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ROBERT ROCHE

First Foundation Advisors

Assets Managed
$2.484B
Holdings
334
Last Quarter
2026 - Q1
Filed Date
17d ago
Growth Rate
-6.41%(2Q avg: -4.16%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in First Foundation Advisors's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 334 positions.

Assets under management

The assets under management (AUM) of First Foundation Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.484B in assets, with a quarterly growth rate of -6.41% and a 2-quarter average growth rate of -4.16%. The portfolio is managed by ROBERT ROCHE, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MSFT
Microsoft Corp
Recent Activity
Decreased -0.04%
14.9%
$369.869M
999,186 shares@ $370.18 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 2.49%
7.79%
$193.404M
296,082 shares@ $653.22 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -2.26%
4.42%
$109.707M
382,442 shares@ $286.87 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 5.04%
4.01%
$99.526M
1.099M shares@ $90.53 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Increased 4.31%
3.6%
$89.331M
1.576M shares@ $56.69 avg price
MOAT
Vaneck Morningstar Wide Moat
Recent Activity
Decreased -2.25%
2.9%
$71.888M
743,411 shares@ $96.71 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.08%
2.9%
$71.856M
283,134 shares@ $253.79 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.59%
2.43%
$60.237M
289,224 shares@ $208.28 avg price
GSLC
Goldman Activebeta Us Lc Etf
Recent Activity
Decreased -1.76%
2.32%
$57.445M
459,085 shares@ $125.13 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 19.4%
2.17%
$53.889M
772,603 shares@ $69.75 avg price

1-10 of 334