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
ULTA Ulta Beauty, Inc. Consumer Cyclical	$26.7B	$3.7 Million 0.14% of portfolio	7,916	Q2 2025 Reduced 24.73%
DJP Barclays Bank PLC ETFs	$0	$3.5 Million 0.13% of portfolio	108,347	Q2 2025 Reduced 1.27%
DHR Danaher Corp Healthcare	$138B	$3.48 Million 0.13% of portfolio	17,608	Q2 2025 Reduced 24.44%
CSGP Costar Group, Inc. Real Estate	$35.4B	$3.31 Million 0.13% of portfolio	41,223	Q2 2025 Reduced 23.79%
SPGI S&P Global Inc. Financial Services	$177B	$3.27 Million 0.12% of portfolio	6,200	Q2 2025 Reduced 35.74%
REXR Rexford Industrial Realty, Inc. Real Estate	$7.99B	$3.05 Million 0.12% of portfolio	85,665	Q2 2025 Reduced 24.63%
PG Procter & Gamble CO Consumer Defensive	$374B	$3.13 Million 0.12% of portfolio	19,624	Q2 2025 Added 64.2%
VNQ Vanguard Specialized Funds Van ETFs	$0	$3.26 Million 0.12% of portfolio	36,573	Q2 2025 Reduced 7.59%
NVO Novo Nordisk A S Healthcare	$124B	$3.03 Million 0.12% of portfolio	43,945	Q2 2025 Added 1,081.63%
EW Edwards Lifesciences Corp Healthcare	$48B	$3.07 Million 0.12% of portfolio	39,207	Q2 2025 Added 2.36%
MEDP Medpace Holdings, Inc. Healthcare	$15.5B	$2.85 Million 0.11% of portfolio	9,085	Q2 2025 New
PZA Invesco ETF Tr Ii Natl Amt Fre ETFs	$0	$2.71 Million 0.1% of portfolio	120,992	Q2 2025 Reduced 10.33%
BIP Brookfield Infrastructure Partners L.P. Utilities	$14.2B	$2.59 Million 0.1% of portfolio	77,402	Q2 2025 Added 11.53%
EFG Msci Eafe Growth ETF ETFs	$0	$2.66 Million 0.1% of portfolio	23,732	Q2 2025 Added 7.21%
ORCL Oracle Corp Technology	$788B	$2.54 Million 0.1% of portfolio	11,638	Q2 2025 Added 6.68%
EFV Msci Eafe Value ETF ETFs	$0	$2.67 Million 0.1% of portfolio	42,133	Q2 2025 Added 6.82%
IVE Ishares S&P 500 Value ETF ETFs	$0	$2.69 Million 0.1% of portfolio	13,740	Q2 2025 Added 70.66%
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$2.64 Million 0.1% of portfolio	52,041	Q2 2025 Added 10.01%
GILD Gilead Sciences, Inc. Healthcare	$144B	$2.49 Million 0.09% of portfolio	22,424	Q2 2025 Reduced 2.93%
QDF Flexshares Quality Dividend In ETFs	$0	$2.26 Million 0.09% of portfolio	30,860	Q2 2024 Reduced 5.53%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$2.38 Million 0.09% of portfolio	47,033	Q2 2025 Reduced 0.73%
IWO Ishares Russell 2000 Gwt ETF ETFs	$0	$2.39 Million 0.09% of portfolio	8,378	Q2 2025 Added 69.29%
MUB Ishares National Muni Bond ETF ETFs	$0	$2.43 Million 0.09% of portfolio	23,242	Q2 2025 Added 41.76%
TSLA Tesla, Inc. Consumer Cyclical	$1.25T	$2.15 Million 0.08% of portfolio	6,777	Q2 2025 Added 36.94%
EEM Ishares Msci Emerging Markets ETFs	$0	$2.18 Million 0.08% of portfolio	45,229	Q2 2025 Added 10.59%
IWS Ishares Russell Midcap Value E ETFs	$0	$2.07 Million 0.08% of portfolio	15,653	Q2 2025 Added 22.49%
JYNT Joint Corp Healthcare	$148M	$2.14 Million 0.08% of portfolio	185,273	Q2 2025 Added 17.33%
APP App Lovin Corp Technology	$167B	$1.99 Million 0.08% of portfolio	5,682	Q2 2025 New
WMT Walmart Inc. Consumer Defensive	$281B	$2.18 Million 0.08% of portfolio	22,343	Q2 2025 Added 15.99%
VO Vanguard Mid Cap ETF ETFs	$0	$2 Million 0.08% of portfolio	7,136	Q2 2025 Reduced 7.72%
IWN Ishares Russell2000 Val ETF ETFs	$0	$2 Million 0.08% of portfolio	12,663	Q2 2025 Added 87.13%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$2.04 Million 0.08% of portfolio	3,693	Q2 2025 Reduced 5.21%
ABBV Abb Vie Inc. Healthcare	$386B	$1.83 Million 0.07% of portfolio	9,873	Q2 2025 Added 19.8%
NCA Nuveen California Municipal Value Fund Financial Services	$0	$1.89 Million 0.07% of portfolio	217,202	Q2 2025 Reduced 7.33%
PECO Phillips Edison & Company, Inc. Real Estate	$4.2B	$1.93 Million 0.07% of portfolio	54,990	Q2 2025 Reduced 3.03%
RTX Raytheon Technologies Corp Industrials	$229B	$1.84 Million 0.07% of portfolio	12,582	Q2 2025 Added 41.69%
BTI British American Tobacco P.L.C. Consumer Defensive	$127B	$1.87 Million 0.07% of portfolio	39,461	Q2 2025 Reduced 12.08%
VCIT Vanguard Intermediate Term Cor ETFs	$0	$1.76 Million 0.07% of portfolio	21,269	Q2 2025 New
VTI Vanguard Total Stock Market Et ETFs	$0	$1.62 Million 0.06% of portfolio	5,324	Q1 2025 Reduced 1.39%
REGN Regeneron Pharmaceuticals, Inc. Healthcare	$60B	$1.6 Million 0.06% of portfolio	3,053	Q2 2025 Reduced 1.61%
GE General Electric CO Industrials	$308B	$1.6 Million 0.06% of portfolio	6,201	Q2 2025 Added 207.28%
KNSL Kinsale Capital Group, Inc. Financial Services	$10B	$1.64 Million 0.06% of portfolio	3,390	Q2 2025 New
SBUX Starbucks Corp Consumer Cyclical	$94.5B	$1.66 Million 0.06% of portfolio	18,136	Q2 2025 Added 0.4%
PHG Koninklijke Philips Nv Healthcare	$25.3B	$1.48 Million 0.06% of portfolio	61,881	Q2 2025 Added 242.83%
MSTR Microstrategy Inc Technology	$3.05B	$1.59 Million 0.06% of portfolio	3,937	Q2 2025 Added 16.58%
BE Bloom Energy Corp Industrials	$12.1B	$1.45 Million 0.06% of portfolio	60,538	Q2 2025 Reduced 18.76%
TLF Tandy Leather Factory, Inc. Consumer Cyclical	$24.9M	$1.49 Million 0.06% of portfolio	482,156	Q2 2025 Reduced 29.5%
PLTR Palantir Technologies Inc. Technology	$323B	$1.65 Million 0.06% of portfolio	12,078	Q2 2025 Added 23.08%
MDT Medtronic PLC Healthcare	$125B	$1.66 Million 0.06% of portfolio	19,090	Q2 2025 Added 16.34%
INFL Listed Fds Tr Horizon Kinetics ETFs	$0	$1.59 Million 0.06% of portfolio	37,762	Q2 2025 New

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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First Foundation Advisors Portfolio Holdings