First Foundation Advisors Portfolio Shifts in Q2 2026: Key Buys and Sells Revealed
First Foundation Advisors' portfolio saw notable changes during the second quarter of 2026, with significant additions to bond funds like ISHAres TR (IEFA) and adjustments across various sectors.
As reported by First Foundation Advisors, the portfolio held as of June 30, 2026, reflects a dynamic mix with Technology and Communication Services stocks maintaining prominent positions. The total portfolio value stood at $2.75 billion.
Major Purchases This Quarter
The most significant buying activity during this period was observed in the ISHARES TR (IEFA), a fund tracking international developed equities. The position saw an 8.22% increase in its portfolio allocation, driven by a substantial share growth of over 903,000 units.
Additionally, the investor significantly boosted exposure to bond funds. ISHAres TR (IWF), tracking the iShares Core MSCI World ex US Small Cap Index, experienced an unprecedented 269.71% increase in its portfolio percentage allocation, jumping from a previous allocation of just under 0.38% to nearly 0.7%. This was achieved through adding over 114,000 shares.
Furthermore, the investor showed strong interest in ISHARES U S ETF TR (CMDY), increasing its position by a staggering 113.35% through share growth of over 150,000 units.
Notable Sales and Reductions
The investor also divested from certain holdings during Q2 2026. A significant sale was recorded in the SSGA ACTIVE ETF TR (SRLN), which saw a -61.0% change in its portfolio allocation due to exiting nearly 78,000 shares.
Among the top individual stock holdings as of June 30th, ALPHABET INC (GOOG), a Communication Services company, maintained its position despite a slight reduction in shares (-2.55%) and allocation percentage.
Technology Sector Dynamics
The Technology sector remains heavily represented within the portfolio, accounting for 13.31% of the total value led by MICROSOFT CORP (MSFT). However, this quarter saw a reduction in Technology holdings overall.
Within Technology, there was both buying and selling activity. The investor added shares to ADVANCED MICRO DEVICES INC (AMD), increasing its allocation by 0.32% through a small share increase of just over 580 units, while simultaneously reducing the position in APPLE INC (AAPL) (-22.45%) and exiting other Technology-related ETFs like ISHAres TR (IWF) which was previously a significant addition.
Other Sectors and Diversification
The portfolio also includes substantial allocations to Communication Services, Consumer Cyclical, and Financial Services sectors. AMAZON COM INC (AMZN), a key player in Consumer Cyclical, maintained its position despite a slight reduction (-2.63%) this quarter.
Financial Services allocation saw contributions from both new positions and existing holdings like GOLDMAN SACHS ETF TR (GSLC). While the investor exited a small position in Cohen & Steers Real Estate Opportunities (RLTY), they simultaneously increased their stake in another Financial Services holding, J P MORGAN EXCHANGE TRADED FUND (JPRE), albeit by a much smaller margin.
Conclusion
In summary, First Foundation Advisors' portfolio management in Q2 2026 involved strategic additions to international equities and specific bond funds, alongside reductions or exits from certain ETF positions. The overall allocation breakdown shows diversification across various sectors, with Technology still being a major component.