FIRST FOUNDATION ADVISORS Q4 2025 Filing
Filed February 4, 2026
Portfolio Value
$2.7T
Holdings
337
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (337 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | JEPQJ P MORGAN EXCHANGE TRADED F | 11,781 | $684.0M | 0.03% | |
| 202 | WMWASTE MGMT INC DEL | 3,047 | $669.0M | 0.03% | |
| 203 | PDXPIMCO DYNAMIC INCOME STRATEG | 35,179 | $659.0M | 0.02% | |
| 204 | PCARPACCAR INC | 6,000 | $657.0M | 0.02% | |
| 205 | TMOTHERMO FISHER SCIENTIFIC INC | 1,132 | $655.0M | 0.02% | |
| 206 | EMREMERSON ELEC CO | 4,928 | $653.0M | 0.02% | |
| 207 | SPGIS&P GLOBAL INC | 1,228 | $641.0M | 0.02% | |
| 208 | ULTAULTA BEAUTY INC | 1,058 | $639.0M | 0.02% | |
| 209 | CRWDCROWDSTRIKE HLDGS INC | 1,360 | $637.0M | 0.02% | |
| 210 | QQNITY ELECTRONICS INC | 7,666 | $625.0M | 0.02% | |
| 211 | CMDYISHARES U S ETF TR | 12,647 | $616.0M | 0.02% | |
| 212 | DDDUPONT DE NEMOURS INC | 15,159 | $608.0M | 0.02% | |
| 213 | MIGASTRATEGY INC | 3,992 | $606.0M | 0.02% | |
| 214 | MTUMISHARES TR | 2,400 | $600.0M | 0.02% | |
| 215 | XLFSELECT SECTOR SPDR TR | 10,832 | $592.0M | 0.02% | |
| 216 | SOSOUTHERN CO | 6,786 | $591.0M | 0.02% | |
| 217 | SPHQINVESCO EXCHANGE TRADED FD T | 7,789 | $584.0M | 0.02% | |
| 218 | DALDELTA AIR LINES INC DEL | 8,383 | $581.0M | 0.02% | |
| 219 | NRPNATURAL RESOURCE PARTNERS L | 5,541 | $577.0M | 0.02% | |
| 220 | IHIISHARES TR | 9,290 | $577.0M | 0.02% | |
| 221 | SHWSHERWIN WILLIAMS CO | 1,773 | $573.0M | 0.02% | |
| 222 | XARSPDR SERIES TRUST | 2,351 | $567.0M | 0.02% | |
| 223 | AREALEXANDRIA REAL ESTATE EQ IN | 11,444 | $559.0M | 0.02% | |
| 224 | VEAVANGUARD TAX-MANAGED FDS | 8,935 | $558.0M | 0.02% | |
| 225 | VIGVANGUARD SPECIALIZED FUNDS | 2,531 | $556.0M | 0.02% | |
| 226 | DEDEERE & CO | 1,168 | $543.0M | 0.02% | |
| 227 | PSIINVESCO EXCHANGE TRADED FD T | 6,822 | $537.0M | 0.02% | |
| 228 | SUSAISHARES TR | 3,773 | $525.0M | 0.02% | |
| 229 | MCKMCKESSON CORP | 640 | $524.0M | 0.02% | |
| 230 | NACNUVEEN CA QUALTY MUN INCOME | 44,125 | $520.0M | 0.02% | |
| 231 | VUGVANGUARD INDEX FDS | 1,047 | $510.0M | 0.02% | |
| 232 | DUHPDIMENSIONAL ETF TRUST | 13,388 | $509.0M | 0.02% | |
| 233 | VTVANGUARD INTL EQUITY INDEX F | 3,551 | $500.0M | 0.02% | |
| 234 | AGNCAGNC INVT CORP | 45,946 | $492.0M | 0.02% | |
| 235 | OPPRIVERNORTH DOUBLELINE STRATE | 61,339 | $487.0M | 0.02% | |
| 236 | DOWDOW INC | 20,728 | $483.0M | 0.02% | |
| 237 | SHOPSHOPIFY INC | 3,000 | $482.0M | 0.02% | |
| 238 | LRCXLAM RESEARCH CORP | 2,755 | $471.0M | 0.02% | |
| 239 | BFSTBUSINESS FIRST BANCSHARES IN | 17,966 | $469.0M | 0.02% | |
| 240 | SCHDSCHWAB STRATEGIC TR | 17,098 | $468.0M | 0.02% | |
| 241 | XELXCEL ENERGY INC | 6,250 | $461.0M | 0.02% | |
| 242 | VYMVANGUARD WHITEHALL FDS | 3,193 | $458.0M | 0.02% | |
| 243 | WMBWILLIAMS COS INC | 7,528 | $452.0M | 0.02% | |
| 244 | SMLFISHARES TR | 6,021 | $450.0M | 0.02% | |
| 245 | ISRGINTUITIVE SURGICAL INC | 794 | $449.0M | 0.02% | |
| 246 | BF/BBROWN FORMAN CORP | 17,263 | $449.0M | 0.02% | |
| 247 | MUMICRON TECHNOLOGY INC | 1,544 | $440.0M | 0.02% | |
| 248 | PEOEXELON CORP | 10,092 | $439.0M | 0.02% | |
| 249 | SRESEMPRA | 4,943 | $436.0M | 0.02% | |
| 250 | BMTABRITISH AMERN TOB PLC | 7,565 | $428.0M | 0.02% | |
| 251 | INTCINTEL CORP | 11,600 | $428.0M | 0.02% | |
| 252 | PDIPIMCO DYNAMIC INCOME FD | 23,883 | $422.0M | 0.02% | |
| 253 | RSGREPUBLIC SVCS INC | 1,997 | $422.0M | 0.02% | |
| 254 | DSIISHARES TR | 3,233 | $416.0M | 0.02% | |
| 255 | MOHMOLINA HEALTHCARE INC | 2,323 | $403.0M | 0.02% | |
| 256 | ZTSZOETIS INC | 3,184 | $400.0M | 0.02% | |
| 257 | AQLTISHARES TR | 7,850 | $376.0M | 0.01% | |
| 258 | VCSHVANGUARD SCOTTSDALE FDS | 4,571 | $364.0M | 0.01% | |
| 259 | WELLWELLTOWER INC | 1,963 | $363.0M | 0.01% | |
| 260 | ROBOEXCHANGE TRADED CONCEPTS TRU | 5,211 | $361.0M | 0.01% | |
| 261 | SCHLSCHOLASTIC CORP | 12,111 | $358.0M | 0.01% | |
| 262 | UNPUNION PAC CORP | 1,501 | $347.0M | 0.01% | |
| 263 | JMSTJ P MORGAN EXCHANGE TRADED F | 6,817 | $346.0M | 0.01% | |
| 264 | PDOPIMCO DYNAMIC INCOME OPRNTS | 24,928 | $344.0M | 0.01% | |
| 265 | ECLECOLAB INC | 1,282 | $336.0M | 0.01% | |
| 266 | KMIKINDER MORGAN INC DEL | 12,240 | $336.0M | 0.01% | |
| 267 | DYHTARGET CORP | 3,440 | $336.0M | 0.01% | |
| 268 | IGVISHARES TR | 3,162 | $334.0M | 0.01% | |
| 269 | YUMYUM BRANDS INC | 2,187 | $330.0M | 0.01% | |
| 270 | PSAPUBLIC STORAGE OPER CO | 1,268 | $328.0M | 0.01% | |
| 271 | SCHFSCHWAB STRATEGIC TR | 13,616 | $326.0M | 0.01% | |
| 272 | FTECFIDELITY COVINGTON TRUST | 1,440 | $323.0M | 0.01% | |
| 273 | TACKCAPITOL SER TR | 10,729 | $321.0M | 0.01% | |
| 274 | CMCSACOMCAST CORP NEW | 10,689 | $318.0M | 0.01% | |
| 275 | PYLDPIMCO ETF TR | 11,939 | $318.0M | 0.01% | |
| 276 | AMLPALPS ETF TR | 6,771 | $318.0M | 0.01% | |
| 277 | EFSCENTERPRISE FINL SVCS CORP | 5,870 | $316.0M | 0.01% | |
| 278 | FASTFASTENAL CO | 7,682 | $308.0M | 0.01% | |
| 279 | IYFISHARES TR | 2,332 | $300.0M | 0.01% | |
| 280 | OEFISHARES TR | 873 | $299.0M | 0.01% | |
| 281 | JOETVIRTUS ETF TR II | 7,047 | $295.0M | 0.01% | |
| 282 | FEFIRSTENERGY CORP | 6,591 | $294.0M | 0.01% | |
| 283 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 944 | $286.0M | 0.01% | |
| 284 | NKENIKE INC | 4,479 | $284.0M | 0.01% | |
| 285 | MDTMEDTRONIC PLC | 2,942 | $282.0M | 0.01% | |
| 286 | STXSEAGATE TECHNOLOGY HLDNGS PL | 1,001 | $275.0M | 0.01% | |
| 287 | SCHASCHWAB STRATEGIC TR | 9,595 | $273.0M | 0.01% | |
| 288 | SYYSYSCO CORP | 3,709 | $272.0M | 0.01% | |
| 289 | TTTRANE TECHNOLOGIES PLC | 697 | $271.0M | 0.01% | |
| 290 | AMXAMERICA MOVIL SAB DE CV | 13,095 | $270.0M | 0.01% | |
| 291 | ADPAUTOMATIC DATA PROCESSING IN | 1,052 | $269.0M | 0.01% | |
| 292 | SPHDINVESCO EXCH TRADED FD TR II | 5,508 | $264.0M | 0.01% | |
| 293 | VWOVANGUARD INTL EQUITY INDEX F | 4,834 | $259.0M | 0.01% | |
| 294 | CBCHUBB LIMITED | 829 | $258.0M | 0.01% | |
| 295 | WECWEC ENERGY GROUP INC | 2,453 | $258.0M | 0.01% | |
| 296 | SONYSONY GROUP CORP | 10,120 | $258.0M | 0.01% | |
| 297 | ELVELEVANCE HEALTH INC FORMERLY | 740 | $258.0M | 0.01% | |
| 298 | APPFAPPFOLIO INC | 1,098 | $255.0M | 0.01% | |
| 299 | FDVVFIDELITY COVINGTON TRUST | 4,500 | $255.0M | 0.01% | |
| 300 | DFACDIMENSIONAL ETF TRUST | 6,430 | $254.0M | 0.01% |