First Foundation Advisors

CIK Number: 0001086763

2.7B

Market Value

312

# of Holdings

25 months

Avg. Holding Period

Win Rate

Peformance 3-Years

Main Sectors:

Top Industries:

Filing Date: Aug 14, 2025

Rank	Symbol	Name	Price	% Change	Shares	% Change Shares	Market Value	Avg. Price Paid	% Weight	Asset Type
1	MSFT	Microsoft Corpo...	517.35	+0.31%	1.02M	-0.57%	508.82M	46.72	18.85%	Share
2	IVV	iShares Core S&...	672.49	0.00%	297.08K	+1.54%	184.46M	466.21	6.84%	Share
3	GOOG	Alphabet Inc.	246.45	+0.01%	485.99K	-4.4%	86.21M	47.7	3.19%	Share
4	IEFA	iShares Core MS...	88.83	+0.89%	1.02M	+2.15%	84.75M	64.05	3.14%	Share
5	MOAT	VanEck Mornings...	101.09	+0.50%	876.29K	-17.94%	82.19M	77.64	3.05%	Share
6	JEPI	JPMorgan Equity...	57.03	+0.32%	1.43M	-4.8%	81.34M	56.3	3.01%	Share
7	AMZN	Amazon.com, Inc...	219.51	-1.3%	333.46K	-3.54%	73.16M	97.78	2.71%	Share
8	AAPL	Apple Inc.	258.02	+0.35%	313.3K	+0.12%	64.28M	100.45	2.38%	Share
9	GSLC	Goldman Sachs A...	130.58	-0.02%	502.4K	-2.28%	60.98M	82.88	2.26%	Share
10	BRK-B	Berkshire Hatha...	499.02	+0.63%	119.85K	-1.81%	58.22M	148.75	2.16%	Share
11	IWR	iShares Russell...	97.24	+0.31%	499.72K	-0.2%	45.96M	70.61	1.70%	Share
12	GSIE	Goldman Sachs A...	41.67	+0.64%	1.04M	+5.89%	41.12M	31.04	1.52%	Share
13	GSSC	Goldman Sachs A...	75.62	+0.63%	564.89K	-5.38%	38.76M	59.79	1.44%	Share
14	PRFZ	Invesco FTSE RA...	45.93	+0.58%	930.27K	-8.24%	37.83M	35.94	1.40%	Share
15	AGG	iShares Core U....	100.18	-0.11%	361.55K	-0.46%	35.87M	98.75	1.33%	Share
16	IEMG	iShares Core MS...	66.93	+0.27%	592.73K	-0.05%	35.58M	50.64	1.32%	Share
17	JPM	JPMorgan Chase ...	310.01	+0.80%	116.28K	-3.49%	33.71M	105.56	1.25%	Share
18	NVDA	NVIDIA Corporat...	187.62	-0.67%	204.68K	+0.89%	32.34M	37.68	1.20%	Share
19	CMF	iShares Califor...	57.01	+0.06%	521.52K	-1.13%	29.07M	57.7	1.08%	Share
20	IWF	iShares Russell...	469.99	-0.37%	61.33K	-11.81%	26.04M	314.95	0.96%	Share

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