FF

First Foundation Advisors

Diversified strategyMomentum followerSector-focused

Total reported value

$2.5B

Reporting period: 2026-03-31 · Number of holdings: 574

FIRST FOUNDATION ADVISORS disclosed 574 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $2.5B and a quarterly turnover rate of 15.4%.

Personality snowflake

Concentration
16.07
Portfolio Stability
15.39
Momentum/Contrarian
100
Sector conviction
86.5
Diversification
100
Sizing Uniformity
64.71

Recent moves

  • Trim MSFT

    -0.0%　-$113.6M

  • Add IEMG

    +19.4%　$10.4M

  • Trim UPS

    -79.3%　-$13.9M

  • Add IEFA

    +5.0%　$5.9M

  • Add JEPI

    +4.3%　$2.8M

  • Add IVV

    +2.5%　-$4.5M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 334 holdings (of 574 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1MSFTMicrosoft CORPStock-Tech14.89%-3.33%-0.04%
2IVVIshares Core S&p 500 ETFETF-Large Cap & Growth7.79%+0.33%+2.49%
3GOOGAlphabet Inc-cl CStock-Comm Services4.42%-0.21%-2.26%
4IEFAIshares Core Msci Eafe ETFETF-Other4.01%+0.48%+5.04%
5JEPIJpmorgan Equity Premium IncoETF-Other3.60%+0.34%+4.30%
6MOATVaneck Morningstar Wide MoatETF-Other2.89%-0.08%-2.25%
7AAPLApple INCStock-Tech2.89%-0.01%+0.07%
8AMZNAmazon.com INCStock-Consumer Disc2.43%-0.10%-0.59%
9GSLCGoldman Activebeta US Lc ETFETF-Commodities2.31%-0.02%-1.77%
10IEMGIshares Core Msci EmergingETF-Emerging Markets2.17%+0.53%+19.39%
11IWRIshares Russell Mid-cap ETFETF-Other2.17%+0.29%+6.91%
12BRK-BBerkshire Hathaway Inc-cl BStock-Other2.03%+0.02%-0.53%
13GSIEGoldman Sachs Activebeta IntETF-Commodities1.78%—+1.46%
14GSSCGoldman Sachs Activebeta USETF-Commodities1.55%—+5.48%
15AMDAdvanced Micro DevicesStock-Tech1.49%+0.02%-0.44%
16NVDANvidia CORPStock-Tech1.41%—+4.05%
17PRFZInv Rafi US 1500 Sm-usd INCETF-Other1.40%—-2.14%
18IWMIshares Russell 2000 ETFETF-Small Cap1.28%—-1.05%
19IAUIshares Gold TrustETF-Commodities1.23%+0.18%+1.72%
20JPMJpmorgan Chase & CoStock-Financials1.18%-0.02%+0.42%
21APHAmphenol Corp-cl AStock-Tech0.86%-0.02%-2.88%
22CMFIshares California Muni BondETF-Other0.82%—-2.87%
23SCHWSchwab (charles) CORPStock-Financials0.74%—+1.33%
24IWFIshares Russell 1000 GrowthETF-Other0.73%-0.13%-11.68%
25GEMGoldman Sachs Activebeta EmETF-Commodities0.71%+0.13%+9.43%
26UBERUber Technologies INCStock-Industrials0.69%-0.02%+3.18%
27MAMastercard INC - AStock-Financials0.67%-0.08%-3.44%
28RSPInvesco S&p 500 Equal WeightETF-Large Cap & Growth0.66%—+1.15%
29AGGIshares Core U.s. AggregateETF-Other0.65%—+8.37%
30PMPhilip Morris InternationalStock-Consumer Staples0.61%—-0.09%
31COSTCostco Wholesale CORPStock-Consumer Staples0.57%+0.10%-0.74%
32JPREJpmorgan Realty Income ETFETF-Other0.57%-0.15%-27.85%
33AGGYWisdomtree Yield Enhanced USETF-Other0.56%—+3.37%
34IEFIshares 7-10 Year Treasury BETF-Gov Bonds0.53%—+10.01%
35CORCencora INCStock-Healthcare0.52%-0.03%-4.39%
36INFLHorizon Kinetics Infl BenefETF-Other0.52%+0.14%+9.87%
37METAMeta Platforms Inc-class AStock-Comm Services0.50%-0.04%-0.15%
38ITOTIshares Core S&p Total U.s.ETF-Other0.48%-0.04%-8.55%
39XYLDGlobal X S&p 500 Cove Call EETF-Large Cap & Growth0.48%—+1.19%
40AMATApplied Materials INCStock-Tech0.48%+0.14%+0.04%
41GALSs Global Allocation ETFETF-Other0.46%—+2.70%
42GOOGLAlphabet Inc-cl AStock-Comm Services0.45%—+0.88%
43JNJJohnson & JohnsonStock-Healthcare0.45%+0.09%+0.21%
44LOWLowe's Cos INCStock-Consumer Disc0.42%—-0.42%
45SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.41%—-2.62%
46CPCanadian Pacific Kansas CityStock-Industrials0.40%—+0.04%
47SGOVIshares 0-3 Month Treasury BETF-Gov Bonds0.39%+0.12%+33.01%
48DGROIshares Core Dividend GrowthETF-Other0.38%+0.17%+70.71%
49QUALIshares Msci USA Quality FacETF-Other0.38%—-6.55%
50PWZInvesco California Amt-freeETF-Other0.36%—+15.32%
1–50 of 334

Holding changes this quarter

First Foundation Advisors's most significant position changes for 2026-03-31: Sold out: Astrazeneca Plc-spons Adr (AZNN); New buy: C&s Real Estate Active ETF (CSRE); New buy: Broadridge Financial Solutio (BR); New buy: AstraZeneca PLC (AZN); Trim: Microsoft CORP (MSFT) — shares -0.04%.

Position changes disclosed by First Foundation Advisors for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1IEMGIshares Core Msci Emerging+0.5%+19.39%Add
2IEFAIshares Core Msci Eafe ETF+0.5%+5.04%Add
3JEPIJpmorgan Equity Premium Inco+0.3%+4.30%Add
4IVVIshares Core S&p 500 ETF+0.3%+2.49%Add
5CMDYIshares Bloomberg Roll Selec+0.3%+953.21%Add
6IWRIshares Russell Mid-cap ETF+0.3%+6.91%Add
7IJRIshares Core S&p Small-cap E+0.2%+552.00%Add
8IAUIshares Gold Trust+0.2%+1.72%Add
9DGROIshares Core Dividend Growth+0.2%+70.71%Add
10AMATApplied Materials INC+0.1%+0.04%Add
11INFLHorizon Kinetics Infl Benef+0.1%+9.87%Add
12GEMGoldman Sachs Activebeta Em+0.1%+9.43%Add
13SGOVIshares 0-3 Month Treasury B+0.1%+33.01%Add
14XOMExxon Mobil CORP+0.1%-3.35%Trim
15COSTCostco Wholesale CORP+0.1%-0.74%Trim
16DJPIpath Bloomberg Commodity In+0.1%+8.66%Add
17JNJJohnson & Johnson+0.1%+0.21%Add
18ASMLASML Holding N.V.+0.1%-0.02%Trim
19BRK-BBerkshire Hathaway Inc-cl B0%-0.53%Trim
20AMDAdvanced Micro Devices0%-0.44%Trim
21AAPLApple INC0%+0.07%Add
22GSLCGoldman Activebeta US Lc ETF0%-1.77%Trim
23JPMJpmorgan Chase & Co0%+0.42%Add
24APHAmphenol Corp-cl A0%-2.88%Trim
25UBERUber Technologies INC0%+3.18%Add
26CORCencora INC0%-4.39%Trim
27METAMeta Platforms Inc-class A0%-0.15%Trim
28ITOTIshares Core S&p Total U.s.0%-8.55%Trim
29ADBEAdobe INC-0.1%+1.94%Add
30TXNTexas Instruments INC-0.1%-39.33%Trim
31NOWServicenow INC-0.1%-7.32%Trim
32BURBurford Capital Limited-0.1%+0.28%Add
33INTUIntuit INC-0.1%-5.77%Trim
34MOATVaneck Morningstar Wide Moat-0.1%-2.25%Trim
35MAMastercard INC - A-0.1%-3.44%Trim
36AMZNAmazon.com INC-0.1%-0.59%Trim
37QCOMQualcomm INC-0.1%-5.72%Trim
38APPApplovin Corp-class A-0.1%-0.46%Trim
39SUSuncor Energy INC-0.1%-55.39%Trim
40IWFIshares Russell 1000 Growth-0.1%-11.68%Trim
41JPREJpmorgan Realty Income ETF-0.2%-27.85%Trim
42PLDPrologis INC-0.2%-62.45%Trim
43GOOGAlphabet Inc-cl C-0.2%-2.26%Trim
44SRLNSs Blackstone Sr Loan ETF-0.3%-61.02%Trim
45UPSUnited Parcel Service-cl B-0.5%-79.30%Trim
46MSFTMicrosoft CORP-3.3%-0.04%Trim
47AZNNAstrazeneca Plc-spons Adr—EXITSold out
48CSREC&s Real Estate Active ETF—NEWNew buy
49BRBroadridge Financial Solutio—NEWNew buy
50AZNAstraZeneca PLC—NEWNew buy

FAQ

What is First Foundation Advisors and what type of investor is it?
First Foundation Advisors is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $2.5B, spread across 574 disclosed positions.
What are First Foundation Advisors's largest equity positions?
Based on the latest 13F filing, First Foundation Advisors's top holdings by market value are: 1. Microsoft CORP (MSFT) — $369.9M (14.9%) 2. Ishares Core S&p 500 ETF (IVV) — $193.4M (7.8%) 3. Alphabet Inc-cl C (GOOG) — $109.7M (4.4%) 4. Ishares Core Msci Eafe ETF (IEFA) — $99.5M (4.0%) 5. Jpmorgan Equity Premium Inco (JEPI) — $89.3M (3.6%)
What changes did First Foundation Advisors make in its most recent portfolio filing?
In the latest reported quarter, First Foundation Advisors made 50 notable position adjustments: 3 new positions were initiated, 20 existing holdings were added to, 26 positions were partially reduced, and 1 were completely exited. The largest of these moves: Sold out: Astrazeneca Plc-spons Adr (AZNN); New buy: C&s Real Estate Active ETF (CSRE); New buy: Broadridge Financial Solutio (BR); New buy: AstraZeneca PLC (AZN); Trim: Microsoft CORP (MSFT) — shares -0.04%
What sectors does First Foundation Advisors focus on?
First Foundation Advisors is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 49.6% • Financials: 12.3% • Communication Services: 11.5% • Consumer Discretionary: 7.6% • Health Care: 6.1% • Industrials: 4.8%