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 Market Cap. of $200 Billions or more
