First Foundation Advisors Portfolio Stock Holdings
First Foundation Advisors disclosed 334 stock positions valued at approximately $2.5 billion in its latest SEC 13F filing. The largest holdings include MICROSOFT CORP, ISHARES TR, and ALPHABET INC. The filing reflects positions held as of March 31, 2026 and was filed on May 4, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 334
- Portfolio Value
- $2.5B
Holdings by Sector
First Foundation Advisors Portfolio Holdings in Q1 2026
329 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 14.91% | 999,186 | -425 | -0.04% | $369,868,726 |
| ISHARES TR | IVV | Other | 7.79% | 296,082 | +7,191 | +2.49% | $193,403,954 |
| ALPHABET INC | GOOG | Communication Services | 4.42% | 382,442 | -8,847 | -2.26% | $109,707,355 |
| ISHARES TR | IEFA | Other | 4.01% | 1,099,376 | +52,746 | +5.04% | $99,526,468 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 3.60% | 1,576,054 | +64,995 | +4.30% | $89,330,745 |
| VANECK ETF TRUST | MOAT | Other | 2.90% | 743,411 | -17,115 | -2.25% | $71,887,875 |
| APPLE INC | AAPL | Technology | 2.86% | 279,434 | -3,488 | -1.23% | $70,917,431 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.43% | 289,224 | -1,723 | -0.59% | $60,236,683 |
| GOLDMAN SACHS ETF TR | GSLC | Other | 2.32% | 459,085 | -8,256 | -1.77% | $57,445,267 |
| ISHARES INC | IEMG | Other | 2.17% | 772,603 | +125,486 | +19.39% | $53,889,024 |
| ISHARES TR | IWR | Other | 2.17% | 553,804 | +35,791 | +6.91% | $53,846,340 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 2.03% | 105,303 | -563 | -0.53% | $50,460,958 |
| GOLDMAN SACHS ETF TR | GSIE | Other | 1.78% | 1,024,477 | +14,704 | +1.46% | $44,185,693 |
| GOLDMAN SACHS ETF TR | GSSC | Other | 1.55% | 515,730 | +26,790 | +5.48% | $38,446,409 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.49% | 181,477 | -798 | -0.44% | $36,917,867 |
| INVESCO EXCHANGE TRADED FD T | PRFZ | Other | 1.40% | 758,912 | -16,599 | -2.14% | $34,811,310 |
| NVIDIA CORPORATION | NVDA | Technology | 1.36% | 192,939 | +303 | +0.16% | $33,648,599 |
| ISHARES TR | IWM | Other | 1.28% | 128,097 | -1,363 | -1.05% | $31,767,972 |
| ISHARES GOLD TR | IAU | Other | 1.24% | 347,773 | +5,875 | +1.72% | $30,659,668 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.18% | 99,471 | +417 | +0.42% | $29,260,454 |
| AMPHENOL CORP | APH | Technology | 0.86% | 168,723 | -4,997 | -2.88% | $21,318,128 |
| ISHARES TR | CMF | Other | 0.82% | 356,732 | -10,551 | -2.87% | $20,283,794 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.74% | 195,410 | +2,574 | +1.33% | $18,364,626 |
| ISHARES TR | IWF | Other | 0.73% | 42,627 | -5,635 | -11.68% | $18,176,309 |
| GOLDMAN SACHS ETF TR | GEM | Other | 0.71% | 406,680 | +35,056 | +9.43% | $17,568,556 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.69% | 238,032 | +7,345 | +3.18% | $17,121,606 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.67% | 33,470 | -1,194 | -3.44% | $16,723,391 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.66% | 85,463 | +971 | +1.15% | $16,402,082 |
| ISHARES TR | AGG | Other | 0.65% | 161,784 | +12,492 | +8.37% | $16,060,266 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.61% | 91,974 | -85 | -0.09% | $15,207,023 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.57% | 14,318 | -107 | -0.74% | $14,266,921 |
| J P MORGAN EXCHANGE TRADED F | JPRE | Other | 0.57% | 295,377 | -114,016 | -27.85% | $14,198,766 |
| WISDOMTREE TR | AGGY | Other | 0.56% | 320,599 | +10,464 | +3.37% | $13,930,047 |
| ISHARES TR | IEF | Other | 0.53% | 138,936 | +12,641 | +10.01% | $13,260,076 |
| CENCORA INC | COR | Healthcare | 0.52% | 41,069 | -1,885 | -4.39% | $12,901,429 |
| LISTED FDS TR | INFL | Other | 0.52% | 246,486 | +22,142 | +9.87% | $12,832,075 |
| META PLATFORMS INC | META | Communication Services | 0.50% | 21,584 | -33 | -0.15% | $12,348,868 |
| ISHARES TR | ITOT | Other | 0.48% | 84,206 | -7,869 | -8.55% | $11,993,481 |
| GLOBAL X FDS | XYLD | Other | 0.48% | 302,959 | +3,551 | +1.19% | $11,854,794 |
| APPLIED MATLS INC | AMAT | Technology | 0.48% | 34,668 | +15 | +0.04% | $11,849,209 |
| SSGA ACTIVE ETF TR | GAL | Other | 0.46% | 232,958 | +6,130 | +2.70% | $11,531,426 |
| ALPHABET INC | GOOGL | Communication Services | 0.45% | 39,081 | +339 | +0.88% | $11,238,116 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.45% | 45,850 | +98 | +0.21% | $11,207,690 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.42% | 43,937 | -184 | -0.42% | $10,381,549 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.41% | 15,620 | -421 | -2.62% | $10,158,233 |
| CANADIAN PACIFIC KANSAS CITY | CP | Industrials | 0.40% | 127,479 | +51 | +0.04% | $10,027,502 |
| ISHARES TR | SGOV | Other | 0.39% | 95,205 | +23,628 | +33.01% | $9,583,303 |
| ISHARES TR | DGRO | Other | 0.38% | 135,076 | +55,952 | +70.71% | $9,479,650 |
| ISHARES TR | QUAL | Other | 0.38% | 49,319 | -3,457 | -6.55% | $9,459,813 |
| INVESCO EXCH TRADED FD TR II | PWZ | Other | 0.36% | 379,319 | +50,378 | +15.32% | $9,054,356 |
| ASML HLDG NV | ASML | Other | 0.35% | 6,482 | -1 | -0.02% | $8,561,620 |
| ISHARES TR | IWP | Other | 0.34% | 66,154 | +913 | +1.40% | $8,475,628 |
| QUALCOMM INC | QCOM | Technology | 0.33% | 63,520 | -3,856 | -5.72% | $8,180,055 |
| ISHARES U S ETF TR | CMDY | Other | 0.32% | 133,199 | +120,552 | +953.21% | $7,914,685 |
| EXXON MOBIL CORP | XOM | Energy | 0.32% | 46,466 | -1,611 | -3.35% | $7,883,386 |
| DISNEY WALT CO | DIS | Communication Services | 0.32% | 81,298 | +2,524 | +3.20% | $7,835,466 |
| ISHARES TR | IVW | Other | 0.30% | 66,505 | +5,189 | +8.46% | $7,522,422 |
| CME GROUP INC | CME | Financial Services | 0.30% | 24,981 | -2,790 | -10.05% | $7,378,277 |
| SUNCOR ENERGY INC NEW | SU | Energy | 0.30% | 111,514 | -138,457 | -55.39% | $7,372,190 |
| VANECK ETF TRUST | SHYD | Other | 0.29% | 319,311 | +11,554 | +3.75% | $7,235,593 |
| MONOLITHIC PWR SYS INC | MPWR | Technology | 0.28% | 6,356 | -23 | -0.36% | $6,949,017 |
| BARCLAYS BANK PLC | DJP | Other | 0.28% | 142,741 | +11,371 | +8.66% | $6,871,552 |
| ISHARES TR | LQD | Other | 0.28% | 62,780 | -1,675 | -2.60% | $6,842,392 |
| ISHARES TR | IJR | Other | 0.26% | 52,056 | +44,072 | +552.00% | $6,471,115 |
| BROOKFIELD CORP | BN | Financial Services | 0.26% | 158,450 | -11,028 | -6.51% | $6,412,470 |
| WALMART INC | WMT | Consumer Defensive | 0.26% | 51,137 | +1,102 | +2.20% | $6,355,294 |
| MEDPACE HLDGS INC | MEDP | Healthcare | 0.25% | 13,061 | +40 | +0.31% | $6,271,762 |
| VISA INC | V | Financial Services | 0.24% | 20,111 | +3,122 | +18.38% | $6,078,355 |
| CHEVRON CORPORATION | CVX | Energy | 0.24% | 28,976 | -16,553 | -36.36% | $5,995,222 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.24% | 63,313 | -4,157 | -6.16% | $5,880,499 |
| ELI LILLY & CO | LLY | Healthcare | 0.24% | 6,347 | +19 | +0.30% | $5,837,598 |
| BROADCOM INC | AVGO | Technology | 0.23% | 18,687 | +774 | +4.32% | $5,783,938 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.23% | 150,279 | +217 | +0.14% | $5,686,549 |
| ISHARES TR | EFA | Other | 0.22% | 56,368 | +138 | +0.25% | $5,475,024 |
| COLUMBIA ETF TR II | XCEM | Other | 0.21% | 130,057 | +2,510 | +1.97% | $5,307,646 |
| SSGA ACTIVE ETF TR | SRLN | Other | 0.21% | 128,343 | -200,913 | -61.02% | $5,151,671 |
| FORTINET INC | FTNT | Technology | 0.21% | 62,710 | -736 | -1.16% | $5,124,661 |
| ISHARES TR | IVE | Other | 0.20% | 23,435 | +2,996 | +14.66% | $4,948,300 |
| LINDE PLC | LIN | Other | 0.20% | 9,771 | -391 | -3.85% | $4,843,914 |
| ISHARES TR | AOR | Other | 0.19% | 75,192 | -1,379 | -1.80% | $4,838,606 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.19% | 14,543 | +1,168 | +8.73% | $4,783,169 |
| ARISTA NETWORKS INC | ANET | Other | 0.19% | 37,964 | -353 | -0.92% | $4,661,220 |
| CINTAS CORP | CTAS | Industrials | 0.18% | 26,295 | -247 | -0.93% | $4,447,582 |
| APPLOVIN CORP | APP | Technology | 0.17% | 10,884 | -50 | -0.46% | $4,331,832 |
| ISHARES TR | MUB | Other | 0.17% | 40,497 | +4,889 | +13.73% | $4,298,756 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.17% | 164,561 | - | - | $4,219,352 |
| ISHARES TR | EFV | Other | 0.16% | 54,364 | +2,925 | +5.69% | $4,041,963 |
| IDEXX LABS INC | IDXX | Healthcare | 0.16% | 7,151 | -136 | -1.87% | $4,018,076 |
| BROADRIDGE FINL SOLUTIONS IN | BR | Technology | 0.15% | 23,620 | +23,620 | +100.00% | $3,837,777 |
| ISHARES TR | IQLT | Other | 0.15% | 81,959 | -6,151 | -6.98% | $3,788,965 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 0.15% | 895 | -41 | -4.38% | $3,769,242 |
| TEXAS INSTRS INC | TXN | Technology | 0.15% | 19,211 | -12,456 | -39.33% | $3,729,646 |
| ADOBE INC | ADBE | Technology | 0.15% | 15,109 | +288 | +1.94% | $3,672,696 |
| VANGUARD INDEX FDS | VNQ | Other | 0.14% | 40,542 | +2,747 | +7.27% | $3,596,055 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.14% | 24,890 | +1,942 | +8.46% | $3,595,138 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.14% | 5 | - | - | $3,590,700 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.14% | 36,461 | -139,652 | -79.30% | $3,587,038 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 0.14% | 2,065 | -113 | -5.19% | $3,570,426 |
| ISHARES TR | EFG | Other | 0.14% | 31,260 | +2,242 | +7.73% | $3,481,426 |
| VEEVA SYS INC | VEEV | Healthcare | 0.14% | 19,639 | -585 | -2.89% | $3,449,787 |
First Foundation Advisors Options Holdings in Q1 2026