§ 13F · FUND PROFILE
FIRST FOUNDATION ADVISORS.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 583Turnover · — · Q4Filed · Feb 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2653.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 979K | $473.3T | 17.8% | NEW |
| 2 | IVV | ISHARES TR | 243K | $166.7T | 6.3% | NEW |
| 3 | GOOG | ALPHABET INC | 341K | $107.0T | 4.0% | NEW |
| 4 | IEFA | ISHARES TR | 970K | $86.8T | 3.3% | NEW |
| 5 | JEPI | J P MORGAN EXCHANGE TRADED F | 1.35M | $77.4T | 2.9% | NEW |
| 6 | MOAT | VANECK ETF TRUST | 708K | $73.3T | 2.8% | NEW |
| 7 | AAPL | APPLE INC | 263K | $71.6T | 2.7% | NEW |
| 8 | AMZN | AMAZON COM INC | 260K | $60.1T | 2.3% | NEW |
| 9 | GSLC | GOLDMAN SACHS ETF TR | 405K | $53.7T | 2.0% | NEW |
| 10 | IWR | ISHARES TR | 483K | $46.5T | 1.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FIRST SIGNAL
AC read
FIRST FOUNDATION ADVISORS is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed