1y return+12.5%S&P 500 +20.9%
3y return+45.6%S&P 500 +68.5%
5y return+44.7%S&P 500 +74.5%
10y return+157.5%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $258 against $357 in the S&P 500.2
First Foundation AdvisorsS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MSFTMicrosoft Corp | $370.2M | 13.3% | |
| IVVIshares Tr | $225.0M | 8.1% | +1.5% |
| GOOGAlphabet Inc | $131.7M | 4.7% | −2.5% |
| IEFAIshares Tr | $114.9M | 4.1% | +8.2% |
| AMDAdvanced Micro Devices Inc | $105.8M | 3.8% | |
| JEPIJ P Morgan Exchange Traded F | $88.6M | 3.2% | |
| IEMGIshares Inc | $69.9M | 2.5% | +9.3% |
| AMZNAmazon Com Inc | $67.1M | 2.4% | −2.6% |
| IWRIshares Tr | $64.3M | 2.3% | +5.3% |
| GSLCGoldman Sachs Etf Tr | $63.3M | 2.3% | −2.8% |
| AAPLApple Inc | $62.7M | 2.3% | −22.4% |
| MOATVaneck Etf Trust | $61.7M | 2.2% | −20.1% |
| BRK/BBerkshire Hathaway Inc Del | $52.3M | 1.9% | |
| GSSCGoldman Sachs Etf Tr | $46.8M | 1.7% | |
| GSIEGoldman Sachs Etf Tr | $46.6M | 1.7% | |
| IWMIshares Tr | $45.4M | 1.6% | +18.0% |
| PRFZInvesco Exchange Traded Fd T | $41.2M | 1.5% | −2.6% |
| NVDANvidia Corporation | $38.4M | 1.4% | |
| JPMJpmorgan Chase & Co | $32.0M | 1.2% | −1.6% |
| APHAmphenol Corp | $28.0M | 1.0% | −5.9% |
| IAUIshares Gold Tr | $27.1M | 1.0% | +3.3% |
| AMATApplied Matls Inc | $24.8M | 0.9% | −1.1% |
| GEMGoldman Sachs Etf Tr | $22.3M | 0.8% | +5.3% |
| IWFIshares Tr | $19.6M | 0.7% | −7.6% |
| CMFIshares Tr | $18.4M | 0.7% | −10.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $38.4M |
| AMATApplied Matls Inc | June 30, 2020 | +1096.1% | $24.8M |
| AMDAdvanced Micro Devices Inc | June 30, 2021 | +518.4% | $105.8M |
| APHAmphenol Corp | June 30, 2022 | +447.7% | $28.0M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $13.4M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $131.7M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $32.0M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $62.7M |
| COSTCostco Wholesale Corporation | June 30, 2020 | +208.5% | $12.7M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $52.3M |
Sold off last quarter
- KNSLKinsale Cap Group Inc was $2.3M
- PAYCPaycom Software Inc was $2.2M
- CPRTCopart Inc was $2.1M
- Honeywell Intl IncCUSIP 438516106 was $1.3M
- NRPNatural Resource Partners LP was $670K
- Dupont De Nemours IncCUSIP 26614N102 was $537K
- XLESelect Sector Spdr Tr was $382K
- BPBp PLC was $233K
- NKENike Inc was $230K
- Clear Channel Outdoor HldgsCUSIP 18453H106 was $24K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.8% | +14.8% |
| March 31, 2026 | −6.5% | −4.6% |
| December 31, 2025 | +1.2% | +2.4% |
| September 30, 2025 | +6.4% | +7.8% |
| June 30, 2025 | +11.2% | +10.5% |
| March 31, 2025 | −3.8% | −4.6% |
| December 31, 2024 | −1.1% | +2.1% |
| September 30, 2024 | +3.5% | +5.4% |
| June 30, 2024 | +2.3% | +4.0% |
| March 31, 2024 | +8.1% | +10.0% |
| December 31, 2023 | +10.7% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +8.1% | +8.3% |
| March 31, 2023 | +8.5% | +7.0% |
| December 31, 2022 | +5.3% | +7.1% |
| September 30, 2022 | −6.5% | −5.3% |
| June 30, 2022 | −16.4% | −16.5% |
| March 31, 2022 | −6.1% | −4.9% |
| December 31, 2021 | +9.4% | +10.7% |
| September 30, 2021 | +0.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: First Foundation Advisors Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1086763&type=13F-HR&dateb=&owner=include&count=40CIK 1086763
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1086763/000108676326000005/Filed August 14, 2026 · accession 0001086763-26-000005