13F Filings History of FIRST FOUNDATION ADVISORS
- Latest 13F filing
- Q2 2026 - 14 Aug 2026
- Latest reported 13F value
- $2,782,145,515
- Largest 13F holdings
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MSFT IVV GOOG IEFA AMD JEPI IEMG AMZN IWR GSLC AAPL MOAT
+8 more
BRKB GSSC GSIE IWM PRFZ NVDA JPM APH - Form 13F summary
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- FIRST FOUNDATION ADVISORS Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- FIRST FOUNDATION ADVISORS reported 353 equity holdings with a total reported market value of $2,782,145,515 for Q2 2026. Top reported holdings included MSFT, IVV, GOOG, IEFA, and AMD.
- Manager signature
- Robert Roche - CCO
- Manager location
- Irvine, CA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$2,782,145,515
Quarter delta
+$300,729,535
Accepted
14 Aug 2026, 11:37
Rows shown
1-25 of 51
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 353 | $2,782,145,515 | +$125,061,556 | -$101,358,060 | +$23,703,496 | MSFT, IVV, GOOG, IEFA, AMD | 13F-HR | 14 Aug 2026, 11:37 |
| Q1 2026 | 334 | $2,481,415,980 | +$92,314,886 | -$91,725,637 | +$589,249 | MSFT, IVV, GOOG, IEFA, JEPI | 13F-HR | 04 May 2026, 13:10 |
| Q4 2025 | 337 | $2,653,923,533 | +$54,002,652 | -$132,991,487 | -$78,988,835 | MSFT, IVV, GOOG, IEFA, JEPI | 13F-HR | 04 Feb 2026, 14:00 |
| Q3 2025 | 334 | $2,705,712,206 | +$66,407,798 | -$234,794,961 | -$168,387,163 | MSFT, IVV, GOOG, IEFA, JEPI | 13F-HR | 14 Nov 2025, 19:18 |
| Q2 2025 | 329 | $2,698,117,796 | +$84,976,951 | -$117,900,323 | -$32,923,372 | MSFT, IVV, GOOG, IEFA, MOAT | 13F-HR | 13 Aug 2025, 18:16 |
| Q1 2025 | 331 | $2,456,037,558 | +$89,875,465 | -$191,648,358 | -$101,772,893 | MSFT, IVV, MOAT, JEPI, GOOG | 13F-HR | 07 May 2025, 19:47 |
| Q4 2024 | 341 | $2,657,763,449 | +$122,502,607 | -$87,389,311 | +$35,113,296 | MSFT, IVV, GOOG, MOAT, JEPI | 13F-HR | 13 Feb 2025, 11:43 |
| Q3 2024 | 355 | $2,654,690,055 | +$96,264,743 | -$133,160,591 | -$36,895,848 | MSFT, IVV, MOAT, GOOG, JEPI | 13F-HR | 13 Nov 2024, 18:51 |
| Q2 2024 | 432 | $2,616,866,349 | +$160,160,541 | -$69,867,643 | +$90,292,898 | MSFT, IVV, GOOG, MOAT, JEPI | 13F-HR | 06 Aug 2024, 12:04 |
| Q1 2024 | 434 | $2,499,126,354 | +$249,775,728 | -$118,256,290 | +$131,519,438 | MSFT, IVV, GOOG, MOAT, JEPI | 13F-HR | 09 May 2024, 18:53 |
| Q4 2023 | 432 | $2,194,509,322 | +$108,975,048 | -$282,835,551 | -$173,860,503 | MSFT, GOOG, IVV, AMZN, UPS | 13F-HR | 14 Feb 2024, 15:34 |
| Q3 2023 | 424 | $2,140,781,903 | +$164,669,045 | -$244,069,454 | -$79,400,409 | MSFT, GOOG, AMZN, BRKB, UPS | 13F-HR | 15 Nov 2023, 15:30 |
| Q2 2023 | 415 | $2,314,059,891 | +$157,402,740 | -$193,406,053 | -$36,003,313 | MSFT, GOOG, AAPL, UPS, AMZN | 13F-HR | 14 Aug 2023, 12:42 |
| Q1 2023 | 391 | $2,174,835,419 | +$146,128,039 | -$233,130,845 | -$87,002,806 | MSFT, GOOG, UPS, AAPL, BRKB | 13F-HR | 12 May 2023, 16:33 |
| Q4 2022 | 400 | $2,088,046,357 | +$220,154,743 | -$297,397,641 | -$77,242,898 | MSFT, GOOG, UPS, BRKB, AAPL | 13F-HR | 14 Feb 2023, 13:10 |
| Q3 2022 | 384 | $2,042,125,000 | +$277,998,342 | -$259,360,874 | +$18,637,468 | MSFT, GOOG, AAPL, AMZN, UPS | 13F-HR | 10 Nov 2022, 18:41 |
| Q2 2022 | 400 | $2,263,932,000 | +$236,511,874 | -$234,261,030 | +$2,250,844 | MSFT, GOOG, IAU, UPS, AAPL | 13F-HR | 12 Aug 2022, 14:39 |
| Q1 2022 | 423 | $2,769,951,000 | +$210,661,738 | -$171,572,420 | +$39,089,318 | MSFT, GOOG, AMZN, IAU, META | 13F-HR | 05 May 2022, 13:41 |
| Q4 2021 | 439 | $2,909,684,000 | +$251,344,769 | -$262,576,671 | -$11,231,902 | MSFT, GOOG, AMZN, IAU, UPS | 13F-HR | 11 Feb 2022, 18:40 |
| Q3 2021 | 441 | $2,679,058,000 | +$203,252,996 | -$122,603,277 | +$80,649,719 | MSFT, GOOG, IAU, AMZN, META | 13F-HR | 15 Nov 2021, 15:28 |
| Q2 2021 | 448 | $2,596,817,000 | +$299,213,594 | -$229,887,489 | +$69,326,105 | MSFT, GOOG, IAU, AMZN, META | 13F-HR | 13 Aug 2021, 17:20 |
| Q1 2021 | 413 | $2,332,121,000 | +$145,580,544 | -$160,855,864 | -$15,275,320 | MSFT, GOOG, IAU, AMZN, VER | 13F-HR | 17 May 2021, 17:48 |
| Q4 2020 | 410 | $2,255,506,000 | +$192,707,958 | -$303,115,855 | -$110,407,897 | MSFT, IAU, GOOG, AMZN, DIS | 13F-HR | 12 Feb 2021, 18:56 |
| Q3 2020 | 372 | $2,155,039,000 | +$161,103,559 | -$82,213,685 | +$78,889,874 | MSFT, META, IAU, GOOG, AMZN | 13F-HR | 12 Nov 2020, 13:58 |
| Q2 2020 | 352 | $1,939,785,000 | +$99,431,495 | -$123,224,881 | -$23,793,386 | MSFT, META, IAU, GOOG, AMZN | 13F-HR | 14 Aug 2020, 15:32 |