1.9M	+7%	224k	8.58	View chart
Tortoise Energy Infrastructure closed end funds (TYG)	0.1	$1.9M	+46%	38k	49.85	View chart
Pepsi (PEP)	0.1	$1.8M	+5%	12k	155.29	View chart
Burford Capital Ord Shs (BUR)	0.1	$1.7M		381k	4.52	View chart
Liberty Media Corp Del Com Lbty One S A (FWONA)	0.1	$1.7M		22k	78.08	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.6M		5.0k	320.81	View chart
Ge Vernova (GEV)	0.1	$1.6M	+25%	1.8k	872.90	View chart
Vaneck Etf Trust Morningstar Smid (SMOT)	0.1	$1.6M	-3%	44k	35.19	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.1	$1.5M	-11%	35k	44.18	View chart
At&t (T)	0.1	$1.5M	+12%	53k	28.99	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$1.5M	+125%	27k	55.52	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.5M	-4%	3.4k	430.29	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$1.4M	-10%	2.4k	597.55	View chart
Ishares Tr New York Mun Etf (NYF)	0.1	$1.4M		27k	53.12	View chart
Constellation Energy (CEG)	0.1	$1.4M	+30%	5.0k	279.25	View chart
Starbucks Corporation (SBUX)	0.1	$1.3M		15k	89.59	View chart
Goldman Sachs (GS)	0.1	$1.3M	+4%	1.6k	845.99	View chart
Amgen (AMGN)	0.1	$1.3M	+25%	3.8k	351.85	View chart
U Haul Holding Company Com Ser N (UHAL.B)	0.1	$1.3M	NEW	29k	44.67	View chart
Phillips Edison & Co Common Stock (PECO)	0.1	$1.3M		35k	37.42	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.3M		19k	67.53	View chart
Honeywell International (HON)	0.1	$1.3M	+14%	5.6k	226.03	View chart
Vaneck Etf Trust Mrngstr Int Moat (MOTI)	0.1	$1.2M	-3%	36k	34.15	View chart
International Business Machines (IBM)	0.0	$1.2M	+11%	5.0k	242.39	View chart
Koninklijke Philips N V Ny Regis Shs New (PHG)	0.0	$1.2M	-28%	44k	27.40	View chart
Netflix (NFLX)	0.0	$1.2M	+25%	13k	96.15	View chart
Bank of America Corporation (BAC)	0.0	$1.2M	+12%	24k	48.75	View chart
American Express Company (AXP)	0.0	$1.2M	+2%	3.9k	302.48	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$1.2M	+5%	5.5k	213.67	View chart
Nuveen California Muni Vlu F Com Stk (NCA)	0.0	$1.1M		122k	9.38	View chart
Ishares Tr U S Equity Factr (LRGF)	0.0	$1.1M		17k	66.00	View chart
Blackrock (BLK)	0.0	$1.1M		1.2k	961.71	View chart
Abbott Laboratories (ABT)	0.0	$1.1M	-3%	11k	102.67	View chart
McDonald's Corporation (MCD)	0.0	$1.0M	+3%	3.3k	310.79	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.0	$1.0M		26k	39.73	View chart
Rockwell Automation (ROK)	0.0	$1.0M	-12%	2.8k	358.88	View chart
Palantir Technologies Cl A (PLTR)	0.0	$995k	+19%	6.8k	146.28	View chart
Morgan Stanley Com New (MS)	0.0	$986k		6.0k	164.57	View chart
Boeing Company (BA)	0.0	$967k	+3%	4.9k	199.03	View chart
Columbia Etf Tr I Diversifid Fxd (DIAL)	0.0	$948k		52k	18.08	View chart
Wells Fargo & Co Perp Pfd Cnv A (WFC.PL)	0.0	$918k	+2%	795.00	1155.00	View chart
Ishares Tr Mortge Rel Etf (REM)	0.0	$912k		43k	21.47	View chart
Coca-Cola Company (KO)	0.0	$909k	+8%	12k	76.05	View chart
Parker-Hannifin Corporation (PH)	0.0	$905k	-12%	1.0k	895.24	View chart
Dow (DOW)	0.0	$864k		21k	41.65	View chart
Lockheed Martin Corporation (LMT)	0.0	$861k		1.4k	604.40	View chart
Verizon Communications (VZ)	0.0	$844k	-6%	17k	50.20	View chart
Bank of New York Mellon Corporation (BK)	0.0	$811k		6.8k	118.63	View chart
Capital One Financial (COF)	0.0	$781k	+18%	4.3k	182.41	View chart
Pimco Dynamic Income Strateg Com Shs Ben Int (PDX)	0.0	$777k		35k	22.06	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$755k	-11%	4.7k	161.73	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$747k		8.1k	92.28	View chart
Citigroup Com New (C)	0.0	$741k	+8%	6.5k	113.41	View chart
CoStar (CSGP)	0.0	$738k	-10%	18k	40.34	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$722k		3.3k	218.76	View chart
Waste Management (WM)	0.0	$703k		3.1k	229.79	View chart
Paccar (PCAR)	0.0	$694k		6.0k	115.50	View chart
Qnity Electronics Common Stock (Q)	0.0	$690k	-22%	6.0k	115.38	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$689k	-9%	8.3k	82.57	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	0.0	$688k		577.00	1191.56	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$672k	-3%	5.1k	132.90	View chart
Deere & Company (DE)	0.0	$672k	+2%	1.2k	563.30	View chart
Natural Resource Partners Com Unit Ltd Par (NRP)	0.0	$671k		5.5k	121.00	View chart
Invesco Exchange Traded Fd T Semiconductors (PSI)	0.0	$644k		6.8k	94.38	View chart
Northrop Grumman Corporation (NOC)	0.0	$642k	+161%	941.00	682.33	View chart
Wells Fargo & Company (WFC)	0.0	$641k	+6%	8.1k	79.61	View chart
Lam Research Corp Com New (LRCX)	0.0	$624k	+6%	2.9k	213.66	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$622k	NEW	2.1k	298.84	View chart
Williams Companies (WMB)	0.0	$621k	+13%	8.5k	72.78	View chart
Micron Technology (MU)	0.0	$617k	+18%	1.8k	337.84	View chart
Thermo Fisher Scientific (TMO)	0.0	$602k	+8%	1.2k	491.53	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$586k		7.8k	75.19	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$573k		8.9k	64.08	View chart
Sherwin-Williams Company (SHW)	0.0	$565k		1.8k	320.55	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.0	$562k		1.1k	522.71	View chart
McKesson Corporation (MCK)	0.0	$556k		642.00	865.36	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$554k	-3%	2.3k	239.99	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$544k		2.5k	215.06	View chart
Dupont De Nemours (DD)	0.0	$538k	-22%	12k	45.80	View chart
Emerson Electric (EMR)	0.0	$534k	-17%	4.1k	131.02	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$533k		1.4k	390.41	View chart
Alexandria Real Estate Equities (ARE)	0.0	$531k		11k	46.42	View chart
Intuitive Surgical Com New (ISRG)	0.0	$525k	+43%	1.1k	460.99	View chart
Beta Technologies Com Shs Cl A (BETA)	0.0	$524k	NEW	36k	14.70	View chart
salesforce (CRM)	0.0	$522k		2.8k	186.67	View chart
Tandy Leather Factory (TLF)	0.0	$518k	-50%	224k	2.31	View chart
Spdr Series Trust State Street Spd (XAR)	0.0	$517k	-13%	2.0k	253.92	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$498k		3.8k	132.10	View chart
Strategy Cl A New (MSTR)	0.0	$498k		4.0k	124.80	View chart
Exelon Corporation (EXC)	0.0	$496k		10k	49.02	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$496k		9.3k	53.35	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.0	$492k		13k	36.76	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$491k		3.6k	138.32	View chart
Business First Bancshares (BFST)	0.0	$486k		18k	27.04	View chart
Sempra Energy (SRE)	0.0	$481k		5.0k	97.18	View chart
Intel Corporation (INTC)	0.0	$480k	-6%	11k	44.13	View chart
Union Pacific Corporation (UNP)	0.0	$478k	+31%	2.0k	242.62	View chart
Scholastic Corporation (SCHL)	0.0	$475k		12k	39.06	View chart
Rivernorth Doubleline Strate (OPP)	0.0	$471k		61k	7.67	View chart
Travelers Companies (TRV)	0.0	$466k	+128%	1.6k	291.69	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$466k		3.1k	148.10	View chart
Welltower Inc Com reit (WELL)	0.0	$465k	+19%	2.4k	197.71	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$461k		46k	10.03	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$457k		1.0k	436.79	View chart
Brown Forman Corp CL B (BF.B)	0.0	$455k		17k	26.44	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.0	$455k		6.0k	75.49	View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC)	0.0	$450k	-12%	39k	11.65	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$444k	-15%	15k	30.68	View chart
British Amern Tob Sponsored Adr (BTI)	0.0	$442k		7.6k	58.47	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$442k	-17%	9.0k	49.37	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$440k	-47%	12k	38.42	View chart
Republic Services (RSG)	0.0	$434k		2.0k	219.02	View chart
Norfolk Southern (NSC)	0.0	$434k	+114%	1.5k	287.00	View chart
Vaneck Bitcoin Etf Sh Ben Int (HODL)	0.0	$430k	NEW	22k	19.16	View chart
Shell Spon Ads (SHEL)	0.0	$417k	+36%	4.5k	93.00	View chart
Target Corporation (TGT)	0.0	$414k		3.4k	121.21	View chart
S&p Global (SPGI)	0.0	$412k	-21%	968.00	425.34	View chart
Pimco Dynamic Income SHS (PDI)	0.0	$409k		24k	17.11	View chart
Eaton Corp SHS (ETN)	0.0	$407k	+42%	1.1k	357.67	View chart
Western Digital (WDC)	0.0	$402k		1.5k	270.49	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$394k		1.0k	391.76	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$392k		3.2k	121.19	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$382k	NEW	6.2k	61.26	View chart
Southern Company (SO)	0.0	$362k	-44%	3.8k	96.52	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$357k		6.8k	52.64	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.0	$357k		5.2k	68.43	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$356k		3.0k	118.62	View chart
Fastenal Company (FAST)	0.0	$350k		7.6k	46.40	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$348k		6.8k	50.98	View chart
Kinder Morgan (KMI)	0.0	$343k	-16%	10k	33.53	View chart
Public Storage (PSA)	0.0	$338k		1.2k	270.88	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$337k		14k	24.75	View chart
Ecolab (ECL)	0.0	$336k		1.3k	266.02	View chart
FirstEnergy (FE)	0.0	$335k		6.6k	50.66	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$334k	-7%	4.2k	79.27	View chart
America Movil Sab De Cv Spon Ads Rp Cl B (AMX)	0.0	$334k		13k	25.48	View chart
Yum! Brands (YUM)	0.0	$332k	-2%	2.1k	155.48	View chart
3M Company (MMM)	0.0	$330k	NEW	2.3k	145.23	View chart
Ishares Tr Us Hlthcr Pr Etf (IHF)	0.0	$329k		7.9k	41.85	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$328k	+2%	970.00	337.96	View chart
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)	0.0	$322k		25k	12.93	View chart
Enterprise Financial Services (EFSC)	0.0	$318k		5.9k	54.11	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.0	$313k		12k	26.20	View chart
Molina Healthcare (MOH)	0.0	$309k		2.3k	133.30	View chart
Edwards Lifesciences (EW)	0.0	$307k	-65%	3.8k	80.08	View chart
Comcast Corp Cl A (CMCSA)	0.0	$304k		11k	28.71	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$300k		1.4k	208.05	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.0	$295k	+57%	28k	10.40	View chart
Wec Energy Group (WEC)	0.0	$280k		2.4k	115.77	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$279k		9.6k	29.08	View chart
Trane Technologies SHS (TT)	0.0	$278k	-4%	668.00	416.74	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.0	$277k		5.6k	49.61	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$269k	+6%	3.4k	80.05	View chart
Chubb (CB)	0.0	$262k	-2%	805.00	325.93	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$261k		4.8k	54.05	View chart
Medtronic SHS (MDT)	0.0	$260k	+2%	3.0k	86.65	View chart
Altria (MO)	0.0	$258k	-6%	3.9k	65.99	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.0	$250k		6.4k	38.86	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.0	$249k		4.5k	55.24	View chart
Stryker Corporation (SYK)	0.0	$246k	+30%	748.00	328.59	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$245k		3.4k	71.13	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.0	$238k		7.3k	32.43	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$234k		1.6k	145.94	View chart
BP Sponsored Adr (BP)	0.0	$233k	NEW	5.0k	47.00	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$232k		520.00	446.54	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$232k	-16%	730.00	318.07	View chart
Marriott Intl Cl A (MAR)	0.0	$231k		707.00	327.08	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$231k		5.5k	42.31	View chart
Analog Devices (ADI)	0.0	$231k	NEW	726.00	318.14	View chart
Nike CL B (NKE)	0.0	$230k	-2%	4.4k	52.82	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$224k		363.00	616.76	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$223k	NEW	2.7k	81.98	View chart
Doubleline Income Solutions (DSL)	0.0	$223k		21k	10.83	View chart
Johnson Controls Internation SHS (JCI)	0.0	$218k	NEW	1.7k	130.95	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$211k		6.9k	30.50	View chart
Carrier Global Corporation (CARR)	0.0	$208k	NEW	3.7k	56.31	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$206k		1.7k	118.51	View chart
Marathon Petroleum Corp (MPC)	0.0	$205k	NEW	839.00	244.17	View chart
Simon Property (SPG)	0.0	$198k	NEW	1.1k	186.53	View chart
Kayne Anderson MLP Investment (KYN)	0.0	$180k		13k	14.28	View chart
Eaton Vance Limited Duration Income Fund (EVV)	0.0	$176k		19k	9.45	View chart
Cohen & Steers Real Estate O Shs Benfin Int (RLTY)	0.0	$159k	NEW	11k	14.54	View chart
Pimco Income Strategy Fund II (PFN)	0.0	$155k	+15%	23k	6.89	View chart
Ready Cap Corp Com reit (RC)	0.0	$123k	-5%	76k	1.62	View chart
TCW Strategic Income Fund (TSI)	0.0	$91k		20k	4.49	View chart
Terrestrial Energy Com Shs (IMSR)	0.0	$60k	NEW	10k	6.00	View chart
Eagle Pt Cr (ECC)	0.0	$58k	+10%	15k	3.76	View chart
Nuveen Cr Strategies Income Com Shs (JQC)	0.0	$54k	-8%	11k	4.87	View chart
High Tide Com New (HITI)	0.0	$28k		12k	2.29	View chart
Clear Channel Outdoor Holdings (CCO)	0.0	$24k		10k	2.37	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 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
First Foundation Advisors 2022 Q2 filed Aug. 12, 2022

View all past filings

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