CIK 1086763
FIRST FOUNDATION ADVISORS
Institutional 13F holdings & portfolio
Holdings
337
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 337
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 45K | $1M+ | SH |
| GOOG | ALPHABET INC | 50K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 21K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 159K | $1M+ | SH |
| GSLC | GOLDMAN SACHS ETF TR | 62K | $1M+ | SH |
| AMZN | AMAZON COM INC | 31K | $1M+ | SH |
| IEFA | ISHARES TR | 77K | $1M+ | SH |
| GSIE | GOLDMAN SACHS ETF TR | 156K | $1M+ | SH |
| IWF | ISHARES TR | 14K | $1M+ | SH |
| MOAT | VANECK ETF TRUST | 53K | $1M+ | SH |
| AAPL | APPLE INC | 20K | $1M+ | SH |
| PRFZ | INVESCO EXCHANGE TRADED FD T | 99K | $1M+ | SH |
| XYLD | GLOBAL X FDS | 104K | $1M+ | SH |
| AGG | ISHARES TR | 40K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 21K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 5 | $1M+ | SH |
| GSSC | GOLDMAN SACHS ETF TR | 49K | $1M+ | SH |
| IEMG | ISHARES INC | 55K | $1M+ | SH |
| IWP | ISHARES TR | 26K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 11K | $1M+ | SH |
| IWR | ISHARES TR | 35K | $1M+ | SH |
| BUR | BURFORD CAP LTD | 368K | $1M+ | SH |
| GOOGL | ALPHABET INC | 10K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 115K | $1M+ | SH |
| COR | CENCORA INC | 9K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 21K | $1M+ | SH |
| IWM | ISHARES TR | 12K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC | 22K | $1M+ | SH |
| JYNT | JOINT CORP | 306K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5K | $1M+ | SH |
| JPRE | J P MORGAN EXCHANGE TRADED F | 54K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 31K | $1M+ | SH |
| QDF | FLEXSHARES TR | 31K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 4K | $1M+ | SH |
| IVW | ISHARES TR | 20K | $1M+ | SH |
| BIP | BROOKFIELD INFRAST PARTNERS | 69K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 47K | $1M+ | SH |
| REGN | REGENERON PHARMACEUTICALS | 3K | $1M+ | SH |
| GEM | GOLDMAN SACHS ETF TR | 55K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 45K | $1M+ | SH |
| EFV | ISHARES TR | 29K | $1M+ | SH |
| TCHP | T ROWE PRICE ETF INC | 39K | $1M+ | SH |
| PFE | PFIZER INC | 78K | $1M+ | SH |
| FWONA | LIBERTY MEDIA CORP DEL | 22K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 23K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 19K | $1M+ | SH |
| PCQ | PIMCO CALIF MUN INCOME FD | 209K | $1M+ | SH |
| IWO | ISHARES TR | 6K | $1M+ | SH |
| EFG | ISHARES TR | 16K | $1M+ | SH |
| QUAL | ISHARES TR | 9K | $1M+ | SH |