FIRST FOUNDATION ADVISORS Portfolio Holdings - 13F Filings | 13F Fund Database
FIRST FOUNDATION ADVISORS 13F Holdings
CIK 0001086763 · Irvine, CA
As of Sep 30, 2025, FIRST FOUNDATION ADVISORS reported
573 positions worth $2.6B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| MICROSOFT CORP | MSFT | Technology | 1,002,427 | $519.2M | 20.27% |
| ISHARES CORE S&P 500 ETF | IVV | — | 292,432 |
|
95.7M7.64% |
| ALPHABET INC | GOOG | Equity | 434,876 |
05.9M | 4.14% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 1,039,174 | $90.7M | 3.54% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | — | 1,493,281 | $85.3M | 3.33% |
| VANECK MORNINGSTAR WIDE MOAT ETF | MOAT | — | 799,817 | $79.3M | 3.09% |
| APPLE INC | AAPL | Technology | 301,315 | $76.7M | 3.00% |
| AMAZON.COM INC | AMZN | Equity | 307,305 | $67.5M | 2.63% |
| GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETF | GSLC | — | 485,022 | $63.2M | 2.47% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 108,080 | $54.3M | 2.12% |
| ISHARES RUSSELL MID-CAP ETF | IWR | — | 507,395 | $49.0M | 1.91% |
| GOLDMAN SACHS ACTIVEBETA(R) INTERNATIONAL EQUITY ETF | GSIE | — | 1,022,722 | $42.0M | 1.64% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 628,502 | $41.4M | 1.62% |
| GOLDMAN SACHS ACTIVEBETA(R) US SMALL CAP EQUITY ETF | GSSC | — | 499,941 | $37.4M | 1.46% |
| NVIDIA CORP | NVDA | Technology | 196,489 | $36.7M | 1.43% |
| INVESCO RAFI US 1500 SMALL-MID ETF | PRFZ | — | 805,201 | $36.6M | 1.43% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 108,054 | $34.1M | 1.33% |
| ADVANCED MICRO DEVICES INC | AMD | Equity | 181,392 | $29.3M | 1.15% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 119,955 | $29.0M | 1.13% |
| ISHARES GOLD TRUST | IAU | — | 331,395 | $24.1M | 0.94% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 50,111 | $23.5M | 0.92% |
| AMPHENOL CORP-CL A | APH | Technology | 188,554 | $23.3M | 0.91% |
| UBER TECHNOLOGIES INC | UBER | Technology | 221,997 | $21.7M | 0.85% |
| JPMORGAN REALTY INCOME ETF | JPRE | — | 439,183 | $21.1M | 0.82% |
| MASTERCARD INC | MA | Financial Services | 36,806 | $20.9M | 0.82% |