First Foundation Advisors Portfolio Holdings

First Foundation Advisors

  • $2.62 Billion
  • Q3 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.65T
$9.46 Million 0.36% of portfolio
38,902
Q3 2025 Reduced 1.09%
$38.4B
$8.51 Million 0.32% of portfolio
45,975
Q3 2025 Reduced 14.28%
$163B
$8.23 Million 0.31% of portfolio
11,457
Q3 2025 Added 101.64%
$100B
$8.02 Million 0.31% of portfolio
29,671
Q3 2025 Reduced 11.76%
$197B
$7.96 Million 0.3% of portfolio
38,871
Q3 2025 Reduced 51.13%
$0
$7.9 Million 0.3% of portfolio
78,425
Q3 2025 Reduced 17.89%
$114B
$7.96 Million 0.3% of portfolio
69,482
Q3 2025 Added 8.59%
$193B
$7.7 Million 0.29% of portfolio
67,251
Q3 2025 Added 5.48%
$0
$7.21 Million 0.28% of portfolio
64,702
Q3 2025 Reduced 1.08%
$18.4B
$7.19 Million 0.27% of portfolio
13,982
Q3 2025 Added 53.9%
$0
$6.85 Million 0.26% of portfolio
299,030
Q3 2025 Added 2.46%
$0
$6.82 Million 0.26% of portfolio
56,489
Q3 2025 Added 11.03%
$169B
$6.58 Million 0.25% of portfolio
7,149
Q3 2025 Reduced 10.0%
$405B
$6.64 Million 0.25% of portfolio
6,855
Q3 2025 Reduced 1.47%
$41.2B
$6.41 Million 0.24% of portfolio
21,532
Q3 2025 Reduced 12.33%
$43.2B
$6.35 Million 0.24% of portfolio
6,899
Q3 2025 Reduced 9.39%
$64.9B
$5.89 Million 0.22% of portfolio
69,994
Q3 2025 Reduced 13.32%
$490B
$5.73 Million 0.22% of portfolio
50,796
Q3 2025 Reduced 3.23%
$303B
$5.76 Million 0.22% of portfolio
37,097
Q3 2025 Added 19.44%
$533B
$5.74 Million 0.22% of portfolio
16,801
Q3 2025 Added 0.56%
$177B
$5.42 Million 0.21% of portfolio
27,839
Q3 2025 Reduced 5.38%
$168B
$5.4 Million 0.21% of portfolio
71,541
Q3 2025 Reduced 6.05%
$152B
$5.61 Million 0.21% of portfolio
22,747
Q3 2025 Reduced 16.57%
$139B
$5.5 Million 0.21% of portfolio
16,681
Q3 2025 Reduced 4.67%
$182B
$5.46 Million 0.21% of portfolio
8,002
Q3 2025 Reduced 10.19%
$103B
$5.55 Million 0.21% of portfolio
2,375
Q3 2025 Reduced 10.98%
$191B
$5.36 Million 0.2% of portfolio
992
Q3 2025 Reduced 7.98%
$0
$5.31 Million 0.2% of portfolio
56,870
Q3 2025 Reduced 8.31%
$0
$5.36 Million 0.2% of portfolio
147,643
Q3 2025 Reduced 40.12%
$57.4B
$4.92 Million 0.19% of portfolio
7,701
Q3 2025 Reduced 9.78%
$0
$4.78 Million 0.18% of portfolio
74,276
Q3 2025 Added 2.87%
$151B
$4.61 Million 0.18% of portfolio
13,081
Q3 2025 Reduced 10.02%
$971B
$4.54 Million 0.17% of portfolio
5,944
Q3 2025 Added 6.41%
$9.97B
$4.46 Million 0.17% of portfolio
21,430
Q3 2025 Reduced 23.01%
$141B
$4.52 Million 0.17% of portfolio
177,517
Q3 2025 Reduced 0.14%
$0
$4.41 Million 0.17% of portfolio
64,841
Q3 2025 Added 3.46%
$367B
$4.44 Million 0.17% of portfolio
10,950
Q3 2025 Added 5.9%
$0
$4.3 Million 0.16% of portfolio
163,386
Q3 2025 Added 1.04%
$70.2B
$4.08 Million 0.16% of portfolio
130,634
Q3 2025 Added 1,349.88%
$2.2B
$4.2 Million 0.16% of portfolio
41,411
Q3 2025 Added 249.96%
$0
$3.89 Million 0.15% of portfolio
88,000
Q3 2025 Added 4.01%
$346B
$3.86 Million 0.15% of portfolio
25,138
Q3 2025 Added 28.1%
$45.2B
$4.01 Million 0.15% of portfolio
7,073
Q3 2025 Reduced 11.57%
$72.4B
$3.99 Million 0.15% of portfolio
11,181
Q3 2025 Reduced 17.06%
$279B
$3.68 Million 0.14% of portfolio
35,715
Q3 2025 Added 59.85%
$0
$3.59 Million 0.14% of portfolio
5,981
Q3 2025 Added 61.96%
$453B
$3.77 Million 0.14% of portfolio
5
Q2 2025 Reduced 16.67%
$1.88B
$3.69 Million 0.14% of portfolio
308,558
Q3 2025 Reduced 2.16%
$319B
$3.56 Million 0.14% of portfolio
52,033
Q3 2025 Reduced 19.62%

Summary

  • Portfolio
  • No. of Stocks 573
  • Current Value $2.62 Billion
  • Prior Value $2.63 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 22 stocks
  • Additional Purchases 98 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 158 stocks
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