FIRST FOUNDATION ADVISORS

Filed: 8/14/2025ACC: 0001086763-25-000012

📋 What this filing means

FIRST FOUNDATION ADVISORS filed this quarterly 13F‑HR report disclosing 329 equity positions with a total reported market value of $2.70B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

329

Positions

$2.70B

Total AUM (reported)

25.22M

Total Shares

Allocation by class

COM$1.17B43.3%

CORE S&P500 ETF$184.46M6.8%

CAP STK CL C$86.21M3.2%

CORE MSCI EAFE$84.75M3.1%

MRNGSTR WDE MOAT$82.19M3.0%

EQUITY PREMIUM$81.34M3.0%

CL A$73.67M2.7%

Portfolio Concentration

Top 3$779.49M28.9%

4–10$505.45M18.7%

11–25$478.53M17.7%

Rest$935.19M34.7%

Top 3 weight

28.9%

Top 10 weight

47.6%

Voting Authority Distribution

Total shares with voting rights: 25.22M

Sole

Full voting authority

23.64M

% of voting shares93.7%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.58M

% of voting shares6.3%

Investment Discretion (by position count)

Sole199

Shared0

Other130

Dominant voting typeSole · 93.7% of voting shares

Institutional Holdings329

Rows:

MICROSOFT CORP

DFND

COM

Shares1.02M

TypeSH

Market value$508.82M

18.85%

Sole

1.01M

Shared

0.00

None

12.48K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares297.08K

TypeSH

Market value$184.46M

6.84%

Sole

281.86K

Shared

0.00

None

15.23K

ALPHABET INC

DFND

CAP STK CL C

Shares485.99K

TypeSH

Market value$86.21M

3.19%

Sole

461.81K

Shared

0.00

None

24.18K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares1.02M

TypeSH

Market value$84.75M

3.14%

Sole

942.72K

Shared

0.00

None

72.50K

VANECK ETF TRUST

SOLE

MRNGSTR WDE MOAT

Shares876.29K

TypeSH

Market value$82.19M

3.05%

Sole

829.10K

Shared

0.00

None

47.20K

J P MORGAN EXCHANGE TRADED F

DFND

EQUITY PREMIUM

Shares1.43M

TypeSH

Market value$81.34M

3.01%

Sole

1.35M

Shared

0.00

None

85.17K

AMAZON COM INC

SOLE

COM

Shares333.46K

TypeSH

Market value$73.16M

2.71%

Sole

319.02K

Shared

0.00

None

14.44K

APPLE INC

DFND

COM

Shares313.30K

TypeSH

Market value$64.28M

2.38%

Sole

308.26K

Shared

0.00

None

5.04K

GOLDMAN SACHS ETF TR

DFND

ACTIVEBETA US LG

Shares502.40K

TypeSH

Market value$60.98M

2.26%

Sole

464.76K

Shared

0.00

None

37.64K

BERKSHIRE HATHAWAY INC DEL

DFND

CL B NEW

Shares125.85K

TypeSH

Market value$58.75M

2.18%

Sole

121.33K

Shared

0.00

None

4.52K

ISHARES TR

DFND

RUS MID CAP ETF

Shares499.72K

TypeSH

Market value$45.96M

1.70%

Sole

463.73K

Shared

0.00

None

35.99K

GOLDMAN SACHS ETF TR

SOLE

ACTIVEBETA INT

Shares1.04M

TypeSH

Market value$41.12M

1.52%

Sole

958.77K

Shared

0.00

None

78.15K

GOLDMAN SACHS ETF TR

SOLE

ACTIVEBETA US

Shares564.89K

TypeSH

Market value$38.76M

1.44%

Sole

514.15K

Shared

0.00

None

50.74K

INVESCO EXCHANGE TRADED FD T

SOLE

RAFI US 1500

Shares930.27K

TypeSH

Market value$37.83M

1.40%

Sole

867.62K

Shared

0.00

None

62.65K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares361.55K

TypeSH

Market value$35.87M

1.33%

Sole

330.02K

Shared

0.00

None

31.53K

ISHARES INC

SOLE

CORE MSCI EMKT

Shares592.73K

TypeSH

Market value$35.58M

1.32%

Sole

563.11K

Shared

0.00

None

29.63K

JPMORGAN CHASE & CO.

SOLE

COM

Shares116.28K

TypeSH

Market value$33.71M

1.25%

Sole

112.02K

Shared

0.00

None

4.27K

NVIDIA CORPORATION

SOLE

COM

Shares204.68K

TypeSH

Market value$32.34M

1.20%

Sole

202.18K

Shared

0.00

None

2.50K

ISHARES TR

DFND

CALIF MUN BD ETF

Shares521.52K

TypeSH

Market value$29.07M

1.08%

Sole

506.16K

Shared

0.00

None

15.35K

ISHARES TR

DFND

RUS 1000 GRW ETF

Shares61.33K

TypeSH

Market value$26.04M

0.96%

Sole

55.07K

Shared

0.00

None

6.26K

ADVANCED MICRO DEVICES INC

DFND

COM

Shares181.82K

TypeSH

Market value$25.80M

0.96%

Sole

181.77K

Shared

0.00

None

45.00

ISHARES TR

DFND

RUSSELL 2000 ETF

Shares118.08K

TypeSH

Market value$25.48M

0.94%

Sole

111.86K

Shared

0.00

None

6.22K

J P MORGAN EXCHANGE TRADED F

SOLE

REALTY INCOME ET

Shares525.03K

TypeSH

Market value$25.01M

0.93%

Sole

493.20K

Shared

0.00

None

31.83K

MASTERCARD INCORPORATED

SOLE

CL A

Shares42.01K

TypeSH

Market value$23.61M

0.87%

Sole

40.07K

Shared

0.00

None

1.94K

AMPHENOL CORP NEW

DFND

CL A

Shares226.27K

TypeSH

Market value$22.34M

0.83%

Sole

214.47K

Shared

0.00

None

11.79K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
MICROSOFT CORPDFND	COM	1.02M	SH	$508.82M 18.85%	1.01M	12.48K
ISHARES TRSOLE	CORE S&P500 ETF	297.08K	SH	$184.46M 6.84%	281.86K	15.23K
ALPHABET INCDFND	CAP STK CL C	485.99K	SH	$86.21M 3.19%	461.81K	24.18K
ISHARES TRSOLE	CORE MSCI EAFE	1.02M	SH	$84.75M 3.14%	942.72K	72.50K
VANECK ETF TRUSTSOLE	MRNGSTR WDE MOAT	876.29K	SH	$82.19M 3.05%	829.10K	47.20K
J P MORGAN EXCHANGE TRADED FDFND	EQUITY PREMIUM	1.43M	SH	$81.34M 3.01%	1.35M	85.17K
AMAZON COM INCSOLE	COM	333.46K	SH	$73.16M 2.71%	319.02K	14.44K
APPLE INCDFND	COM	313.30K	SH	$64.28M 2.38%	308.26K	5.04K
GOLDMAN SACHS ETF TRDFND	ACTIVEBETA US LG	502.40K	SH	$60.98M 2.26%	464.76K	37.64K
BERKSHIRE HATHAWAY INC DELDFND	CL B NEW	125.85K	SH	$58.75M 2.18%	121.33K	4.52K
ISHARES TRDFND	RUS MID CAP ETF	499.72K	SH	$45.96M 1.70%	463.73K	35.99K
GOLDMAN SACHS ETF TRSOLE	ACTIVEBETA INT	1.04M	SH	$41.12M 1.52%	958.77K	78.15K
GOLDMAN SACHS ETF TRSOLE	ACTIVEBETA US	564.89K	SH	$38.76M 1.44%	514.15K	50.74K
INVESCO EXCHANGE TRADED FD TSOLE	RAFI US 1500	930.27K	SH	$37.83M 1.40%	867.62K	62.65K
ISHARES TRSOLE	CORE US AGGBD ET	361.55K	SH	$35.87M 1.33%	330.02K	31.53K
ISHARES INCSOLE	CORE MSCI EMKT	592.73K	SH	$35.58M 1.32%	563.11K	29.63K
JPMORGAN CHASE & CO.SOLE	COM	116.28K	SH	$33.71M 1.25%	112.02K	4.27K
NVIDIA CORPORATIONSOLE	COM	204.68K	SH	$32.34M 1.20%	202.18K	2.50K
ISHARES TRDFND	CALIF MUN BD ETF	521.52K	SH	$29.07M 1.08%	506.16K	15.35K
ISHARES TRDFND	RUS 1000 GRW ETF	61.33K	SH	$26.04M 0.96%	55.07K	6.26K
ADVANCED MICRO DEVICES INCDFND	COM	181.82K	SH	$25.80M 0.96%	181.77K	45.00
ISHARES TRDFND	RUSSELL 2000 ETF	118.08K	SH	$25.48M 0.94%	111.86K	6.22K
J P MORGAN EXCHANGE TRADED FSOLE	REALTY INCOME ET	525.03K	SH	$25.01M 0.93%	493.20K	31.83K
MASTERCARD INCORPORATEDSOLE	CL A	42.01K	SH	$23.61M 0.87%	40.07K	1.94K
AMPHENOL CORP NEWDFND	CL A	226.27K	SH	$22.34M 0.83%	214.47K	11.79K

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