Funds › First Foundation Advisors
First Foundation Advisors
13F for Q3 2026, filed Nov 13, 2026. 364 positions worth $2.9B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 13, 2026
Reported value
$2.9B
+$117.8M (4.2%) vs Q2 2026
Positions
364
353 in Q2 2026
Top 10 share
50.4%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corporation | 990,484 | $508.0M | 17.5% | -0.2% | 13F ↗ |
| 2 | iShares Tr Core S&P500 Etf | 313,850 | $240.4M | 8.3% | +4.4% | 13F ↗ |
| 3 | GOOG Alphabet Inc. Class C | 367,153 | $125.1M | 4.3% | -1.5% | 13F ↗ |
| 4 | iShares Tr Core Msci Eafe | 1.20M | $116.3M | 4.0% | +0.9% | 13F ↗ |
| 5 | AMD Advanced Micro Devices, Inc. | 182,206 | $111.5M | 3.8% | +0.1% | 13F ↗ |
| 6 | J P Morgan Exchange Traded F Equity Premium | 1.56M | $87.9M | 3.0% | -0.3% | 13F ↗ |
| 7 | AAPL Apple Inc. | 222,056 | $73.9M | 2.5% | +2.5% | 13F ↗ |
| 8 | AMZN Amazon.com, Inc. | 277,497 | $69.1M | 2.4% | -1.5% | 13F ↗ |
| 9 | iShares Inc Core Msci Emkt | 838,342 | $68.0M | 2.3% | -0.7% | 13F ↗ |
| 10 | iShares Tr Equity Etf | 582,087 | $62.1M | 2.1% | -0.2% | 13F ↗ |
| 11 | Vaneck ETF Trust Mrngstr Wde Moat | 567,288 | $60.0M | 2.1% | -4.5% | 13F ↗ |
| 12 | BRK-B Berkshire Hathaway Inc. Class B | 104,922 | $52.2M | 1.8% | +0.3% | 13F ↗ |
| 13 | Goldman Sachs ETF Tr Activebeta Int | 1.01M | $46.4M | 1.6% | -0.6% | 13F ↗ |
| 14 | NVDA NVIDIA Corporation | 194,301 | $44.4M | 1.5% | +1.2% | 13F ↗ |
| 15 | iShares Tr Etf | 154,421 | $42.9M | 1.5% | +2.2% | 13F ↗ |
| 16 | Goldman Sachs ETF Tr Activebeta Us Lg | 286,726 | $41.6M | 1.4% | -35.7% | 13F ↗ |
| 17 | Goldman Sachs ETF Tr Activebeta Us | 481,308 | $41.3M | 1.4% | -6.1% | 13F ↗ |
| 18 | Invesco Exchange Traded Fd T Rafi Us 1500 | 737,148 | $38.6M | 1.3% | -0.3% | 13F ↗ |
| 19 | JPM JPMorgan Chase & Co. | 96,948 | $32.1M | 1.1% | -1.0% | 13F ↗ |
| 20 | IAU iShares Gold Trust · Ishares New | 364,704 | $28.5M | 1.0% | +1.5% | 13F ↗ |
| 21 | APH Amphenol Corporation | 312,850 | $26.4M | 0.9% | -1.4% | 13F ↗ |
| 22 | Goldman Sachs ETF Tr Activebeta Eme | 443,465 | $22.7M | 0.8% | +3.5% | 13F ↗ |
| 23 | Cohen & Steers ETF Trust Real Estate Acti | 723,195 | $19.3M | 0.7% | +21.9% | 13F ↗ |
| 24 | SCHW Charles Schwab Corporation | 194,252 | $19.0M | 0.7% | -1.6% | 13F ↗ |
| 25 | iShares Tr Rus 1000 Grw Etf | 150,520 | $18.9M | 0.7% | -4.5% | 13F ↗ |
| 26 | iShares U S ETF Tr Bloomberg Roll | 288,751 | $18.4M | 0.6% | +1.6% | 13F ↗ |
| 27 | MA Mastercard Incorporated | 32,809 | $18.1M | 0.6% | -0.5% | 13F ↗ |
| 28 | UBER Uber Technologies, Inc. | 261,459 | $17.9M | 0.6% | +2.7% | 13F ↗ |
| 29 | Invesco Exchange Traded Fd T S&P500 Eql Wgt | 85,940 | $17.9M | 0.6% | +0.7% | 13F ↗ |
| 30 | AMAT Applied Materials, Inc. | 33,701 | $17.2M | 0.6% | -1.7% | 13F ↗ |
| 31 | iShares Tr Equities | 302,325 | $16.4M | 0.6% | -5.2% | 13F ↗ |
| 32 | PM Philip Morris International Inc | 84,492 | $16.1M | 0.6% | -7.3% | 13F ↗ |
| 33 | META Meta Platforms, Inc. | 21,904 | $15.9M | 0.5% | +5.3% | 13F ↗ |
| 34 | Listed Fds Tr Horizon Kinetics | 291,770 | $14.6M | 0.5% | -8.3% | 13F ↗ |
| 35 | Wisdomtree Tr Yield Enhancd Us | 350,164 | $14.4M | 0.5% | +6.2% | 13F ↗ |
| 36 | iShares Tr Core Us Aggbd Et | 151,218 | $14.3M | 0.5% | -6.2% | 13F ↗ |
| 37 | iShares Tr Core S&P Ttl Stk | 82,486 | $13.7M | 0.5% | -1.0% | 13F ↗ |
| 38 | Ssga Active ETF Tr St Str Globa Etf | 261,332 | $13.7M | 0.5% | +11.9% | 13F ↗ |
| 39 | GOOGL Alphabet Inc. Class A | 37,804 | $13.0M | 0.4% | +0.8% | 13F ↗ |
| 40 | Global X Fds S&P 500 Covered | 306,716 | $12.7M | 0.4% | +1.5% | 13F ↗ |
| 41 | JNJ Johnson & Johnson | 48,068 | $12.7M | 0.4% | +2.0% | 13F ↗ |
| 42 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 16,394 | $12.5M | 0.4% | -0.6% | 13F ↗ |
| 43 | COST Costco Wholesale Corporation | 13,445 | $12.2M | 0.4% | -0.9% | 13F ↗ |
| 44 | ASML ASML Holding N.V. · Equities | 6,587 | $11.9M | 0.4% | +21.5% | 13F ↗ |
| 45 | COR Cencora, Inc. | 38,744 | $11.6M | 0.4% | -1.9% | 13F ↗ |
| 46 | FSUN FirstSun Capital Bancorp | 274,629 | $10.6M | 0.4% | -5.4% | 13F ↗ |
| 47 | FTNT Fortinet, Inc. | 58,987 | $10.5M | 0.4% | -1.2% | 13F ↗ |
| 48 | iShares Tr Core Div Grwth | 137,990 | $10.4M | 0.4% | -3.6% | 13F ↗ |
| 49 | J P Morgan Exchange Traded F Rlty Income Etf | 207,537 | $10.3M | 0.4% | +5.1% | 13F ↗ |
| 50 | iShares Tr 7-10 Yr Trsy Bd | 109,564 | $9.8M | 0.3% | -17.0% | 13F ↗ |
Showing the top 50 of 364 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
23 new, 157 added to, 138 trimmed, 12 exited, 46 unchanged. By estimated dollars.
New positions (23)
| XOM ExxonMobil Holdings Corporation | 46,269 | New | $7.5M |
| Vanguard Star Fds | 19,701 | New | $1.7M |
| Vanguard Mun Bd Fds Tax Exempt Bd | 15,299 | New | $724.6K |
| American Centy ETF Tr Avantis Core Fi | 17,819 | New | $701.9K |
| Dfa Invt Dimensions Group In U.S. High Relati | 13,388 | New | $561.1K |
| Dfa Invt Dimensions Group In U.S. Core Eqty 1 | 5,835 | New | $482.3K |
| PANW Palo Alto Networks, Inc. | 1,113 | New | $442.2K |
| Vanguard International Equity Index F Ftse Europe Etf | 4,872 | New | $422.9K |
| VLO Valero Energy Corporation | 789 | New | $305.8K |
| CPRT Copart, Inc. | 10,917 | New | $297.8K |
Added to (157)
| iShares Tr Core S&P500 Etf | 313,850 | +4.4% | $10.2M |
| Cohen & Steers ETF Trust Real Estate Acti | 723,195 | +21.9% | $3.5M |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | 9,151 | +281% | $3.1M |
| ASML ASML Holding N.V. · Equities | 6,587 | +21.5% | $2.1M |
| Pimco Calif Mun Income Fd | 471,294 | +110% | $1.9M |
| AAPL Apple Inc. | 222,056 | +2.5% | $1.8M |
| RLTY Cohen & Steers Real Estate Opportunities and Income Fund · Shs Benfin Int | 175,776 | +213% | $1.7M |
| Ssga Active ETF Tr St Str Globa Etf | 261,332 | +11.9% | $1.5M |
| AZN AstraZeneca PLC | 27,295 | +47.1% | $1.4M |
| RYN Rayonier Inc. REIT | 106,435 | +206% | $1.3M |
Trimmed (138)
| Goldman Sachs ETF Tr Activebeta Us Lg | 286,726 | -35.7% | -$23.1M |
| DHR Danaher Corporation | 4,957 | -78.0% | -$3.9M |
| Vaneck ETF Trust Mrngstr Wde Moat | 567,288 | -4.5% | -$2.8M |
| iShares Tr Core 60 Bala Etf | 39,420 | -50.3% | -$2.7M |
| Goldman Sachs ETF Tr Activebeta Us | 481,308 | -6.1% | -$2.7M |
| iShares Tr 0-3 Mth Treasury | 50,028 | -33.9% | -$2.6M |
| Invesco Exch Traded Fd Tr II Calif Amt Mun | 266,397 | -29.9% | -$2.5M |
| iShares Tr 7-10 Yr Trsy Bd | 109,564 | -17.0% | -$2.0M |
| iShares Tr Msci Usa Qlt Fct | 37,122 | -18.9% | -$1.9M |
| GOOG Alphabet Inc. Class C | 367,153 | -1.5% | -$1.9M |
Exited (12)
| Exxon Mobil Corp | 45,672 | Exited | -$6.2M |
| BR Broadridge Financial Solutions, Inc. | 25,735 | Exited | -$3.5M |
| Dimensional ETF Trust Us High Prof Etf | 13,388 | Exited | -$558.7K |
| SHW Sherwin-Williams Company | 1,137 | Exited | -$391.3K |
| PHG Koninklijke Philips N.V. · Ny Regis Shs New | 13,155 | Exited | -$357.7K |
| SYK Stryker Corporation | 872 | Exited | -$274.5K |
| SPG Simon Property Group, Inc. | 1,108 | Exited | -$247.8K |
| Advisors Inner Circle Fd III | 9,584 | Exited | -$243.4K |
| Innovator Etfs Trust Grow 100 Pwr Aug | 6,830 | Exited | -$216.4K |
| iShares Tr Global Reit Etf | 7,636 | Exited | -$210.9K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Every position, puts and calls. Part of Premium.
Compare two quarters
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Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 365 | $2.9B | Current | SEC ↗ |
| Q2 2026 | Aug 14, 2026 | 13F-HR | 354 | $2.8B | Current | SEC ↗ |
| Q1 2026 | May 4, 2026 | 13F-HR | 336 | $2.5B | Current | SEC ↗ |
| Q4 2025 | Feb 4, 2026 | 13F-HR | 337 | $2.7B | Current | SEC ↗ |
| Q3 2025 | Nov 17, 2025 | 13F-HR | 334 | $2.7B | Current | SEC ↗ |
| Q2 2025 | Aug 14, 2025 | 13F-HR | 330 | $2.7B | Current | SEC ↗ |
| Q1 2025 | May 8, 2025 | 13F-HR | 332 | $2.5B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer