FIRST FOUNDATION ADVISORS

hedge fundUpdated 27 days ago

Managed by First Foundation Advisors • Latest filing Q2 2026

Portfolio value

$2.8B

Q2 2026

Filings

14

Quarterly 13F history

Top-10 concentration

43.2%

Weight of largest holdings

Annualized return

7.9%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table

Period	Portfolio value
Q1 2023	$2.2B
Q2 2023	$2.3B
Q3 2023	$2.1B
Q4 2023	$2.2B
Q1 2024	$2.5B
Q2 2024	$2.6B
Q3 2024	$2.7B
Q4 2024	$2.7B
Q1 2025	$2.5B
Q2 2025	$2.7B
Q3 2025	$2.7B
Q4 2025	$2.7B
Q1 2026	$2.5B
Q2 2026	$2.8B

Top holdings

600 positions as of Q2 2026

#	Stock	Value	Shares	% Portfolio	Change
1	M MSFT MICROSOFT CORP	$362.8M	972.6K	13.04%	Trimmed(-0.7%)
2	E ETHA ISHARES TR	$191.2M	255.3K	6.87%	Added(+1.7%)
3	G GOOGN ALPHABET INC	$114.8M	325.0K	4.13%	Trimmed(-2.7%)
4	E ETHA ISHARES TR	$106.5M	1.10M	3.83%	Added(+8.2%)
5	A AMD ADVANCED MICRO DEVICES INC	$105.7M	181.9K	3.80%	Added(+0.3%)
6	J JPM-PM J P MORGAN EXCHANGE TRADED F	$79.2M	1.40M	2.85%	Trimmed(-0.2%)
7	E ETHA ISHARES INC	$64.4M	776.9K	2.31%	Added(+9.4%)
8	A AMZN AMAZON COM INC	$60.1M	252.3K	2.16%	Trimmed(-2.9%)
9	E ETHA ISHARES TR	$59.2M	536.7K	2.13%	Added(+5.0%)
10	A AAPL APPLE INC	$57.2M	197.8K	2.06%	Added(+5246.5%)
11	H HODL VANECK ETF TRUST	$56.5M	543.8K	2.03%	Trimmed(-21.4%)
12	G GS-PD GOLDMAN SACHS ETF TR	$54.8M	386.2K	1.97%	Trimmed(-2.3%)
13	B BRK-A BERKSHIRE HATHAWAY INC DEL	$43.8M	87.5K	1.57%	Trimmed(-0.5%)
14	G GS-PD GOLDMAN SACHS ETF TR	$42M	459.7K	1.51%	Trimmed(-0.8%)
15	E ETHA ISHARES TR	$41.1M	136.8K	1.48%	Added(+19.1%)
16	G GS-PD GOLDMAN SACHS ETF TR	$38.8M	848.1K	1.39%	Trimmed(-0.6%)
17	? N/A INVESCO EXCHANGE TRADED FD T	$35.4M	635.4K	1.27%	Trimmed(-3.7%)
18	N NVDA NVIDIA CORPORATION	$34.4M	172.1K	1.24%	Added(+2194.7%)
19	E ETHA ISHARES TR	$33.9M	45.2K	1.22%	Trimmed(-82.0%)
20	J JPM-PM JPMORGAN CHASE & CO	$28.7M	87.7K	1.03%	Trimmed(-1.8%)

M

MICROSOFT CORP

-0.7%

Value

$362.8M

Shares

972.6K

% Port

13.04%

E

ISHARES TR

+1.7%

Value

$191.2M

Shares

255.3K

% Port

6.87%

G

ALPHABET INC

-2.7%

Value

$114.8M

Shares

325.0K

% Port

4.13%

E

ISHARES TR

+8.2%

Value

$106.5M

Shares

1.10M

% Port

3.83%

A

ADVANCED MICRO DEVICES INC

+0.3%

Value

$105.7M

Shares

181.9K

% Port

3.80%

J

J P MORGAN EXCHANGE TRADED F

-0.2%

Value

$79.2M

Shares

1.40M

% Port

2.85%

E

ISHARES INC

+9.4%

Value

$64.4M

Shares

776.9K

% Port

2.31%

A

AMAZON COM INC

-2.9%

Value

$60.1M

Shares

252.3K

% Port

2.16%

E

ISHARES TR

+5.0%

Value

$59.2M

Shares

536.7K

% Port

2.13%

A

APPLE INC

+5246.5%

Value

$57.2M

Shares

197.8K

% Port

2.06%

H

VANECK ETF TRUST

-21.4%

Value

$56.5M

Shares

543.8K

% Port

2.03%

G

GOLDMAN SACHS ETF TR

-2.3%

Value

$54.8M

Shares

386.2K

% Port

1.97%

B

BERKSHIRE HATHAWAY INC DEL

-0.5%

Value

$43.8M

Shares

87.5K

% Port

1.57%

G

GOLDMAN SACHS ETF TR

-0.8%

Value

$42M

Shares

459.7K

% Port

1.51%

E

ISHARES TR

+19.1%

Value

$41.1M

Shares

136.8K

% Port

1.48%

G

GOLDMAN SACHS ETF TR

-0.6%

Value

$38.8M

Shares

848.1K

% Port

1.39%

?

17.N/A

INVESCO EXCHANGE TRADED FD T

-3.7%

Value

$35.4M

Shares

635.4K

% Port

1.27%

N

NVIDIA CORPORATION

+2194.7%

Value

$34.4M

Shares

172.1K

% Port

1.24%

E

ISHARES TR

-82.0%

Value

$33.9M

Shares

45.2K

% Port

1.22%

J

JPMORGAN CHASE & CO

-1.8%

Value

$28.7M

Shares

87.7K

% Port

1.03%

View full portfolio (600 holdings) →

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