StockDrifts LogoStockDrifts

First Foundation Advisors

Portfolio Manager
First Foundation Advisors
Performance
-9.32% (2026 Q1)
AUM (13F)
$2.48B
# of Holdings
334
Performance Rank
Allocation (Top 20)
62.89%

First Foundation Advisors Holdings Map

Top 50 First Foundation Advisors Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MSFT
MICROSOFT CORP
14.91%999.2K$369.9M
-0.04%(-425)
2025-Q1: 1.03M shares2025-Q2: 1.02M shares2025-Q3: 1.00M shares2025-Q4: 999.6K shares2026-Q1: 999.2K shares
$42.19(+860.55%)
2026-03-31
IVV
ISHARES TR
7.79%296.1K$193.4M
+2.49%(+7.19K)
2025-Q1: 292.6K shares2025-Q2: 297.1K shares2025-Q3: 292.4K shares2025-Q4: 288.9K shares2026-Q1: 296.1K shares
$445.11(+67.54%)
2026-03-31
GOOG
ALPHABET INC
4.42%382.4K$109.7M
-2.26%(-8.85K)
2025-Q1: 508.4K shares2025-Q2: 486.0K shares2025-Q3: 434.9K shares2025-Q4: 391.3K shares2026-Q1: 382.4K shares
$45.76(+772.10%)
2026-03-31
IEFA
ISHARES TR
4.01%1.10M$99.5M
+5.04%(+52.75K)
2025-Q1: 993.8K shares2025-Q2: 1.02M shares2025-Q3: 1.04M shares2025-Q4: 1.05M shares2026-Q1: 1.10M shares
$66.59(+45.89%)
2026-03-31
JEPI
J P MORGAN EXCHANGE TRADED F
3.6%1.58M$89.3M
+4.30%(+65.00K)
2025-Q1: 1.50M shares2025-Q2: 1.43M shares2025-Q3: 1.49M shares2025-Q4: 1.51M shares2026-Q1: 1.58M shares
$56.52(-1.05%)
2026-03-31
MOAT
VANECK ETF TRUST
2.9%743.4K$71.9M
-2.25%(-17.11K)
2025-Q1: 1.07M shares2025-Q2: 876.3K shares2025-Q3: 799.8K shares2025-Q4: 760.5K shares2026-Q1: 743.4K shares
$76.47(+30.07%)
2026-03-31
AAPL
APPLE INC
2.86%279.4K$70.9M
-1.23%(-3.49K)
2025-Q1: 312.9K shares2025-Q2: 313.3K shares2025-Q3: 301.3K shares2025-Q4: 282.9K shares2026-Q1: 279.4K shares
$106.76(+179.94%)
2026-03-31
AMZN
AMAZON COM INC
2.43%289.2K$60.2M
-0.59%(-1.72K)
2025-Q1: 345.7K shares2025-Q2: 333.5K shares2025-Q3: 307.3K shares2025-Q4: 290.9K shares2026-Q1: 289.2K shares
$94.21(+186.73%)
2026-03-31
GSLC
GOLDMAN SACHS ETF TR
2.32%459.1K$57.4M
-1.77%(-8.26K)
2025-Q1: 514.1K shares2025-Q2: 502.4K shares2025-Q3: 485.0K shares2025-Q4: 467.3K shares2026-Q1: 459.1K shares
$82.06(+71.27%)
2026-03-31
IEMG
ISHARES INC
2.17%772.6K$53.9M
+19.39%(+125.49K)
2025-Q1: 593.0K shares2025-Q2: 592.7K shares2025-Q3: 628.5K shares2025-Q4: 647.1K shares2026-Q1: 772.6K shares
$55.38(+48.15%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track First Foundation Advisors, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all