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Disclosed positions
FIRST FOUNDATION ADVISORS: source evidence dated 2026-08-15T03:59:59.999Z.
- Issuer
- MICROSOFT CORP
- Ticker
- MSFT
- Class
- COM
- Reported value
- $370,196,279
- Reported amount
- 992,430
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001086763-26-000005Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| MICROSOFT CORP | MSFT | COM | $370,196,279 | 992,430 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $225,038,180 | 300,496 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $131,688,285 | 372,706 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $114,903,200 | 1,189,720 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $105,759,894 | 182,059 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JEPI | EQUITY PREMIUM | $88,591,251 | 1,568,542 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $69,943,330 | 844,318 | SH | None |
| AMAZON COM INC | AMZN | COM | $67,118,450 | 281,608 | SH | None |
| ISHARES TR | IWR | RUS MID CAP ETF | $64,339,399 | 583,207 | SH | None |
| GOLDMAN SACHS ETF TR | GSLC | ACTIVEBETA US LG | $63,286,466 | 446,025 | SH | None |
| APPLE INC | AAPL | COM | $62,707,527 | 216,711 | SH | None |
| VANECK ETF TRUST | MOAT | MRNGSTR WDE MOAT | $61,743,749 | 593,918 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $52,341,544 | 104,602 | SH | None |
| GOLDMAN SACHS ETF TR | GSSC | ACTIVEBETA US | $46,769,685 | 512,488 | SH | None |
| GOLDMAN SACHS ETF TR | GSIE | ACTIVEBETA INT | $46,568,022 | 1,018,994 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $45,402,962 | 151,117 | SH | None |
| INVESCO EXCHANGE TRADED FD T | PRFZ | RAFI US 1500 | $41,224,019 | 739,179 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $38,402,699 | 191,927 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $32,047,191 | 97,905 | SH | None |
| AMPHENOL CORP | APH | CL A | $27,981,962 | 158,700 | SH | None |
| ISHARES GOLD TR | IAU | ISHARES NEW | $27,135,424 | 359,362 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $24,783,332 | 34,278 | SH | None |
| GOLDMAN SACHS ETF TR | GEM | ACTIVEBETA EME | $22,276,814 | 428,400 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $19,568,898 | 157,598 | SH | None |
| ISHARES TR | CMF | CALIF MUN BD ETF | $18,383,786 | 318,941 | SH | None |
| UBER TECHNOLOGIES INC | UBER | COM | $18,374,498 | 254,636 | SH | None |
| SCHWAB CHARLES CORP | SCHW | COM | $18,221,507 | 197,480 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $18,166,752 | 85,382 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $16,936,415 | 32,976 | SH | None |
| COHEN & STEERS ETF TRUST | CSRE | REAL EST ACT ETF | $16,838,041 | 593,307 | SH | None |
| PHILIP MORRIS INTL INC | PM | COM | $16,495,671 | 91,182 | SH | None |
| ISHARES TR | AGG | CORE US AGGBD ET | $15,961,396 | 161,259 | SH | None |
| LISTED FDS TR | INFL | HORI KI INFL ETF | $15,864,011 | 318,044 | SH | None |
| ISHARES U S ETF TR | CMDY | BLOOMBERG ROLL | $15,695,537 | 284,185 | SH | None |
| WISDOMTREE TR | AGGY | YIELD ENHANCD US | $14,341,224 | 329,835 | SH | None |
| ISHARES TR | ITOT | CORE S&P TTL STK | $13,689,335 | 83,334 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $13,399,153 | 37,494 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $12,693,831 | 13,569 | SH | None |
| ISHARES TR | IEF | 7-10 YR TRSY BD | $12,484,384 | 132,012 | SH | None |
| SSGA ACTIVE ETF TR | GAL | ST STR GLOBA ETF | $12,342,245 | 233,578 | SH | None |
| GLOBAL X FDS | XYLD | S&P 500 COVERED | $12,324,600 | 302,148 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $12,313,229 | 16,489 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $11,968,465 | 47,126 | SH | None |
| META PLATFORMS INC | META | CL A | $11,714,106 | 20,796 | SH | None |
| FIRSTSUN CAP BANCORP | FSUN | COM | $11,256,861 | 290,275 | SH | None |
| CENCORA INC | COR | COM | $11,178,273 | 39,502 | SH | None |
| ISHARES TR | LQD | IBOXX INV CP ETF | $10,955,209 | 100,442 | SH | None |
| ISHARES TR | DGRO | CORE DIV GRWTH | $10,851,789 | 143,182 | SH | None |
| ASML HLDG NV | ASML | N Y REGISTRY SHS | $10,786,744 | 5,422 | SH | None |
| CANADIAN PACIFIC KANSAS CITY | CP | COM | $10,751,387 | 124,078 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 1 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.