First Foundation Advisors
All holdings · as of Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| COLUMBIA ETF TR I | $947.5K | 0.0% |
| The Boeing Company | $967.3K | 0.0% |
| Morgan Stanley | $986.1K | 0.0% |
| Palantir Technologies Inc | $994.6K | 0.0% |
| Rockwell Automation Inc | $1.00M | 0.0% |
| SSGA ACTIVE ETF TR | $1.03M | 0.0% |
| MCDONALD'S CORP | $1.04M | 0.0% |
| ABBOTT LABORATORIES | $1.10M | 0.0% |
| BlackRock, Inc. | $1.12M | 0.0% |
| ISHARES TR | $1.14M | 0.0% |
| NUVEEN CALIFORNIA MUNICIPAL VALUE FUNDNCA | $1.15M | 0.0% |
| ISHARES TR | $1.17M | 0.0% |
| AMERICAN EXPRESS CO | $1.18M | 0.0% |
| BANK OF AMERICA CORP /DE | $1.19M | 0.0% |
| Netflix Inc | $1.21M | 0.0% |
| KONINKLIJKE PHILIPS N V | $1.22M | 0.0% |
| INTERNATIONAL BUSINESS MACHINES CORP | $1.22M | 0.0% |
| VANECK ETF TRUST | $1.24M | 0.1% |
| HONEYWELL INTERNATIONAL INC | $1.27M | 0.1% |
| ISHARES TR | $1.28M | 0.1% |
| Phillips Edison & Company, Inc. | $1.29M | 0.1% |
| U-Haul Holding Co | $1.30M | 0.1% |
| AMGEN INC | $1.33M | 0.1% |
| THE GOLDMAN SACHS GROUP, INC. | $1.34M | 0.1% |
| STARBUCKS CORP | $1.35M | 0.1% |
| Constellation Energy Corp | $1.40M | 0.1% |
| ISHARES TR | $1.44M | 0.1% |
| VANGUARD INDEX FDS | $1.45M | 0.1% |
| SPDR GOLD TR | $1.46M | 0.1% |
| J P MORGAN EXCHANGE TRADED F | $1.47M | 0.1% |
| AT&T INC. | $1.52M | 0.1% |
| T ROWE PRICE ETF INC | $1.53M | 0.1% |
| VANECK ETF TRUST | $1.55M | 0.1% |
| GE Vernova Inc. | $1.57M | 0.1% |
| VANGUARD INDEX FDS | $1.60M | 0.1% |
| Liberty Media Corp-Liberty Formula One | $1.70M | 0.1% |
| BURFORD CAPITAL LIMITED | $1.72M | 0.1% |
| PEPSICO INC | $1.78M | 0.1% |
| TORTOISE ENERGY INFRASTRUCTURE CORPTYG | $1.89M | 0.1% |
| PIMCO CALIF MUN INCOME FD | $1.92M | 0.1% |
| ORACLE CORP | $1.99M | 0.1% |
| JANUS DETROIT STR TR | $2.01M | 0.1% |
| INVESCO EXCH TRADED FD TR II | $2.02M | 0.1% |
| Copart Inc | $2.05M | 0.1% |
| AbbVie Inc. | $2.07M | 0.1% |
| Paycom Software, Inc. | $2.21M | 0.1% |
| J P MORGAN EXCHANGE TRADED F | $2.22M | 0.1% |
| VANGUARD SCOTTSDALE FDS | $2.23M | 0.1% |
| Merck & Co., Inc. | $2.24M | 0.1% |
| Kinsale Capital Group, Inc. | $2.25M | 0.1% |