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CIK: 0001086763
Total reported value
$2.8B
$2.8B
334 檔
31.0%
The Q1 2026 SEC filing reveals that First Foundation Advisors held a total portfolio value of $2.8B, covering 334 public equity positions.
First Foundation Advisors executed strategic sector rebalancing during Q1 2026, establishing 17 new positions while fully exiting 20 holdings and trimming 73 positions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, IVV, GOOG) accounted for 31.0% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 334 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 14.89% | -1.58% | -0.04% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.79% | +0.30% | +2.49% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.42% | +0.31% | -2.26% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.01% | +0.12% | +5.04% | |
| 5 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.60% | -0.42% | +4.30% | |
| 6 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.89% | -0.67% | -2.25% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.89% | -0.64% | +0.07% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.43% | -0.02% | -0.59% | |
| 9 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 2.31% | -0.04% | -1.77% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.17% | +0.34% | +19.39% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 2.17% | +0.14% | +6.91% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.03% | -0.15% | -0.53% | |
| 13 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 1.78% | -0.11% | +1.46% | |
| 14 | GSSC | Goldman Sachs Activebeta US | ETF-Commodities | 1.55% | +0.13% | +5.48% | |
| 15 | AMD | Advanced Micro Devices | Stock-Tech | 1.49% | +2.31% | -0.44% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.41% | -0.03% | +4.05% | |
| 17 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 1.40% | +0.08% | -2.14% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.28% | +0.35% | -1.05% | |
| 19 | IAU | Ishares Gold Trust | ETF-Commodities | 1.23% | -0.25% | +1.72% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.18% | -0.03% | +0.42% | |
| 21 | APH | Amphenol Corp-cl A | Stock-Tech | 0.86% | +0.15% | -2.88% | |
| 22 | CMF | Ishares California Muni Bond | ETF-Other | 0.82% | -0.16% | -2.87% | |
| 23 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.74% | -0.09% | +1.33% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.73% | -0.03% | -11.68% | |
| 25 | GEM | Goldman Sachs Activebeta Em | ETF-Commodities | 0.71% | +0.09% | +9.43% | |
| 26 | UBER | Uber Technologies Inc | Stock-Industrials | 0.69% | -0.03% | +3.18% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.67% | -0.06% | -3.44% | |
| 28 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.66% | -0.01% | +1.15% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.65% | -0.08% | +8.37% | |
| 30 | PM | Philip Morris International | Stock-Consumer Staples | 0.61% | -0.02% | -0.09% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.57% | -0.11% | -0.74% | |
| 32 | JPRE | Jpmorgan Realty Income ETF | ETF-Other | 0.57% | -0.20% | -27.85% | |
| 33 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 0.56% | -0.04% | +3.37% | |
| 34 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.53% | -0.08% | +10.01% | |
| 35 | COR | Cencora Inc | Stock-Healthcare | 0.52% | -0.12% | -4.39% | |
| 36 | INFL | Horizon Kinetics Infl Benef | ETF-Other | 0.52% | +0.05% | +9.87% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.50% | -0.08% | -0.15% | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.48% | +0.01% | -8.55% | |
| 39 | XYLD | Global X S&p 500 Cove Call E | ETF-Large Cap & Growth | 0.48% | -0.04% | +1.19% | |
| 40 | AMAT | Applied Materials Inc | Stock-Tech | 0.48% | +0.41% | +0.04% | |
| 41 | GAL | Ss Global Allocation ETF | ETF-Other | 0.46% | -0.02% | +2.70% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.45% | +0.03% | +0.88% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | -0.02% | +0.21% | |
| 44 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.42% | -0.08% | -0.42% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.41% | +0.04% | -2.62% | |
| 46 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.40% | -0.01% | +0.04% | |
| 47 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.39% | -0.12% | +33.01% | |
| 48 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.38% | +0.01% | +70.71% | |
| 49 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.38% | -0.02% | -6.55% | |
| 50 | PWZ | Invesco California Amt-free | ETF-Other | 0.36% | -0.03% | +15.32% |
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 Q1 2026.
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.
Top New Position Initiated
CSRE
市值: $5.4M
Top Position Liquidated / Trimmed
AZNN
前期市值: $11.4M
During Q1 2026, First Foundation Advisors's top holdings by market value included MSFT (14.9%)、IVV (7.8%)、GOOG (4.4%). The largest single position, MSFT, represented 14.9% of total portfolio value.
In Q1 2026, First Foundation Advisors made 196 total portfolio adjustments, initiating 17 new buys, adding to 86 positions, trimming 73 holdings, and fully liquidating 20 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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