FIRST FOUNDATION ADVISORS
•CIK: 1086763•Filing: Q4 2025
**FIRST FOUNDATION ADVISORS** manages $2.7B across a diversified portfolio of 337 positions. The fund exhibits significant concentration in technology and established market leaders, notably holding MSFT at $483.4M and GOOG at $122.8M. Further allocations include substantial positions in IVV ($197.9M) and IEFA ($93.6M). This structure suggests a core mandate focused on large-cap growth and broad market exposure.
Total AUM
$2.7B
QoQ Performance
-1.9%
Positions
253
Top 10 Concentration
50.8%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
IVV
MSFT18.2%
IVV7.5%
GOOG4.6%
IEFA3.5%
JEPI3.3%
MOAT3.0%
AAPL2.9%
AMZN2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other45.3%
Technology31.8%
ETF8.1%
Financial5.9%
Consumer5.0%
Healthcare1.3%
Industrial1.0%
Communication0.5%
🚪 Exited Positionssold since Q3 2025
+130 more exited positions
Changes from Q3 2025
NEW1 new position
↑77 increased
↓112 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023