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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IVV Ishares Core S&P 500 ETF ETFs	$0	$184 Million 7.02% of portfolio	297,084	Q2 2025 Added 1.54%
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%
GSLC Goldman Sachs ETF Tr Activebet ETFs	$0	$61 Million 2.32% of portfolio	502,401	Q2 2025 Reduced 2.28%
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%
GSIE Goldman Sachs ETF Tr Activebet ETFs	$0	$32.7 Million 1.24% of portfolio	1,036,921	Q2 2025 Added 5.89%
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%
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%
PWZ Invesco California Amt Free Mu ETFs	$0	$22.2 Million 0.85% of portfolio	952,878	Q2 2025 Reduced 14.55%
IAU Ishares Gold Trust ETFs	$58.3B	$22.1 Million 0.84% of portfolio	353,713	Q2 2025 Reduced 4.79%
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%
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%
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%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$10.2 Million 0.39% of portfolio	55,846	Q2 2025 Added 23.7%
SGOV Ishares Trishares 0 3 Mnth Tre ETFs	$0	$9.62 Million 0.37% of portfolio	95,510	Q2 2025 Reduced 2.66%
XCEM Columbia ETF Tr Ii ETFs	$0	$8.43 Million 0.32% of portfolio	246,547	Q2 2025 Reduced 21.43%
XYLD Global X Fds S&P 500 Covered C ETFs	$0	$8.14 Million 0.31% of portfolio	209,125	Q2 2025 Added 897.26%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$7.24 Million 0.28% of portfolio	12,748	Q2 2025 Added 4.11%
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$7.17 Million 0.27% of portfolio	65,411	Q2 2025 Reduced 2.88%
SHYD Vaneck Short High Yield Muni E ETFs	$0	$6.59 Million 0.25% of portfolio	291,846	Q2 2025 Added 104.22%
MOTE Vaneck ETF Tr Morningstar Esg ETFs	$0	$6.31 Million 0.24% of portfolio	227,881	Q2 2025 New
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$5.54 Million 0.21% of portfolio	62,023	Q2 2025 Added 14.01%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$5.6 Million 0.21% of portfolio	50,876	Q2 2025 Added 51.95%
AOR Ishares Tr Core Growth Allocat ETFs	$0	$4.45 Million 0.17% of portfolio	72,206	Q2 2025 Added 0.3%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$3.95 Million 0.15% of portfolio	161,704	Q1 2025 Reduced 0.34%
TCHP T Rowe Price Exchange Traded F Technology	$0	$3.92 Million 0.15% of portfolio	86,476	Q2 2025 Reduced 0.19%
DGRO Ishares Core Dividend Growth E ETFs	$0	$4.01 Million 0.15% of portfolio	62,670	Q2 2025 Added 12.78%
IQLT Ishares Msci Intl Quality Fact ETFs	$0	$3.66 Million 0.14% of portfolio	84,609	Q2 2025 Added 25.96%
DJP Barclays Bank PLC ETFs	$0	$3.5 Million 0.13% of portfolio	108,347	Q2 2025 Reduced 1.27%
VNQ Vanguard Specialized Funds Van ETFs	$0	$3.26 Million 0.12% of portfolio	36,573	Q2 2025 Reduced 7.59%
PZA Invesco ETF Tr Ii Natl Amt Fre ETFs	$0	$2.71 Million 0.1% of portfolio	120,992	Q2 2025 Reduced 10.33%
EFG Msci Eafe Growth ETF ETFs	$0	$2.66 Million 0.1% of portfolio	23,732	Q2 2025 Added 7.21%
EFV Msci Eafe Value ETF ETFs	$0	$2.67 Million 0.1% of portfolio	42,133	Q2 2025 Added 6.82%
IVE Ishares S&P 500 Value ETF ETFs	$0	$2.69 Million 0.1% of portfolio	13,740	Q2 2025 Added 70.66%
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$2.64 Million 0.1% of portfolio	52,041	Q2 2025 Added 10.01%
QDF Flexshares Quality Dividend In ETFs	$0	$2.26 Million 0.09% of portfolio	30,860	Q2 2024 Reduced 5.53%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$2.38 Million 0.09% of portfolio	47,033	Q2 2025 Reduced 0.73%

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