First Foundation Advisors
First Foundation Advisors is a registered investment adviser headquartered in Irvine, California, serving clients since its founding in 1990. The firm focuses on providing investment management, wealth planning, and financial advisory services to high-net-worth individuals, families, and institutions. With approximately 62 employees, First Foundation Advisors operates as a part of the wider First Foundation Inc. group, leveraging a team of experienced professionals to deliver customized solutions.
Investment Strategy
First Foundation Advisors employs a client-centric investment approach focused on long-term growth, asset allocation, and risk management. The firm emphasizes constructing diversified portfolios with tailored equity, fixed income, and alternative asset components, based on in-depth research, market analysis, and the unique financial goals of each client. Their philosophy prioritizes value, disciplined process, and transparency in investment decisions, with an aim to preserve capital and enhance returns over varying market cycles.
Latest 13F Filing Activity
First Foundation Advisors filed their most recent 13F report on Jun 30, 2025 disclosing 328 equity positions and 1 options positions with a total 13F market value of $3B. The fund increased holdings in Microsoft Corp., Ishares TR, Nvidia Corporation among other positions. First Foundation Advisors reduced exposure to Vaneck Etf Trust, United Parcel Service Inc., Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (328)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 18.85% | $508.8M | 1,022,931 | $46.72 | $497.41 | +$122.6M |
I IVV | ISHARES TR | 6.84% | $184.5M | 297,084 | $466.21 | $620.90 | +$20.1M |
G GOOG | ALPHABET INC | 3.19% | $86.2M | 485,989 | $47.70 | $177.39 | +$6.8M |
I IEFA | ISHARES TR | 3.14% | $84.8M | 1,015,223 | $64.05 | $83.48 | +$9.6M |
M MOAT | VANECK ETF TRUST | 3.05% | $82.2M | 876,292 | $77.64 | $93.79 | -$11.8M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | — | Call | $529.8K | 60 | $485.77 | $532.58 | 0 | -$274.9K |
Industry Allocation
Investment Team (9)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Strategist | Los Angeles, CA , United States | |
S Sherry Lindley | VP, Real Estate Portfolio Manager | Rancho Santa Margarita, CA , United States | |
C Celine Ghebbano | Vice President Portfolio Management | San Diego, CA , United States | |
E Evan Luis | VP, Corporate Banking Portfolio Manager | Vancouver, WA , United States | |
 | Commercial Portfolio Manager | Naples, FL , United States | |
P Phillip Chong | Trading Supervisor | Irvine, CA , United States | |
 | VP, CRE Portfolio Manager | Anaheim, CA , United States | |
 | AVP, Corporate Portfolio Manager | Sacramento, CA , United States | |
 | Analyst | Rocklin, CA , United States |
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