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
$162B
$1.35 Million 0.05% of portfolio
10,956
Q2 2025 Reduced 6.95%
$243B
$1.2 Million 0.05% of portfolio
4,392
Q2 2025 Added 229.24%
$0
$1.33 Million 0.05% of portfolio
10,510
Q1 2025 Reduced 0.28%
$198B
$1.23 Million 0.05% of portfolio
9,278
Q2 2025 Added 3.97%
$0
$1.41 Million 0.05% of portfolio
40,775
Q2 2025 Reduced 8.96%
$0
$1.41 Million 0.05% of portfolio
27,065
Q2 2025 New
$227B
$1.27 Million 0.05% of portfolio
4,307
Q2 2025 Added 27.54%
$234B
$1.28 Million 0.05% of portfolio
9,429
Q2 2025 Added 9.52%
$0
$1.26 Million 0.05% of portfolio
20,369
Q2 2025 Reduced 1.27%
$228B
$1.35 Million 0.05% of portfolio
3,473
Q2 2025 Added 53.2%
$211B
$1.42 Million 0.05% of portfolio
49,043
Q2 2025 Added 31.31%
$142B
$1.19 Million 0.05% of portfolio
5,101
Q2 2025 Added 10.77%
$119B
$1.23 Million 0.05% of portfolio
21,043
Q2 2025 Reduced 1.85%
$39.1B
$1.22 Million 0.05% of portfolio
17,737
Q2 2025 Reduced 2.0%
$3.13B
$1.22 Million 0.05% of portfolio
11,833
Q2 2025 New
$148B
$996,000 0.04% of portfolio
3,570
Q2 2025 Added 36.05%
$129B
$1.07 Million 0.04% of portfolio
5,124
Q2 2025 Added 5.02%
$0
$1.02 Million 0.04% of portfolio
25,362
Q2 2025 Added 104.02%
$116B
$959,000 0.04% of portfolio
3,149
Q2 2025 Reduced 31.96%
$225B
$960,000 0.04% of portfolio
3,286
Q2 2025 Added 27.56%
$0
$1.08 Million 0.04% of portfolio
20,580
Q2 2025 Added 0.05%
$210B
$1.06 Million 0.04% of portfolio
13,348
Q2 2025 Added 20.12%
$40.5B
$1.05 Million 0.04% of portfolio
3,157
Q2 2025 Added 0.1%
$0
$1.09 Million 0.04% of portfolio
59,741
Q2 2025 Added 43.47%
$529B
$1.14 Million 0.04% of portfolio
852
Q2 2025 Added 53.51%
$486M
$933,000 0.04% of portfolio
213,517
Q2 2025 Reduced 3.24%
$0
$1.1 Million 0.04% of portfolio
56,326
Q2 2025 Reduced 0.16%
$243B
$1.15 Million 0.04% of portfolio
3,620
Q2 2025 Added 8.9%
$0
$960,000 0.04% of portfolio
22,255
Q1 2025 Reduced 3.97%
$3.73B
$1 Million 0.04% of portfolio
24,500
Q4 2024 Reduced 59.6%
$0
$1.04 Million 0.04% of portfolio
5,335
Q2 2025 Added 2.75%
$0
$1.16 Million 0.04% of portfolio
14,016
Q2 2025 Reduced 14.34%
$0
$1.04 Million 0.04% of portfolio
9,538
Q2 2025 Reduced 1.02%
$0
$1.13 Million 0.04% of portfolio
17,632
Q1 2025 Reduced 25.7%
$290B
$692,000 0.03% of portfolio
9,790
Q2 2025 Added 42.9%
$19.8B
$661,000 0.03% of portfolio
20,171
Q2 2024 Added 22.49%
$13.9B
$888,000 0.03% of portfolio
12,227
Q2 2025 Added 2.26%
$11B
$689,000 0.03% of portfolio
2,314
Q2 2025 Reduced 17.77%
$89.5B
$748,000 0.03% of portfolio
3,272
Q2 2025 Added 19.37%
$38.8B
$816,000 0.03% of portfolio
16,608
Q2 2025 Added 9.62%
$265B
$674,000 0.03% of portfolio
4,786
Q2 2025 Reduced 13.55%
$10.9B
$677,000 0.03% of portfolio
12,403
Q2 2025 Added 12.72%
$1.28B
$735,000 0.03% of portfolio
7,696
Q2 2025 Added 6.3%
$93.7B
$679,000 0.03% of portfolio
1,335
Q2 2025 Reduced 3.05%
$0
$760,000 0.03% of portfolio
68,102
Q1 2025 Added 18.87%
$88.6B
$679,000 0.03% of portfolio
1,360
Q2 2025 Reduced 20.84%
$0
$661,000 0.03% of portfolio
2,613
Q2 2025 Added 0.38%
$0
$759,000 0.03% of portfolio
5,150
Q2 2025 Added 10.8%
$185B
$882,000 0.03% of portfolio
20,389
Q2 2025 Added 28.2%

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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