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FIRST FOUNDATION ADVISORS

Q2 2026 13F filing

Updated 27 days ago

600 disclosed positions worth $2.8B

Portfolio value
$2.8B
Total holdings
600
New positions
29
Closed positions
10
Increased
131
Decreased
140
Turnover
6.5%
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

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
5.AMD

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
10.AAPL

APPLE INC

+5246.5%
Value
$57.2M
Shares
197.8K
% Port
2.06%
H
11.HODL

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
15.ETHA

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
18.NVDA

NVIDIA CORPORATION

+2194.7%
Value
$34.4M
Shares
172.1K
% Port
1.24%
E
19.ETHA

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%
I
21.IAU

ISHARES GOLD TR

+3.6%
Value
$25.3M
Shares
335.6K
% Port
0.91%
A
22.APH

AMPHENOL CORP

-6.3%
Value
$24.7M
Shares
140.0K
% Port
0.89%
A
23.AMAT

APPLIED MATLS INC

-1.2%
Value
$20M
Shares
27.7K
% Port
0.72%
G

GOLDMAN SACHS ETF TR

+7.0%
Value
$19.2M
Shares
368.8K
% Port
0.69%
G

ALPHABET INC

-85.7%
Value
$16.9M
Shares
47.7K
% Port
0.61%
I
26.IVZ

INVESCO EXCHANGE TRADED FD T

+0.5%
Value
$16.6M
Shares
78.1K
% Port
0.60%
S

SCHWAB CHARLES CORP

+1.7%
Value
$16.6M
Shares
179.9K
% Port
0.60%
U
28.UBER

UBER TECHNOLOGIES INC

+8.3%
Value
$16.4M
Shares
227.5K
% Port
0.59%
P
29.PM

PHILIP MORRIS INTL INC

-0.5%
Value
$15.8M
Shares
87.4K
% Port
0.57%
U
30.UTF

COHEN & STEERS ETF TRUST

+191.8%
Value
$15.7M
Shares
553.2K
% Port
0.56%
E
31.ETHA

ISHARES TR

-11.8%
Value
$15.6M
Shares
270.3K
% Port
0.56%
H
32.HKHC

LISTED FDS TR

+29.8%
Value
$15.2M
Shares
305.0K
% Port
0.55%
M
33.MA

MASTERCARD INCORPORATED

-0.9%
Value
$15.1M
Shares
29.3K
% Port
0.54%
E
34.ETHA

ISHARES U S ETF TR

+126.3%
Value
$13.8M
Shares
249.9K
% Port
0.50%
B
35.BTCW

WISDOMTREE TR

+3.1%
Value
$13.8M
Shares
316.8K
% Port
0.50%
E
36.ETHA

ISHARES TR

+269.0%
Value
$13.4M
Shares
108.2K
% Port
0.48%
E
37.ETHA

ISHARES TR

-0.6%
Value
$12.2M
Shares
74.5K
% Port
0.44%
E
38.ETHA

ISHARES TR

-5.2%
Value
$12.2M
Shares
129.2K
% Port
0.44%
C
39.COST

COSTCO WHOLESALE CORPORATION

-4.9%
Value
$12.1M
Shares
12.9K
% Port
0.43%
S
40.SPY

STATE STR SPDR S&P 500 ETF T

+5.9%
Value
$11.7M
Shares
15.7K
% Port
0.42%
E
41.ETHA

ISHARES TR

+0.1%
Value
$11.6M
Shares
117.3K
% Port
0.42%
J
42.JNJ

JOHNSON & JOHNSON

+3.0%
Value
$11.3M
Shares
44.6K
% Port
0.41%
F
43.FSUN

FIRSTSUN CAP BANCORP

Value
$11.3M
Shares
290.3K
% Port
0.40%
S

SSGA ACTIVE ETF TR

-0.6%
Value
$11M
Shares
207.7K
% Port
0.39%
M
45.META

META PLATFORMS INC

-4.5%
Value
$10.7M
Shares
19.0K
% Port
0.38%
C
46.CP

CANADIAN PACIFIC KANSAS CITY

-1.2%
Value
$10.2M
Shares
117.7K
% Port
0.37%
E
47.ETHA

ISHARES TR

+7.3%
Value
$10.1M
Shares
133.4K
% Port
0.36%
A

ASML HLDG NV

-17.5%
Value
$9.9M
Shares
5.0K
% Port
0.36%
G

ALPHABET INC

+2.5%
Value
$9.8M
Shares
27.5K
% Port
0.35%
B
50.BLK

ISHARES TR

+72.9%
Value
$9.8M
Shares
89.6K
% Port
0.35%