Top 50 First Foundation Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 14.91% | 999.2K | $369.9M | -0.04%(-425) | $42.19(+860.55%) | 2026-03-31 | |
| IVV | ISHARES TR | 7.79% | 296.1K | $193.4M | +2.49%(+7.19K) | $445.11(+67.54%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 4.42% | 382.4K | $109.7M | -2.26%(-8.85K) | $45.76(+772.10%) | 2026-03-31 | |
| IEFA | ISHARES TR | 4.01% | 1.10M | $99.5M | +5.04%(+52.75K) | $66.59(+45.89%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 3.6% | 1.58M | $89.3M | +4.30%(+65.00K) | $56.52(-1.05%) | 2026-03-31 | |
| MOAT | VANECK ETF TRUST | 2.9% | 743.4K | $71.9M | -2.25%(-17.11K) | $76.47(+30.07%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.86% | 279.4K | $70.9M | -1.23%(-3.49K) | $106.76(+179.94%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.43% | 289.2K | $60.2M | -0.59%(-1.72K) | $94.21(+186.73%) | 2026-03-31 | |
| GSLC | GOLDMAN SACHS ETF TR | 2.32% | 459.1K | $57.4M | -1.77%(-8.26K) | $82.06(+71.27%) | 2026-03-31 | |
| IEMG | ISHARES INC | 2.17% | 772.6K | $53.9M | +19.39%(+125.49K) | $55.38(+48.15%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.86% | +43.76% |
| Top 20 Holdings Unweighted | +12.53% | +42.50% |
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