Universe · entity
FIRST FOUNDATION ADVISORS
Institutional manager (13F) · CIK 1086763
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.0B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | MICROSOFT CORP | $370M | 999,186 |
| 2 | ISHARES TR | $193M | 296,082 |
| 3 | ALPHABET INC | $110M | 382,442 |
| 4 | ISHARES TR | $100M | 1,099,376 |
| 5 | J P MORGAN EXCHANGE TRADED F | $89M | 1,576,054 |
| 6 | VANECK ETF TRUST | $72M | 743,411 |
| 7 | APPLE INC | $71M | 279,434 |
| 8 | AMAZON COM INC | $60M | 289,224 |
| 9 | GOLDMAN SACHS ETF TR | $57M | 459,085 |
| 10 | ISHARES INC | $54M | 772,603 |
| 11 | ISHARES TR | $54M | 553,804 |
| 12 | BERKSHIRE HATHAWAY INC DEL | $50M | 105,303 |
| 13 | GOLDMAN SACHS ETF TR | $44M | 1,024,477 |
| 14 | GOLDMAN SACHS ETF TR | $38M | 515,730 |
| 15 | ADVANCED MICRO DEVICES INC | $37M | 181,477 |
| 16 | INVESCO EXCHANGE TRADED FD T | $35M | 758,912 |
| 17 | NVIDIA CORPORATION | $34M | 192,939 |
| 18 | ISHARES TR | $32M | 128,097 |
| 19 | ISHARES GOLD TR | $31M | 347,773 |
| 20 | JPMORGAN CHASE & CO | $29M | 99,471 |
| 21 | AMPHENOL CORP | $21M | 168,723 |
| 22 | ISHARES TR | $20M | 356,732 |
| 23 | SCHWAB CHARLES CORP | $18M | 195,410 |
| 24 | ISHARES TR | $18M | 42,627 |
| 25 | GOLDMAN SACHS ETF TR | $18M | 406,680 |
| 26 | UBER TECHNOLOGIES INC | $17M | 238,032 |
| 27 | MASTERCARD INCORPORATED | $17M | 33,470 |
| 28 | INVESCO EXCHANGE TRADED FD T | $16M | 85,463 |
| 29 | ISHARES TR | $16M | 161,784 |
| 30 | PHILIP MORRIS INTL INC | $15M | 91,974 |
| 31 | COSTCO WHOLESALE CORPORATION | $14M | 14,318 |
| 32 | J P MORGAN EXCHANGE TRADED F | $14M | 295,377 |
| 33 | WISDOMTREE TR | $14M | 320,599 |
| 34 | ISHARES TR | $13M | 138,936 |
| 35 | CENCORA INC | $13M | 41,069 |
| 36 | LISTED FDS TR | $13M | 246,486 |
| 37 | META PLATFORMS INC | $12M | 21,584 |
| 38 | ISHARES TR | $12M | 84,206 |
| 39 | GLOBAL X FDS | $12M | 302,959 |
| 40 | APPLIED MATLS INC | $12M | 34,668 |
| 41 | SSGA ACTIVE ETF TR | $12M | 232,958 |
| 42 | ALPHABET INC | $11M | 39,081 |
| 43 | JOHNSON & JOHNSON | $11M | 45,850 |
| 44 | LOWES COS INC | $10M | 43,937 |
| 45 | STATE STR SPDR S&P 500 ETF T | $10M | 15,620 |
| 46 | CANADIAN PACIFIC KANSAS CITY | $10M | 127,479 |
| 47 | ISHARES TR | $10M | 95,205 |
| 48 | ISHARES TR | $9M | 135,076 |
| 49 | ISHARES TR | $9M | 49,319 |
| 50 | INVESCO EXCH TRADED FD TR II | $9M | 379,319 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.