FIRST FOUNDATION ADVISORS

Q1 2026 13F-HR Holdings

Location
Irvine, CA
Holdings as of
3/31/2026
Date filed
5/4/2026
Form type
13F-HR
Num holdings
336
Total value ($000)
$2,483,663
Net value change ($000)
-170,261 (-6.4%)
New positions
18
Sold out positions
21
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IEMG 10,390 23.9%
CMDY 7,298 1182.8%
IEFA 5,894 6.3%
IJR 5,511 574.1%
CSRE 5,409 NEW
DGRO 3,987 72.6%
IWR 3,977 8.0%
BR 3,838 NEW
AZN 3,345 NEW
AMAT 2,944 33.1%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -113,563 -23.5%
UPS -13,882 -79.5%
GOOGL -13,079 -10.7%
AZN -11,393 -100.0%
SRLN -8,436 -62.1%
AMZN -6,919 -10.3%
MOAT -6,872 -8.7%
AAPL -5,998 -7.8%
PLD -5,132 -61.1%
JPRE -4,924 -25.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,247 (0.1% of total reported value)
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