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 Trade History
$0
$2.39 Million 0.09% of portfolio
8,378
Q2 2025 Added 69.29%
$0
$2.43 Million 0.09% of portfolio
23,242
Q2 2025 Added 41.76%
$0
$2.18 Million 0.08% of portfolio
45,229
Q2 2025 Added 10.59%
$0
$2.07 Million 0.08% of portfolio
15,653
Q2 2025 Added 22.49%
$0
$2 Million 0.08% of portfolio
7,136
Q2 2025 Reduced 7.72%
$0
$2 Million 0.08% of portfolio
12,663
Q2 2025 Added 87.13%
$0
$2.04 Million 0.08% of portfolio
3,693
Q2 2025 Reduced 5.21%
$0
$1.76 Million 0.07% of portfolio
21,269
Q2 2025 New
$0
$1.62 Million 0.06% of portfolio
5,324
Q1 2025 Reduced 1.39%
$0
$1.59 Million 0.06% of portfolio
37,762
Q2 2025 New
$0
$1.33 Million 0.05% of portfolio
10,510
Q1 2025 Reduced 0.28%
$0
$1.41 Million 0.05% of portfolio
40,775
Q2 2025 Reduced 8.96%
$0
$1.41 Million 0.05% of portfolio
27,065
Q2 2025 New
$0
$1.26 Million 0.05% of portfolio
20,369
Q2 2025 Reduced 1.27%
$0
$1.02 Million 0.04% of portfolio
25,362
Q2 2025 Added 104.02%
$116B
$959,000 0.04% of portfolio
3,149
Q2 2025 Reduced 31.96%
$0
$1.09 Million 0.04% of portfolio
59,741
Q2 2025 Added 43.47%
$0
$960,000 0.04% of portfolio
22,255
Q1 2025 Reduced 3.97%
$0
$1.04 Million 0.04% of portfolio
5,335
Q2 2025 Added 2.75%
$0
$1.16 Million 0.04% of portfolio
14,016
Q2 2025 Reduced 14.34%
$0
$1.04 Million 0.04% of portfolio
9,538
Q2 2025 Reduced 1.02%
$0
$1.13 Million 0.04% of portfolio
17,632
Q1 2025 Reduced 25.7%
$19.8B
$661,000 0.03% of portfolio
20,171
Q2 2024 Added 22.49%
$0
$661,000 0.03% of portfolio
2,613
Q2 2025 Added 0.38%
$0
$759,000 0.03% of portfolio
5,150
Q2 2025 Added 10.8%
$0
$852,000 0.03% of portfolio
16,743
Q2 2025 Reduced 51.26%
$0
$800,000 0.03% of portfolio
8,682
Q2 2025 Reduced 6.51%
$0
$839,000 0.03% of portfolio
3,864
Q2 2025 Added 17.52%
$0
$498,000 0.02% of portfolio
1,137
Q2 2025 Reduced 32.84%
$0
$456,000 0.02% of portfolio
3,551
Q3 2024 Reduced 30.55%
$0
$477,000 0.02% of portfolio
2,619
Q2 2025 Reduced 16.03%
$0
$505,000 0.02% of portfolio
8,865
Q2 2025 Added 48.62%
$0
$425,000 0.02% of portfolio
2,015
Q2 2025 Reduced 13.52%
$0
$425,000 0.02% of portfolio
3,193
Q4 2024 Reduced 3.56%
$0
$407,000 0.02% of portfolio
15,394
Q2 2025 Added 11.57%
$0
$597,000 0.02% of portfolio
5,902
Q2 2025 Reduced 17.5%
$0
$594,000 0.02% of portfolio
8,343
Q2 2025 Added 0.89%
$0
$409,000 0.02% of portfolio
6,021
Q2 2023 New
$0
$581,000 0.02% of portfolio
9,290
Q4 2023 Reduced 1.6%
$0
$568,000 0.02% of portfolio
6,377
Q2 2025 Added 12.43%
$0
$642,000 0.02% of portfolio
30,064
Q2 2025 Reduced 9.29%
$0
$421,000 0.02% of portfolio
7,022
Q2 2024 Reduced 1.74%
$0
$607,000 0.02% of portfolio
3,223
Q1 2025 Reduced 8.52%
$0
$577,000 0.02% of portfolio
2,404
Q4 2024 Reduced 3.03%
$0
$476,000 0.02% of portfolio
13,388
Q4 2023 Reduced 2.71%
$0
$256,000 0.01% of portfolio
5,388
Q2 2025 Added 0.92%
$0
$239,000 0.01% of portfolio
4,834
Q1 2025 Reduced 3.97%
$0
$202,000 0.01% of portfolio
761
Q1 2025 Added 4.97%
$0
$375,000 0.01% of portfolio
3,233
Q4 2023 Reduced 21.59%

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
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