§ 13F · FUND PROFILE
FIRST FOUNDATION ADVISORS.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 574Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$17M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 979K | $362M | 14.6% | ±0% |
| 2 | IVV | ISHARES TR | 251K | $164M | 6.6% | +2% |
| 3 | GOOG | ALPHABET INC | 334K | $96M | 3.9% | −2% |
| 4 | IEFA | ISHARES TR | 1.02M | $92M | 3.7% | +5% |
| 5 | JEPI | J P MORGAN EXCHANGE TRADED F | 1.40M | $80M | 3.2% | +4% |
| 6 | MOAT | VANECK ETF TRUST | 692K | $67M | 2.7% | −2% |
| 7 | AAPL | APPLE INC | 261K | $66M | 2.7% | ±0% |
| 8 | AMZN | AMAZON COM INC | 260K | $54M | 2.2% | −1% |
| 9 | IWR | ISHARES TR | 511K | $50M | 2.0% | +7% |
| 10 | IEMG | ISHARES INC | 710K | $50M | 2.0% | +19% |
§ 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
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed