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CIK: 0001086763
Total reported value
$2.8B
$2.8B
334 檔
35.8%
According to the latest 13F quarterly dataset, First Foundation Advisors managed an equity portfolio of $2.8B at the end of Q3 2025, spanning 334 distinct U.S. exchange-listed positions.
First Foundation Advisors executed strategic sector rebalancing during Q3 2025, establishing 19 new positions while fully exiting 17 holdings and trimming 93 positions.
Showing top 200 holdings (of 334 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 19.19% | -1.58% | -2.00% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.23% | +0.30% | -1.57% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.91% | +0.31% | -10.52% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.35% | +0.12% | +2.36% | |
| 5 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.15% | -0.42% | +4.37% | |
| 6 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.93% | -0.67% | -8.73% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.84% | -0.64% | -3.83% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.49% | -0.02% | -7.84% | |
| 9 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 2.34% | -0.04% | -3.46% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.01% | -0.15% | -14.12% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.81% | +0.14% | +1.54% | |
| 12 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 1.55% | -0.11% | -1.37% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.53% | +0.34% | +6.03% | |
| 14 | GSSC | Goldman Sachs Activebeta US | ETF-Commodities | 1.38% | +0.13% | -11.50% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.35% | -0.03% | -4.00% | |
| 16 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 1.35% | +0.08% | -13.44% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.26% | -0.03% | -7.08% | |
| 18 | AMD | Advanced Micro Devices | Stock-Tech | 1.09% | +2.31% | +0.36% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.07% | +0.35% | +1.59% | |
| 20 | IAU | Ishares Gold Trust | ETF-Commodities | 0.89% | -0.25% | -6.31% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.87% | -0.03% | -18.30% | |
| 22 | APH | Amphenol Corp-cl A | Stock-Tech | 0.86% | +0.15% | -16.67% | |
| 23 | UBER | Uber Technologies Inc | Stock-Industrials | 0.80% | -0.03% | -2.84% | |
| 24 | JPRE | Jpmorgan Realty Income ETF | ETF-Other | 0.78% | -0.20% | -16.35% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 0.77% | -0.06% | -12.39% | |
| 26 | CMF | Ishares California Muni Bond | ETF-Other | 0.73% | -0.16% | -33.48% | |
| 27 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.69% | -0.09% | -7.10% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.69% | -0.08% | -48.53% | |
| 29 | PM | Philip Morris International | Stock-Consumer Staples | 0.65% | -0.02% | -3.54% | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.64% | -0.01% | +432.62% | |
| 31 | QCOM | Qualcomm Inc | Stock-Tech | 0.62% | — | -15.73% | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.60% | -0.01% | -4.02% | |
| 33 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.59% | -0.05% | -11.39% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | -0.08% | -6.55% | |
| 35 | GAL | Ss Global Allocation ETF | ETF-Other | 0.57% | -0.02% | -1.09% | |
| 36 | SU | Suncor Energy Inc | Stock-Energy | 0.57% | -0.15% | -13.82% | |
| 37 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.55% | -0.14% | -10.58% | |
| 38 | GEM | Goldman Sachs Activebeta Em | ETF-Commodities | 0.55% | +0.09% | +9.62% | |
| 39 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 0.55% | -0.04% | -3.03% | |
| 40 | COR | Cencora Inc | Stock-Healthcare | 0.53% | -0.12% | -14.28% | |
| 41 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.50% | +0.01% | -3.19% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.50% | -0.11% | -5.95% | |
| 43 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.47% | -0.08% | -15.00% | |
| 44 | PWZ | Invesco California Amt-free | ETF-Other | 0.41% | -0.03% | -51.32% | |
| 45 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.41% | -0.08% | -5.73% | |
| 46 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.40% | -0.01% | -3.28% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.40% | +0.04% | -9.27% | |
| 48 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.39% | -0.02% | -3.54% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | -0.02% | -1.35% | |
| 50 | XYLD | Global X S&p 500 Cove Call E | ETF-Large Cap & Growth | 0.38% | -0.04% | +24.79% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +3.5% | -2.00% | Trim |
| 2 | GOOG | Alphabet Inc-cl C | +0.7% | -10.52% | Trim |
| 3 | ORCL | Oracle CORP | +0.6% | +432.62% | Add |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.5% | -1.57% | Trim |
| 5 | NVDA | Nvidia CORP | +0.5% | -4.00% | Trim |
| 6 | XYLD | Global X S&p 500 Cove Call E | +0.4% | +24.79% | Add |
| 7 | AMD | Advanced Micro Devices | +0.3% | +0.36% | Add |
| 8 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +2.36% | Add |
| 9 | IEMG | Ishares Core Msci Emerging | +0.2% | +6.03% | Add |
| 10 | APH | Amphenol Corp-cl A | +0.2% | -16.67% | Trim |
| 11 | EPD | Enterprise Products Partners | +0.1% | +1349.88% | Add |
| 12 | GSIE | Goldman Sachs Activebeta Int | +0.1% | -1.37% | Add |
| 13 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +11.03% | Add |
| 14 | SHYD | Vaneck Sh Hi Yld Muni | +0.1% | +2.46% | Add |
| 15 | GEM | Goldman Sachs Activebeta Em | +0.1% | +9.62% | Add |
| 16 | AVGO | Broadcom Inc | +0.1% | -4.67% | Add |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.09% | Trim |
| 18 | LLY | Eli Lilly & Co | +0.1% | +6.41% | Add |
| 19 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +1.54% | Add |
| 20 | IWM | Ishares Russell 2000 ETF | +0.1% | +1.59% | Trim |
| 21 | QUAL | Ishares Msci USA Quality Fac | +0.1% | -3.54% | Add |
| 22 | ANET | Arista Networks Inc | +0.1% | -7.19% | Trim |
| 23 | SMTH | Alps Smth Cor Bd Plus ETF | +0.1% | +132.69% | Add |
| 24 | ASML | ASML Holding N.V. | +0.1% | -1.47% | Add |
| 25 | IVE | Ishares S&p 500 Value ETF | +0.1% | +24.41% | Add |
| 26 | WMT | Walmart Inc | +0.1% | +59.85% | Add |
| 27 | JPM | Jpmorgan Chase & Co | +0.1% | -7.08% | Trim |
| 28 | UBER | Uber Technologies Inc | +0.1% | -2.84% | Trim |
| 29 | META | Meta Platforms Inc-class A | +0.1% | -6.55% | Trim |
| 30 | IWP | Ishares Russell Mid-cap Grow | +0.1% | -10.34% | Add |
| 31 | MPWR | Monolithic Power Systems Inc | +0.1% | -9.39% | Trim |
| 32 | PG | Procter & Gamble Co/the | +0.1% | +28.10% | Add |
| 33 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +61.96% | Add |
| 34 | TSLA | Tesla Inc | +0.1% | -2.12% | Add |
| 35 | JNJ | Johnson & Johnson | +0.1% | -1.35% | Add |
| 36 | IWO | Ishares Russell 2000 Growth | +0.1% | +4.88% | Add |
| 37 | GE | General Electric | +0.1% | -0.89% | Add |
| 38 | IWN | Ishares Russell 2000 Value E | +0.1% | +9.18% | Add |
| 39 | MUB | Ishares National Muni Bond E | +0.1% | +26.31% | Add |
| 40 | GSLC | Goldman Activebeta US Lc ETF | 0% | -3.46% | Trim |
| 41 | RSP | Invesco S&p 500 Equal Weight | 0% | -4.02% | Add |
| 42 | IDXX | Idexx Laboratories Inc | 0% | -9.78% | Trim |
| 43 | PHG | Koninklijke Philips Nvr- Ny | 0% | — | Add |
| 44 | GS | Goldman Sachs Group Inc | 0% | +50.10% | Add |
| 45 | DIS | Walt Disney Co/the | 0% | +5.48% | Add |
| 46 | IQLT | Ishares Msci International Q | 0% | +4.01% | Add |
| 47 | CAT | Caterpillar Inc | 0% | +0.63% | Add |
| 48 | BE | Bloom Energy Corp- A | 0% | -54.86% | Trim |
| 49 | BA | Boeing Co/the | 0% | +49.14% | Add |
| 50 | EFV | Ishares Msci Eafe Value ETF | 0% | +8.92% | Add |
According to official SEC Form 13F filings, First Foundation Advisors reported a total U.S. public equity portfolio value of $2.8B across 334 disclosed positions in Q3 2025.
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.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, IVV, GOOG) accounted for 35.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
APP
市值: $8.2M
Top Position Liquidated / Trimmed
LULU
前期市值: $4.8M
During Q3 2025, First Foundation Advisors's top holdings by market value included MSFT (19.2%)、IVV (7.2%)、GOOG (3.9%). The largest single position, MSFT, represented 19.2% of total portfolio value.
In Q3 2025, First Foundation Advisors made 197 total portfolio adjustments, initiating 19 new buys, adding to 68 positions, trimming 93 holdings, and fully liquidating 17 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.
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