FIRST FOUNDATION ADVISORS
CIK: 0001086763SEC EDGAR →
Portfolio Value
$2.7B
Holdings
337
As of
Q4 2025
New Positions
22
Closed Positions
16
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 999,611 | $483.4M | 18.22% |
| 2 | ISHARES TR | 288,891 | $197.9M | 7.46% |
| 3 | ALPHABET INC | 391,289 | $122.8M | 4.63% |
| 4 | ISHARES TR | 1,046,630 | $93.6M | 3.53% |
| 5 | J P MORGAN EXCHANGE TRADED F | 1,511,059 | $86.5M | 3.26% |
| 6 | VANECK ETF TRUST | 760,526 | $78.8M | 2.97% |
| 7 | APPLE INC | 282,922 | $76.9M | 2.90% |
| 8 | AMAZON COM INC | 290,947 | $67.2M | 2.53% |
| 9 | GOLDMAN SACHS ETF TR | 467,341 | $61.9M | 2.33% |
| 10 | BERKSHIRE HATHAWAY INC DEL | 105,866 | $53.2M | 2.01% |
Quarterly Changes
Top Buys
New Positions (19)
$1.1M · 26K shares
$684K · 12K shares
$625K · 8K shares
$616K · 13K shares
$469K · 18K shares
$440K · 2K shares
$439K · 10K shares
$363K · 2K shares
$358K · 12K shares
$295K · 7K shares
$284K · 4K shares
$254K · 1K shares
$244K · 3K shares
$240K · 3K shares
$238K · 5K shares
$217K · 702 shares
$202K · 5K shares
$202K · 698 shares
$201K · 7K shares
Closed Positions (16)
$936K · 25K shares
$511K · 3K shares
$266K · 4K shares
$255K · 5K shares
$245K · 1K shares
$237K · 2K shares
$234K · 5K shares
$229K · 6K shares
$226K · 4K shares
$206K · 809 shares
$201K · 1K shares
$201K · 3K shares
$200K · 2K shares
$182K · 10K shares
$138K · 11K shares
$110K · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 142 | $1.2B | 43.6% |
| Technology | 48 | $784.7M | 29.6% |
| Unknown | 25 | $218.5M | 8.2% |
| Communication Services | 11 | $163.2M | 6.1% |
| Consumer Cyclical | 17 | $115.4M | 4.3% |
| Healthcare | 29 | $76.9M | 2.9% |
| Industrials | 25 | $47.5M | 1.8% |
| Energy | 8 | $30.2M | 1.1% |
| Consumer Defensive | 8 | $24.4M | 0.9% |
| Real Estate | 10 | $18.4M | 0.7% |
| Utilities | 9 | $12.2M | 0.5% |
| Basic Materials | 5 | $6.3M | 0.2% |