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 301–337 of 337
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HITI | HIGH TIDE INC | 12K | $15K–$50K | SH |
| AMGN | AMGEN INC | 93 | $15K–$50K | SH |
| GLD | SPDR GOLD TR | 75 | $15K–$50K | SH |
| WFC-PL | WELLS FARGO CO NEW | 22 | $15K–$50K | SH |
| RSG | REPUBLIC SVCS INC | 112 | $15K–$50K | SH |
| DOW | DOW INC | 981 | $15K–$50K | SH |
| CCO | CLEAR CHANNEL OUTDOOR HLDGS | 10K | $15K–$50K | SH |
| LRCX | LAM RESEARCH CORP | 125 | $15K–$50K | SH |
| SONY | SONY GROUP CORP | 820 | $15K–$50K | SH |
| MTUM | ISHARES TR | 82 | $15K–$50K | SH |
| WEC | WEC ENERGY GROUP INC | 193 | $15K–$50K | SH |
| WELL | WELLTOWER INC | 106 | $15K–$50K | SH |
| Q | QNITY ELECTRONICS INC | 234 | $15K–$50K | SH |
| DD | DUPONT DE NEMOURS INC | 468 | $15K–$50K | SH |
| NCA | NUVEEN CALIFORNIA MUNI VLU F | 2K | $15K–$50K | SH |
| ZTS | ZOETIS INC | 140 | $15K–$50K | SH |
| NAC | NUVEEN CA QUALTY MUN INCOME | 1K | $15K–$50K | SH |
| MAR | MARRIOTT INTL INC NEW | 52 | $15K–$50K | SH |
| NFLX | NETFLIX INC | 160 | $15K–$50K | SH |
| SHEL | SHELL PLC | 200 | $1K–$15K | SH |
| SO | SOUTHERN CO | 155 | $1K–$15K | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 144 | $1K–$15K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 38 | $1K–$15K | SH |
| GEV | GE VERNOVA INC | 17 | $1K–$15K | SH |
| PDX | PIMCO DYNAMIC INCOME STRATEG | 582 | $1K–$15K | SH |
| O | REALTY INCOME CORP | 191 | $1K–$15K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 55 | $1K–$15K | SH |
| WFC | WELLS FARGO CO NEW | 95 | $1K–$15K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 25 | $1K–$15K | SH |
| SHY | ISHARES TR | 84 | $1K–$15K | SH |
| C | CITIGROUP INC | 57 | $1K–$15K | SH |
| NKE | NIKE INC | 100 | $1K–$15K | SH |
| TYG | TORTOISE ENERGY INFRA CORP | 140 | $1K–$15K | SH |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | 112 | $1K–$15K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 129 | $1K–$15K | SH |
| LEN.B | LENNAR CORP | 44 | $1K–$15K | SH |
| SYK | STRYKER CORPORATION | 10 | $1K–$15K | SH |