First Foundation Advisors Portfolio Holdings

First Foundation Advisors

  • $2.62 Billion
  • Q3 2025

First Foundation Advisors has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.62 Billion distributed in 573 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $519M, Ishares Core S&P 500 ETF with a value of $196M, Alphabet Inc. with a value of $106M, Ishares Tr with a value of $90.7M, and J P Morgan Exchange Traded Fd with a value of $85.3M.

Examining the 13F form we can see an decrease of $7.6M in the current position value, from $2.63B to 2.62B.

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 $2.62 Billion
ETFs: $1.12 Billion
Technology: $825 Million
Financial Services: $175 Million
Communication Services: $142 Million
Consumer Cyclical: $111 Million
Healthcare: $86 Million
Consumer Defensive: $44 Million
Industrials: $42 Million
Other: $68.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$519 Million 19.82% of portfolio
1,002,427
Q3 2025 Reduced 2.0%
$1.74T
$106 Million 4.04% of portfolio
434,876
Q3 2025 Reduced 10.52%
$4.3T
$76.7 Million 2.93% of portfolio
301,315
Q3 2025 Reduced 3.83%
$2.39T
$67.5 Million 2.58% of portfolio
307,305
Q3 2025 Reduced 7.84%
$662B
$54.3 Million 2.07% of portfolio
108,080
Q3 2025 Reduced 9.82%
$465B
$36.7 Million 1.4% of portfolio
196,489
Q3 2025 Reduced 4.0%
$881B
$34.1 Million 1.3% of portfolio
108,054
Q3 2025 Reduced 7.08%
$388B
$29.5 Million 1.13% of portfolio
182,475
Q3 2025 Added 0.36%
$79.6B
$23.3 Million 0.89% of portfolio
188,554
Q3 2025 Reduced 16.67%
$181B
$21.7 Million 0.83% of portfolio
221,997
Q3 2025 Reduced 2.84%
$512B
$20.9 Million 0.8% of portfolio
36,806
Q3 2025 Reduced 12.39%
$167B
$18.7 Million 0.72% of portfolio
196,247
Q3 2025 Reduced 7.1%
$593B
$17.4 Million 0.67% of portfolio
61,986
Q3 2025 Added 432.62%
$237B
$17.6 Million 0.67% of portfolio
108,807
Q3 2025 Reduced 3.54%
$187B
$16.7 Million 0.64% of portfolio
100,348
Q3 2025 Reduced 15.73%
$68.7B
$16.1 Million 0.61% of portfolio
192,555
Q3 2025 Reduced 11.39%
$60.5B
$15.3 Million 0.58% of portfolio
365,702
Q3 2025 Reduced 13.82%
$404B
$13.5 Million 0.51% of portfolio
14,536
Q3 2025 Reduced 5.95%
$140B
$11.1 Million 0.42% of portfolio
43,992
Q3 2025 Reduced 5.73%
$277B
$10.1 Million 0.39% of portfolio
131,963
Q3 2025 Reduced 3.31%
$522B
$10.3 Million 0.39% of portfolio
55,797
Q3 2025 Reduced 1.35%
$1.65T
$9.46 Million 0.36% of portfolio
38,902
Q3 2025 Reduced 1.09%
$38.4B
$8.51 Million 0.32% of portfolio
45,975
Q3 2025 Reduced 14.28%
$163B
$8.23 Million 0.31% of portfolio
11,457
Q3 2025 Added 101.64%
$100B
$8.02 Million 0.31% of portfolio
29,671
Q3 2025 Reduced 11.76%
$197B
$7.96 Million 0.3% of portfolio
38,871
Q3 2025 Reduced 51.13%
$114B
$7.96 Million 0.3% of portfolio
69,482
Q3 2025 Added 8.59%
$193B
$7.7 Million 0.29% of portfolio
67,251
Q3 2025 Added 5.48%
$18.4B
$7.19 Million 0.27% of portfolio
13,982
Q3 2025 Added 53.9%
$169B
$6.58 Million 0.25% of portfolio
7,149
Q3 2025 Reduced 10.0%
$405B
$6.64 Million 0.25% of portfolio
6,855
Q3 2025 Reduced 1.47%
$41.2B
$6.41 Million 0.24% of portfolio
21,532
Q3 2025 Reduced 12.33%
$43.2B
$6.35 Million 0.24% of portfolio
6,899
Q3 2025 Reduced 9.39%
$19B
$5.96 Million 0.23% of portfolio
29,042
Q3 2025 Reduced 12.32%
$64.9B
$5.89 Million 0.22% of portfolio
69,994
Q3 2025 Reduced 13.32%
$490B
$5.73 Million 0.22% of portfolio
50,796
Q3 2025 Reduced 3.23%
$303B
$5.76 Million 0.22% of portfolio
37,097
Q3 2025 Added 19.44%
$533B
$5.74 Million 0.22% of portfolio
16,801
Q3 2025 Added 0.56%
$177B
$5.42 Million 0.21% of portfolio
27,839
Q3 2025 Reduced 5.38%
$168B
$5.4 Million 0.21% of portfolio
71,541
Q3 2025 Reduced 6.05%
$152B
$5.61 Million 0.21% of portfolio
22,747
Q3 2025 Reduced 16.57%
$139B
$5.5 Million 0.21% of portfolio
16,681
Q3 2025 Reduced 4.67%
$182B
$5.46 Million 0.21% of portfolio
8,002
Q3 2025 Reduced 10.19%
$103B
$5.55 Million 0.21% of portfolio
2,375
Q3 2025 Reduced 10.98%
$191B
$5.36 Million 0.2% of portfolio
992
Q3 2025 Reduced 7.98%
$57.4B
$4.92 Million 0.19% of portfolio
7,701
Q3 2025 Reduced 9.78%
$151B
$4.61 Million 0.18% of portfolio
13,081
Q3 2025 Reduced 10.02%
$971B
$4.54 Million 0.17% of portfolio
5,944
Q3 2025 Added 6.41%
$9.97B
$4.46 Million 0.17% of portfolio
21,430
Q3 2025 Reduced 23.01%

Summary

  • Portfolio
  • No. of Stocks 573
  • Current Value $2.62 Billion
  • Prior Value $2.63 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 22 stocks
  • Additional Purchases 98 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 158 stocks
Track This Portfolio

Track First Foundation Advisors Portfolio

Follow First Foundation Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of First Foundation Advisors, based on Form 13F filings with the SEC.

News

Stay updated on First Foundation Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email