13F Filings History of FIRST FOUNDATION ADVISORS

13F snapshot Latest parsed holdings, value, and filing-period context. 2 signals
Form 13F summary
  • 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 334 equity holdings with a total reported market value of $2,459,220,165 for Q1 2026. Top reported holdings included MICROSOFT CORP, ISHARES TR, ALPHABET INC, ISHARES TR, and J P MORGAN EXCHANGE TRADED F.
Manager Names, identifiers, and filing context for this profile. 2 identity fields
Manager signature
Robert Roche - CCO
Manager location
Irvine, CA

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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
Q1 2026
Latest value
$2,459,220,165
Quarter delta
n/a
Accepted
04 May 2026, 13:10
Rows shown
1-1 of 1
Quarter Holdings SEC-reported value Bought Sold Net Top Holdings Form Type Accepted by SEC
Q1 2026 334 $2,459,220,165 $0 $0 $0 MICROSOFT CORP, ISHARES TR, ALPHABET INC, ISHARES TR, J P MORGAN EXCHANGE TRADED F 13F-HR 04 May 2026, 13:10
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