FIRST FOUNDATION ADVISORS: 13F holdings
CIK 10867632026Q2
| Positions | 353 |
|---|
| Reported value | $2.8bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 353 (+19 vs prior quarter) |
|---|
| Reported value | $2.8bn (+12.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MSFT MICROSOFT CORP | 992,430 | $370.2m | 13.3% |
| IVV ISHARES TR | 300,496 | $225.0m | 8.1% |
| GOOG ALPHABET INC | 372,706 | $131.7m | 4.7% |
| IEFA ISHARES TR | 1,189,720 | $114.9m | 4.1% |
| AMD ADVANCED MICRO DEVICES INC | 182,059 | $105.8m | 3.8% |
| JEPI J P MORGAN EXCHANGE TRADED F | 1,568,542 | $88.6m | 3.2% |
| IEMG ISHARES INC | 844,318 | $69.9m | 2.5% |
| AMZN AMAZON COM INC | 281,608 | $67.1m | 2.4% |
| IWR ISHARES TR | 583,207 | $64.3m | 2.3% |
| GSLC GOLDMAN SACHS ETF TR | 446,025 | $63.3m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1086763")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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