Institutions / First Foundation Advisors
First Foundation Advisors
CIK 1086763 ยท Institution ยท as of Mar 31, 2026
Portfolio value
$2.48B
Positions
334
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$2.48B-6.5%Positions
334-0.9%Top holdings
Mar 31, 2026View all 334 โ
| Company | Value | % of portfolio |
|---|---|---|
| Microsoft Corp | $369.87M | 14.9% |
| iShares Tr | $193.40M | 7.8% |
| Alphabet Inc. | $109.71M | 4.4% |
| iShares Tr | $99.53M | 4.0% |
| J P Morgan Exchange Traded F | $89.33M | 3.6% |
| VanEck ETF Trust | $71.89M | 2.9% |
| Apple Inc. | $70.92M | 2.9% |
| Amazon.com Inc | $60.24M | 2.4% |
| Goldman Sachs ETF Tr | $57.45M | 2.3% |
| iShares Inc | $53.89M | 2.2% |
| iShares Tr | $53.85M | 2.2% |
| Warren E. Buffett | $50.46M | 2.0% |
| Goldman Sachs ETF Tr | $44.19M | 1.8% |
| Goldman Sachs ETF Tr | $38.45M | 1.5% |
| Advanced Micro Devices Inc | $36.92M | 1.5% |
| Invesco Exchange Traded Fd T | $34.81M | 1.4% |
| NVIDIA Corp | $33.65M | 1.4% |
| iShares Tr | $31.77M | 1.3% |
| iShares Gold Tr | $30.66M | 1.2% |
| JPMorgan Chase & Co | $29.26M | 1.2% |
| Amphenol Corp /De | $21.32M | 0.9% |
| iShares Tr | $20.28M | 0.8% |
| Schwab Charles Corp | $18.36M | 0.7% |
| iShares Tr | $18.18M | 0.7% |
| Goldman Sachs ETF Tr | $17.57M | 0.7% |
Activity
Mar 31, 2026View full history โ
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.| Date | Action | Company | Value | Shares ฮ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | United Parcel Service Inc Common stock | $-13.74M | -140K -79.30% | 36,461 0.14% of portfolio | medium |
| Q1 2026 as of | Exit | 046353108 Common stock | $-11.39M | -124K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | 867224107 Common stock | $-9.15M | -138K -55.39% | 111,514 0.30% of portfolio | medium |
| Q1 2026 as of | Add | 46434G103 Common stock | $8.75M | +125K +19.39% | 772,603 2.17% of portfolio | medium |
| Q1 2026 as of | Trim | 78467V608 Common stock | $-8.06M | -201K -61.02% | 128,343 0.21% of portfolio | medium |
| Q1 2026 as of | Add | 46431W598 Common stock | $7.16M | +121K +953.21% | 133,199 0.32% of portfolio | medium |
| Q1 2026 as of | Trim | 46641Q126 Common stock | $-5.48M | -114K -27.85% | 295,377 0.57% of portfolio | medium |
| Q1 2026 as of | Add | 464287804 Common stock | $5.48M | +44K +552.00% | 52,056 0.26% of portfolio | medium |
| Q1 2026 as of | Trim | Prologis Inc Common stock | $-5.43M | -41K -62.45% | 24,696 0.13% of portfolio | medium |
| Q1 2026 as of | New | 19249U104 Common stock | $5.41M | +206K | 205,835 0.22% of portfolio | medium |