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FIRST FOUNDATION ADVISORS

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1086763

$2.78B

disclosed book value

353

positions

13.3%

largest position share

Positions, as of 2026-06-30

top 100 of 353 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1MSFTMICROSOFT CORP992,430$370.2M13.3%
2IVVISHARES TR300,496$225.0M8.1%
3GOOGALPHABET INC372,706$131.7M4.7%
4IEFAISHARES TR1.2M$114.9M4.1%
5AMDADVANCED MICRO DEVICES INC182,059$105.8M3.8%
6JEPIJ P MORGAN EXCHANGE TRADED F1.6M$88.6M3.2%
7IEMGISHARES INC844,318$69.9M2.5%
8AMZNAMAZON COM INC281,608$67.1M2.4%
9IWRISHARES TR583,207$64.3M2.3%
10GSLCGOLDMAN SACHS ETF TR446,025$63.3M2.3%
11AAPLAPPLE INC216,711$62.7M2.3%
12MOATVANECK ETF TRUST593,918$61.7M2.2%
13BRK/BBERKSHIRE HATHAWAY INC DEL104,602$52.3M1.9%
14GSSCGOLDMAN SACHS ETF TR512,488$46.8M1.7%
15GSIEGOLDMAN SACHS ETF TR1.0M$46.6M1.7%
16IWMISHARES TR151,117$45.4M1.6%
17PRFZINVESCO EXCHANGE TRADED FD T739,179$41.2M1.5%
18NVDANVIDIA CORPORATION191,927$38.4M1.4%
19JPMJPMORGAN CHASE & CO97,905$32.0M1.2%
20APHAMPHENOL CORP158,700$28.0M1%
21IAUISHARES GOLD TR359,362$27.1M1%
22AMATAPPLIED MATLS INC34,278$24.8M0.9%
23GEMGOLDMAN SACHS ETF TR428,400$22.3M0.8%
24IWFISHARES TR157,598$19.6M0.7%
25CMFISHARES TR318,941$18.4M0.7%
26UBERUBER TECHNOLOGIES INC254,636$18.4M0.7%
27SCHWSCHWAB CHARLES CORP197,480$18.2M0.7%
28RSPINVESCO EXCHANGE TRADED FD T85,382$18.2M0.7%
29MAMASTERCARD INCORPORATED32,976$16.9M0.6%
30COHEN & STEERS ETF TRUST593,307$16.8M0.6%
31PMPHILIP MORRIS INTL INC91,182$16.5M0.6%
32AGGISHARES TR161,259$16.0M0.6%
33INFLLISTED FDS TR318,044$15.9M0.6%
34ISHARES U S ETF TR284,185$15.7M0.6%
35AGGYWISDOMTREE TR329,835$14.3M0.5%
36ITOTISHARES TR83,334$13.7M0.5%
37GOOGLALPHABET INC37,494$13.4M0.5%
38COSTCOSTCO WHOLESALE CORPORATION13,569$12.7M0.5%
39IEFISHARES TR132,012$12.5M0.4%
40SSGA ACTIVE ETF TR233,578$12.3M0.4%
41XYLDGLOBAL X FDS302,148$12.3M0.4%
42SPYSTATE STR SPDR S&P 500 ETF T16,489$12.3M0.4%
43JNJJOHNSON & JOHNSON47,126$12.0M0.4%
44METAMETA PLATFORMS INC20,796$11.7M0.4%
45FIRSTSUN CAP BANCORP290,275$11.3M0.4%
46CORCENCORA INC39,502$11.2M0.4%
47LQDISHARES TR100,442$11.0M0.4%
48DGROISHARES TR143,182$10.9M0.4%
49ASML HLDG NV5,422$10.8M0.4%
50CPCANADIAN PACIFIC KANSAS CITY124,078$10.8M0.4%
51J P MORGAN EXCHANGE TRADED F197,518$10.3M0.4%
52QUALISHARES TR45,755$10.0M0.4%
53IWPISHARES TR66,345$9.7M0.3%
54LOWLOWES COS INC43,369$9.6M0.3%
55IVWISHARES TR69,181$9.5M0.3%
56PWZINVESCO EXCH TRADED FD TR II379,879$9.3M0.3%
57QCOMQUALCOMM INC49,623$9.2M0.3%
58FTNTFORTINET INC59,686$9.2M0.3%
59IJRISHARES TR57,062$8.5M0.3%
60AVGOBROADCOM INC21,483$8.1M0.3%
61SGOVISHARES TR75,721$7.6M0.3%
62DISDISNEY WALT CO78,099$7.5M0.3%
63MPWRMONOLITHIC PWR SYS INC5,301$7.3M0.3%
64VANECK ETF TRUST316,390$7.2M0.3%
65VVISA INC20,643$7.1M0.3%
66LLYELI LILLY & CO5,869$7.0M0.3%
67MEDPMEDPACE HLDGS INC12,692$6.7M0.2%
68XCEMCOLUMBIA ETF TR II125,625$6.6M0.2%
69BNBROOKFIELD CORP153,426$6.5M0.2%
70BARCLAYS BANK PLC146,170$6.4M0.2%
71EXMOCEXXON MOBIL CORP45,672$6.2M0.2%
72ANETARISTA NETWORKS INC35,865$6.1M0.2%
73EFAISHARES TR56,173$5.8M0.2%
74TXNTEXAS INSTRS INC19,537$5.8M0.2%
75IVEISHARES TR25,016$5.7M0.2%
76AORISHARES TR79,255$5.5M0.2%
77EPDENTERPRISE PRODS PARTNERS L149,591$5.5M0.2%
78NEENEXTERA ENERGY INC61,644$5.4M0.2%
79APPAPPLOVIN CORP10,384$5.4M0.2%
80BEBLOOM ENERGY CORP17,500$5.3M0.2%
81WMTWALMART INC46,464$5.3M0.2%
82CMECME GROUP INC23,316$5.1M0.2%
83LINDE PLC9,807$5.1M0.2%
84SCHXSCHWAB STRATEGIC TR164,561$4.8M0.2%
85CATCATERPILLAR INC4,478$4.8M0.2%
86BKNGBOOKING HOLDINGS INC26,426$4.7M0.2%
87EFVISHARES TR59,286$4.5M0.2%
88CVXCHEVRON CORPORATION26,696$4.4M0.2%
89HDHOME DEPOT INC12,526$4.4M0.2%
90MUBISHARES TR40,551$4.4M0.2%
91MELIMERCADOLIBRE INC2,557$4.3M0.2%
92CTASCINTAS CORP25,475$4.3M0.2%
93EFGISHARES TR34,517$4.3M0.2%
94DHRDANAHER CORP DEL22,542$4.3M0.2%
95IWOISHARES TR10,891$4.3M0.2%
96QQQINVESCO QQQ TR5,601$4.1M0.1%
97NFLXNETFLIX INC.57,758$4.1M0.1%
98SUSUNCOR ENERGY INC NEW76,313$4.1M0.1%
99UNHUNITEDHEALTH GROUP INC9,688$4.0M0.1%
100VNQVANGUARD INDEX FDS41,597$4.0M0.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.