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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$509 Million 19.37% of portfolio
1,022,931
Q2 2025 Reduced 0.57%
$1.24T
$86.2 Million 3.28% of portfolio
485,989
Q2 2025 Reduced 4.4%
$2.26T
$73.2 Million 2.79% of portfolio
333,463
Q2 2025 Reduced 3.54%
$3.69T
$64.3 Million 2.45% of portfolio
313,304
Q2 2025 Added 0.12%
$621B
$58.2 Million 2.22% of portfolio
119,847
Q2 2025 Reduced 1.81%
$859B
$33.7 Million 1.28% of portfolio
116,285
Q2 2025 Reduced 3.49%
$456B
$32.3 Million 1.23% of portfolio
204,680
Q2 2025 Added 0.89%
$282B
$25.8 Million 0.98% of portfolio
181,819
Q2 2025 Added 0.55%
$548B
$23.6 Million 0.9% of portfolio
42,011
Q2 2025 Reduced 4.69%
$66.5B
$22.3 Million 0.85% of portfolio
226,267
Q2 2025 Reduced 8.77%
$63.8B
$21.9 Million 0.84% of portfolio
217,299
Q2 2025 Reduced 28.88%
$182B
$21.3 Million 0.81% of portfolio
228,488
Q2 2025 Reduced 8.52%
$261B
$20.5 Million 0.78% of portfolio
112,802
Q2 2025 Reduced 11.53%
$179B
$19.3 Million 0.73% of portfolio
211,248
Q2 2025 Reduced 4.6%
$173B
$19 Million 0.72% of portfolio
119,079
Q2 2025 Added 0.37%
$1.78T
$17 Million 0.65% of portfolio
23,005
Q2 2025 Added 3.17%
$439B
$15.3 Million 0.58% of portfolio
15,455
Q2 2025 Added 1.53%
$162B
$14.6 Million 0.55% of portfolio
79,536
Q2 2025 Reduced 14.96%
$152B
$10.4 Million 0.39% of portfolio
46,667
Q2 2025 Added 7.62%
$38.4B
$9.93 Million 0.38% of portfolio
53,637
Q2 2025 Reduced 9.92%
$233B
$9.54 Million 0.36% of portfolio
136,479
Q2 2025 Reduced 17.88%
$99.2B
$9.27 Million 0.35% of portfolio
33,625
Q2 2025 Reduced 16.39%
$452B
$8.64 Million 0.33% of portfolio
56,560
Q2 2025 Added 16.01%
$61.9B
$8.54 Million 0.32% of portfolio
80,750
Q2 2025 Reduced 0.28%
$172B
$8.17 Million 0.31% of portfolio
7,943
Q2 2025 Reduced 1.54%
$150B
$8.15 Million 0.31% of portfolio
27,265
Q2 2025 Reduced 17.47%
$207B
$7.91 Million 0.3% of portfolio
63,756
Q2 2025 Added 2.81%
$22.7B
$7.38 Million 0.28% of portfolio
33,124
Q2 2025 Reduced 2.34%
$118B
$6.97 Million 0.27% of portfolio
2,668
Q2 2025 Added 1.64%
$38.7B
$7.07 Million 0.27% of portfolio
24,560
Q2 2025 Added 0.11%
$201B
$7.02 Million 0.27% of portfolio
8,910
Q2 2025 Added 2.57%
$1.21T
$6.93 Million 0.26% of portfolio
39,329
Q2 2025 Reduced 4.21%
$96.8B
$6.73 Million 0.26% of portfolio
63,983
Q2 2025 Added 8.53%
$12.9B
$6.44 Million 0.25% of portfolio
27,833
Q2 2025 Reduced 1.74%
$217B
$6.24 Million 0.24% of portfolio
1,078
Q2 2025 Added 3.55%
$551B
$5.93 Million 0.23% of portfolio
16,707
Q2 2025 Added 13.06%
$177B
$5.73 Million 0.22% of portfolio
29,421
Q2 2025 Reduced 5.35%
$442B
$5.66 Million 0.22% of portfolio
52,489
Q2 2025 Reduced 3.45%
$157B
$5.62 Million 0.21% of portfolio
14,537
Q2 2025 Added 9.83%
$39.5B
$5.57 Million 0.21% of portfolio
7,614
Q2 2025 Added 6.68%
$295B
$5.58 Million 0.21% of portfolio
6,957
Q2 2025 Added 4.1%
$141B
$5.29 Million 0.2% of portfolio
76,152
Q2 2025 Reduced 5.35%
$44B
$4.61 Million 0.18% of portfolio
7,998
Q2 2025 Added 0.55%
$127B
$4.82 Million 0.18% of portfolio
17,499
Q2 2025 Added 32.41%
$75.3B
$4.81 Million 0.18% of portfolio
13,481
Q2 2025 Reduced 15.86%
$302B
$4.45 Million 0.17% of portfolio
31,059
Q2 2025 Added 9.42%
$54.3B
$4.58 Million 0.17% of portfolio
8,536
Q2 2025 Added 0.98%
$3.02B
$4.5 Million 0.17% of portfolio
315,358
Q2 2025 Reduced 18.1%
$608B
$4.35 Million 0.17% of portfolio
5,586
Q2 2025 Added 129.12%

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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