account_balance
Investment manager · 13F filer · SEC CIK 1086763
First Foundation Advisors
Reported value$2.78Bas of Jun 30, 2026
Positions353 29 new, 10 sold out
Top 10 weight46.8%MSFT alone is 13%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
13.3%
IVViShares Tr
8.1%
GOOGAlphabet Inc
4.7%Trimmed −3%
IEFAiShares Tr
4.1%Added +8%
AMDAdvanced Micro Devices Inc
3.8%
JEPIJ P Morgan Exchange Traded F
3.2%
IEMGiShares Inc
2.5%Added +9%
AMZNAmazon Com Inc
2.4%Trimmed −3%
IWRiShares Tr
2.3%Added +5%
GSLCGoldman Sachs ETF Tr
2.3%Trimmed −3%
AAPLApple Inc
2.3%Trimmed −22%
MOATVaneck ETF Trust
2.2%Trimmed −20%
MSFTMicrosoft Corp
13.3%
IVViShares Tr
8.1%
IEFA4.1%
AMD3.8%JEPI3.2%
IEMG2.5%
AMZN2.4%IWR2.3%
GSLC2.3%
AAPL2.3%MOAT2.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 13.3% Held
IVV iShares Tr 8.1% Held
GOOG Alphabet Inc 4.7% Trimmed −3%IEFA iShares Tr 4.1% Added +8%
AMD Advanced Micro Devices Inc 3.8% HeldJEPI J P Morgan Exchange Traded F 3.2% Held
IEMG iShares Inc 2.5% Added +9%
AMZN Amazon Com Inc 2.4% Trimmed −3%IWR iShares Tr 2.3% Added +5%
GSLC Goldman Sachs ETF Tr 2.3% Trimmed −3%
AAPL Apple Inc 2.3% Trimmed −22%MOAT Vaneck ETF Trust 2.2% Trimmed −20%
What changed