account_balance

Investment manager · 13F filer · SEC CIK 1086763

First Foundation Advisors

Reported value$2.9Bas of Sep 30, 2026
Positions364 21 new, 10 sold out
Top 10 weight50.4%MSFT alone is 18%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
MSFT Microsoft Corp 17.5% Held
IVV iShares Tr 8.3% Added +4%
GOOG Alphabet Inc. 4.3% Held
IEFA iShares Tr 4.0% Held
AMD Advanced Micro Devices Inc 3.8% Held
JEPI J P Morgan Exchange Traded F 3.0% Held
AAPL Apple Inc. 2.6% Added +2%AMZN Amazon.com Inc 2.4% Held
IEMG iShares Inc 2.3% Held
IWR iShares Tr 2.1% Held
MOAT Vaneck ETF Trust 2.1% Trimmed −4%
BRK-B Berkshire Hathaway Inc 1.8% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 14, 2026 filing
add_circleNew
  • VXUS $1.67M
  • VTEB $725K
  • AVIG $702K
  • DCOR $482K
arrow_upwardAdded
arrow_downwardTrimmed
  • GSLC −36%
  • PWZ −30%
  • QUAL −19%
  • IEF −17%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist