First Foundation Advisors Portfolio Holdings

First Foundation Advisors

$2.63 Billion
Q2 2025

First Foundation Advisors has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.63 Billion distributed in 566 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $509M, Ishares Core S&P 500 ETF with a value of $184M, Alphabet Inc. with a value of $86.2M, Ishares Tr with a value of $84.8M, and J P Morgan Exchange Traded Fd with a value of $81.3M.

Examining the 13F form we can see an increase of $225M in the current position value, from $2.4B to 2.63B.

First Foundation Advisors is based out at Irvine, CA

Below you can find more details about First Foundation Advisors portfolio as well as his latest detailed transactions.

Portfolio value $2.63 Billion

ETFs: $1.15 Billion

Technology: $791 Million

Financial Services: $190 Million

Communication Services: $122 Million

Consumer Cyclical: $121 Million

Healthcare: $86.2 Million

Industrials: $47.6 Million

Consumer Defensive: $47.3 Million

Other: $64.7 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
MSFT Microsoft Corp Technology	$3.92T	$509 Million 19.37% of portfolio	1,022,931	Q2 2025 Reduced 0.57%
IVV Ishares Core S&P 500 ETF ETFs	$0	$184 Million 7.02% of portfolio	297,084	Q2 2025 Added 1.54%
GOOG Alphabet Inc. Communication Services	$1.72T	$86.2 Million 3.28% of portfolio	485,989	Q2 2025 Reduced 4.4%
IEFA Ishares Tr ETFs	$0	$84.8 Million 3.23% of portfolio	1,015,223	Q2 2025 Added 2.15%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$81.3 Million 3.1% of portfolio	1,430,764	Q2 2025 Reduced 4.8%
MOAT Vaneck Morningstar Wide Moat E ETFs	$0	$75.2 Million 2.86% of portfolio	876,292	Q2 2025 Reduced 17.94%
AMZN Amazon Com Inc Consumer Cyclical	$2.27T	$73.2 Million 2.79% of portfolio	333,463	Q2 2025 Reduced 3.54%
AAPL Apple Inc. Technology	$4.36T	$64.3 Million 2.45% of portfolio	313,304	Q2 2025 Added 0.12%
GSLC Goldman Sachs ETF Tr Activebet ETFs	$0	$61 Million 2.32% of portfolio	502,401	Q2 2025 Reduced 2.28%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$646B	$58.2 Million 2.22% of portfolio	119,847	Q2 2025 Reduced 1.81%
IWR Ishares Russell Mid Cap ETF ETFs	$0	$46 Million 1.75% of portfolio	499,719	Q2 2025 Reduced 0.2%
GSSC Goldman Sachs ETF Tr Activebet ETFs	$0	$38.8 Million 1.48% of portfolio	564,889	Q2 2025 Reduced 5.38%
PRFZ Invesco Ftse Rafi Us 1500 Smal ETFs	$0	$37.8 Million 1.44% of portfolio	930,275	Q2 2025 Reduced 8.24%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$35.9 Million 1.37% of portfolio	361,547	Q2 2025 Reduced 0.46%
JPM Jpmorgan Chase & CO Financial Services	$908B	$33.7 Million 1.28% of portfolio	116,285	Q2 2025 Reduced 3.49%
GSIE Goldman Sachs ETF Tr Activebet ETFs	$0	$32.7 Million 1.24% of portfolio	1,036,921	Q2 2025 Added 5.89%
NVDA Nvidia Corp Technology	$506B	$32.3 Million 1.23% of portfolio	204,680	Q2 2025 Added 0.89%
IEMG Ishares Inc ETFs	$0	$31.8 Million 1.21% of portfolio	592,731	Q2 2025 Reduced 0.05%
CMF Ishares California Muni Bond E ETFs	$0	$29.1 Million 1.11% of portfolio	521,518	Q2 2025 Reduced 1.13%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$26 Million 0.99% of portfolio	61,333	Q2 2025 Reduced 11.81%
AMD Advanced Micro Devices Inc Technology	$411B	$25.8 Million 0.98% of portfolio	181,819	Q2 2025 Added 0.55%
IWM Ishares Russell 2000 ETF ETFs	$0	$25.5 Million 0.97% of portfolio	118,075	Q2 2025 Reduced 3.14%
JPRE J P Morgan Exchange Traded Fd ETFs	$0	$25 Million 0.95% of portfolio	525,032	Q2 2025 Added 6.71%
MA Mastercard Inc Financial Services	$528B	$23.6 Million 0.9% of portfolio	42,011	Q2 2025 Reduced 4.69%
APH Amphenol Corp Technology	$82.7B	$22.3 Million 0.85% of portfolio	226,267	Q2 2025 Reduced 8.77%
PWZ Invesco California Amt Free Mu ETFs	$0	$22.2 Million 0.85% of portfolio	952,878	Q2 2025 Reduced 14.55%
UPS United Parcel Service Inc Industrials	$69.3B	$21.9 Million 0.84% of portfolio	217,299	Q2 2025 Reduced 28.88%
IAU Ishares Gold Trust ETFs	$64.3B	$22.1 Million 0.84% of portfolio	353,713	Q2 2025 Reduced 4.79%
UBER Uber Technologies, Inc Technology	$191B	$21.3 Million 0.81% of portfolio	228,488	Q2 2025 Reduced 8.52%
PM Philip Morris International Inc. Consumer Defensive	$226B	$20.5 Million 0.78% of portfolio	112,802	Q2 2025 Reduced 11.53%
SCHW Schwab Charles Corp Financial Services	$172B	$19.3 Million 0.73% of portfolio	211,248	Q2 2025 Reduced 4.6%
QCOM Qualcomm Inc Technology	$199B	$19 Million 0.72% of portfolio	119,079	Q2 2025 Added 0.37%
META Meta Platforms, Inc. Communication Services	$1.65T	$17 Million 0.65% of portfolio	23,005	Q2 2025 Added 3.17%
SRLN Ssga Active Trust ETFs	$0	$16.8 Million 0.64% of portfolio	403,498	Q2 2025 Reduced 6.46%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$16.1 Million 0.61% of portfolio	88,482	Q2 2025 Added 12.02%
SU Suncor Energy Inc Energy	$54.2B	$15.9 Million 0.6% of portfolio	424,370	Q2 2025 Reduced 6.54%
COST Costco Wholesale Corp Consumer Defensive	$407B	$15.3 Million 0.58% of portfolio	15,455	Q2 2025 Added 1.53%
GAL Ssga Active ETF Tr ETFs	$0	$15 Million 0.57% of portfolio	319,672	Q2 2025 Reduced 0.66%
AGGY Wisdomtree Yield Enhanced U.S. ETFs	$0	$15 Million 0.57% of portfolio	343,803	Q2 2025 Reduced 4.11%
IEF Ishares Barclays ETFs	$0	$14.8 Million 0.56% of portfolio	154,794	Q2 2025 Reduced 2.05%
AMAT Applied Materials Inc Technology	$200B	$14.6 Million 0.55% of portfolio	79,536	Q2 2025 Reduced 14.96%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$13 Million 0.49% of portfolio	96,161	Q2 2025 Reduced 0.55%
GEM Goldman Sachs ETF Tr Actvebeta ETFs	$0	$12.3 Million 0.47% of portfolio	330,790	Q2 2025 Added 2.55%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$11 Million 0.42% of portfolio	17,840	Q2 2025 Reduced 13.24%
IWP Ishares Russell Mid Cap Growth ETFs	$0	$10.4 Million 0.4% of portfolio	75,063	Q2 2025 Added 22.22%
LOW Lowes Companies Inc Consumer Cyclical	$149B	$10.4 Million 0.39% of portfolio	46,667	Q2 2025 Added 7.62%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$10.2 Million 0.39% of portfolio	55,846	Q2 2025 Added 23.7%
ABC Amerisourcebergen Corp Healthcare	$38.4B	$9.93 Million 0.38% of portfolio	53,637	Q2 2025 Reduced 9.92%
SGOV Ishares Trishares 0 3 Mnth Tre ETFs	$0	$9.62 Million 0.37% of portfolio	95,510	Q2 2025 Reduced 2.66%
AZN Astrazeneca PLC Healthcare	$255B	$9.54 Million 0.36% of portfolio	136,479	Q2 2025 Reduced 17.88%

Summary

Portfolio
No. of Stocks 566
Current Value $2.63 Billion
Prior Value $2.4 Billion
Filing
Period Q2 2025
Filing Date August 13, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 21 stocks
Additional Purchases 120 stocks
Sold out of 0 stocks
Reduced holdings in 130 stocks

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First Foundation Advisors Portfolio Holdings