FIRST FOUNDATION ADVISORS
FIRST FOUNDATION ADVISORS reported 354 positions worth $2.78B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: MSFT (13.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | MSFT | SH | $370.2M | 13.31% | 992,430 | — | — | |
| ▸ 2 | IVV | SH | $225.0M | 8.09% | 300,496 | — | — | |
| ▸ 3 | GOOG | SH | $131.7M | 4.73% | 372,706 | — | — | |
| ▸ 4 | IEFA | SH | $114.9M | 4.13% | 1,189,720 | — | — | |
| ▸ 5 | AMD | SH | $105.8M | 3.80% | 182,059 | — | — | |
| ▸ 6 | JEPI | SH | $88.6M | 3.18% | 1,568,542 | — | — | |
| ▸ 7 | IEMG | SH | $69.9M | 2.51% | 844,318 | — | — | |
| ▸ 8 | AMZN | SH | $67.1M | 2.41% | 281,608 | — | — | |
| ▸ 9 | IWR | SH | $64.3M | 2.31% | 583,207 | — | — | |
| ▸ 10 | GSLC | SH | $63.3M | 2.27% | 446,025 | — | — |
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Frequently Asked Questions
What stocks does FIRST FOUNDATION ADVISORS hold as of Q2 2026?
FIRST FOUNDATION ADVISORS reported 354 positions worth $2.78B in its Q2 2026 13F filing. Largest positions: MSFT (13.3%), IVV (8.1%), GOOG (4.7%), IEFA (4.1%) and AMD (3.8%).
What did FIRST FOUNDATION ADVISORS buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did FIRST FOUNDATION ADVISORS sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.