First Foundation Advisors
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$2.48B
Q ending 2026-03-31
Prior quarter
$2.65B
Q ending 2025-12-31
Change
-6.4% QoQ · +1.1% YoY
Positions
336
reported holdings
Largest positions
Top 100 of 336 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Microsoft Corp | MSFT | Shares | $369.9M | 999K |
| Ishares Tr | IVV | Shares | $193.4M | 296K |
| Alphabet Inc | GOOG | Shares | $109.7M | 382K |
| Ishares Tr | IEFA | Shares | $99.5M | 1.1M |
| J P Morgan Exchange Traded F | JEPI | Shares | $89.3M | 1.6M |
| Vaneck Etf Trust | MOAT | Shares | $71.9M | 743K |
| Apple Inc | AAPL | Shares | $70.9M | 279K |
| Amazon Com Inc | AMZN | Shares | $60.2M | 289K |
| Goldman Sachs Etf Tr | GSLC | Shares | $57.4M | 459K |
| Ishares Inc | IEMG | Shares | $53.9M | 773K |
| Ishares Tr | IWR | Shares | $53.8M | 554K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $50.5M | 105K |
| Goldman Sachs Etf Tr | GSIE | Shares | $44.2M | 1.0M |
| Goldman Sachs Etf Tr | GSSC | Shares | $38.4M | 516K |
| Advanced Micro Devices Inc | AMD | Shares | $36.9M | 181K |
| Invesco Exchange Traded Fd T | PRFZ | Shares | $34.8M | 759K |
| Nvidia Corporation | NVDA | Shares | $33.6M | 193K |
| Ishares Tr | IWM | Shares | $31.8M | 128K |
| Ishares Gold Tr | IAU | Shares | $30.7M | 348K |
| Jpmorgan Chase & Co | JPM | Shares | $29.3M | 99K |
| Amphenol Corp | APH | Shares | $21.3M | 169K |
| Ishares Tr | CMF | Shares | $20.3M | 357K |
| Schwab Charles Corp | SCHW | Shares | $18.4M | 195K |
| Ishares Tr | IWF | Shares | $18.2M | 43K |
| Goldman Sachs Etf Tr | GEM | Shares | $17.6M | 407K |
| Uber Technologies Inc | UBER | Shares | $17.1M | 238K |
| Mastercard Incorporated | MA | Shares | $16.7M | 33K |
| Invesco Exchange Traded Fd T | RSP | Shares | $16.4M | 85K |
| Ishares Tr | AGG | Shares | $16.1M | 162K |
| Philip Morris Intl Inc | PM | Shares | $15.2M | 92K |
| Costco Wholesale Corporation | COST | Shares | $14.3M | 14K |
| J P Morgan Exchange Traded F | JPRE | Shares | $14.2M | 295K |
| Wisdomtree Tr | AGGY | Shares | $13.9M | 321K |
| Ishares Tr | IEF | Shares | $13.3M | 139K |
| Cencora Inc | COR | Shares | $12.9M | 41K |
| Listed Fds Tr | INFL | Shares | $12.8M | 246K |
| Meta Platforms Inc | META | Shares | $12.3M | 22K |
| Ishares Tr | ITOT | Shares | $12.0M | 84K |
| Global X Fds | XYLD | Shares | $11.9M | 303K |
| Applied Matls Inc | AMAT | Shares | $11.8M | 35K |
| Ssga Active Etf Tr | GAL | Shares | $11.5M | 233K |
| Alphabet Inc | GOOGL | Shares | $11.2M | 39K |
| Johnson & Johnson | JNJ | Shares | $11.2M | 46K |
| Lowes Cos Inc | LOW | Shares | $10.4M | 44K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $10.2M | 16K |
| Canadian Pacific Kansas City | CP | Shares | $10.0M | 127K |
| Ishares Tr | SGOV | Shares | $9.6M | 95K |
| Ishares Tr | DGRO | Shares | $9.5M | 135K |
| Ishares Tr | QUAL | Shares | $9.5M | 49K |
| Invesco Exch Traded Fd Tr Ii | PWZ | Shares | $9.1M | 379K |
| Asml Hldg Nv | Shares | $8.6M | 6K | |
| Ishares Tr | IWP | Shares | $8.5M | 66K |
| Qualcomm Inc | QCOM | Shares | $8.2M | 64K |
| Ishares U S Etf Tr | CMDY | Shares | $7.9M | 133K |
| Exxon Mobil Corp | XOM | Shares | $7.9M | 46K |
| Disney Walt Co | DIS | Shares | $7.8M | 81K |
| Ishares Tr | IVW | Shares | $7.5M | 67K |
| Cme Group Inc | CME | Shares | $7.4M | 25K |
| Suncor Energy Inc New | SU | Shares | $7.4M | 112K |
| Vaneck Etf Trust | SHYD | Shares | $7.2M | 319K |
| Monolithic Pwr Sys Inc | MPWR | Shares | $6.9M | 6K |
| Barclays Bank Plc | DJP | Shares | $6.9M | 143K |
| Ishares Tr | LQD | Shares | $6.8M | 63K |
| Ishares Tr | IJR | Shares | $6.5M | 52K |
| Brookfield Corp | BN | Shares | $6.4M | 158K |
| Walmart Inc | WMT | Shares | $6.4M | 51K |
| Medpace Hldgs Inc | MEDP | Shares | $6.3M | 13K |
| Visa Inc | V | Shares | $6.1M | 20K |
| Chevron Corporation | CVX | Shares | $6.0M | 29K |
| Nextera Energy Inc | NEE | Shares | $5.9M | 63K |
| Eli Lilly & Co | LLY | Shares | $5.8M | 6K |
| Broadcom Inc | AVGO | Shares | $5.8M | 19K |
| Enterprise Prods Partners L | EPD | Shares | $5.7M | 150K |
| Ishares Tr | EFA | Shares | $5.5M | 56K |
| Cohen & Steers Etf Trust | CSRE | Shares | $5.4M | 206K |
| Columbia Etf Tr Ii | XCEM | Shares | $5.3M | 130K |
| Ssga Active Etf Tr | SRLN | Shares | $5.2M | 128K |
| Fortinet Inc | FTNT | Shares | $5.1M | 63K |
| Ishares Tr | IVE | Shares | $4.9M | 23K |
| Linde Plc | Shares | $4.8M | 10K | |
| Ishares Tr | AOR | Shares | $4.8M | 75K |
| Home Depot Inc | HD | Shares | $4.8M | 15K |
| Arista Networks Inc | ANET | Shares | $4.7M | 38K |
| Cintas Corp | CTAS | Shares | $4.4M | 26K |
| Applovin Corp | APP | Shares | $4.3M | 11K |
| Ishares Tr | MUB | Shares | $4.3M | 40K |
| Schwab Strategic Tr | SCHX | Shares | $4.2M | 165K |
| Ishares Tr | EFV | Shares | $4.0M | 54K |
| Idexx Labs Inc | IDXX | Shares | $4.0M | 7K |
| Broadridge Finl Solutions In | BR | Shares | $3.8M | 24K |
| Ishares Tr | IQLT | Shares | $3.8M | 82K |
| Booking Holdings Inc | BKNG | Shares | $3.8M | 895 |
| Texas Instrs Inc | TXN | Shares | $3.7M | 19K |
| Adobe Inc | ADBE | Shares | $3.7M | 15K |
| Vanguard Index Fds | VNQ | Shares | $3.6M | 41K |
| Procter & Gamble Co | PG | Shares | $3.6M | 25K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $3.6M | 5 |
| United Parcel Svcs Inc | UPS | Shares | $3.6M | 36K |
| Mercadolibre Inc | MELI | Shares | $3.6M | 2K |
| Ishares Tr | EFG | Shares | $3.5M | 31K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.