Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FIRST FOUNDATION ADVISORS (CIK 1086763) reported $2.78B across 353 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MSFT ($370.2M, 13.31%), IVV ($225.0M, 8.09%), GOOG ($131.7M, 4.73%), IEFA ($114.9M, 4.13%), AMD ($105.8M, 3.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $370.2M | 13.31% | 992,430 | Trimmed |
| 2 | IVV | ISHARES TR | $225.0M | 8.09% | 300,496 | Added |
| 3 | GOOG | ALPHABET INC | $131.7M | 4.73% | 372,706 | Trimmed |
| 4 | IEFA | ISHARES TR | $114.9M | 4.13% | 1.2M | Added |
| 5 | AMD | ADVANCED MICRO DEVICES INC | $105.8M | 3.80% | 182,059 | Added |
| 6 | JEPI | J P MORGAN EXCHANGE TRADED F | $88.6M | 3.18% | 1.6M | Trimmed |
| 7 | IEMG | ISHARES INC | $69.9M | 2.51% | 844,318 | Added |
| 8 | AMZN | AMAZON COM INC | $67.1M | 2.41% | 281,608 | Trimmed |
| 9 | IWR | ISHARES TR | $64.3M | 2.31% | 583,207 | Added |
| 10 | GSLC | GOLDMAN SACHS ETF TR | $63.3M | 2.27% | 446,025 | Trimmed |
| 11 | AAPL | APPLE INC | $62.7M | 2.25% | 216,711 | Trimmed |
| 12 | MOAT | VANECK ETF TRUST | $61.7M | 2.22% | 593,918 | Trimmed |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL | $52.3M | 1.88% | 104,602 | Trimmed |
| 14 | GSSC | GOLDMAN SACHS ETF TR | $46.8M | 1.68% | 512,488 | Trimmed |
| 15 | GSIE | GOLDMAN SACHS ETF TR | $46.6M | 1.67% | 1.0M | Trimmed |
| 16 | IWM | ISHARES TR | $45.4M | 1.63% | 151,117 | Added |
| 17 | PRFZ | INVESCO EXCHANGE TRADED FD T | $41.2M | 1.48% | 739,179 | Trimmed |
| 18 | NVDA | NVIDIA CORPORATION | $38.4M | 1.38% | 191,927 | Trimmed |
| 19 | JPM | JPMORGAN CHASE & CO | $32.0M | 1.15% | 97,905 | Trimmed |
| 20 | APH | AMPHENOL CORP | $28.0M | 1.01% | 158,700 | Trimmed |
| 21 | IAU | ISHARES GOLD TR | $27.1M | 0.98% | 359,362 | Added |
| 22 | AMAT | APPLIED MATLS INC | $24.8M | 0.89% | 34,278 | Trimmed |
| 23 | GEM | GOLDMAN SACHS ETF TR | $22.3M | 0.80% | 428,400 | Added |
| 24 | IWF | ISHARES TR | $19.6M | 0.70% | 157,598 | Added |
| 25 | UBER | UBER TECHNOLOGIES INC | $18.4M | 0.66% | 254,636 | Added |
Source: SEC Form 13F filings · as of 2026-06-30