FIRST FOUNDATION ADVISORS
All 13F Filings
- Location
- Irvine, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 2,653,924
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/4/2026 | 337 | 2,653,924 | 13F-HR | FIRST FOUNDATION ADVISORS |
| Q3 2025 | 11/17/2025 | 334 | 2,705,712 | 13F-HR | FIRST FOUNDATION ADVISORS |
| Q2 2025 | 8/14/2025 | 330 | 2,698,648 | 13F-HR | FIRST FOUNDATION ADVISORS |
| Q1 2014 | 5/15/2014 | 196 | 806,687 | 13F-HR | FIRST FOUNDATION ADVISORS |
| Q4 2013 | 2/14/2014 | 196 | 743,402 | 13F-HR | FIRST FOUNDATION ADVISORS |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.217 M | 83.5% | 0 | 48.61 K | -48.61 K |
| ETFs | 436.5 K | 16.4% | 0 | 3.424 K | -3.424 K |
| Other | 239 | 0.0% | 239 | 0 | 239 |
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Fund Snapshot
Q4 2025
Latest filed
2/4/2026
Total value ($000)
2,653,924
Holdings
337
QoQ value change ($000)
-51,788
(-1.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.