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
$104B
$1.21 Million 0.05% of portfolio
18,260
Q3 2025 Reduced 13.23%
$266B
$1.27 Million 0.05% of portfolio
4,504
Q3 2025 Added 4.57%
$235B
$1.2 Million 0.05% of portfolio
14,296
Q3 2025 Added 7.1%
$265B
$1.22 Million 0.05% of portfolio
1,534
Q3 2025 Added 50.1%
$19.9B
$1.38 Million 0.05% of portfolio
17,740
Q3 2025 Added 0.02%
$49.1B
$1.24 Million 0.05% of portfolio
1,034
Q3 2025 Added 21.36%
$0
$1.4 Million 0.05% of portfolio
159,193
Q3 2025 Reduced 26.71%
$4.04B
$1.18 Million 0.05% of portfolio
34,493
Q3 2025 Reduced 37.27%
$0
$1.23 Million 0.05% of portfolio
17,799
Q3 2025 Added 0.95%
$0
$1.3 Million 0.05% of portfolio
19,894
Q3 2025 Reduced 2.33%
$0
$946,000 0.04% of portfolio
48,565
Q3 2025 Reduced 13.78%
$0
$1.06 Million 0.04% of portfolio
26,036
Q3 2025 Added 2.66%
$0
$963,000 0.04% of portfolio
8,112
Q3 2025 Reduced 14.95%
$270B
$959,000 0.04% of portfolio
6,034
Q3 2025 Added 26.08%
$224B
$969,000 0.04% of portfolio
3,189
Q3 2025 Reduced 2.95%
$130B
$1.17 Million 0.04% of portfolio
3,289
Q3 2025 Added 4.45%
$342B
$973,000 0.04% of portfolio
5,338
Q3 2025 Reduced 55.8%
$43.5B
$1.11 Million 0.04% of portfolio
3,177
Q3 2025 Added 0.63%
$123B
$932,000 0.04% of portfolio
17,565
Q3 2025 Reduced 55.49%
$132B
$1.07 Million 0.04% of portfolio
5,064
Q3 2025 Reduced 0.73%
$8.3B
$978,000 0.04% of portfolio
11,744
Q3 2025 Reduced 3.95%
$413B
$1.13 Million 0.04% of portfolio
21,826
Q3 2025 Added 5.3%
$37.5B
$937,000 0.04% of portfolio
16,513
Q3 2025 Reduced 0.57%
$0
$1.12 Million 0.04% of portfolio
5,477
Q3 2025 Added 2.66%
$0
$969,000 0.04% of portfolio
11,682
Q3 2025 Reduced 16.65%
$0
$1.04 Million 0.04% of portfolio
56,448
Q3 2025 Reduced 5.51%
$3.83B
$936,000 0.04% of portfolio
24,500
Q4 2024 Reduced 59.6%
$303M
$667,000 0.03% of portfolio
172,599
Q3 2025 Reduced 19.16%
$0
$783,000 0.03% of portfolio
5,081
Q3 2025 Reduced 1.34%
$123B
$875,000 0.03% of portfolio
1,754
Q3 2025 Reduced 9.59%
$0
$736,000 0.03% of portfolio
2,613
Q2 2025 Added 0.38%
$0
$770,000 0.03% of portfolio
35,066
Q3 2025 Added 16.64%
$0
$810,000 0.03% of portfolio
8,682
Q2 2025 Reduced 6.51%
$107B
$887,000 0.03% of portfolio
1,171
Q3 2025 Added 1.74%
$77.2B
$718,000 0.03% of portfolio
3,380
Q3 2025 Reduced 4.25%
$0
$741,000 0.03% of portfolio
13,761
Q3 2025 Reduced 33.13%
$183B
$776,000 0.03% of portfolio
2,752
Q3 2025 Reduced 22.91%
$172B
$753,000 0.03% of portfolio
17,149
Q3 2025 Reduced 15.89%
$306B
$709,000 0.03% of portfolio
10,693
Q3 2025 Added 9.22%
$0
$674,000 0.03% of portfolio
3,223
Q1 2025 Reduced 8.52%
$89.3B
$735,000 0.03% of portfolio
6,746
Q3 2025 Reduced 3.96%
$85.9B
$727,000 0.03% of portfolio
3,293
Q3 2025 Added 0.64%
$86.1B
$733,000 0.03% of portfolio
2,117
Q3 2025 Added 2.92%
$1.3B
$833,000 0.03% of portfolio
7,941
Q3 2025 Added 3.18%
$115B
$703,000 0.03% of portfolio
1,434
Q3 2025 Added 7.42%
$24.1B
$854,000 0.03% of portfolio
20,171
Q2 2024 Added 22.49%
$86.7B
$634,000 0.02% of portfolio
1,041
Q3 2025 Reduced 23.46%
$33.2B
$589,000 0.02% of portfolio
6,000
Q3 2024 Reduced 11.03%
$75.4B
$646,000 0.02% of portfolio
4,928
Q1 2025 Reduced 13.85%

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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