First Foundation Advisors
355 holdingsFiling period: 2026-06-30Current AUM: $2.96Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corp | 992.4K | $370.2M | $527.3M | 17.84% | -6,756 | 2026-06-30 |
| 2 | IVV | iShares TR | 300.5K | $225.0M | $232.4M | 7.86% | +4.4K | 2026-06-30 |
| 3 | GOOG | Alphabet Inc | 372.7K | $131.7M | $118.1M | 4.00% | -9,736 | 2026-06-30 |
| 4 | IEFA | iShares TR | 1.19M | $114.9M | $114.9M | 3.89% | +90.3K | 2026-06-30 |
| 5 | AMD | Advanced Micro Devices Inc | 182.1K | $105.8M | $102.0M | 3.45% | +582 | 2026-06-30 |
| 6 | JEPI | J P Morgan Exchange Traded F | 1.57M | $88.6M | $89.8M | 3.04% | -7,512 | 2026-06-30 |
| 7 | IEMG | iShares Inc | 844.3K | $69.9M | $64.3M | 2.18% | +71.7K | 2026-06-30 |
| 8 | AMZN | Amazon.com Inc | 281.6K | $67.1M | $71.3M | 2.41% | -7,616 | 2026-06-30 |
| 9 | IWR | iShares TR | 583.2K | $64.3M | $64.3M | 2.18% | +29.4K | 2026-06-30 |
| 10 | GSLC | Goldman Sachs ETF TR | 446.0K | $63.3M | $65.5M | 2.22% | -13,060 | 2026-06-30 |
| 11 | AAPL | Apple Inc | 216.7K | $62.7M | $75.2M | 2.54% | -66,423 | 2026-06-30 |
| 12 | MOAT | VanEck ETF Trust | 593.9K | $61.7M | $66.1M | 2.24% | -149,493 | 2026-06-30 |
| 13 | BRK-B | Berkshire Hathaway Inc Del | 104.6K | $52.3M | $52.3M | 1.77% | -701 | 2026-06-30 |
| 14 | GSSC | Goldman Sachs ETF TR | 512.5K | $46.8M | $44.7M | 1.51% | -3,242 | 2026-06-30 |
| 15 | GSIE | Goldman Sachs ETF TR | 1.02M | $46.6M | $47.2M | 1.60% | -5,483 | 2026-06-30 |
| 16 | IWM | iShares TR | 151.1K | $45.4M | $42.3M | 1.43% | +23.0K | 2026-06-30 |
| 17 | PRFZ | Invesco Exchange Traded FD T | 739.2K | $41.2M | $39.5M | 1.34% | -19,733 | 2026-06-30 |
| 18 | NVDA | NVIDIA Corporation | 191.9K | $38.4M | $41.8M | 1.42% | -8,512 | 2026-06-30 |
| 19 | JPM | JPMorgan Chase & Co | 97.9K | $32.0M | $32.9M | 1.11% | -1,566 | 2026-06-30 |
| 20 | APH | Amphenol Corp | 158.7K | $28.0M | $24.8M | 0.84% | -10,023 | 2026-06-30 |
| 21 | IAU | iShares Gold TR | 359.4K | $27.1M | $27.4M | 0.93% | +11.6K | 2026-06-30 |
| 22 | AMAT | Applied Matls Inc | 34.3K | $24.8M | $13.6M | 0.46% | -390 | 2026-06-30 |
| 23 | GEM | Goldman Sachs ETF TR | 428.4K | $22.3M | $20.5M | 0.69% | +21.7K | 2026-06-30 |
| 24 | IWF | iShares TR | 157.6K | $19.6M | $19.3M | 0.65% | +115.0K | 2026-06-30 |
| 25 | CMF | iShares TR | 318.9K | $18.4M | $17.7M | 0.60% | -37,791 | 2026-06-30 |
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