First Foundation Advisors Options Holdings

First Foundation Advisors

  • $2.63 Billion
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
CALL
$2.91 Million
6K
Q1 2025
New holding

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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