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FFA
First Foundation Advisors Portfolio holdings
AUM
$2.78B
Turnover
10.44%
1-Year Est. Return
23.76%
This Fund
S&P 500
This Quarter
Est. Return
+7.86%
1 Year Est. Return
+23.76%
3 Year Est. Return
+70.36%
5 Year Est. Return
+87.37%
10 Year Est. Return
+304.16%
AUM
$2.71B
AUM Growth
+$7.06M
(+0.26%)
Cap. Flow
-$164M
Cap. Flow
% of AUM
-6.06%
Top 10 Holdings %
Top 10 Hldgs %
49.44%
Holding
352
New
22
Increased
98
Reduced
158
Closed
18
Avg Time Held Equity + Options
5.4
years
Top 10 Avg Time Held Equity + Options
4.4
years
Top 20 Avg Time Held Equity + Options
3.4
years
Avg Time Held Equity only
5.4
years
Top 10 Avg Time Held Equity only
4.4
years
Top 20 Avg Time Held Equity only
3.4
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Oracle
ORCL
|
+$12.8M |
| 2 |
Enterprise Products Partners
EPD
|
+$3.84M |
| 3 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$3.55M |
| 4 |
Deckers Outdoor
DECK
|
+$3.23M |
| 5 |
Applovin
APP
|
+$2.66M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$17.4M |
| 2 |
Invesco California AMT-Free Municipal Bond ETF
PWZ
|
+$11.4M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$10.7M |
| 4 |
Microsoft
MSFT
|
+$10.5M |
| 5 |
iShares California Muni Bond ETF
CMF
|
+$9.77M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 43.22% |
| 2 | Technology | 30.41% |
| 3 | Financials | 6.75% |
| 4 | Communication Services | 5.66% |
| 5 | Consumer Discretionary | 3.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
301
Simon Property Group
SPG
$66.5B
| $245K | 0.01% |
1,307
+3
| +0.2% | +$518 |
2023 Q4
7 quarters
|
|
302
Boston Scientific
BSX
$64.3B
| $237K | 0.01% |
+2,427
| New | +$251K |
2025 Q3
0 quarters
|
|
303
Seagate
STX
$145B
| $236K | 0.01% |
+1,001
| New | +$171K |
2025 Q3
0 quarters
|
|
304
U.S. Small Cap Portfolio ETF Class Shares
DFAS
$14.9B
| $236K | 0.01% |
3,444
| – | – |
2024 Q1
6 quarters
|
|
305
Lam Research
LRCX
$330B
| $236K | 0.01% |
+1,761
| New | +$186K |
2025 Q3
0 quarters
|
|
306
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.85B
| $234K | 0.01% |
5,239
| – | – |
2025 Q2
1 quarter
|
|
307
ARK 21Shares Bitcoin ETF
ARKB
$3.1B
| $229K | 0.01% |
6,030
| – | – |
2025 Q2
1 quarter
|
|
308
Carrier Global
CARR
$45.3B
| $226K | 0.01% |
3,781
-250
| -6% | -$17K |
2025 Q2
1 quarter
|
|
309
State Street SPDR S&P Dividend ETF
SDY
$21.5B
| $224K | 0.01% |
1,600
| – | – |
2019 Q1
26 quarters
|
|
310
iShares Expanded Tech Sector ETF
IGM
$10.8B
| $218K | 0.01% |
+1,734
| New | +$205K |
2025 Q3
0 quarters
|
|
311
Chubb
CB
$139B
| $218K | 0.01% |
+773
| New | +$213K |
2025 Q3
0 quarters
|
|
312
Stryker
SYK
$113B
| $213K | 0.01% |
576
-32
| -5% | -$12.4K |
2022 Q3
12 quarters
|
|
313
Schwab Fundamental US Small Company Index ETF
FNDA
$8.69B
| $212K | 0.01% |
+6,791
| New | +$206K |
2025 Q3
0 quarters
|
|
314
Norfolk Southern
NSC
$73.4B
| $211K | 0.01% |
+704
| New | +$196K |
2025 Q3
0 quarters
|
|
315
Vanguard Morningstar Small-Cap ETF
VB
$76.9B
| $206K | 0.01% |
+809
| New | +$201K |
2025 Q3
0 quarters
|
|
316
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.3B
| $206K | 0.01% |
+345
| New | +$202K |
2025 Q3
0 quarters
|
|
317
Vertex Pharmaceuticals
VRTX
$127B
| $202K | 0.01% |
515
| – | – |
2025 Q2
1 quarter
|
|
318
PNC Financial Services
PNC
$86.7B
| $201K | 0.01% |
1,002
-272
| -21% | -$53.8K |
2020 Q2
21 quarters
|
|
319
Schwab US Large-Cap Value ETF
SCHV
$15.5B
| $201K | 0.01% |
+6,903
| New | +$196K |
2025 Q3
0 quarters
|
|
320
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
| $201K | 0.01% |
2,561
| – | – |
2024 Q3
4 quarters
|
|
321
Duke Energy
DUK
$94.7B
| $200K | 0.01% |
+1,617
| New | +$196K |
2025 Q3
0 quarters
|
|
322
Eaton Vance Limited Duration Income Fund
EVV
$967M
| $189K | 0.01% |
18,611
| – | – |
2013 Q2
49 quarters
|
|
323
Plains GP Holdings
PAGP
$5.43B
| $182K | 0.01% |
+10,000
| New | +$191K |
2025 Q3
0 quarters
|
|
324
BlackRock MuniHoldings California Quality Fund
MUC
$1.22B
| $162K | 0.01% |
+14,963
| New | +$155K |
2025 Q3
0 quarters
|
|
325
Kayne Anderson Energy Infrastructure Fund
KYN
$2.39B
| $156K | 0.01% |
12,605
-20,628
| -62% | -$254K |
2017 Q1
34 quarters
|
|
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First Foundation Advisors's Q3 2025 Portfolio in Review
As of Q3 2025, First Foundation Advisors held 352 positions worth $2.71B, up 0.26% from $2.7B the previous quarter. Its ten largest holdings account for 49% of the portfolio.
First Foundation Advisors withdrew a net $164M in Q3 2025, closing 18 positions and reducing 158 holdings. Its most notable exit was VanEck Morningstar ESG Moat ETF, an estimated $6.32M position sold in full.
By sector, the portfolio is most concentrated in Miscellaneous at 43% of assets, down from 44% a quarter earlier, followed by Technology and Financials.
Against the trend, First Foundation Advisors opened a new position in iShares Bitcoin Trust worth $700K.
- First Foundation Advisors's largest Q3 2025 buy was iShares Bitcoin Trust: 10,766 shares worth $700K.
- First Foundation Advisors added most to Oracle in Q3 2025, an estimated $12.8M increase.
- First Foundation Advisors's biggest Q3 2025 reduction was iShares Core US Aggregate Bond ETF, cutting an estimated $17.4M.
- First Foundation Advisors fully exited VanEck Morningstar ESG Moat ETF in Q3 2025, selling an estimated $6.32M.
- First Foundation Advisors's ten largest holdings make up 49% of its $2.71B portfolio in Q3 2025.
- First Foundation Advisors opened 22 new positions and closed 18 in Q3 2025.
- First Foundation Advisors's portfolio value rose 0.26% quarter-over-quarter to $2.71B.
Based on First Foundation Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.