§ 13F · FUND PROFILE
FIRST FOUNDATION ADVISORS.
AUM · $2.8B (13F)Positions · 600Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$20M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 973K | $363M | 13.0% | −1% |
| 2 | IVV | ISHARES TR | 255K | $191M | 6.9% | +1% |
| 3 | GOOG | ALPHABET INC | 325K | $115M | 4.1% | −3% |
| 4 | IEFA | ISHARES TR | 1.10M | $106M | 3.8% | +8% |
| 5 | AMD | ADVANCED MICRO DEVICES INC | 182K | $106M | 3.8% | ±0% |
| 6 | JEPI | J P MORGAN EXCHANGE TRADED F | 1.40M | $79M | 2.8% | ±0% |
| 7 | IEMG | ISHARES INC | 777K | $64M | 2.3% | +9% |
| 8 | AMZN | AMAZON COM INC | 252K | $60M | 2.2% | −3% |
| 9 | IWR | ISHARES TR | 537K | $59M | 2.1% | +5% |
| 10 | AAPL | APPLE INC | 198K | $57M | 2.1% | −23% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FIRST SIGNAL
AC read
FIRST FOUNDATION ADVISORS is a Other fund managing $2.8 billion in assets. The fund runs a broad portfolio of 600 positions.
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