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CIK: 0001086763
Total reported value
$2.8B
$2.8B
337 檔
35.4%
In Q4 2025, First Foundation Advisors's U.S. equity holdings reached a combined market value of $2.8B, distributed across 337 disclosed stock positions.
In Q4 2025, First Foundation Advisors adopted a defensive or profit-taking posture, trimming 101 positions and completely liquidating 15 holdings to manage risk exposure.
Showing top 200 holdings (of 337 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 18.22% | -1.58% | -0.28% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.46% | +0.30% | -1.21% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.63% | +0.31% | -10.02% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.53% | +0.12% | +0.72% | |
| 5 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.26% | -0.42% | +1.19% | |
| 6 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.97% | -0.67% | -4.91% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.90% | -0.64% | -6.10% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.53% | -0.02% | -5.32% | |
| 9 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 2.33% | -0.04% | -3.65% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.01% | -0.15% | -2.05% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.88% | +0.14% | +2.09% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.64% | +0.34% | +2.96% | |
| 13 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 1.63% | -0.11% | -1.27% | |
| 14 | AMD | Advanced Micro Devices | Stock-Tech | 1.47% | +2.31% | -0.11% | |
| 15 | GSSC | Goldman Sachs Activebeta US | ETF-Commodities | 1.39% | +0.13% | -2.20% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.35% | -0.03% | -1.96% | |
| 17 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 1.34% | +0.08% | -3.69% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.20% | -0.03% | -8.33% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.20% | +0.35% | +7.92% | |
| 20 | IAU | Ishares Gold Trust | ETF-Commodities | 1.05% | -0.25% | +3.17% | |
| 21 | APH | Amphenol Corp-cl A | Stock-Tech | 0.88% | +0.15% | -7.87% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.86% | -0.03% | -3.69% | |
| 23 | CMF | Ishares California Muni Bond | ETF-Other | 0.80% | -0.16% | +5.87% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.75% | -0.06% | -5.82% | |
| 25 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.73% | -0.09% | -1.74% | |
| 26 | JPRE | Jpmorgan Realty Income ETF | ETF-Other | 0.72% | -0.20% | -6.78% | |
| 27 | UBER | Uber Technologies Inc | Stock-Industrials | 0.71% | -0.03% | +3.91% | |
| 28 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.66% | -0.05% | -8.54% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.61% | -0.01% | -0.51% | |
| 30 | GEM | Goldman Sachs Activebeta Em | ETF-Commodities | 0.58% | +0.09% | +2.49% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.56% | -0.08% | -19.77% | |
| 32 | PM | Philip Morris International | Stock-Consumer Staples | 0.56% | -0.02% | -15.39% | |
| 33 | COR | Cencora Inc | Stock-Healthcare | 0.55% | -0.12% | -6.57% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.54% | -0.08% | +0.55% | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.52% | +0.01% | -1.09% | |
| 36 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 0.51% | -0.04% | -6.97% | |
| 37 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.51% | -0.14% | -8.74% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.47% | -0.11% | -0.76% | |
| 39 | XYLD | Global X S&p 500 Cove Call E | ETF-Large Cap & Growth | 0.46% | -0.04% | +14.73% | |
| 40 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.46% | -0.08% | -4.02% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.46% | +0.03% | -0.41% | |
| 42 | QCOM | Qualcomm Inc | Stock-Tech | 0.43% | — | -32.86% | |
| 43 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.43% | — | -6.09% | |
| 44 | GAL | Ss Global Allocation ETF | ETF-Other | 0.42% | -0.02% | -28.26% | |
| 45 | SU | Suncor Energy Inc | Stock-Energy | 0.42% | -0.15% | -31.65% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.41% | +0.04% | -0.90% | |
| 47 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.40% | -0.08% | +0.29% | |
| 48 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.39% | -0.02% | -2.03% | |
| 49 | INFL | Horizon Kinetics Infl Benef | ETF-Other | 0.38% | +0.05% | +243.89% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.36% | -0.02% | -18.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.7% | -10.02% | Trim |
| 2 | AMD | Advanced Micro Devices | +0.4% | -0.11% | Trim |
| 3 | INFL | Horizon Kinetics Infl Benef | +0.3% | +243.89% | Add |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.2% | -1.21% | Trim |
| 5 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +0.72% | Add |
| 6 | IAU | Ishares Gold Trust | +0.2% | +3.17% | Add |
| 7 | IWM | Ishares Russell 2000 ETF | +0.1% | +7.92% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.41% | Trim |
| 9 | IEMG | Ishares Core Msci Emerging | +0.1% | +2.96% | Add |
| 10 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +1.19% | Add |
| 11 | LLY | Eli Lilly & Co | +0.1% | +6.46% | Add |
| 12 | XYLD | Global X S&p 500 Cove Call E | +0.1% | +14.73% | Add |
| 13 | GSIE | Goldman Sachs Activebeta Int | +0.1% | -1.27% | Trim |
| 14 | WMT | Walmart Inc | +0.1% | +40.10% | Add |
| 15 | UPS | United Parcel Service-cl B | +0.1% | -8.54% | Trim |
| 16 | CMF | Ishares California Muni Bond | +0.1% | +5.87% | Add |
| 17 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +2.09% | Add |
| 18 | XPCQX | Pimco California Muni Inc Fd | +0.1% | +537.81% | Add |
| 19 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | -6.09% | Trim |
| 20 | DIS | Walt Disney Co/the | +0.1% | +17.13% | Add |
| 21 | AAPL | Apple Inc | +0.1% | -6.10% | Trim |
| 22 | CVX | Chevron CORP | +0.1% | +22.73% | Add |
| 23 | DGRO | Ishares Core Dividend Growth | +0.1% | +22.03% | Add |
| 24 | AMAT | Applied Materials Inc | +0.1% | -10.85% | Trim |
| 25 | CEG | Constellation Energy | 0% | +383.84% | Add |
| 26 | DJP | Ipath Bloomberg Commodity In | 0% | +16.36% | Add |
| 27 | SCHW | Schwab (charles) CORP | 0% | -1.74% | Trim |
| 28 | MOAT | Vaneck Morningstar Wide Moat | 0% | -4.91% | Trim |
| 29 | AMZN | Amazon.com Inc | 0% | -5.32% | Trim |
| 30 | IVE | Ishares S&p 500 Value ETF | 0% | +19.57% | Add |
| 31 | IVW | Ishares S&p 500 Growth ETF | 0% | +8.54% | Add |
| 32 | EPD | Enterprise Products Partners | 0% | +14.87% | Add |
| 33 | GEM | Goldman Sachs Activebeta Em | 0% | +2.49% | Add |
| 34 | AVGO | Broadcom Inc | 0% | +7.39% | Add |
| 35 | REGN | Regeneron Pharmaceuticals | 0% | — | Unchanged |
| 36 | SLV | Ishares Silver Trust | 0% | +13.31% | Add |
| 37 | ADBE | Adobe Inc | 0% | +13.30% | Add |
| 38 | PLD | Prologis Inc | 0% | -5.35% | Trim |
| 39 | MUB | Ishares National Muni Bond E | 0% | +21.29% | Add |
| 40 | EFV | Ishares Msci Eafe Value ETF | 0% | +12.08% | Add |
| 41 | GEV | GE Vernova Inc | 0% | +95.37% | Add |
| 42 | CAT | Caterpillar Inc | 0% | +3.23% | Add |
| 43 | TXN | Texas Instruments Inc | 0% | +13.75% | Add |
| 44 | MRK | Merck & Co. Inc. | 0% | +2.82% | Add |
| 45 | QQQ | Invesco Qqq Trust Series 1 | 0% | +6.35% | Add |
| 46 | SHYD | Vaneck Sh Hi Yld Muni | 0% | +2.92% | Add |
| 47 | APH | Amphenol Corp-cl A | 0% | -7.87% | Trim |
| 48 | COR | Cencora Inc | 0% | -6.57% | Trim |
| 49 | ITOT | Ishares Core S&p Total U.s. | 0% | -1.09% | Trim |
| 50 | GSSC | Goldman Sachs Activebeta US | 0% | -2.20% | Trim |
According to official SEC Form 13F filings, First Foundation Advisors reported a total U.S. public equity portfolio value of $2.8B across 337 disclosed positions in Q4 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 35.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
TYG
市值: $1.1M
Top Position Liquidated / Trimmed
AB
前期市值: $936.4K
During Q4 2025, First Foundation Advisors's top holdings by market value included MSFT (18.2%)、IVV (7.5%)、GOOG (4.6%). The largest single position, MSFT, represented 18.2% of total portfolio value.
In Q4 2025, First Foundation Advisors made 198 total portfolio adjustments, initiating 19 new buys, adding to 63 positions, trimming 101 holdings, and fully liquidating 15 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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