First Foundation Advisors
$2.5B Assets Reported
354 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 999,186 | $370M | 14.9% |
| IVV | ISHARES TR | 296,082 | $193M | 7.8% |
| GOOG | ALPHABET INC | 382,442 | $110M | 4.4% |
| IEFA | ISHARES TR | 1,099,376 | $100M | 4.0% |
| JEPI | J P MORGAN EXCHANGE TRADED F | 1,576,054 | $89M | 3.6% |
| MOAT | VANECK ETF TRUST | 743,411 | $72M | 2.9% |
| AAPL | APPLE INC | 283,134 | $72M | 2.9% |
| AMZN | AMAZON COM INC | 289,224 | $60M | 2.4% |
| GSLC | GOLDMAN SACHS ETF TR | 459,085 | $57M | 2.3% |
| IEMG | ISHARES INC | 772,603 | $54M | 2.2% |
Track First Foundation Advisors's 13F portfolio: $2.5B in reported holdings, 354 positions. Top holdings, AUM, and quarterly changes on SentiSense.