First Foundation Advisors ETF holdings
Irvine, CA
Reported $1.3B in 134 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.3B
ETFs held
134
Change from prior quarter
+12.2%
With price moves
ETFs as a share of its 13F
48.4%
of $2.8B
Top 10 of 134 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $225.0M | 300,496 | +4,414 shares |
| IEFA | iShares Core MSCI EAFE ETF | $114.9M | 1,189,720 | +90,344 shares |
| JEPI | JPMorgan Equity Premium Income ETF | $88.6M | 1,568,542 | −7,512 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $69.9M | 844,318 | +71,715 shares |
| IWR | iShares Russell Mid-Cap ETF | $64.3M | 583,207 | +29,403 shares |
| GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $63.3M | 446,025 | −13,060 shares |
| MOAT | VanEck Morningstar Wide Moat ETF | $61.7M | 593,918 | −149,493 shares |
| GSSC | Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF | $46.8M | 512,488 | −3,242 shares |
| GSIE | Goldman Sachs ActiveBeta International Equity ETF | $46.6M | 1,018,994 | −5,483 shares |
| IWM | iShares Russell 2000 ETF | $45.4M | 151,117 | +23,020 shares |
124 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001086763. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does First Foundation Advisors own?
First Foundation Advisors reported 134 ETF positions worth $1.3B in its Form 13F for June 30, 2026. The largest was IVV, at $225.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.