FIRST FOUNDATION ADVISORS Q3 2025 Filing
Filed November 17, 2025
Portfolio Value
$2.7T
Holdings
334
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (334 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | BKBANK NEW YORK MELLON CORP | 6,746 | $735.0M | 0.03% | |
| 202 | SHWSHERWIN WILLIAMS CO | 2,117 | $733.2M | 0.03% | |
| 203 | WMWASTE MGMT INC DEL | 3,293 | $727.3M | 0.03% | |
| 204 | COFCAPITAL ONE FINL CORP | 3,380 | $718.5M | 0.03% | |
| 205 | KOCOCA COLA CO | 10,693 | $709.2M | 0.03% | |
| 206 | CRWDCROWDSTRIKE HLDGS INC | 1,434 | $703.2M | 0.03% | |
| 207 | IBITISHARES BITCOIN TRUST ETF | 10,766 | $699.8M | 0.03% | |
| 208 | ITA*ISHARES TR | 3,223 | $674.5M | 0.02% | |
| 209 | RCREADY CAPITAL CORP | 172,599 | $668.0M | 0.02% | |
| 210 | CRMSALESFORCE INC | 2,743 | $650.1M | 0.02% | |
| 211 | EMREMERSON ELEC CO | 4,928 | $646.5M | 0.02% | |
| 212 | ULTAULTA BEAUTY INC | 1,182 | $646.3M | 0.02% | |
| 213 | PDIPIMCO DYNAMIC INCOME FD | 32,564 | $644.8M | 0.02% | |
| 214 | NOCNORTHROP GRUMMAN CORP | 1,041 | $634.3M | 0.02% | |
| 215 | IONQIONQ INC | 10,025 | $616.5M | 0.02% | |
| 216 | MTUMISHARES TR | 2,404 | $616.5M | 0.02% | |
| 217 | PCARPACCAR INC | 6,000 | $589.9M | 0.02% | |
| 218 | SPHQINVESCO EXCHANGE TRADED FD T | 7,789 | $570.9M | 0.02% | |
| 219 | TRVCCITIGROUP INC | 5,615 | $570.0M | 0.02% | |
| 220 | VIGVANGUARD SPECIALIZED FUNDS | 2,619 | $565.2M | 0.02% | |
| 221 | IHIISHARES TR | 9,290 | $558.1M | 0.02% | |
| 222 | DOWDOW INC | 23,322 | $534.8M | 0.02% | |
| 223 | DEDEERE & CO | 1,168 | $534.2M | 0.02% | |
| 224 | VEAVANGUARD TAX-MANAGED FDS | 8,738 | $523.6M | 0.02% | |
| 225 | OPPRIVERNORTH DOUBLELINE STRATE | 61,339 | $523.2M | 0.02% | |
| 226 | AMTAMERICAN TOWER CORP NEW | 2,659 | $511.4M | 0.02% | |
| 227 | XARSPDR SERIES TRUST | 2,175 | $511.1M | 0.02% | |
| 228 | NACNUVEEN CA QUALTY MUN INCOME | 44,125 | $507.4M | 0.02% | |
| 229 | DUHPDIMENSIONAL ETF TRUST | 13,388 | $505.7M | 0.02% | |
| 230 | XELXCEL ENERGY INC | 6,250 | $504.1M | 0.02% | |
| 231 | VUGVANGUARD INDEX FDS | 1,047 | $502.2M | 0.02% | |
| 232 | MCKMCKESSON CORP | 640 | $494.4M | 0.02% | |
| 233 | PSIINVESCO EXCHANGE TRADED FD T | 7,022 | $493.8M | 0.02% | |
| 234 | VTVANGUARD INTL EQUITY INDEX F | 3,551 | $489.3M | 0.02% | |
| 235 | WMBWILLIAMS COS INC | 7,715 | $488.7M | 0.02% | |
| 236 | SOSOUTHERN CO | 5,057 | $479.3M | 0.02% | |
| 237 | TMOTHERMO FISHER SCIENTIFIC INC | 974 | $472.4M | 0.02% | |
| 238 | BF/BBROWN FORMAN CORP | 17,263 | $467.5M | 0.02% | |
| 239 | ISRGINTUITIVE SURGICAL INC | 1,039 | $464.7M | 0.02% | |
| 240 | RSGREPUBLIC SVCS INC | 1,975 | $453.2M | 0.02% | |
| 241 | GEVGE VERNOVA INC | 734 | $451.3M | 0.02% | |
| 242 | VYMVANGUARD WHITEHALL FDS | 3,193 | $450.1M | 0.02% | |
| 243 | AGNCAGNC INVT CORP | 45,946 | $449.8M | 0.02% | |
| 244 | SMLFISHARES TR | 6,021 | $447.7M | 0.02% | |
| 245 | SHOPSHOPIFY INC | 3,000 | $445.8M | 0.02% | |
| 246 | SRESEMPRA | 4,942 | $444.7M | 0.02% | |
| 247 | MOHMOLINA HEALTHCARE INC | 2,315 | $443.0M | 0.02% | |
| 248 | SCHDSCHWAB STRATEGIC TR | 15,878 | $433.5M | 0.02% | |
| 249 | PSAPUBLIC STORAGE OPER CO | 1,482 | $428.1M | 0.02% | |
| 250 | WFCWELLS FARGO CO NEW | 4,927 | $413.0M | 0.02% | |
| 251 | DSIISHARES TR | 3,233 | $407.2M | 0.02% | |
| 252 | SUSAISHARES TR | 2,904 | $393.9M | 0.01% | |
| 253 | JMSTJ P MORGAN EXCHANGE TRADED F | 7,698 | $392.9M | 0.01% | |
| 254 | BXBLACKSTONE INC | 2,272 | $388.2M | 0.01% | |
| 255 | AQLTISHARES TR | 7,850 | $387.7M | 0.01% | |
| 256 | IGVISHARES TR | 3,257 | $374.6M | 0.01% | |
| 257 | FASTFASTENAL CO | 7,638 | $374.6M | 0.01% | |
| 258 | FTECFIDELITY COVINGTON TRUST | 1,657 | $368.1M | 0.01% | |
| 259 | SHYGISHARES TR | 8,409 | $364.1M | 0.01% | |
| 260 | CMCSACOMCAST CORP NEW | 11,251 | $353.5M | 0.01% | |
| 261 | PDOPIMCO DYNAMIC INCOME OPRNTS | 24,928 | $352.0M | 0.01% | |
| 262 | YUMYUM BRANDS INC | 2,315 | $351.8M | 0.01% | |
| 263 | ECLECOLAB INC | 1,277 | $349.7M | 0.01% | |
| 264 | KMIKINDER MORGAN INC DEL | 12,140 | $343.7M | 0.01% | |
| 265 | ROBOEXCHANGE TRADED CONCEPTS TRU | 5,211 | $341.6M | 0.01% | |
| 266 | EFSCENTERPRISE FINL SVCS CORP | 5,870 | $340.3M | 0.01% | |
| 267 | VCSHVANGUARD SCOTTSDALE FDS | 4,215 | $336.9M | 0.01% | |
| 268 | UNPUNION PAC CORP | 1,380 | $326.2M | 0.01% | |
| 269 | PYLDPIMCO ETF TR | 11,939 | $320.4M | 0.01% | |
| 270 | SYYSYSCO CORP | 3,884 | $319.8M | 0.01% | |
| 271 | AMLPALPS ETF TR | 6,755 | $317.0M | 0.01% | |
| 272 | WECWEC ENERGY GROUP INC | 2,698 | $309.2M | 0.01% | |
| 273 | DYHTARGET CORP | 3,440 | $308.6M | 0.01% | |
| 274 | APPFAPPFOLIO INC | 1,098 | $302.7M | 0.01% | |
| 275 | FEFIRSTENERGY CORP | 6,591 | $302.0M | 0.01% | |
| 276 | ADPAUTOMATIC DATA PROCESSING IN | 1,019 | $299.1M | 0.01% | |
| 277 | SCHFSCHWAB STRATEGIC TR | 12,531 | $291.7M | 0.01% | |
| 278 | SONYSONY GROUP CORP | 10,120 | $291.4M | 0.01% | |
| 279 | INTCINTEL CORP | 8,638 | $289.8M | 0.01% | |
| 280 | XPCQXPIMCO CALIF MUN INCOME FD | 32,796 | $286.0M | 0.01% | |
| 281 | LENLENNAR CORP | 2,366 | $283.9M | 0.01% | |
| 282 | TTTRANE TECHNOLOGIES PLC | 666 | $281.0M | 0.01% | |
| 283 | MDLZMONDELEZ INTL INC | 4,488 | $280.4M | 0.01% | |
| 284 | AMXAMERICA MOVIL SAB DE CV | 13,095 | $275.0M | 0.01% | |
| 285 | TACKCAPITOL SER TR | 9,161 | $274.9M | 0.01% | |
| 286 | ELVELEVANCE HEALTH INC FORMERLY | 843 | $272.4M | 0.01% | |
| 287 | IYFISHARES TR | 2,128 | $269.4M | 0.01% | |
| 288 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 964 | $269.2M | 0.01% | |
| 289 | SPHDINVESCO EXCH TRADED FD TR II | 5,443 | $269.1M | 0.01% | |
| 290 | ETNEATON CORP PLC | 715 | $267.6M | 0.01% | |
| 291 | MDTMEDTRONIC PLC | 2,799 | $266.6M | 0.01% | |
| 292 | OKEONEOK INC NEW | 3,651 | $266.4M | 0.01% | |
| 293 | VWOVANGUARD INTL EQUITY INDEX F | 4,845 | $262.5M | 0.01% | |
| 294 | CEGCONSTELLATION ENERGY CORP | 792 | $260.6M | 0.01% | |
| 295 | BINCBLACKROCK ETF TRUST II | 4,790 | $255.0M | 0.01% | |
| 296 | SCHASCHWAB STRATEGIC TR | 9,087 | $253.5M | 0.01% | |
| 297 | OEFISHARES TR | 761 | $253.3M | 0.01% | |
| 298 | DSLDOUBLELINE INCOME SOLUTIONS | 20,553 | $252.4M | 0.01% | |
| 299 | FDVVFIDELITY COVINGTON TRUST | 4,500 | $250.7M | 0.01% | |
| 300 | DFACDIMENSIONAL ETF TRUST | 6,430 | $248.0M | 0.01% |