First Foundation Advisors
First Foundation Advisors reported 353 stocks worth $2.8B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are MSFT (13.3%), IVV (8.1%) and GOOG (4.7%). Compared with Q1 2026, the fund opened new positions in FSUN, added to IVV, IEFA and AMD, trimmed MSFT, GOOG and JEPI and sold out of KNSL, PAYC and CPRT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MSFT Microsoft Corp | $370M | 13.3% | 992K | −6,756 (−1%) | 8 of 8 | |
| 2 |  IVV Ishares TR | $225M | 8.1% | 300K | +4,414 (+1%) | 8 of 8 | |
| 3 |  GOOG Alphabet Inc | $132M | 4.7% | 373K | −9,736 (−3%) | 8 of 8 | |
| 4 |  IEFA Ishares TR | $115M | 4.1% | 1.2M | +90K (+8%) | 8 of 8 | |
| 5 |  AMD Advanced Micro Devices Inc | $106M | 3.8% | 182K | +582 (+0%) | 8 of 8 | |
| 6 |  JEPI J P Morgan Exchange Traded F | $88.6M | 3.2% | 1.6M | −7,512 (−0%) | 8 of 8 | |
| 7 |  IEMG Ishares Inc | $69.9M | 2.5% | 844K | +72K (+9%) | 8 of 8 | |
| 8 |  AMZN Amazon Com Inc | $67.1M | 2.4% | 282K | −7,616 (−3%) | 8 of 8 | |
| 9 |  IWR Ishares TR | $64.3M | 2.3% | 583K | +29K (+5%) | 8 of 8 | |
| 10 |  GSLC Goldman Sachs | $63.3M | 2.3% | 446K | −13K (−3%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 KNSL Kinsale Cap Group Inc | $2.3M | 6,588 |
 PAYC Paycom Software Inc | $2.2M | 18K |
 CPRT Copart Inc | $2.1M | 62K |
HONEYWELL INTL INC | $1.3M | 5,622 |
 NRP Natural Resource Partners L | $670K | 5,541 |
🔒 Free account: see all 10.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 SPY Spdr S&P 500 ETF TR | Call | $149K | 200 | +200 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →First Foundation Advisors 13F FAQ
What does First Foundation Advisors own?
First Foundation Advisors reported 353 stocks worth $2.8B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are MSFT (13.3%), IVV (8.1%) and GOOG (4.7%). The table above lists every position in the filing (the top 10 without an account).
What did First Foundation Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 29 new positions, 128 added to, 137 trimmed and 10 sold out. New positions include FSUN. It sold all of KNSL, PAYC and CPRT.
When will First Foundation Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is First Foundation Advisors's portfolio worth?
The Q2 2026 filing reports $2.8B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.