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 $2.48B across 329 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($369.9M, 14.89%), IVV ($193.4M, 7.79%), GOOG ($109.7M, 4.42%), IEFA ($99.5M, 4.01%), JEPI ($89.3M, 3.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $369.9M | 14.89% | 999,186 | Trimmed |
| 2 | IVV | ISHARES TR | $193.4M | 7.79% | 296,082 | Added |
| 3 | GOOG | ALPHABET INC | $109.7M | 4.42% | 382,442 | Trimmed |
| 4 | IEFA | ISHARES TR | $99.5M | 4.01% | 1.1M | Added |
| 5 | JEPI | J P MORGAN EXCHANGE TRADED F | $89.3M | 3.60% | 1.6M | Added |
| 6 | MOAT | VANECK ETF TRUST | $71.9M | 2.89% | 743,411 | Trimmed |
| 7 | AAPL | APPLE INC | $71.9M | 2.89% | 283,134 | Added |
| 8 | AMZN | AMAZON COM INC | $60.2M | 2.43% | 289,224 | Trimmed |
| 9 | GSLC | GOLDMAN SACHS ETF TR | $57.4M | 2.31% | 459,085 | Trimmed |
| 10 | IEMG | ISHARES INC | $53.9M | 2.17% | 772,603 | Added |
| 11 | IWR | ISHARES TR | $53.8M | 2.17% | 553,804 | Added |
| 12 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $50.5M | 2.03% | 105,303 | Trimmed |
| 13 | GSIE | GOLDMAN SACHS ETF TR | $44.2M | 1.78% | 1.0M | Added |
| 14 | GSSC | GOLDMAN SACHS ETF TR | $38.4M | 1.55% | 515,730 | Added |
| 15 | AMD | ADVANCED MICRO DEVICES INC | $36.9M | 1.49% | 181,477 | Trimmed |
| 16 | NVDA | NVIDIA CORPORATION | $35.0M | 1.41% | 200,439 | Added |
| 17 | PRFZ | INVESCO EXCHANGE TRADED FD T | $34.8M | 1.40% | 758,912 | Trimmed |
| 18 | IWM | ISHARES TR | $31.8M | 1.28% | 128,097 | Trimmed |
| 19 | IAU | ISHARES GOLD TR | $30.7M | 1.23% | 347,773 | Added |
| 20 | JPM | JPMORGAN CHASE & CO | $29.3M | 1.18% | 99,471 | Added |
| 21 | APH | AMPHENOL CORP | $21.3M | 0.86% | 168,723 | Trimmed |
| 22 | CMF | ISHARES TR | $20.3M | 0.82% | 356,732 | Trimmed |
| 23 | SCHW | SCHWAB CHARLES CORP | $18.4M | 0.74% | 195,410 | Added |
| 24 | IWF | ISHARES TR | $18.2M | 0.73% | 42,627 | Trimmed |
| 25 | GEM | GOLDMAN SACHS ETF TR | $17.6M | 0.71% | 406,680 | Added |
Source: SEC Form 13F filings · as of 2026-03-31