FIRST FOUNDATION ADVISORS

Q2 2026 13F-HR Holdings

Location
Irvine, CA
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
354
Total value ($000)
$2,782,295
Net value change ($000)
+298,632 (12.0%)
New positions
29
Sold out positions
10
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AMD 68,842 186.5%
IVV 31,634 16.4%
GOOGL 21,981 20.0%
IEMG 16,054 29.8%
IEFA 15,377 15.5%
IWM 13,635 42.9%
AMAT 12,934 109.2%
CSRE 11,429 211.3%
FSUN 11,257 NEW
IWR 10,493 19.5%
Top Reduces (Value $000, Stocks/ETFs)
MOAT -10,144 -14.1%
AAPL -8,209 -11.6%
JPRE -3,893 -27.4%
IAU -3,525 -11.5%
SU -3,276 -44.4%
SRLN -3,135 -60.9%
KNSL -2,251 -100.0%
CME -2,229 -30.2%
PAYC -2,205 -100.0%
CPRT -2,051 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 149 (0.0% 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