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
$224B
$969,000 0.04% of portfolio
3,189
Q3 2025 Reduced 2.95%
$159B
$942,000 0.04% of portfolio
1,937
Q3 2025 Reduced 68.76%
$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%
$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%
$123B
$875,000 0.03% of portfolio
1,754
Q3 2025 Reduced 9.59%
$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%
$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%
$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%
$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%
$0
$507,000 0.02% of portfolio
44,125
Q3 2025 Reduced 35.21%
$16.1B
$534,000 0.02% of portfolio
23,322
Q2 2025 Added 0.56%
$28.9B
$444,000 0.02% of portfolio
4,942
Q3 2025 Added 0.08%
$174B
$445,000 0.02% of portfolio
3,000
Q3 2025 Reduced 0.2%
$66.3B
$453,000 0.02% of portfolio
1,975
Q3 2025 Reduced 1.99%
$144B
$534,000 0.02% of portfolio
1,168
Q3 2025 Added 12.63%
$48.1B
$428,000 0.02% of portfolio
1,482
Q3 2025 Reduced 3.33%
$190B
$569,000 0.02% of portfolio
5,615
Q3 2025 Added 40.09%
$237B
$650,000 0.02% of portfolio
2,743
Q3 2025 Reduced 37.55%
$98.6B
$479,000 0.02% of portfolio
5,057
Q3 2025 Added 52.6%
$0
$644,000 0.02% of portfolio
32,564
Q3 2025 Reduced 29.15%
$222B
$472,000 0.02% of portfolio
974
Q3 2025 Reduced 53.73%
$121B
$494,000 0.02% of portfolio
640
Q2 2024 Reduced 0.31%
$193B
$464,000 0.02% of portfolio
1,039
Q3 2025 Added 30.36%
$74.3B
$488,000 0.02% of portfolio
7,715
Q3 2025 Reduced 3.89%
$0
$525,000 0.02% of portfolio
61,339
Q2 2025 Reduced 7.21%
$9.4B
$616,000 0.02% of portfolio
10,025
Q3 2025 New
$84B
$511,000 0.02% of portfolio
2,659
Q3 2025 Added 37.13%
$44.1B
$504,000 0.02% of portfolio
6,250
Q3 2025 Reduced 6.14%
$8.03B
$442,000 0.02% of portfolio
2,315
Q3 2025 Added 0.04%
$5.6B
$449,000 0.02% of portfolio
45,946
Q4 2024 Reduced 5.9%
$317B
$412,000 0.02% of portfolio
4,927
Q3 2025 Added 23.08%
$27.1B
$646,000 0.02% of portfolio
1,182
Q3 2025 Reduced 85.07%
$111B
$201,000 0.01% of portfolio
515
Q2 2025 New
$42.4B
$351,000 0.01% of portfolio
2,315
Q3 2025 Reduced 3.54%

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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