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FIRST FOUNDATION ADVISORS - Portfolio Stock Holdings

FIRST FOUNDATION ADVISORS disclosed 358 stock positions in a recent SEC 13F filing. $2,773,477,462 of stock holdings were filed, with the largest holdings including MSFT, IVV, and GOOG. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.

We estimate the fund has a total AUM of $5,063,713,129 and has 57 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

358

Est. Stock Holding Value:

$2,773,477,462

Top Stock Holdings By Sector

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Portfolio Stock Holdings - FIRST FOUNDATION ADVISORS

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - FIRST FOUNDATION ADVISORS

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.