First Foundation Advisors Portfolio Holdings

First Foundation Advisors

$2.4 Billion
Q1 2025

First Foundation Advisors has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.4 Billion distributed in 572 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $386M, Ishares Core S&P 500 ETF with a value of $164M, Vaneck Morningstar Wide Moat E with a value of $91.7M, J P Morgan Exchange Traded Fd with a value of $85.9M, and Alphabet Inc. with a value of $79.4M.

Examining the 13F form we can see an decrease of $191M in the current position value, from $2.59B to 2.4B.

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 $2.4 Billion

ETFs: $1.09 Billion

Technology: $632 Million

Financial Services: $194 Million

Consumer Cyclical: $110 Million

Communication Services: $108 Million

Healthcare: $89.5 Million

Industrials: $55.2 Million

Consumer Defensive: $44.5 Million

Other: $71.7 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	$164 Million 6.84% of portfolio	292,572	Q1 2025 Added 9.87%
MOAT Vaneck Morningstar Wide Moat E ETFs	$0	$91.7 Million 3.82% of portfolio	1,067,908	Q1 2025 Reduced 3.0%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$85.9 Million 3.58% of portfolio	1,502,869	Q1 2025 Reduced 5.86%
IEFA Ishares Tr ETFs	$0	$75.2 Million 3.13% of portfolio	993,841	Q1 2025 Added 3.71%
GSLC Goldman Sachs ETF Tr Activebet ETFs	$0	$56.6 Million 2.36% of portfolio	514,121	Q1 2025 Reduced 4.85%
IWR Ishares Russell Mid Cap ETF ETFs	$0	$42.6 Million 1.77% of portfolio	500,709	Q1 2025 Added 0.56%
PRFZ Invesco Ftse Rafi Us 1500 Smal ETFs	$0	$38.4 Million 1.6% of portfolio	1,013,774	Q1 2025 Reduced 8.33%
GSSC Goldman Sachs ETF Tr Activebet ETFs	$0	$37.9 Million 1.58% of portfolio	597,024	Q1 2025 Added 12.57%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$35.9 Million 1.5% of portfolio	363,229	Q1 2025 Added 18.53%
IEMG Ishares Inc ETFs	$0	$31.8 Million 1.32% of portfolio	593,023	Q1 2025 Added 12.93%
GSIE Goldman Sachs ETF Tr Activebet ETFs	$0	$30.9 Million 1.28% of portfolio	979,248	Q1 2025 Reduced 10.18%
CMF Ishares California Muni Bond E ETFs	$0	$29.7 Million 1.24% of portfolio	527,462	Q1 2025 Reduced 6.1%
PWZ Invesco California Amt Free Mu ETFs	$0	$26.6 Million 1.11% of portfolio	1,115,085	Q1 2025 Reduced 17.54%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$25.1 Million 1.05% of portfolio	69,546	Q1 2025 Added 1.02%
IWM Ishares Russell 2000 ETF ETFs	$0	$24.3 Million 1.01% of portfolio	121,901	Q1 2025 Added 5.99%
JPRE J P Morgan Exchange Traded Fd ETFs	$0	$23.7 Million 0.99% of portfolio	492,017	Q1 2025 Added 283.92%
IAU Ishares Gold Trust ETFs	$54.4B	$21.9 Million 0.91% of portfolio	371,519	Q1 2025 Added 8.67%
SRLN Ssga Active Trust ETFs	$0	$17.7 Million 0.74% of portfolio	431,348	Q1 2025 Added 36.92%
AGGY Wisdomtree Yield Enhanced U.S. ETFs	$0	$15.6 Million 0.65% of portfolio	358,545	Q1 2025 Reduced 23.24%
IEF Ishares Barclays ETFs	$0	$15.1 Million 0.63% of portfolio	158,029	Q1 2025 Reduced 23.72%
GAL Ssga Active ETF Tr ETFs	$0	$14.4 Million 0.6% of portfolio	321,812	Q1 2025 Added 2.32%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$13.7 Million 0.57% of portfolio	78,986	Q1 2025 Added 0.79%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$11.8 Million 0.49% of portfolio	96,691	Q1 2025 Reduced 1.73%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$11.5 Million 0.48% of portfolio	20,563	Q1 2025 Reduced 12.57%
GEM Goldman Sachs ETF Tr Actvebeta ETFs	$0	$10.7 Million 0.45% of portfolio	322,578	Q1 2025 Reduced 6.68%
SGOV Ishares Trishares 0 3 Mnth Tre ETFs	$0	$9.88 Million 0.41% of portfolio	98,115	Q1 2025 Added 188.7%
XCEM Columbia ETF Tr Ii ETFs	$0	$9.27 Million 0.39% of portfolio	313,807	Q1 2025 Reduced 29.6%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$7.71 Million 0.32% of portfolio	45,145	Q1 2025 Added 50.69%
IWP Ishares Russell Mid Cap Growth ETFs	$0	$7.22 Million 0.3% of portfolio	61,418	Q1 2025 Reduced 7.3%
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$7.32 Million 0.3% of portfolio	67,348	Q1 2025 Reduced 79.59%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$6.29 Million 0.26% of portfolio	12,245	Q1 2025 Reduced 15.37%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$4.45 Million 0.19% of portfolio	54,403	Q1 2025 Reduced 1.61%
AOR Ishares Tr Core Growth Allocat ETFs	$0	$4.14 Million 0.17% of portfolio	71,992	Q1 2025 Reduced 3.86%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$3.57 Million 0.15% of portfolio	161,704	Q1 2025 Reduced 0.34%
DJP Barclays Bank PLC ETFs	$0	$3.54 Million 0.15% of portfolio	109,741	Q1 2025 Reduced 50.45%
VNQ Vanguard Specialized Funds Van ETFs	$0	$3.58 Million 0.15% of portfolio	39,577	Q1 2025 Reduced 18.54%
TCHP T Rowe Price Exchange Traded F Technology	$0	$3.3 Million 0.14% of portfolio	86,642	Q1 2025 Reduced 5.42%
DGRO Ishares Core Dividend Growth E ETFs	$0	$3.43 Million 0.14% of portfolio	55,567	Q1 2025 Added 2.99%
SHYD Vaneck Short High Yield Muni E ETFs	$0	$3.21 Million 0.13% of portfolio	142,911	Q1 2025 Added 3.97%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$3.11 Million 0.13% of portfolio	33,483	Q1 2025 Added 97.12%
PZA Invesco ETF Tr Ii Natl Amt Fre ETFs	$0	$3.11 Million 0.13% of portfolio	134,937	Q1 2025 Reduced 34.37%
IQLT Ishares Msci Intl Quality Fact ETFs	$0	$2.67 Million 0.11% of portfolio	67,169	Q1 2025 Added 43.9%
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$2.4 Million 0.1% of portfolio	47,307	Q1 2025 Added 119.99%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$2.4 Million 0.1% of portfolio	47,381	Q1 2025 Reduced 1.35%
EFV Msci Eafe Value ETF ETFs	$0	$2.32 Million 0.1% of portfolio	39,443	Q1 2025 Added 1.23%
EFG Msci Eafe Growth ETF ETFs	$0	$2.21 Million 0.09% of portfolio	22,137	Q1 2025 Added 8.05%
QDF Flexshares Quality Dividend In ETFs	$0	$2.11 Million 0.09% of portfolio	30,860	Q2 2024 Reduced 5.53%
VO Vanguard Mid Cap ETF ETFs	$0	$2 Million 0.08% of portfolio	7,733	Q1 2025 Reduced 28.23%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$1.83 Million 0.08% of portfolio	3,896	Q1 2025 Reduced 5.8%
MUB Ishares National Muni Bond ETF ETFs	$0	$1.73 Million 0.07% of portfolio	16,395	Q1 2025 Reduced 9.76%

Summary

Portfolio
No. of Stocks 572
Current Value $2.4 Billion
Prior Value $2.59 Billion
Filing
Period Q1 2025
Filing Date May 07, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 8 stocks
Additional Purchases 72 stocks
Sold out of 0 stocks
Reduced holdings in 192 stocks

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First Foundation Advisors Portfolio Holdings