First Foundation Advisors

13F filer · CIK 0001086763

Reported Aug 14, 2026

Net seller this quarter

13F portfolio value$2.78BU.S. long equity reported on 13F

Positions23214 new · 7 closed

Net flow last quarter-$23.3MBuys minus sells

Top 10 positions weight32.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 2026232 positions
MSFTMicrosoft Corp	$370M	13.31%	0.01%	-0.7%	Q2 2013
GOOGAlphabet Inc.	$132M	4.73%	Not reported	-2.6%	Q4 2015
AMDAdvanced Micro Devices Inc	$106M	3.80%	0.01%	+0.3%	Q4 2018
AMZNAmazon Com Inc	$67.1M	2.41%	0.00%	-2.6%	Q4 2015
AAPLApple Inc.	$62.7M	2.25%	0.00%	-22.5%	Q2 2013
BRK.BBerkshire Hathaway Inc	$52.3M	1.88%	Not reported	-0.7%	Q2 2013
NVDANvidia Corp	$38.4M	1.38%	0.00%	-0.5%	Q3 2016
JPMJPMorgan Chase & Co	$32M	1.15%	0.00%	-1.6%	Q2 2013
APHAmphenol Corp	$28M	1.01%	0.01%	-5.9%	Q2 2022
IAUIshares Gold Trust	$27.1M	0.98%	0.04%	+3.3%	Q3 2019
AMATApplied Materials Inc	$24.8M	0.89%	0.00%	-1.1%	Q4 2017
UBERUber Technologies, Inc	$18.4M	0.66%	0.01%	+7.0%	Q2 2019
SCHWSchwab Charles Corp	$18.2M	0.65%	0.01%	+1.1%	Q4 2015
MAMastercard Inc	$16.9M	0.61%	0.00%	-1.5%	Q1 2017
PMPhilip Morris International Inc.	$16.5M	0.59%	0.01%	-0.9%	Q2 2013
GOOGLAlphabet Inc.	$13.4M	0.48%	0.00%	-4.1%	Q4 2015
COSTCostco Wholesale Corp	$12.7M	0.46%	0.00%	-5.2%	Q1 2014
SPYSPDR S&P 500 ETF Trust	$12.3M	0.44%	Not reported	+5.6%	Q2 2013
JNJJohnson & Johnson	$12M	0.43%	0.00%	+2.8%	Q2 2013
METAMeta Platforms, Inc.	$11.7M	0.42%	Not reported	-3.7%	Q2 2013
FSUNFirstsun Capital Bancorp	$11.3M	0.40%	1.04%	New	Q2 2026
CORCencora, Inc.	$11.2M	0.40%	0.02%	-3.8%	Q2 2014
ASMLAsml Holding NV	$10.8M	0.39%	0.00%	-16.4%	Q2 2021
CPCanadian Pacific Kansas City Ltd	$10.8M	0.39%	0.01%	-2.7%	Q3 2021
LOWLowes Companies Inc	$9.56M	0.34%	0.01%	-1.3%	Q3 2016
QCOMQualcomm Inc	$9.17M	0.33%	0.00%	-21.9%	Q2 2013
FTNTFortinet, Inc.	$9.17M	0.33%	0.01%	-4.8%	Q4 2018
AVGOBroadcom Inc.	$8.12M	0.29%	0.00%	+15.0%	Q1 2016
DISWalt Disney Co	$7.52M	0.27%	0.00%	-3.9%	Q2 2013
MPWRMonolithic Power Systems, Inc.	$7.33M	0.26%	0.01%	-16.6%	Q1 2022
VVisa Inc.	$7.08M	0.25%	0.00%	+2.7%	Q1 2017
LLYELI LILLY & Co	$7.04M	0.25%	0.00%	-7.5%	Q2 2013
MEDPMedpace Holdings, Inc.	$6.72M	0.24%	0.05%	-2.8%	Q2 2025
BNBROOKFIELD Corp	$6.53M	0.23%	Not reported	-3.2%	Q4 2022
DJPBarclays Bank PLC	$6.39M	0.23%	Not reported	+2.4%	Q2 2021
XOMExxonMobil Holdings Corp	$6.24M	0.22%	0.00%	-1.7%	Q2 2013
ANETArista Networks, Inc.	$6.09M	0.22%	0.00%	-5.5%	Q1 2018
TXNTexas Instruments Inc	$5.82M	0.21%	0.00%	+1.7%	Q3 2013
EPDEnterprise Products Partners L.P.	$5.5M	0.20%	0.01%	-0.5%	Q2 2013
NEENextera Energy Inc	$5.41M	0.19%	0.00%	-2.6%	Q2 2014
APPAppLovin Corp	$5.35M	0.19%	0.00%	-4.6%	Q2 2025
BEBloom Energy Corp	$5.3M	0.19%	0.01%	Not reported	Q4 2018
WMTWalmart Inc.	$5.26M	0.19%	0.00%	-9.1%	Q3 2013
CMECme Group Inc.	$5.15M	0.19%	0.01%	-6.7%	Q3 2019
LINLinde PLC	$5.09M	0.18%	0.00%	+0.4%	Q4 2018
CATCaterpillar Inc	$4.77M	0.17%	0.00%	+9.1%	Q2 2013
BKNGBooking Holdings Inc.	$4.71M	0.17%	0.00%	+18.1%	Q3 2018
CVXChevron Corp	$4.43M	0.16%	0.00%	-7.9%	Q2 2013
HDHome Depot, Inc.	$4.42M	0.16%	0.00%	-13.9%	Q2 2013
MELIMercadolibre Inc	$4.34M	0.16%	0.01%	+23.8%	Q2 2021

Q1 2026Reported May 4, 2026224 positions
MSFTMicrosoft Corp	$370M	14.89%	0.01%	0.0%	Q2 2013
GOOGAlphabet Inc.	$110M	4.42%	Not reported	-2.3%	Q4 2015
AAPLApple Inc.	$70.9M	2.86%	0.00%	-1.2%	Q2 2013
AMZNAmazon Com Inc	$60.2M	2.43%	0.00%	-0.6%	Q4 2015
BRK.BBerkshire Hathaway Inc	$50.5M	2.03%	Not reported	-0.5%	Q2 2013
AMDAdvanced Micro Devices Inc	$36.9M	1.49%	0.01%	-0.4%	Q4 2018
NVDANvidia Corp	$33.6M	1.35%	0.00%	+0.2%	Q3 2016
IAUIshares Gold Trust	$30.7M	1.23%	0.04%	+1.7%	Q3 2019
JPMJPMorgan Chase & Co	$29.3M	1.18%	0.00%	+0.4%	Q2 2013
APHAmphenol Corp	$21.3M	0.86%	0.01%	-2.9%	Q2 2022
SCHWSchwab Charles Corp	$18.4M	0.74%	0.01%	+1.3%	Q4 2015
UBERUber Technologies, Inc	$17.1M	0.69%	0.01%	+3.2%	Q2 2019
MAMastercard Inc	$16.7M	0.67%	0.00%	-3.4%	Q1 2017
PMPhilip Morris International Inc.	$15.2M	0.61%	0.01%	-0.1%	Q2 2013
COSTCostco Wholesale Corp	$14.3M	0.57%	0.00%	-0.7%	Q1 2014
CORCencora, Inc.	$12.9M	0.52%	0.02%	-4.4%	Q2 2014
METAMeta Platforms, Inc.	$12.3M	0.50%	Not reported	-0.2%	Q2 2013
AMATApplied Materials Inc	$11.8M	0.48%	0.00%	0.0%	Q4 2017
GOOGLAlphabet Inc.	$11.2M	0.45%	0.00%	+0.9%	Q4 2015
JNJJohnson & Johnson	$11.2M	0.45%	0.00%	+0.2%	Q2 2013
LOWLowes Companies Inc	$10.4M	0.42%	0.01%	-0.4%	Q3 2016
SPYSPDR S&P 500 ETF Trust	$10.2M	0.41%	Not reported	-2.6%	Q2 2013
CPCanadian Pacific Kansas City Ltd	$10M	0.40%	0.01%	0.0%	Q3 2021
ASMLAsml Holding NV	$8.56M	0.34%	0.00%	0.0%	Q2 2021
QCOMQualcomm Inc	$8.18M	0.33%	0.01%	-5.7%	Q2 2013
XOMExxonMobil Holdings Corp	$7.88M	0.32%	0.00%	-3.4%	Q2 2013
DISWalt Disney Co	$7.84M	0.32%	0.00%	+3.2%	Q2 2013
CMECme Group Inc.	$7.38M	0.30%	0.01%	-10.1%	Q3 2019
SUSuncor Energy Inc	$7.37M	0.30%	0.01%	-55.4%	Q2 2013
MPWRMonolithic Power Systems, Inc.	$6.95M	0.28%	0.01%	-0.4%	Q1 2022
DJPBarclays Bank PLC	$6.87M	0.28%	Not reported	+8.7%	Q2 2021
BNBROOKFIELD Corp	$6.41M	0.26%	Not reported	-6.5%	Q4 2022
WMTWalmart Inc.	$6.36M	0.26%	0.00%	+2.2%	Q3 2013
MEDPMedpace Holdings, Inc.	$6.27M	0.25%	0.05%	+0.3%	Q2 2025
VVisa Inc.	$6.08M	0.24%	0.00%	+18.4%	Q1 2017
CVXChevron Corp	$6M	0.24%	0.00%	-36.4%	Q2 2013
NEENextera Energy Inc	$5.88M	0.24%	0.00%	-6.2%	Q2 2014
LLYELI LILLY & Co	$5.84M	0.24%	0.00%	+0.3%	Q2 2013
AVGOBroadcom Inc.	$5.78M	0.23%	0.00%	+4.3%	Q1 2016
EPDEnterprise Products Partners L.P.	$5.69M	0.23%	0.01%	+0.1%	Q2 2013
FTNTFortinet, Inc.	$5.12M	0.21%	0.01%	-1.2%	Q4 2018
LINLinde PLC	$4.84M	0.20%	0.00%	-3.9%	Q4 2018
HDHome Depot, Inc.	$4.78M	0.19%	0.00%	+8.7%	Q2 2013
ANETArista Networks, Inc.	$4.66M	0.19%	0.00%	-0.9%	Q1 2018
CTASCintas Corp	$4.45M	0.18%	0.01%	-0.9%	Q3 2020
APPAppLovin Corp	$4.33M	0.17%	0.00%	-0.5%	Q2 2025
IDXXIdexx Laboratories Inc	$4.02M	0.16%	0.01%	-1.9%	Q2 2018
BRBroadridge Financial Solutions, Inc.	$3.84M	0.15%	0.02%	New	Q1 2026
BKNGBooking Holdings Inc.	$3.77M	0.15%	0.00%	-4.4%	Q3 2018
TXNTexas Instruments Inc	$3.73M	0.15%	0.00%	-39.3%	Q3 2013

Q4 2025Reported Feb 4, 2026225 positions
MSFTMicrosoft Corp	$483M	18.22%	0.01%	-0.3%	Q2 2013
GOOGAlphabet Inc.	$123M	4.63%	Not reported	-10.0%	Q4 2015
AAPLApple Inc.	$76.9M	2.90%	0.00%	-6.1%	Q2 2013
AMZNAmazon Com Inc	$67.2M	2.53%	0.00%	-5.3%	Q4 2015
BRK.BBerkshire Hathaway Inc	$53.2M	2.01%	Not reported	-2.1%	Q2 2013
AMDAdvanced Micro Devices Inc	$39M	1.47%	0.01%	-0.1%	Q4 2018
NVDANvidia Corp	$35.9M	1.35%	0.00%	-2.0%	Q3 2016
JPMJPMorgan Chase & Co	$31.9M	1.20%	0.00%	-8.3%	Q2 2013
IAUIshares Gold Trust	$27.8M	1.05%	0.04%	+3.2%	Q3 2019
APHAmphenol Corp	$23.5M	0.88%	0.01%	-7.9%	Q2 2022
MAMastercard Inc	$19.8M	0.75%	0.00%	-5.8%	Q1 2017
SCHWSchwab Charles Corp	$19.3M	0.73%	0.01%	-1.7%	Q4 2015
UBERUber Technologies, Inc	$18.8M	0.71%	0.01%	+3.9%	Q2 2019
UPSUnited Parcel Service Inc	$17.5M	0.66%	0.02%	-8.5%	Q2 2013
PMPhilip Morris International Inc.	$14.8M	0.56%	0.01%	-15.4%	Q2 2013
CORCencora, Inc.	$14.5M	0.55%	0.02%	-6.6%	Q2 2014
METAMeta Platforms, Inc.	$14.3M	0.54%	Not reported	+0.6%	Q2 2013
COSTCostco Wholesale Corp	$12.4M	0.47%	0.00%	-0.8%	Q1 2014
GOOGLAlphabet Inc.	$12.1M	0.46%	0.00%	-0.4%	Q4 2015
QCOMQualcomm Inc	$11.5M	0.43%	0.01%	-32.9%	Q2 2013
AZNAstrazeneca PLC	$11.4M	0.43%	Not reported	-6.1%	Q2 2023
SUSuncor Energy Inc	$11.1M	0.42%	0.02%	-31.7%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$10.9M	0.41%	Not reported	-0.9%	Q2 2013
LOWLowes Companies Inc	$10.6M	0.40%	0.01%	+0.3%	Q3 2016
JNJJohnson & Johnson	$9.47M	0.36%	0.00%	-18.0%	Q2 2013
CPCanadian Pacific Kansas City Ltd	$9.38M	0.35%	0.01%	-12.7%	Q3 2021
DISWalt Disney Co	$8.96M	0.34%	0.00%	+17.1%	Q2 2013
AMATApplied Materials Inc	$8.91M	0.34%	0.00%	-10.9%	Q4 2017
PLDPrologis, Inc.	$8.4M	0.32%	0.01%	-5.4%	Q2 2014
BNBROOKFIELD Corp	$7.78M	0.29%	Not reported	-5.0%	Q4 2022
CMECme Group Inc.	$7.58M	0.29%	0.01%	-6.4%	Q3 2019
APPAppLovin Corp	$7.37M	0.28%	0.00%	-4.6%	Q2 2025
MEDPMedpace Holdings, Inc.	$7.31M	0.28%	0.05%	-6.9%	Q2 2025
CVXChevron Corp	$6.94M	0.26%	0.00%	+22.7%	Q2 2013
ASMLAsml Holding NV	$6.94M	0.26%	0.00%	-5.4%	Q2 2021
LLYELI LILLY & Co	$6.8M	0.26%	0.00%	+6.5%	Q2 2013
AVGOBroadcom Inc.	$6.2M	0.23%	0.00%	+7.4%	Q1 2016
VVisa Inc.	$5.96M	0.22%	0.00%	+1.1%	Q1 2017
XOMExxonMobil Holdings Corp	$5.79M	0.22%	0.00%	-5.4%	Q2 2013
MPWRMonolithic Power Systems, Inc.	$5.78M	0.22%	0.01%	-7.5%	Q1 2022
WMTWalmart Inc.	$5.57M	0.21%	0.00%	+40.1%	Q3 2013
TXNTexas Instruments Inc	$5.49M	0.21%	0.00%	+13.8%	Q3 2013
NEENextera Energy Inc	$5.42M	0.20%	0.00%	-5.7%	Q2 2014
ADBEAdobe Inc.	$5.19M	0.20%	0.00%	+13.3%	Q4 2019
FTNTFortinet, Inc.	$5.04M	0.19%	0.01%	-9.4%	Q4 2018
ANETArista Networks, Inc.	$5.02M	0.19%	0.00%	-6.3%	Q1 2018
BKNGBooking Holdings Inc.	$5.01M	0.19%	0.00%	-5.7%	Q3 2018
CTASCintas Corp	$4.99M	0.19%	0.01%	-8.6%	Q3 2020
INTUIntuit Inc.	$4.98M	0.19%	0.00%	-6.0%	Q4 2018
DJPBarclays Bank PLC	$4.94M	0.19%	Not reported	+16.4%	Q2 2021

Q3 2025Reported Nov 17, 2025223 positions
MSFTMicrosoft Corp	$519M	19.19%	0.01%	-2.0%	Q2 2013
GOOGAlphabet Inc.	$106M	3.91%	Not reported	-10.5%	Q4 2015
AAPLApple Inc.	$76.7M	2.84%	0.00%	-3.8%	Q2 2013
AMZNAmazon Com Inc	$67.5M	2.49%	0.00%	-7.8%	Q4 2015
BRK.BBerkshire Hathaway Inc	$54.3M	2.01%	Not reported	-9.8%	Q2 2013
NVDANvidia Corp	$36.7M	1.35%	0.00%	-4.0%	Q3 2016
JPMJPMorgan Chase & Co	$34.1M	1.26%	0.00%	-7.1%	Q2 2013
AMDAdvanced Micro Devices Inc	$29.5M	1.09%	0.01%	+0.4%	Q4 2018
IAUIshares Gold Trust	$24.1M	0.89%	0.04%	-6.3%	Q3 2019
APHAmphenol Corp	$23.3M	0.86%	0.02%	-16.7%	Q2 2022
UBERUber Technologies, Inc	$21.7M	0.80%	0.01%	-2.8%	Q2 2019
MAMastercard Inc	$20.9M	0.77%	0.00%	-12.4%	Q1 2017
SCHWSchwab Charles Corp	$18.7M	0.69%	0.01%	-7.1%	Q4 2015
PMPhilip Morris International Inc.	$17.6M	0.65%	0.01%	-3.5%	Q2 2013
ORCLOracle Corp	$17.4M	0.64%	0.00%	+432.6%	Q2 2013
QCOMQualcomm Inc	$16.7M	0.62%	0.01%	-15.7%	Q2 2013
UPSUnited Parcel Service Inc	$16.1M	0.59%	0.03%	-11.4%	Q2 2013
METAMeta Platforms, Inc.	$15.8M	0.58%	Not reported	-6.6%	Q2 2013
SUSuncor Energy Inc	$15.3M	0.57%	0.03%	-13.8%	Q2 2013
CORCencora, Inc.	$14.4M	0.53%	0.02%	-14.3%	Q2 2014
COSTCostco Wholesale Corp	$13.5M	0.50%	0.00%	-6.0%	Q1 2014
LOWLowes Companies Inc	$11.1M	0.41%	0.01%	-5.7%	Q3 2016
CPCanadian Pacific Kansas City Ltd	$10.9M	0.40%	0.02%	-3.3%	Q3 2021
SPYSPDR S&P 500 ETF Trust	$10.8M	0.40%	Not reported	-9.3%	Q2 2013
JNJJohnson & Johnson	$10.3M	0.38%	0.00%	-1.4%	Q2 2013
AZNAstrazeneca PLC	$10.1M	0.37%	Not reported	-3.3%	Q2 2023
GOOGLAlphabet Inc.	$9.46M	0.35%	0.00%	-1.1%	Q4 2015
APPAppLovin Corp	$8.23M	0.30%	0.00%	+101.6%	Q2 2025
BNBROOKFIELD Corp	$8.15M	0.30%	Not reported	-9.4%	Q4 2022
CMECme Group Inc.	$8.02M	0.30%	0.01%	-11.8%	Q3 2019
AMATApplied Materials Inc	$7.96M	0.29%	0.00%	-51.1%	Q4 2017
PLDPrologis, Inc.	$7.96M	0.29%	0.01%	+8.6%	Q2 2014
DISWalt Disney Co	$7.7M	0.28%	0.00%	+5.5%	Q2 2013
MEDPMedpace Holdings, Inc.	$7.19M	0.27%	0.05%	+53.9%	Q2 2025
ASMLAsml Holding NV	$6.64M	0.25%	0.00%	-1.5%	Q2 2021
NOWServiceNow, Inc.	$6.58M	0.24%	0.00%	-10.0%	Q2 2017
VEEVVeeva Systems Inc	$6.41M	0.24%	0.01%	-12.3%	Q3 2016
MPWRMonolithic Power Systems, Inc.	$6.35M	0.23%	0.01%	-9.4%	Q1 2022
CTASCintas Corp	$5.96M	0.22%	0.01%	-12.3%	Q3 2020
ANETArista Networks, Inc.	$5.96M	0.22%	0.00%	-7.2%	Q1 2018
FTNTFortinet, Inc.	$5.89M	0.22%	0.01%	-13.3%	Q4 2018
CVXChevron Corp	$5.76M	0.21%	0.00%	+19.4%	Q2 2013
VVisa Inc.	$5.74M	0.21%	0.00%	+0.6%	Q1 2017
XOMExxonMobil Holdings Corp	$5.73M	0.21%	0.00%	-3.2%	Q2 2013
ACNAccenture plc	$5.61M	0.21%	0.00%	-16.6%	Q3 2014
MELIMercadolibre Inc	$5.55M	0.21%	0.00%	-11.0%	Q2 2021
AVGOBroadcom Inc.	$5.5M	0.20%	0.00%	-4.7%	Q1 2016
INTUIntuit Inc.	$5.46M	0.20%	0.00%	-10.2%	Q4 2018
NEENextera Energy Inc	$5.4M	0.20%	0.00%	-6.1%	Q2 2014
BKNGBooking Holdings Inc.	$5.36M	0.20%	0.00%	-8.0%	Q3 2018

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