FIRST FOUNDATION ADVISORS

Q3 2025 13F-HR Holdings

Location
Irvine, CA
Holdings as of
9/30/2025
Date filed
11/17/2025
Form type
13F-HR
Num holdings
334
Total value ($000)
$2,705,712
Net value change ($000)
+7,064 (0.3%)
New positions
22
Sold out positions
17
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/14/2025 Next filing: 2/4/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 19,704 22.9%
ORCL 14,889 585.3%
AAPL 12,443 19.4%
IVV 11,265 6.1%
MSFT 10,391 2.0%
APP 6,243 313.9%
IEFA 5,979 7.1%
IEMG 5,849 16.4%
MEDP 4,338 152.2%
NVDA 4,324 13.4%
Top Reduces (Value $000, Stocks/ETFs)
AGG -17,210 -48.0%
PWZ -11,145 -50.1%
CMF -9,280 -31.9%
AMAT -6,603 -45.3%
VANECK ETF TRUST -6,316 -100.0%
UPS -5,850 -26.7%
VOO -5,810 -80.2%
AMZN -5,683 -7.8%
LULU -4,123 -100.0%
JPRE -3,963 -15.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type