First Foundation Advisors

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 570Value: $2.4BLatest: 2025Q1

FIRST FOUNDATION ADVISORS is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 570 holdings worth $2.4 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "APPF",
  "MPWR",
  "DJP",
  null,
  null,
  "NVG",
  null,
  "ACN",
  null,
  "ABT",
  "ABBV",
  "ADBE",
  null,
  "GOOGL",
  "AXP",
  "JQC",
  "NMZ",
  "ASML",
  "T",
  "BLK",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "CP.TO",
  null,
  "LEN-B",
  "PHG",
  "CTO",
  null,
  "PECO",
  null,
  "PDI",
  "RC",
  null,
  "FRA",
  "PFN",
  "ECC",
  "GILD",
  "HON",
  "HD",
  "AZN",
  "MCD",
  "INTU",
  null,
  "EVV",
  null,
  null,
  "FE",
  "UNP",
  "QCOM",
  "ISRG",
  "GSIE",
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  null,
  "IVW",
  null,
  "IJH",
  null,
  null,
  "TSI",
  "TLF",
  null,
  "NAC",
  "PDX",
  null,
  "NCA",
  null,
  null,
  "KMI",
  "OPP",
  "LRCX",
  "FWONA",
  "IWS",
  "LIN",
  null,
  null,
  null,
  "PCQ",
  "MA",
  "RTO",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "GE",
  null,
  null,
  null,
  "PCAR",
  "BX",
  "FAST",
  "IJR",
  "EFG",
  "ANET",
  "IWD",
  "ORCL",
  "NOC",
  "OKE",
  null,
  null,
  null,
  null,
  "EEM",
  null,
  "IWF",
  "PEP",
  null,
  "PNC",
  "IEMG",
  "IVV",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "KEYS",
  null,
  "AMGN",
  "PKG",
  "MSTR",
  "PDO",
  "REGN",
  "ROK",
  "IEFA",
  "SPGI",
  null,
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SPG",
  "SRE",
  "O",
  "SHEL",
  "RTX",
  "GLD",
  null,
  "RSG",
  "IBM",
  "SYK",
  "SBUX",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "UBER",
  "UPS",
  "VNQ",
  "VO",
  "AGNC",
  "VOE",
  "SCHW",
  "AB",
  "VWO",
  null,
  null,
  null,
  "KYN",
  null,
  "DSL",
  "VIG",
  "NRP",
  null,
  "ULTA",
  "IWO",
  "SU",
  "IWN",
  "IEF",
  null,
  null,
  "BN.TO",
  null,
  "VYM",
  "DD",
  null,
  "EW",
  "TT",
  "RLI",
  "ARE",
  "AON",
  "APH",
  "AMD",
  "SONY",
  null,
  "SDY",
  "FI",
  "WEC",
  "WM",
  "FTNT",
  "IWP",
  "IWR",
  "IR",
  null,
  "GSLC",
  "EFSC",
  "JYNT",
  null,
  "IDXX",
  "NVO",
  "AMZN",
  "NEA",
  "IVE",
  null,
  "ESGD",
  "REXR",
  null,
  null,
  null,
  null,
  null,
  "VUG",
  "VEA",
  null,
  null,
  null,
  "VBR",
  "VT",
  "VOO",
  "VEEV",
  "V",
  "WMT",
  null,
  "WBS",
  "WMB",
  null,
  "XEL",
  "YUM",
  null,
  null,
  "SCHD",
  null,
  "SCHF",
  "MSCI",
  "LBTYA",
  "LH",
  "MOH",
  "NOV",
  null,
  "OTIS",
  "CRM",
  "SYY",
  "PFLT",
  null,
  "MTUM",
  "MELI",
  "DGRO",
  "MCK",
  null,
  "PSA",
  "PAYC",
  "LULU",
  "ADP",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BE",
  "BA",
  "BMY",
  "BTI",
  "BF-B",
  "BIP",
  "BUR",
  "CNI",
  "CVX",
  "CTAS",
  "CSCO",
  "CCO",
  "C",
  "CME",
  "KO",
  "CMCSA",
  "COP",
  "CPRT",
  "COST",
  "CTVA",
  "CSGP",
  "CRWD",
  "DHR",
  "DE",
  "DAL",
  null,
  "DFAC",
  "DFS",
  "RSP",
  "EFA",
  "ADI",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 570
Total Value: 2399972239
Accession Number: 0001086763-25-000007
Form Type: 13F-HR
CIK: first-foundation-advisors
Manager Name: First-Foundation-Advisors

Data Enrichment

81% identified

463 identified107 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

570 positions • $2.4B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 17

Sort by:

MICROSOFT CORP

MSFT|594918104

Shares:1.0M

Value:$386.2M

% of Portfolio:16.1% ($386.2M/$2.4B)

464287200

IVV|464287200

Shares:292.6K

Value:$164.4M

% of Portfolio:6.8% ($164.4M/$2.4B)

92189F643

Shares:1.1M

Value:$94.0M

% of Portfolio:3.9% ($94.0M/$2.4B)

46641Q332

Shares:1.5M

Value:$85.9M

% of Portfolio:3.6% ($85.9M/$2.4B)

Alphabet Inc.

GOOG|02079K107

Shares:508.4K

Value:$79.4M

% of Portfolio:3.3% ($79.4M/$2.4B)

46432F842

IEFA|46432F842

Shares:993.8K

Value:$75.2M

% of Portfolio:3.1% ($75.2M/$2.4B)

Apple Inc.

AAPL|037833100

Shares:312.9K

Value:$69.5M

% of Portfolio:2.9% ($69.5M/$2.4B)

AMAZON COM INC

AMZN|023135106

Shares:345.7K

Value:$65.8M

% of Portfolio:2.7% ($65.8M/$2.4B)

381430503

GSLC|381430503

Shares:514.1K

Value:$56.6M

% of Portfolio:2.4% ($56.6M/$2.4B)

464287499

IWR|464287499

Shares:500.7K

Value:$42.6M

% of Portfolio:1.8% ($42.6M/$2.4B)

46137V597

Shares:1.0M

Value:$38.4M

% of Portfolio:1.6% ($38.4M/$2.4B)

381430602

Shares:597.0K

Value:$37.9M

% of Portfolio:1.6% ($37.9M/$2.4B)

464287226

Shares:363.2K

Value:$35.9M

% of Portfolio:1.5% ($35.9M/$2.4B)

381430107

GSIE|381430107

Shares:979.2K

Value:$34.9M

% of Portfolio:1.5% ($34.9M/$2.4B)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:305.6K

Value:$33.6M

% of Portfolio:1.4% ($33.6M/$2.4B)

46434G103

IEMG|46434G103

Shares:593.0K

Value:$32.0M

% of Portfolio:1.3% ($32.0M/$2.4B)

464288356

Shares:527.5K

Value:$29.7M

% of Portfolio:1.2% ($29.7M/$2.4B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:120.5K

Value:$29.6M

% of Portfolio:1.2% ($29.6M/$2.4B)

46138E206

Shares:1.1M

Value:$26.6M

% of Portfolio:1.1% ($26.6M/$2.4B)

464287614

IWF|464287614

Shares:69.5K

Value:$25.1M

% of Portfolio:1.0% ($25.1M/$2.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROSOFT CORP(MSFTcusip594918104)	1.0M	QoQ -1.31% (-13.7K) YoY -3.49% (-37.3K)	All Managers (Combined)	$386.2M	16.1% ($386.2M/$2.4B)	QoQ -12.11% (-$53.2M) YoY -13.89% (-$62.3M)
(IVVcusip464287200)	292.6K	QoQ +9.86% (+26.3K) YoY +36.60% (+78.4K)	All Managers (Combined)	$164.4M	6.8% ($164.4M/$2.4B)	QoQ +4.86% (+$7.6M) YoY +46.00% (+$51.8M)
(cusip92189F643)✕	1.1M	QoQ -3.00% (-33.0K) YoY +4.76% (+48.6K)	All Managers (Combined)	$94.0M	3.9% ($94.0M/$2.4B)	QoQ -7.94% (-$8.1M) YoY +2.55% (+$2.3M)
(cusip46641Q332)✕	1.5M	QoQ -5.85% (-93.5K) YoY +24.91% (+299.8K)	All Managers (Combined)	$85.9M	3.6% ($85.9M/$2.4B)	QoQ -6.49% (-$6.0M) YoY +23.36% (+$16.3M)
Alphabet Inc.(GOOGcusip02079K107)	508.4K	QoQ -6.10% (-33.1K) YoY -16.88% (-103.3K)	All Managers (Combined)	$79.4M	3.3% ($79.4M/$2.4B)	QoQ -22.97% (-$23.7M) YoY -14.71% (-$13.7M)
(IEFAcusip46432F842)	993.8K	QoQ +3.71% (+35.6K) YoY +31.11% (+235.9K)	All Managers (Combined)	$75.2M	3.1% ($75.2M/$2.4B)	QoQ +11.63% (+$7.8M) YoY +33.64% (+$18.9M)
Apple Inc.(AAPLcusip037833100)	312.9K	QoQ -4.62% (-15.2K) YoY -9.95% (-34.6K)	All Managers (Combined)	$69.5M	2.9% ($69.5M/$2.4B)	QoQ -15.39% (-$12.7M) YoY +16.64% (-$9.9M)
AMAZON COM INC(AMZNcusip023135106)	345.7K	QoQ -6.29% (-23.2K) YoY -10.36% (-40.0K)	All Managers (Combined)	$65.8M	2.7% ($65.8M/$2.4B)	QoQ -18.74% (-$15.2M) YoY -5.45% (-$3.8M)
(GSLCcusip381430503)	514.1K	QoQ -4.85% (-26.2K) YoY +5.10% (+25.0K)	All Managers (Combined)	$56.6M	2.4% ($56.6M/$2.4B)	QoQ -9.06% (-$5.6M) YoY +11.47% (+$5.8M)
(IWRcusip464287499)	500.7K	QoQ +0.56% (-2.8K) YoY +18.89% (+79.6K)	All Managers (Combined)	$42.6M	1.8% ($42.6M/$2.4B)	QoQ -3.22% (-$1.4M) YoY +20.27% (+$7.2M)
(cusip46137V597)✕	1.0M	QoQ -8.33% (-92.1K) YoY +20.08% (+169.5K)	All Managers (Combined)	$38.4M	1.6% ($38.4M/$2.4B)	QoQ -16.59% (-$7.6M) YoY +15.74% (+$5.2M)
(cusip381430602)✕	597.0K	QoQ +12.56% (+66.7K) YoY +56.36% (+215.2K)	All Managers (Combined)	$37.9M	1.6% ($37.9M/$2.4B)	QoQ +3.28% (+$1.2M) YoY +51.31% (+$12.8M)
(cusip464287226)✕	363.2K	QoQ +18.52% (+56.8K) YoY +67.52% (+146.4K)	All Managers (Combined)	$35.9M	1.5% ($35.9M/$2.4B)	QoQ +20.99% (+$6.2M) YoY +69.20% (+$14.7M)
(GSIEcusip381430107)	979.2K	QoQ -10.17% (-111.0K) YoY -10.31% (-112.7K)	All Managers (Combined)	$34.9M	1.5% ($34.9M/$2.4B)	QoQ -3.95% (-$1.4M) YoY -6.76% (-$2.5M)
UNITED PARCEL SERVICE INC(UPScusip911312106)	305.6K	QoQ -4.26% (-13.6K) YoY -15.31% (-55.3K)	All Managers (Combined)	$33.6M	1.4% ($33.6M/$2.4B)	QoQ -16.49% (-$6.6M) YoY -37.33% (-$20.0M)
(IEMGcusip46434G103)	593.0K	QoQ +12.92% (+67.9K) YoY +20.55% (+101.1K)	All Managers (Combined)	$32.0M	1.3% ($32.0M/$2.4B)	QoQ +16.71% (+$4.6M) YoY +26.09% (+$6.6M)
(cusip464288356)✕	527.5K	QoQ -6.10% (-34.3K) YoY -5.20% (-29.0K)	All Managers (Combined)	$29.7M	1.2% ($29.7M/$2.4B)	QoQ -7.74% (-$2.5M) YoY -7.28% (-$2.3M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	120.5K	QoQ -5.45% (-7.0K) YoY -15.04% (-21.3K)	All Managers (Combined)	$29.6M	1.2% ($29.6M/$2.4B)	QoQ -3.25% (-$993.0K) YoY +4.03% (-$1.1M)
(cusip46138E206)✕	1.1M	QoQ -17.54% (-237.2K) YoY -33.70% (-567.0K)	All Managers (Combined)	$26.6M	1.1% ($26.6M/$2.4B)	QoQ -20.37% (-$6.8M) YoY -36.42% (-$15.2M)
(IWFcusip464287614)	69.5K	QoQ +1.01% (-702) YoY +41.45% (+20.4K)	All Managers (Combined)	$25.1M	1.0% ($25.1M/$2.4B)	QoQ -9.16% (-$2.5M) YoY +51.54% (+$8.5M)