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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$141B
$4.52 Million 0.17% of portfolio
177,517
Q3 2025 Reduced 0.14%
$367B
$4.44 Million 0.17% of portfolio
10,950
Q3 2025 Added 5.9%
$70.2B
$4.08 Million 0.16% of portfolio
130,634
Q3 2025 Added 1,349.88%
$2.2B
$4.2 Million 0.16% of portfolio
41,411
Q3 2025 Added 249.96%
$346B
$3.86 Million 0.15% of portfolio
25,138
Q3 2025 Added 28.1%
$45.2B
$4.01 Million 0.15% of portfolio
7,073
Q3 2025 Reduced 11.57%
$72.4B
$3.99 Million 0.15% of portfolio
11,181
Q3 2025 Reduced 17.06%
$279B
$3.68 Million 0.14% of portfolio
35,715
Q3 2025 Added 59.85%
$453B
$3.77 Million 0.14% of portfolio
5
Q2 2025 Reduced 16.67%
$1.88B
$3.69 Million 0.14% of portfolio
308,558
Q3 2025 Reduced 2.16%
$319B
$3.56 Million 0.14% of portfolio
52,033
Q3 2025 Reduced 19.62%
$300B
$3.44 Million 0.13% of portfolio
9,976
Q3 2025 Reduced 13.55%
$55.6B
$3.29 Million 0.13% of portfolio
22,458
Q3 2025 Reduced 10.23%
$8.94B
$3.39 Million 0.13% of portfolio
7,964
Q3 2025 Added 134.93%
$7.52B
$3.24 Million 0.12% of portfolio
78,811
Q3 2025 Reduced 8.0%
$53.4B
$3.09 Million 0.12% of portfolio
39,678
Q3 2025 Added 1.2%
$35.1B
$2.79 Million 0.11% of portfolio
45,817
Q3 2025 Reduced 28.43%
$27.7B
$2.76 Million 0.11% of portfolio
32,691
Q3 2025 Reduced 20.7%
$1.29T
$2.95 Million 0.11% of portfolio
6,633
Q3 2025 Reduced 2.12%
$118M
$2.68 Million 0.1% of portfolio
273,759
Q3 2025 Added 47.76%
$156B
$2.49 Million 0.1% of portfolio
22,424
Q2 2025 Reduced 2.93%
$16.2B
$2.51 Million 0.1% of portfolio
76,402
Q3 2025 Reduced 1.29%
$160B
$2.42 Million 0.09% of portfolio
12,216
Q3 2025 Reduced 30.62%
$20B
$2.31 Million 0.09% of portfolio
27,328
Q3 2025 Reduced 54.86%
$414B
$2.27 Million 0.09% of portfolio
9,796
Q3 2025 Reduced 0.78%
$258B
$2.01 Million 0.08% of portfolio
12,030
Q3 2025 Reduced 4.39%
$328B
$1.85 Million 0.07% of portfolio
6,146
Q3 2025 Reduced 0.89%
$74.3B
$1.71 Million 0.07% of portfolio
3,049
Q3 2025 Reduced 0.13%
$291B
$1.67 Million 0.06% of portfolio
3,495
Q3 2025 Added 0.63%
$114B
$1.65 Million 0.06% of portfolio
7,642
Q3 2025 Added 49.14%
$170B
$1.52 Million 0.06% of portfolio
10,485
Q3 2025 Reduced 4.3%
$25.4B
$1.69 Million 0.06% of portfolio
61,881
Q2 2025 Added 242.83%
$97.3B
$1.49 Million 0.06% of portfolio
17,631
Q3 2025 Reduced 2.78%
$204B
$1.57 Million 0.06% of portfolio
11,179
Q3 2025 Added 20.49%
$23.2M
$1.35 Million 0.05% of portfolio
449,493
Q3 2025 Reduced 6.77%
$1.87B
$1.28 Million 0.05% of portfolio
3,974
Q3 2025 Added 0.94%
$181B
$1.26 Million 0.05% of portfolio
44,721
Q3 2025 Reduced 8.81%
$255B
$1.28 Million 0.05% of portfolio
3,860
Q3 2025 Added 6.63%
$228B
$1.33 Million 0.05% of portfolio
9,956
Q3 2025 Added 5.59%
$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
$946,000 0.04% of portfolio
48,565
Q3 2025 Reduced 13.78%
$270B
$959,000 0.04% of portfolio
6,034
Q3 2025 Added 26.08%

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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