Arkolith/Funds/FIRST FOUNDATION ADVISORS

FIRST FOUNDATION ADVISORS

CIK: 1086763Q1 2026
Active Filer
Portfolio Value
$2.5B
Positions
595
New Buys
25
21 sold
Changes
164 ↑ / 324 ↓

Top HoldingsQ1 2026

595 total positions
#SecurityValueShares% PortChangeΔ Shares
1MICROSOFT CORP
COM
$362.5M979.2K14.6%
ADDED
+427
2ISHARES TR
CORE S&P500 ETF
$164.0M251.1K6.6%
ADDED
+7.7K
3ALPHABET INC
CAP STK CL C
$95.8M333.8K3.9%
REDUCED
-7,078
4ISHARES TR
CORE MSCI EAFE
$92.2M1.02M3.7%
ADDED
+49.1K
5J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
$79.6M1.40M3.2%
ADDED
+53.0K
6VANECK ETF TRUST
MRNGSTR WDE MOAT
$66.9M692.1K2.7%
REDUCED
-15,940
7APPLE INC
COM
$66.3M261.0K2.7%
REDUCED
-2,332
8AMAZON COM INC
COM
$54.1M259.8K2.2%
REDUCED
-403
9ISHARES TR
RUS MID CAP ETF
$49.7M510.9K2.0%
ADDED
+27.6K
10ISHARES INC
CORE MSCI EMKT
$49.5M709.8K2.0%
ADDED
+117.3K
11GOLDMAN SACHS ETF TR
ACTIVEBETA US LG
$49.5M395.4K2.0%
REDUCED
-9,989
12BERKSHIRE HATHAWAY INC DEL
CL B NEW
$42.2M88.0K1.7%
ADDED
+282
13ADVANCED MICRO DEVICES INC
COM
$36.9M181.4K1.5%
ADDED
+165
14GOLDMAN SACHS ETF TR
ACTIVEBETA INT
$36.8M853.0K1.5%
REDUCED
-507
15GOLDMAN SACHS ETF TR
ACTIVEBETA US
$34.6M463.6K1.4%
ADDED
+24.1K
16NVIDIA CORPORATION
COM
$30.4M174.1K1.2%
ADDED
+2.5K
17INVESCO EXCHANGE TRADED FD T
RAFI US 1500
$30.3M659.8K1.2%
REDUCED
-17,103
18ISHARES TR
CORE S&P500 ETF
$29.4M45.0K1.2%
REDUCED
-198,404
19ISHARES GOLD TR
ISHARES NEW
$28.6M324.0K1.2%
ADDED
+5.6K
20ISHARES TR
RUSSELL 2000 ETF
$28.5M114.9K1.1%
REDUCED
-2,914
21JPMORGAN CHASE & CO
COM
$26.3M89.2K1.1%
ADDED
+981
22AMPHENOL CORP
CL A
$18.9M149.5K0.8%
REDUCED
-2,845
23ISHARES TR
CALIF MUN BD ETF
$17.4M306.3K0.7%
REDUCED
-42,265
24SCHWAB CHARLES CORP
COM
$16.6M176.9K0.7%
ADDED
+2.8K
25UBER TECHNOLOGIES INC
COM
$15.1M210.1K0.6%
ADDED
+10.1K
Showing top 25 of 595 positions

Filing History

Q1 2026574 pos
$2.5B
Q4 2025583 pos
$2.7B

Data Source

Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.

Last filed: May 4, 2026