FIRST FOUNDATION ADVISORS
CIK 1086763
13F filing for Q2 2026・No. 1,345
- Holdings
- US$2.78B
- Quarter change
- +US$298.63M
- Entries
- 600
- Net bought (estimate)
- +US$3.38M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 29
- Sold out 10
- Cut 142
- Added 128
- Corporate actions 2
- Unchanged 54
Largest holdings
353 stocks worth US$2.78B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| MSFTMicrosoftCOM | Cut | 992,430 | US$370.2M | 13.31% |
| IVVISHARES TRCORE S&P500 ETF | Added | 300,496 | US$225.04M | 8.09% |
| GOOGALPHABET INCCAP STK CL C | Cut | 372,706 | US$131.69M | 4.73% |
| ISHARES TRCORE MSCI EAFE | Added | 1,189,720 | US$114.9M | 4.13% |
| AMDAMDCOM | Added | 182,059 | US$105.76M | 3.80% |
| J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM | Cut | 1,568,542 | US$88.59M | 3.18% |
| IEMGISHARES INCCORE MSCI EMKT | Added | 844,318 | US$69.94M | 2.51% |
| AMZNAmazonCOM | Cut | 281,608 | US$67.12M | 2.41% |
| ISHARES TRRUS MID CAP ETF | Added | 583,207 | US$64.34M | 2.31% |
| GOLDMAN SACHS ETF TRACTIVEBETA US LG | Cut | 446,025 | US$63.29M | 2.27% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.