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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$94.3B
$9.27 Million 0.35% of portfolio
33,625
Q2 2025 Reduced 16.39%
$466B
$8.64 Million 0.33% of portfolio
56,560
Q2 2025 Added 16.01%
$0
$8.43 Million 0.32% of portfolio
246,547
Q2 2025 Reduced 21.43%
$63.8B
$8.54 Million 0.32% of portfolio
80,750
Q2 2025 Reduced 0.28%
$188B
$8.17 Million 0.31% of portfolio
7,943
Q2 2025 Reduced 1.54%
$0
$8.14 Million 0.31% of portfolio
209,125
Q2 2025 Added 897.26%
$150B
$8.15 Million 0.31% of portfolio
27,265
Q2 2025 Reduced 17.47%
$211B
$7.91 Million 0.3% of portfolio
63,756
Q2 2025 Added 2.81%
$0
$7.24 Million 0.28% of portfolio
12,748
Q2 2025 Added 4.11%
$20.5B
$7.38 Million 0.28% of portfolio
33,124
Q2 2025 Reduced 2.34%
$118B
$6.97 Million 0.27% of portfolio
2,668
Q2 2025 Added 1.64%
$39.3B
$7.07 Million 0.27% of portfolio
24,560
Q2 2025 Added 0.11%
$0
$7.17 Million 0.27% of portfolio
65,411
Q2 2025 Reduced 2.88%
$182B
$7.02 Million 0.27% of portfolio
8,910
Q2 2025 Added 2.57%
$1.44T
$6.93 Million 0.26% of portfolio
39,329
Q2 2025 Reduced 4.21%
$106B
$6.73 Million 0.26% of portfolio
63,983
Q2 2025 Added 8.53%
$0
$6.59 Million 0.25% of portfolio
291,846
Q2 2025 Added 104.22%
$0
$6.31 Million 0.24% of portfolio
227,881
Q2 2025 New
$217B
$6.24 Million 0.24% of portfolio
1,078
Q2 2025 Added 3.55%
$555B
$5.93 Million 0.23% of portfolio
16,707
Q2 2025 Added 13.06%
$177B
$5.73 Million 0.22% of portfolio
29,421
Q2 2025 Reduced 5.35%
$467B
$5.66 Million 0.22% of portfolio
52,489
Q2 2025 Reduced 3.45%
$162B
$5.62 Million 0.21% of portfolio
14,537
Q2 2025 Added 9.83%
$0
$5.54 Million 0.21% of portfolio
62,023
Q2 2025 Added 14.01%
$0
$5.6 Million 0.21% of portfolio
50,876
Q2 2025 Added 51.95%
$39.4B
$5.57 Million 0.21% of portfolio
7,614
Q2 2025 Added 6.68%
$323B
$5.58 Million 0.21% of portfolio
6,957
Q2 2025 Added 4.1%
$141B
$5.29 Million 0.2% of portfolio
76,152
Q2 2025 Reduced 5.35%
$46.6B
$4.61 Million 0.18% of portfolio
7,998
Q2 2025 Added 0.55%
$146B
$4.82 Million 0.18% of portfolio
17,499
Q2 2025 Added 32.41%
$76.9B
$4.81 Million 0.18% of portfolio
13,481
Q2 2025 Reduced 15.86%
$308B
$4.45 Million 0.17% of portfolio
31,059
Q2 2025 Added 9.42%
$53.7B
$4.58 Million 0.17% of portfolio
8,536
Q2 2025 Added 0.98%
$2.85B
$4.5 Million 0.17% of portfolio
315,358
Q2 2025 Reduced 18.1%
$0
$4.45 Million 0.17% of portfolio
72,206
Q2 2025 Added 0.3%
$718B
$4.35 Million 0.17% of portfolio
5,586
Q2 2025 Added 129.12%
$273B
$4.49 Million 0.17% of portfolio
64,732
Q2 2025 Reduced 7.02%
$134B
$4.31 Million 0.16% of portfolio
177,769
Q2 2025 Reduced 3.82%
$19.6B
$4.12 Million 0.16% of portfolio
17,353
Q2 2025 Added 1.36%
$11.6B
$3.88 Million 0.15% of portfolio
79,025
Q2 2025 Added 10.49%
$69.4B
$3.9 Million 0.15% of portfolio
25,016
Q2 2025 Added 7.29%
$0
$3.95 Million 0.15% of portfolio
161,704
Q1 2025 Reduced 0.34%
$0
$3.92 Million 0.15% of portfolio
86,476
Q2 2025 Reduced 0.19%
$0
$4.01 Million 0.15% of portfolio
62,670
Q2 2025 Added 12.78%
$444B
$3.64 Million 0.14% of portfolio
5
Q2 2025 Reduced 16.67%
$433B
$3.79 Million 0.14% of portfolio
10,340
Q2 2025 Added 2.98%
$37.3B
$3.69 Million 0.14% of portfolio
64,017
Q2 2025 Reduced 4.47%
$0
$3.66 Million 0.14% of portfolio
84,609
Q2 2025 Added 25.96%
$330B
$3.6 Million 0.14% of portfolio
11,540
Q2 2025 Reduced 57.33%

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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