FIRST FOUNDATION ADVISORS

Q4 2025 13F-HR Holdings

Location
Irvine, CA
Holdings as of
12/31/2025
Date filed
2/4/2026
Form type
13F-HR
Num holdings
337
Total value ($000)
$2,653,924
Net value change ($000)
-51,788 (-1.9%)
New positions
19
Sold out positions
16
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 11/17/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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 16,872 15.9%
AMD 9,513 32.2%
INFL 7,058 242.0%
IAU 3,636 15.1%
IEFA 2,902 3.2%
IWM 2,844 9.8%
GOOGL 2,669 28.2%
LLY 2,266 50.0%
IVV 2,149 1.1%
IEMG 2,068 5.0%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -35,775 -6.9%
ORCL -14,602 -83.8%
QCOM -5,169 -31.0%
GAL -4,313 -27.8%
SU -4,201 -27.5%
AGG -3,744 -20.1%
PWZ -3,148 -28.4%
UBER -2,900 -13.3%
ZTS -2,885 -87.8%
PM -2,882 -16.3%
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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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type