13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001086763
Total reported value
$2.8B
$2.8B
329 檔
34.0%
During the Q2 2025 filing period, First Foundation Advisors (CIK: 0001086763) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.8B across 329 reported positions.
During Q2 2025, First Foundation Advisors's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, IVV, GOOG) accounted for 34.0% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 329 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 18.85% | -1.58% | -0.57% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.84% | +0.30% | +1.54% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.19% | +0.31% | -4.40% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.14% | +0.12% | +2.15% | |
| 5 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 3.05% | -0.67% | -17.94% | |
| 6 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.01% | -0.42% | -4.80% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.71% | -0.02% | -3.54% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.38% | -0.64% | +0.12% | |
| 9 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 2.26% | -0.04% | -2.28% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.18% | -0.15% | -1.72% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.70% | +0.14% | -0.20% | |
| 12 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 1.52% | -0.11% | +5.89% | |
| 13 | GSSC | Goldman Sachs Activebeta US | ETF-Commodities | 1.44% | +0.13% | -5.38% | |
| 14 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 1.40% | +0.08% | -8.24% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.33% | -0.08% | -0.46% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.32% | +0.34% | -0.05% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.25% | -0.03% | -3.49% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.20% | -0.03% | +0.89% | |
| 19 | CMF | Ishares California Muni Bond | ETF-Other | 1.08% | -0.16% | -1.13% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.96% | -0.03% | -11.81% | |
| 21 | AMD | Advanced Micro Devices | Stock-Tech | 0.96% | +2.31% | +0.55% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.94% | +0.35% | -3.14% | |
| 23 | JPRE | Jpmorgan Realty Income ETF | ETF-Other | 0.93% | -0.20% | +6.71% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.87% | -0.06% | -4.69% | |
| 25 | APH | Amphenol Corp-cl A | Stock-Tech | 0.83% | +0.15% | -8.77% | |
| 26 | PWZ | Invesco California Amt-free | ETF-Other | 0.82% | -0.03% | -14.55% | |
| 27 | IAU | Ishares Gold Trust | ETF-Commodities | 0.82% | -0.25% | -4.79% | |
| 28 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.81% | -0.05% | -28.88% | |
| 29 | UBER | Uber Technologies Inc | Stock-Industrials | 0.79% | -0.03% | -8.52% | |
| 30 | PM | Philip Morris International | Stock-Consumer Staples | 0.76% | -0.02% | -11.53% | |
| 31 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.71% | -0.09% | -4.60% | |
| 32 | QCOM | Qualcomm Inc | Stock-Tech | 0.70% | — | +0.37% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.63% | -0.08% | +3.17% | |
| 34 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.62% | -0.14% | -6.46% | |
| 35 | COR | Cencora Inc | Stock-Healthcare | 0.60% | -0.12% | -9.92% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.60% | -0.01% | +12.02% | |
| 37 | SU | Suncor Energy Inc | Stock-Energy | 0.59% | -0.15% | -6.54% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.57% | -0.11% | +1.53% | |
| 39 | GAL | Ss Global Allocation ETF | ETF-Other | 0.56% | -0.02% | -0.67% | |
| 40 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 0.56% | -0.04% | -4.11% | |
| 41 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.55% | -0.08% | -2.05% | |
| 42 | AMAT | Applied Materials Inc | Stock-Tech | 0.54% | +0.41% | -14.96% | |
| 43 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.48% | +0.01% | -0.55% | |
| 44 | GEM | Goldman Sachs Activebeta Em | ETF-Commodities | 0.46% | +0.09% | +2.55% | |
| 45 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.44% | -0.01% | -1.26% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.41% | +0.04% | -13.24% | |
| 47 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.39% | +0.01% | +22.22% | |
| 48 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.38% | -0.08% | +7.62% | |
| 49 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.38% | -0.02% | +23.70% | |
| 50 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.36% | -0.12% | -2.65% |
According to official SEC Form 13F filings, First Foundation Advisors reported a total U.S. public equity portfolio value of $2.8B across 329 disclosed positions in Q2 2025.
During Q2 2025, First Foundation Advisors's top holdings by market value included MSFT (18.9%)、IVV (6.8%)、GOOG (3.2%). The largest single position, MSFT, represented 18.9% of total portfolio value.
In Q2 2025, First Foundation Advisors made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.