13F Insight
DOSSIER · 13F-HR · Q2 2026

FIRST FOUNDATION ADVISORS

$2.8B in tracked AUM across 600 positions as of Q2 2026.

FF
CIK 0001086763 · last filed Jun 30, 2026
Total AUM
$2.8B
as of Q2 2026
Holdings
600
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive Analysis of FIRST FOUNDATION ADVISORS SEC 13F Filing
1. Portfolio Overview

FIRST FOUNDATION ADVISORS manages a substantial portfolio valued at approximately $2.71 billion as of September 30, 2025. The portfolio is characterized by a high degree of diversification, comprising 573 total holdings. Despite the large number of positions, the portfolio exhibited minimal net growth, increasing by only 0.3% from the previous quarter's $2.70 billion.

The investment strat...

2. Key Holdings

The portfolio is heavily concentrated at the top, with Microsoft (MSFT) serving as the dominant position. Valued at $519.21 million, Microsoft alone accounts for 19.19% of the total portfolio value—a significant overweight for a single stock in a diversified fund. This suggests a strong conviction in the company's long-term growth prospects.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
MSFT
MICROSOFT CORP
$370M992K13.3%02
IVV
ISHARES TR
$225M300K8.1%03
GOOG
ALPHABET INC
$132M373K4.7%04
IEFA
ISHARES TR
$115M1.2M4.1%05
AMD
ADVANCED MICRO DEVICES INC
$106M182K3.8%06
JEPI
J P MORGAN EXCHANGE TRADED F
$89M1.6M3.2%07
IEMG
ISHARES INC
$70M844K2.5%08
AMZN
AMAZON COM INC
$67M282K2.4%09
IWR
ISHARES TR
$64M583K2.3%10
GSLC
GOLDMAN SACHS ETF TR
$63M446K2.3%

Filing history

2026Q2Jun 30
$2.8B▲ 12.0%
600 positionsView →2026Q1Mar 31
$2.5B▼ 6.4%
574 positionsView →2025Q4Dec 31
$2.7B▼ 1.9%
583 positionsView →2025Q3Sep 30
$2.7B▲ 0.3%
573 positionsView →2025Q2Jun 30
$2.7B▲ 9.8%
566 positionsLocked2025Q1Mar 31
$2.5B▼ 7.6%
572 positionsLocked2024Q4Dec 31
$2.7B▲ 0.1%
580 positionsLocked2024Q3Sep 30
$2.7B▲ 1.4%
608 positionsLocked2024Q2Jun 30
$2.6B▲ 4.7%
788 positionsLocked2024Q1Mar 31
$2.5B▲ 13.9%
788 positionsLocked2023Q4Dec 31
$2.2B▲ 2.5%
812 positionsLocked2023Q3Sep 30
$2.1B▼ 7.5%
699 positionsLocked
Showing 12 of 100