Institutional Fund
First Foundation Advisors
Irvine, CACIK 10867635 filings on record
Portfolio Value
$2.48B
Q1 2026
Holdings
334
Reported positions
New Buys
18
Opened this quarter
QoQ Change
-6.5%
from $2.65B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Microsoft Corp14.9%
- Ishares Tr7.8%
- Alphabet Inc4.4%
- Ishares Tr4.0%
- J P Morgan Exchange Traded F3.6%
- Vaneck ETF Trust2.9%
- Other62.4%
Portfolio Holdings
334 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 999.2K | $369.87M | 14.9% | −425 | Reduced |
| 2 | Ishares Tr | 296.1K | $193.40M | 7.8% | +7.2K | Added |
| 3 | Alphabet Inc | 382.4K | $109.71M | 4.4% | −8.8K | Reduced |
| 4 | Ishares Tr | 1.10M | $99.53M | 4.0% | +52.7K | Added |
| 5 | J P Morgan Exchange Traded F | 1.58M | $89.33M | 3.6% | +65.0K | Added |
| 6 | Vaneck ETF Trust | 743.4K | $71.89M | 2.9% | −17.1K | Reduced |
| 7 | Apple Inc | 279.4K | $70.92M | 2.9% | −3.5K | Reduced |
| 8 | Amazon Com Inc | 289.2K | $60.24M | 2.4% | −1.7K | Reduced |
| 9 | Goldman Sachs ETF Tr | 459.1K | $57.45M | 2.3% | −8.3K | Reduced |
| 10 | Ishares Inc | 772.6K | $53.89M | 2.2% | +125.5K | Added |
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