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.
