StockDriftsStockDriftsTop 50 First Foundation Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 13.31% | 992.4K | $370.2M | -0.68%(-6.76K) | $42.01(+1056.91%) | 2026-06-30 | |
| IVV | ISHARES TR | 8.09% | 300.5K | $225.0M | +1.49%(+4.41K) | $448.73(+73.59%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 4.73% | 372.7K | $131.7M | -2.55%(-9.74K) | $45.76(+648.86%) | 2026-06-30 | |
| IEFA | ISHARES TR | 4.13% | 1.19M | $114.9M | +8.22%(+90.34K) | $68.62(+47.65%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 3.8% | 182.1K | $105.8M | +0.32%(+582) | $125.81(+307.15%) | 2026-06-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 3.18% | 1.57M | $88.6M | -0.48%(-7.51K) | $56.58(+2.30%) | 2026-06-30 | |
| IEMG | ISHARES INC | 2.51% | 844.3K | $69.9M | +9.28%(+71.72K) | $57.06(+44.82%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.41% | 281.6K | $67.1M | -2.63%(-7.62K) | $94.21(+178.66%) | 2026-06-30 | |
| IWR | ISHARES TR | 2.31% | 583.2K | $64.3M | +5.31%(+29.40K) | $75.39(+51.90%) | 2026-06-30 | |
| GSLC | GOLDMAN SACHS ETF TR | 2.27% | 446.0K | $63.3M | -2.84%(-13.06K) | $82.06(+81.26%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.06% | +48.38% | +8.13% | +47.83% |
| Top 20 Holdings Unweighted | +17.26% | +61.22% | +8.11% | +47.68% |
First Foundation Advisors reports $2.78B in US-listed equity holdings across 353 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (13.3%), IVV (8.1%) and GOOG (4.7%). The top 20 holdings account for 63.09% of reported assets. Its disclosed equity book has returned +48.38% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from First Foundation Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1086763). View First Foundation Advisors’s 13F filings on SEC