FIRST FOUNDATION ADVISORS
All 13F Filings
- Location
- Irvine, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,782,295
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 354 | 2,782,295 | 13F-HR | FIRST FOUNDATION ADVISORS |
| Q1 2026 | 5/4/2026 | 336 | 2,483,663 | 13F-HR | FIRST FOUNDATION ADVISORS |
| 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)
Derivatives reported exposure ($000):
149
(0.0% of total reported value)
· QoQ Δ:
-2.098 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.461 M | 52.5% | 141.7 K | 0 | 141.7 K |
| ETFs | 1.321 M | 47.5% | 159 K | 0 | 159 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
2,782,295
Holdings
354
QoQ value change ($000)
298,632
(12.0%)
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.