SEC 13F Intelligence

Managers / Q4 2024 · view latest →

FIRST FOUNDATION ADVISORS

CIK 0001086763 · 18101 VON KARMAN AVENUE, STE 700, IRVINE, CA, 92612 · 9494760300

Reported Value
$2.7B
Q4 2024
Positions
580
Filings on Record
30
2019–present window
Filed
Feb 13, 2025
original filing

Summary

First Foundation Advisors reported $2.7B in U.S.-listed holdings across 580 positions for Q4 2024.

Its largest position, MSFT, represents 16.2% of the portfolio.

Compared with Q3 2024, the fund opened 12 new positions and exited 26.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $1.6BQ4 ’18Q1 ’19: $1.7BQ2 ’19: $1.8BQ3 ’19: $1.9BQ4 ’19: $2.0BQ4 ’19Q1 ’20: $1.6BQ2 ’20: $1.9BQ3 ’20: $2.2BQ4 ’20: $2.3BQ4 ’20Q1 ’21: $2.3BQ2 ’21: $2.6BQ3 ’21: $2.7BQ4 ’21: $2.9BQ4 ’21Q1 ’22: $2.8BQ2 ’22: $2.3BQ3 ’22: $2.0BQ4 ’22: $2.09TQ4 ’22Q1 ’23: $2.2BQ2 ’23: $2.3BQ3 ’23: $2.1BQ4 ’23: $2.2BQ4 ’23Q1 ’24: $2.5BQ2 ’24: $2.6BQ3 ’24: $2.7BQ4 ’24: $2.7BQ4 ’24Q1 ’25: $2.5BQ2 ’25: $2.7BQ3 ’25: $2.7BQ4 ’25: $2.7BQ4 ’25Q1 ’26: $2.5Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2024

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$2.5B574May 4, 202613F-HRchanges · EDGAR ↗
Q4 2025$2.7B583Feb 4, 202613F-HRchanges · EDGAR ↗
Q3 2025$2.7B573Nov 17, 202513F-HRchanges · EDGAR ↗
Q2 2025$2.7B566Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$2.5B572May 8, 202513F-HRchanges · EDGAR ↗
Q4 2024$2.7B580Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$2.7B608Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$2.6B788Aug 6, 202413F-HRchanges · EDGAR ↗
Q1 2024$2.5B788May 10, 202413F-HRchanges · EDGAR ↗
Q4 2023$2.2B812Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$2.1B699Nov 15, 202313F-HRchanges · EDGAR ↗
Q2 2023$2.3B689Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$2.2B673May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$2.09T428Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$2.0B422Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$2.3B444Aug 12, 202213F-HRchanges · EDGAR ↗
Q1 2022$2.8B467May 5, 202213F-HRchanges · EDGAR ↗
Q4 2021$2.9B479Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$2.7B481Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$2.6B488Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$2.3B451May 18, 202113F-HRchanges · EDGAR ↗
Q4 2020$2.3B451Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$2.2B419Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$1.9B389Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$1.6B382May 11, 202013F-HRchanges · EDGAR ↗
Q4 2019$2.0B388Feb 11, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.9B395Nov 12, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.8B381Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$1.7B365May 13, 201913F-HRchanges · EDGAR ↗
Q4 2018$1.6B416Feb 14, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 2 additional managers.

  • Brookmont Capital Management028-14438
  • FIRST FOUNDATION BANK

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.