First Foundation Advisors Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, First Foundation Advisors disclosed 343 stock positions valued at approximately $2.78B as of quarter-end June 30, 2026. The largest holdings include MICROSOFT CORP, ISHARES TR, and ALPHABET INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 343
- Portfolio Value
- $2.78B
Holdings by Sector
First Foundation Advisors Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 13.31% | 992,430 | -6,756 | -0.68% | $370,196,279 |
| ISHARES TR | IVV | Other | 8.09% | 300,496 | +4,414 | +1.49% | $225,038,180 |
| ALPHABET INC | GOOG | Communication Services | 4.73% | 372,706 | -9,736 | -2.55% | $131,688,285 |
| ISHARES TR | IEFA | Other | 4.13% | 1,189,720 | +90,344 | +8.22% | $114,903,200 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 3.80% | 182,059 | +582 | +0.32% | $105,759,894 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 3.18% | 1,568,542 | -7,512 | -0.48% | $88,591,251 |
| ISHARES INC | IEMG | Other | 2.51% | 844,318 | +71,715 | +9.28% | $69,943,330 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.41% | 281,608 | -7,616 | -2.63% | $67,118,450 |
| ISHARES TR | IWR | Other | 2.31% | 583,207 | +29,403 | +5.31% | $64,339,399 |
| GOLDMAN SACHS ETF TR | GSLC | Other | 2.27% | 446,025 | -13,060 | -2.84% | $63,286,466 |
| APPLE INC | AAPL | Technology | 2.25% | 216,711 | -62,723 | -22.45% | $62,707,527 |
| VANECK ETF TRUST | MOAT | Other | 2.22% | 593,918 | -149,493 | -20.11% | $61,743,749 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.88% | 104,602 | -701 | -0.67% | $52,341,544 |
| GOLDMAN SACHS ETF TR | GSSC | Other | 1.68% | 512,488 | -3,242 | -0.63% | $46,769,685 |
| GOLDMAN SACHS ETF TR | GSIE | Other | 1.67% | 1,018,994 | -5,483 | -0.54% | $46,568,022 |
| ISHARES TR | IWM | Other | 1.63% | 151,117 | +23,020 | +17.97% | $45,402,962 |
| INVESCO EXCHANGE TRADED FD T | PRFZ | Other | 1.48% | 739,179 | -19,733 | -2.60% | $41,224,019 |
| NVIDIA CORPORATION | NVDA | Technology | 1.38% | 191,927 | -1,012 | -0.52% | $38,402,699 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.15% | 97,905 | -1,566 | -1.57% | $32,047,191 |
| AMPHENOL CORP | APH | Technology | 1.01% | 158,700 | -10,023 | -5.94% | $27,981,962 |
| ISHARES GOLD TR | IAU | Other | 0.98% | 359,362 | +11,589 | +3.33% | $27,135,424 |
| APPLIED MATLS INC | AMAT | Technology | 0.89% | 34,278 | -390 | -1.12% | $24,783,332 |
| GOLDMAN SACHS ETF TR | GEM | Other | 0.80% | 428,400 | +21,720 | +5.34% | $22,276,814 |
| ISHARES TR | IWF | Other | 0.70% | 157,598 | +114,971 | +269.71% | $19,568,898 |
| ISHARES TR | CMF | Other | 0.66% | 318,941 | -37,791 | -10.59% | $18,383,786 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.66% | 254,636 | +16,604 | +6.98% | $18,374,498 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.65% | 197,480 | +2,070 | +1.06% | $18,221,507 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.65% | 85,382 | -81 | -0.09% | $18,166,752 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.61% | 32,976 | -494 | -1.48% | $16,936,415 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.59% | 91,182 | -792 | -0.86% | $16,495,671 |
Showing 30 of 343 holdings in the latest reporting period.
First Foundation Advisors Options Holdings in Q2 2026
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q2 2026 | SPY | SPDR S&P 500 | CALL | 200 | $149,354 |
Showing 1 of 1 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.