FIRST FOUNDATION ADVISORS
335 holdingsFiling period: 2026-03-31Current AUM: $2.87Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 999.2K | $369.9M | $464.3M | 16.19% | -425 | 2026-03-31 |
| 2 | IVV | ISHARES TR | 296.1K | $193.4M | $222.2M | 7.75% | +7.2K | 2026-03-31 |
| 3 | GOOG | ALPHABET INC | 382.4K | $109.7M | $136.4M | 4.76% | -8,847 | 2026-03-31 |
| 4 | IEFA | ISHARES TR | 1.10M | $99.5M | $108.0M | 3.77% | +52.7K | 2026-03-31 |
| 5 | JEPI | J P MORGAN EXCHANGE TRADED F | 1.58M | $89.3M | $90.5M | 3.16% | +65.0K | 2026-03-31 |
| 6 | MOAT | VANECK ETF TRUST | 743.4K | $71.9M | $80.3M | 2.80% | -17,115 | 2026-03-31 |
| 7 | AAPL | APPLE INC | 283.1K | $71.9M | $87.5M | 3.05% | +212 | 2026-03-31 |
| 8 | AMZN | AMAZON COM INC | 289.2K | $60.2M | $78.5M | 2.74% | -1,723 | 2026-03-31 |
| 9 | GSLC | GOLDMAN SACHS ETF TR | 459.1K | $57.4M | $65.6M | 2.29% | -8,256 | 2026-03-31 |
| 10 | IEMG | ISHARES INC | 772.6K | $53.9M | $60.0M | 2.09% | +125.5K | 2026-03-31 |
| 11 | IWR | ISHARES TR | 553.8K | $53.8M | $60.7M | 2.12% | +35.8K | 2026-03-31 |
| 12 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 105.3K | $50.5M | $50.5M | 1.76% | -563 | 2026-03-31 |
| 13 | GSIE | GOLDMAN SACHS ETF TR | 1.02M | $44.2M | $48.2M | 1.68% | +14.7K | 2026-03-31 |
| 14 | GSSC | GOLDMAN SACHS ETF TR | 515.7K | $38.4M | $46.0M | 1.60% | +26.8K | 2026-03-31 |
| 15 | AMD | ADVANCED MICRO DEVICES INC | 181.5K | $36.9M | $86.4M | 3.01% | -798 | 2026-03-31 |
| 16 | NVDA | NVIDIA CORPORATION | 200.4K | $35.0M | $40.2M | 1.40% | +7.8K | 2026-03-31 |
| 17 | PRFZ | INVESCO EXCHANGE TRADED FD T | 758.9K | $34.8M | $40.8M | 1.42% | -16,599 | 2026-03-31 |
| 18 | IWM | ISHARES TR | 128.1K | $31.8M | $37.3M | 1.30% | -1,363 | 2026-03-31 |
| 19 | IAU | ISHARES GOLD TR | 347.8K | $30.7M | $26.5M | 0.92% | +5.9K | 2026-03-31 |
| 20 | JPM | JPMORGAN CHASE & CO | 99.5K | $29.3M | $35.0M | 1.22% | +417 | 2026-03-31 |
| 21 | APH | AMPHENOL CORP | 168.7K | $21.3M | $27.1M | 0.95% | -4,997 | 2026-03-31 |
| 22 | CMF | ISHARES TR | 356.7K | $20.3M | $20.2M | 0.70% | -10,551 | 2026-03-31 |
| 23 | SCHW | SCHWAB CHARLES CORP | 195.4K | $18.4M | $20.6M | 0.72% | +2.6K | 2026-03-31 |
| 24 | IWF | ISHARES TR | 42.6K | $18.2M | $20.2M | 0.70% | -5,635 | 2026-03-31 |
| 25 | GEM | GOLDMAN SACHS ETF TR | 406.7K | $17.6M | $19.9M | 0.70% | +35.1K | 2026-03-31 |
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