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
MSFT Microsoft Corp Technology	$3.78T	$519 Million 19.82% of portfolio	1,002,427	Q3 2025 Reduced 2.0%
IVV Ishares Core S&P 500 ETF ETFs	$0	$196 Million 7.47% of portfolio	292,432	Q3 2025 Reduced 1.57%
GOOG Alphabet Inc. Communication Services	$1.74T	$106 Million 4.04% of portfolio	434,876	Q3 2025 Reduced 10.52%
IEFA Ishares Tr ETFs	$0	$90.7 Million 3.46% of portfolio	1,039,174	Q3 2025 Added 2.36%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$85.3 Million 3.26% of portfolio	1,493,281	Q3 2025 Added 4.37%
AAPL Apple Inc. Technology	$4.3T	$76.7 Million 2.93% of portfolio	301,315	Q3 2025 Reduced 3.83%
MOAT Vaneck Morningstar Wide Moat E ETFs	$0	$68.7 Million 2.62% of portfolio	799,817	Q3 2025 Reduced 8.73%
AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$67.5 Million 2.58% of portfolio	307,305	Q3 2025 Reduced 7.84%
GSLC Goldman Sachs ETF Tr Activebet ETFs	$0	$63.2 Million 2.41% of portfolio	485,022	Q3 2025 Reduced 3.46%

BRK-B Berkshire Hathaway Inc Class B Financial Services	$662B	$54.3 Million 2.07% of portfolio	108,080	Q3 2025 Reduced 9.82%
IWR Ishares Russell Mid Cap ETF ETFs	$0	$49 Million 1.87% of portfolio	507,395	Q3 2025 Added 1.54%
GSSC Goldman Sachs ETF Tr Activebet ETFs	$0	$37.4 Million 1.43% of portfolio	499,941	Q3 2025 Reduced 11.5%
PRFZ Invesco Ftse Rafi Us 1500 Smal ETFs	$0	$36.6 Million 1.4% of portfolio	805,201	Q3 2025 Reduced 13.44%
NVDA Nvidia Corp Technology	$465B	$36.7 Million 1.4% of portfolio	196,489	Q3 2025 Reduced 4.0%
JPM Jpmorgan Chase & CO Financial Services	$881B	$34.1 Million 1.3% of portfolio	108,054	Q3 2025 Reduced 7.08%
IEMG Ishares Inc ETFs	$0	$33.7 Million 1.29% of portfolio	628,502	Q3 2025 Added 6.03%
GSIE Goldman Sachs ETF Tr Activebet ETFs	$0	$32.2 Million 1.23% of portfolio	1,022,722	Q3 2025 Reduced 1.37%
AMD Advanced Micro Devices Inc Technology	$388B	$29.5 Million 1.13% of portfolio	182,475	Q3 2025 Added 0.36%

IWM Ishares Russell 2000 ETF ETFs	$0	$29 Million 1.11% of portfolio	119,955	Q3 2025 Added 1.59%
IAU Ishares Gold Trust ETFs	$65.3B	$24.1 Million 0.92% of portfolio	331,395	Q3 2025 Reduced 6.31%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$23.5 Million 0.9% of portfolio	50,111	Q3 2025 Reduced 18.3%
APH Amphenol Corp Technology	$79.6B	$23.3 Million 0.89% of portfolio	188,554	Q3 2025 Reduced 16.67%
UBER Uber Technologies, Inc Technology	$181B	$21.7 Million 0.83% of portfolio	221,997	Q3 2025 Reduced 2.84%
JPRE J P Morgan Exchange Traded Fd ETFs	$0	$21.1 Million 0.8% of portfolio	439,183	Q3 2025 Reduced 16.35%
MA Mastercard Inc Financial Services	$512B	$20.9 Million 0.8% of portfolio	36,806	Q3 2025 Reduced 12.39%
CMF Ishares California Muni Bond E ETFs	$0	$19.8 Million 0.76% of portfolio	346,927	Q3 2025 Reduced 33.48%
SCHW Schwab Charles Corp Financial Services	$167B	$18.7 Million 0.72% of portfolio	196,247	Q3 2025 Reduced 7.1%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$18.7 Million 0.71% of portfolio	186,088	Q3 2025 Reduced 48.53%
ORCL Oracle Corp Technology	$593B	$17.4 Million 0.67% of portfolio	61,986	Q3 2025 Added 432.62%
PM Philip Morris International Inc. Consumer Defensive	$237B	$17.6 Million 0.67% of portfolio	108,807	Q3 2025 Reduced 3.54%
QCOM Qualcomm Inc Technology	$187B	$16.7 Million 0.64% of portfolio	100,348	Q3 2025 Reduced 15.73%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$16.1 Million 0.62% of portfolio	84,924	Q3 2025 Reduced 4.02%
UPS United Parcel Service Inc Industrials	$68.7B	$16.1 Million 0.61% of portfolio	192,555	Q3 2025 Reduced 11.39%
META Meta Platforms, Inc. Communication Services	$1.37T	$15.8 Million 0.6% of portfolio	21,499	Q3 2025 Reduced 6.55%
GAL Ssga Active ETF Tr ETFs	$0	$15.5 Million 0.59% of portfolio	316,174	Q3 2025 Reduced 1.09%
SU Suncor Energy Inc Energy	$60.5B	$15.3 Million 0.58% of portfolio	365,702	Q3 2025 Reduced 13.82%
SRLN Ssga Active Trust ETFs	$0	$15 Million 0.57% of portfolio	360,804	Q3 2025 Reduced 10.58%
AGGY Wisdomtree Yield Enhanced U.S. ETFs	$0	$14.8 Million 0.56% of portfolio	333,376	Q3 2025 Reduced 3.03%
GEM Goldman Sachs ETF Tr Actvebeta ETFs	$0	$14.8 Million 0.56% of portfolio	362,608	Q3 2025 Added 9.62%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$13.6 Million 0.52% of portfolio	93,093	Q3 2025 Reduced 3.19%
COST Costco Wholesale Corp Consumer Defensive	$404B	$13.5 Million 0.51% of portfolio	14,536	Q3 2025 Reduced 5.95%
IEF Ishares Barclays ETFs	$0	$12.7 Million 0.48% of portfolio	131,578	Q3 2025 Reduced 15.0%
LOW Lowes Companies Inc Consumer Cyclical	$140B	$11.1 Million 0.42% of portfolio	43,992	Q3 2025 Reduced 5.73%
PWZ Invesco California Amt Free Mu ETFs	$0	$11.1 Million 0.42% of portfolio	463,832	Q3 2025 Reduced 51.32%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$10.8 Million 0.41% of portfolio	16,187	Q3 2025 Reduced 9.27%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$10.5 Million 0.4% of portfolio	53,868	Q3 2025 Reduced 3.54%
XYLD Global X Fds S&P 500 Covered C ETFs	$0	$10.2 Million 0.39% of portfolio	260,958	Q3 2025 Added 24.79%
AZN Astrazeneca PLC Healthcare	$277B	$10.1 Million 0.39% of portfolio	131,963	Q3 2025 Reduced 3.31%
JNJ Johnson & Johnson Healthcare	$522B	$10.3 Million 0.39% of portfolio	55,797	Q3 2025 Reduced 1.35%
IWP Ishares Russell Mid Cap Growth ETFs	$0	$9.58 Million 0.37% of portfolio	67,305	Q3 2025 Reduced 10.34%

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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First Foundation Advisors Portfolio Holdings