Fund Holdings

FIRST FOUNDATION ADVISORS

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ISHARES INC0772,603+772,603053,889,0242.17%+53,889,024
ISHARES U S ETF TR0133,199+133,19907,914,6850.32%+7,914,685
ISHARES TR01,099,376+1,099,376099,526,4684.01%+99,526,468
ISHARES TR052,056+52,05606,471,1150.26%+6,471,115
COHEN & STEERS ETF TRUST0205,835+205,83505,409,3440.22%+5,409,344
ISHARES TR0135,076+135,07609,479,6500.38%+9,479,650
ISHARES TR0553,804+553,804053,846,3402.17%+53,846,340
BROADRIDGE FINL SOLUTIONS IN(BR)023,620+23,62003,837,7770.15%+3,837,777
ASTRAZENECA PLC(AZN)016,959+16,95903,344,6010.13%+3,344,601
APPLIED MATLS INC034,668+34,668011,849,2090.48%+11,849,209
ISHARES GOLD TR(IAU)0347,773+347,773030,659,6681.24%+30,659,668
LISTED FDS TR0246,486+246,486012,832,0750.52%+12,832,075
J P MORGAN EXCHANGE TRADED F01,576,054+1,576,054089,330,7453.60%+89,330,745
ISHARES TR095,205+95,20509,583,3030.39%+9,583,303
GOLDMAN SACHS ETF TR0406,680+406,680017,568,5560.71%+17,568,556
EXXON MOBIL CORP(XOM)046,466+46,46607,883,3860.32%+7,883,386
BARCLAYS BANK PLC(DJP)0142,741+142,74106,871,5520.28%+6,871,552
COSTCO WHOLESALE CORPORATION(COST)014,318+14,318014,266,9210.57%+14,266,921
JOHNSON & JOHNSON(JNJ)045,850+45,850011,207,6900.45%+11,207,690
ASML HLDG NV06,482+6,48208,561,6200.35%+8,561,620
GOLDMAN SACHS ETF TR0515,730+515,730038,446,4091.55%+38,446,409
NVIDIA CORPORATION(NVDA)(Put)07,500+7,50001,308,000+1,308,000
U HAUL HOLDING COMPANY029,166+29,16601,302,8450.05%+1,302,845
MONOLITHIC PWR SYS INC(MPWR)06,356+6,35606,949,0170.28%+6,949,017
ISHARES TR0161,784+161,784016,060,2660.65%+16,060,266
ISHARES TR0138,936+138,936013,260,0760.53%+13,260,076
INVESCO EXCH TRADED FD TR II0379,319+379,31909,054,3560.36%+9,054,356
TJX COS INC NEW(TJX)016,236+16,23602,592,9100.10%+2,592,910
APPLE INC(AAPL)(Put)03,700+3,7000939,023+939,023
ENTERPRISE PRODS PARTNERS L(EPD)0150,279+150,27905,686,5490.23%+5,686,549
BLOOM ENERGY CORP017,500+17,50002,371,0750.10%+2,371,075
CATERPILLAR INC(CAT)04,104+4,10402,907,4480.12%+2,907,448
TORTOISE ENERGY INFRSTRCTR C(TYG)037,926+37,92601,890,6110.08%+1,890,611
GOLDMAN SACHS ETF TR01,024,477+1,024,477044,185,6931.78%+44,185,693
J P MORGAN EXCHANGE TRADED F026,520+26,52001,472,3750.06%+1,472,375
WALMART INC(WMT)051,137+51,13706,355,2940.26%+6,355,294
ISHARES SILVER TR(SLV)033,046+33,04602,251,7540.09%+2,251,754
DANAHER CORP DEL(DHR)015,654+15,65402,967,9750.12%+2,967,975
MERCK & CO INC(MRK)018,637+18,63702,241,8250.09%+2,241,825
GILEAD SCIENCES INC(GILD)024,376+24,37603,397,2830.14%+3,397,283
CANADIAN PACIFIC KANSAS CITY(CP)0127,479+127,479010,027,5020.40%+10,027,502
GE VERNOVA INC(GEV)01,799+1,79901,570,4480.06%+1,570,448
VANGUARD INDEX FDS02,080+2,0800621,5940.03%+621,594
ISHARES TR023,435+23,43504,948,3000.20%+4,948,300
ISHARES TR021,206+21,20603,090,5620.12%+3,090,562
BETA TECHNOLOGIES INC035,650+35,6500524,0550.02%+524,055
LINDE PLC(LIN)09,771+9,77104,843,9140.20%+4,843,914
ISHARES TR040,497+40,49704,298,7560.17%+4,298,756
VANGUARD SCOTTSDALE FDS026,890+26,89002,225,1480.09%+2,225,148
NEXTERA ENERGY INC(NEE)063,313+63,31305,880,4990.24%+5,880,499
PHILIP MORRIS INTL INC(PM)091,974+91,974015,207,0230.61%+15,207,023
NORTHROP GRUMMAN CORP(NOC)0941+9410642,0760.03%+642,076
VANECK BITCOIN ETF(HODL)022,445+22,4450430,0460.02%+430,046
COLUMBIA ETF TR II0130,057+130,05705,307,6460.21%+5,307,646
PFIZER INC(PFE)0120,712+120,71203,389,5810.14%+3,389,581
SELECT SECTOR SPDR TR06,237+6,2370382,0610.02%+382,061
DOW HLDGS INC(DOW)020,737+20,7370863,6960.03%+863,696
ISHARES TR054,364+54,36404,041,9630.16%+4,041,963
AT&T INC(T)052,534+52,53401,522,9610.06%+1,522,961
ISHARES TR015,728+15,72802,981,7800.12%+2,981,780
AMGEN INC(AMGN)03,769+3,76901,325,9900.05%+1,325,990
3M CO(MMM)02,271+2,2710329,8170.01%+329,817
SSGA ACTIVE ETF TR0232,958+232,958011,531,4260.46%+11,531,426
HONEYWELL INTL INC(HON)05,622+5,62201,270,7150.05%+1,270,715
PROCTER & GAMBLE CO(PG)024,890+24,89003,595,1380.14%+3,595,138
GE AEROSPACE(GE)08,494+8,49402,410,2370.10%+2,410,237
NETFLIX INC.(NFLX)012,616+12,61601,213,0290.05%+1,213,029
WISDOMTREE TR(WT)0320,599+320,599013,930,0470.56%+13,930,047
RTX CORPORATION(RTX)013,048+13,04802,516,9590.10%+2,516,959
TRAVELERS COMPANIES INC(TRV)01,596+1,5960465,5300.02%+465,530
VANGUARD INDEX FDS040,542+40,54203,596,0550.14%+3,596,055
BP PLC(BP)04,956+4,9560232,9360.01%+232,936
ANALOG DEVICES INC(ADI)0726+7260230,9700.01%+230,970
NORFOLK SOUTHN CORP(NSC)01,511+1,5110433,6570.02%+433,657
SELECT SECTOR SPDR TR02,716+2,7160222,6580.01%+222,658
PEPSICO INC(PEP)011,469+11,46901,781,0700.07%+1,781,070
ISHARES TR010,099+10,09903,169,1670.13%+3,169,167
JOHNSON CONTROLS INTERNATION01,667+1,6670218,2940.01%+218,294
INVESCO EXCHANGE TRADED FD T085,463+85,463016,402,0820.66%+16,402,082
CARRIER GLOBAL CORPORATION(CARR)03,686+3,6860207,5590.01%+207,559
MARATHON PETE CORP(MPC)0839+8390204,8550.01%+204,855
SIMON PPTY GROUP INC NEW(SPG)01,063+1,0630198,2810.01%+198,281
VANECK ETF TRUST0319,311+319,31107,235,5930.29%+7,235,593
HOME DEPOT INC(HD)014,543+14,54304,783,1690.19%+4,783,169
MICRON TECHNOLOGY INC(MU)01,825+1,8250616,5600.02%+616,560
ISHARES TR031,260+31,26003,481,4260.14%+3,481,426
SHELL PLC(SHEL)04,481+4,4810416,7070.02%+416,707
REALTY INCOME CORP(O)044,222+44,22202,705,5240.11%+2,705,524
WILLIAMS COS INC(WMB)08,535+8,5350621,1920.03%+621,192
LOCKHEED MARTIN CORP(LMT)01,425+1,4250861,1090.03%+861,109
COHEN & STEERS REAL ESTATE O010,928+10,9280158,8930.01%+158,893
EATON CORP PLC(ETN)01,138+1,1380407,0280.02%+407,028
LAM RESEARCH CORP(LRCX)02,922+2,9220624,3690.03%+624,369
WESTERN DIGITAL CORP(WDC)01,486+1,4860401,9480.02%+401,948
COCA COLA CO(KO)011,946+11,9460908,5190.04%+908,519
UNION PAC CORP(UNP)01,972+1,9720478,3310.02%+478,331
DEERE & CO(DE)01,193+1,1930672,1590.03%+672,159
VISA INC(V)020,111+20,11106,078,3550.24%+6,078,355
SEAGATE TECHNOLOGY HLDNGS PL01,005+1,0050393,7190.02%+393,719
SCHOLASTIC CORP012,171+12,1710475,3990.02%+475,399
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