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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IVV Ishares Core S&P 500 ETF ETFs	$0	$196 Million 7.47% of portfolio	292,432	Q3 2025 Reduced 1.57%
IEFA Ishares Tr ETFs	$0	$90.7 Million 3.46% of portfolio	1,039,174	Q3 2025 Added 2.36%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$85.3 Million 3.26% of portfolio	1,493,281	Q3 2025 Added 4.37%
MOAT Vaneck Morningstar Wide Moat E ETFs	$0	$68.7 Million 2.62% of portfolio	799,817	Q3 2025 Reduced 8.73%
GSLC Goldman Sachs ETF Tr Activebet ETFs	$0	$63.2 Million 2.41% of portfolio	485,022	Q3 2025 Reduced 3.46%
IWR Ishares Russell Mid Cap ETF ETFs	$0	$49 Million 1.87% of portfolio	507,395	Q3 2025 Added 1.54%
GSSC Goldman Sachs ETF Tr Activebet ETFs	$0	$37.4 Million 1.43% of portfolio	499,941	Q3 2025 Reduced 11.5%
PRFZ Invesco Ftse Rafi Us 1500 Smal ETFs	$0	$36.6 Million 1.4% of portfolio	805,201	Q3 2025 Reduced 13.44%
IEMG Ishares Inc ETFs	$0	$33.7 Million 1.29% of portfolio	628,502	Q3 2025 Added 6.03%

GSIE Goldman Sachs ETF Tr Activebet ETFs	$0	$32.2 Million 1.23% of portfolio	1,022,722	Q3 2025 Reduced 1.37%
IWM Ishares Russell 2000 ETF ETFs	$0	$29 Million 1.11% of portfolio	119,955	Q3 2025 Added 1.59%
IAU Ishares Gold Trust ETFs	$65.3B	$24.1 Million 0.92% of portfolio	331,395	Q3 2025 Reduced 6.31%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$23.5 Million 0.9% of portfolio	50,111	Q3 2025 Reduced 18.3%
JPRE J P Morgan Exchange Traded Fd ETFs	$0	$21.1 Million 0.8% of portfolio	439,183	Q3 2025 Reduced 16.35%
CMF Ishares California Muni Bond E ETFs	$0	$19.8 Million 0.76% of portfolio	346,927	Q3 2025 Reduced 33.48%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$18.7 Million 0.71% of portfolio	186,088	Q3 2025 Reduced 48.53%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$16.1 Million 0.62% of portfolio	84,924	Q3 2025 Reduced 4.02%
GAL Ssga Active ETF Tr ETFs	$0	$15.5 Million 0.59% of portfolio	316,174	Q3 2025 Reduced 1.09%

SRLN Ssga Active Trust ETFs	$0	$15 Million 0.57% of portfolio	360,804	Q3 2025 Reduced 10.58%
AGGY Wisdomtree Yield Enhanced U.S. ETFs	$0	$14.8 Million 0.56% of portfolio	333,376	Q3 2025 Reduced 3.03%
GEM Goldman Sachs ETF Tr Actvebeta ETFs	$0	$14.8 Million 0.56% of portfolio	362,608	Q3 2025 Added 9.62%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$13.6 Million 0.52% of portfolio	93,093	Q3 2025 Reduced 3.19%
IEF Ishares Barclays ETFs	$0	$12.7 Million 0.48% of portfolio	131,578	Q3 2025 Reduced 15.0%
PWZ Invesco California Amt Free Mu ETFs	$0	$11.1 Million 0.42% of portfolio	463,832	Q3 2025 Reduced 51.32%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$10.8 Million 0.41% of portfolio	16,187	Q3 2025 Reduced 9.27%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$10.5 Million 0.4% of portfolio	53,868	Q3 2025 Reduced 3.54%
XYLD Global X Fds S&P 500 Covered C ETFs	$0	$10.2 Million 0.39% of portfolio	260,958	Q3 2025 Added 24.79%
IWP Ishares Russell Mid Cap Growth ETFs	$0	$9.58 Million 0.37% of portfolio	67,305	Q3 2025 Reduced 10.34%
SGOV Ishares Trishares 0 3 Mnth Tre ETFs	$0	$7.9 Million 0.3% of portfolio	78,425	Q3 2025 Reduced 17.89%
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$7.21 Million 0.28% of portfolio	64,702	Q3 2025 Reduced 1.08%
SHYD Vaneck Short High Yield Muni E ETFs	$0	$6.85 Million 0.26% of portfolio	299,030	Q3 2025 Added 2.46%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$6.82 Million 0.26% of portfolio	56,489	Q3 2025 Added 11.03%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$5.31 Million 0.2% of portfolio	56,870	Q3 2025 Reduced 8.31%
XCEM Columbia ETF Tr Ii ETFs	$0	$5.36 Million 0.2% of portfolio	147,643	Q3 2025 Reduced 40.12%
AOR Ishares Tr Core Growth Allocat ETFs	$0	$4.78 Million 0.18% of portfolio	74,276	Q3 2025 Added 2.87%
DGRO Ishares Core Dividend Growth E ETFs	$0	$4.41 Million 0.17% of portfolio	64,841	Q3 2025 Added 3.46%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$4.3 Million 0.16% of portfolio	163,386	Q3 2025 Added 1.04%
IQLT Ishares Msci Intl Quality Fact ETFs	$0	$3.89 Million 0.15% of portfolio	88,000	Q3 2025 Added 4.01%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$3.59 Million 0.14% of portfolio	5,981	Q3 2025 Added 61.96%
DJP Barclays Bank PLC ETFs	$0	$3.65 Million 0.14% of portfolio	112,896	Q3 2025 Added 4.2%
VNQ Vanguard Specialized Funds Van ETFs	$0	$3.39 Million 0.13% of portfolio	37,071	Q3 2025 Added 1.36%
IVE Ishares S&P 500 Value ETF ETFs	$0	$3.53 Million 0.13% of portfolio	17,094	Q3 2025 Added 24.41%
MUB Ishares National Muni Bond ETF ETFs	$0	$3.13 Million 0.12% of portfolio	29,358	Q3 2025 Added 26.31%
EFV Msci Eafe Value ETF ETFs	$0	$3.11 Million 0.12% of portfolio	45,893	Q3 2025 Added 8.92%
IWO Ishares Russell 2000 Gwt ETF ETFs	$0	$2.81 Million 0.11% of portfolio	8,787	Q3 2025 Added 4.88%
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$2.83 Million 0.11% of portfolio	55,825	Q3 2025 Added 7.27%
EFG Msci Eafe Growth ETF ETFs	$0	$2.97 Million 0.11% of portfolio	26,041	Q3 2025 Added 9.73%
INFL Listed Fds Tr Horizon Kinetics ETFs	$0	$2.92 Million 0.11% of portfolio	65,237	Q3 2025 Added 72.76%
TCHP T Rowe Price Exchange Traded F Technology	$0	$2.43 Million 0.09% of portfolio	49,746	Q3 2025 Reduced 42.47%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$2.3 Million 0.09% of portfolio	45,264	Q3 2025 Reduced 3.76%

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

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First Foundation Advisors Portfolio Holdings