FIRST FOUNDATION ADVISORS
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1086763
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$2.8B
incl. option notional
Equity Holdings
ⓘ$2.8B
Option Notional
ⓘ$149,354
$0 puts / $149,354 calls
Holdings
354
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
FIRST FOUNDATION ADVISORS disclosed 354 positions worth $2.8B in its Form 13F-HR for Q2 2026 — $2.8B in common stock plus $149,354 of put/call option positions (reported at underlying notional value, not premium at risk), led by $MSFT (MICROSOFT CORP) at 13.3% of the equity portfolio. During the quarter the fund opened 26 new positions and exited 10 — including a new stake in $FSUN and a full exit from $KNSL. The portfolio is most concentrated in Other (41.4% of disclosed assets). All figures are sourced directly from FIRST FOUNDATION ADVISORS’s Form 13F-HR filing with the SEC under CIK 1086763.
AI Fund Analysis
Stable
$MSFT13.3% weight
Held 11 quarters
ISHARES TR - CORE S&P500 E
8.1% weight
Held 11 quarters
$GOOG4.7% weight
Held 11 quarters
ISHARES TR - CORE MSCI EAF
4.1% weight
Held 11 quarters
$AMD3.8% weight
Held 11 quarters
ISHARES TR - CORE MSCI EAF
10 quarters accumulating
ISHARES TR - S&P 500 GRWT
10 quarters accumulating
ISHARES TR - S&P 500 VAL E
10 quarters accumulating
ISHARES TR - EAFE VALUE ET
10 quarters accumulating
ISHARES TR - CORE DIV GRWT
9 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
$SPYCALL$149K notional
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 79.8#31
Quality
$370.2M992,430 sh ISHARES TR - CORE S&P500 ETF
—Quality
$225.0M300,496 sh- 78.2#57
Quality
$131.7M372,706 sh ISHARES TR - CORE MSCI EAFE
—Quality
$114.9M1,189,720 sh- 79.8
Quality
$105.8M182,059 sh J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM
—Quality
$88.6M1,568,542 shISHARES INC - CORE MSCI EMKT
—Quality
$69.9M844,318 sh- 68.7
Quality
$67.1M281,608 sh ISHARES TR - RUS MID CAP ETF
—Quality
$64.3M583,207 shGOLDMAN SACHS ETF TR - ACTIVEBETA US LG
—Quality
$63.3M446,025 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| MICROSOFT CORP$MSFT | 79.8#31 | $370.2M | 992,430 |
| ISHARES TR - CORE S&P500 ETF | — | $225.0M | 300,496 |
 Alphabet Inc.$GOOGL | 78.2#57 | $131.7M | 372,706 |
| ISHARES TR - CORE MSCI EAFE | — | $114.9M | 1,189,720 |
| ADVANCED MICRO DEVICES INC$AMD | 79.8 | $105.8M | 182,059 |
| J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $88.6M | 1,568,542 |
| ISHARES INC - CORE MSCI EMKT | — | $69.9M | 844,318 |
 AMAZON COM INC$AMZN | 68.7 | $67.1M | 281,608 |
| ISHARES TR - RUS MID CAP ETF | — | $64.3M | 583,207 |
| GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | — | $63.3M | 446,025 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of FIRST FOUNDATION ADVISORS's 354 positions.
Showing top 10 of 354 holdings.
Sector Allocation
Other
$1.2B
Technology
$909.5M
Financials
$371.0M
Consumer Discretionary
$126.7M
Healthcare
$60.6M
Industrials
$54.6M
Consumer Staples
$34.8M
Energy
$22.0M
Full Holdings — FIRST FOUNDATION ADVISORS (Q2 2026)
All 354 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $MSFT | MICROSOFT CORP | $370.2M | 13.3% | -1% | 79.8 |
| 2 | — | ISHARES TR - CORE S&P500 ETF | $225.0M | 8.1% | +1% | — |
| 3 | $GOOGL | Alphabet Inc. | $131.7M | 4.7% | -3% | 78.2 |
| 4 | — | ISHARES TR - CORE MSCI EAFE | $114.9M | 4.1% | +8% | — |
| 5 | $AMD | ADVANCED MICRO DEVICES INC | $105.8M | 3.8% | +0% | 79.8 |
| 6 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $88.6M | 3.2% | -0% | — |
| 7 | — | ISHARES INC - CORE MSCI EMKT | $69.9M | 2.5% | +9% | — |
| 8 | $AMZN | AMAZON COM INC | $67.1M | 2.4% | -3% | 68.7 |
| 9 | — | ISHARES TR - RUS MID CAP ETF | $64.3M | 2.3% | +5% | — |
| 10 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | $63.3M | 2.3% | -3% | — |
| 11 |  $AAPL | Apple Inc. | $62.7M | 2.3% | -22% | 76.4 |
| 12 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | $61.7M | 2.2% | -20% | — |
| 13 |  $BRK.B | BERKSHIRE HATHAWAY INC | $52.3M | 1.9% | -1% | 73.8 |
| 14 |  $GS | GOLDMAN SACHS GROUP INC | $46.8M | 1.7% | -1% | 73.5 |
| 15 | $GS | GOLDMAN SACHS GROUP INC | $46.6M | 1.7% | -1% | 73.5 |
| 16 | — | ISHARES TR - RUSSELL 2000 ETF | $45.4M | 1.6% | +18% | — |
| 17 | — | INVESCO EXCHANGE TRADED FD T - RAFI US 1500 | $41.2M | 1.5% | -3% | — |
| 18 |  $NVDA | NVIDIA CORP | $38.4M | 1.4% | -1% | 85.9 |
| 19 |  $JPM | JPMORGAN CHASE & CO | $32.0M | 1.1% | -2% | 70.7 |
| 20 |  $APH | AMPHENOL CORP /DE/ | $28.0M | 1.0% | -6% | 79.3 |
| 21 |  $IAU | ISHARES GOLD TRUST | $27.1M | 1.0% | +3% | — |
| 22 |  $AMAT | APPLIED MATERIALS INC /DE | $24.8M | 0.9% | -1% | 72.3 |
| 23 | $GS | GOLDMAN SACHS GROUP INC | $22.3M | 0.8% | +5% | 73.5 |
| 24 | — | ISHARES TR - RUS 1000 GRW ETF | $19.6M | 0.7% | +270% | — |
| 25 | — | ISHARES TR - CALIF MUN BD ETF | $18.4M | 0.7% | -11% | — |
| 26 |  $UBER | Uber Technologies, Inc | $18.4M | 0.7% | +7% | 73.5 |
| 27 |  $SCHW | SCHWAB CHARLES CORP | $18.2M | 0.7% | +1% | 79.4 |
| 28 |  $IVZ | Invesco Ltd. | $18.2M | 0.7% | -0% | — |
| 29 |  $MA | Mastercard Inc | $16.9M | 0.6% | -1% | 85.1 |
| 30 | — | COHEN & STEERS ETF TRUST - REAL EST ACT ETF | $16.8M | 0.6% | +188% | — |
| 31 |  $PM | Philip Morris International Inc. | $16.5M | 0.6% | -1% | 75.9 |
| 32 | — | ISHARES TR - CORE US AGGBD ET | $16.0M | 0.6% | -0% | — |
| 33 | — | LISTED FDS TR - HORI KI INFL ETF | $15.9M | 0.6% | +29% | — |
| 34 | — | ISHARES U S ETF TR - BLOOMBERG ROLL | $15.7M | 0.6% | +113% | — |
| 35 |  $WT | WisdomTree, Inc. | $14.3M | 0.5% | +3% | 59.9 |
| 36 | — | ISHARES TR - CORE S&P TTL STK | $13.7M | 0.5% | -1% | — |
| 37 | $GOOG | Alphabet Inc. | $13.4M | 0.5% | -4% | 78.2 |
| 38 |  $COST | COSTCO WHOLESALE CORP /NEW | $12.7M | 0.5% | -5% | 66.2 |
| 39 | — | ISHARES TR - 7-10 YR TRSY BD | $12.5M | 0.5% | -5% | — |
| 40 | — | SSGA ACTIVE ETF TR - ST STR GLOBA ETF | $12.3M | 0.4% | +0% | — |
| 41 | — | GLOBAL X FDS - S&P 500 COVERED | $12.3M | 0.4% | -0% | — |
| 42 |  $SPY | SPDR S&P 500 ETF TRUST | $12.3M | 0.4% | +6% | — |
| 43 |  $JNJ | JOHNSON & JOHNSON | $12.0M | 0.4% | +3% | 69 |
| 44 |  $META | Meta Platforms, Inc. | $11.7M | 0.4% | -4% | 79.6 |
| 45 |  $FSUN | FIRSTSUN CAPITAL BANCORP | $11.3M | 0.4% | NEW | 52.9 |
| 46 |  $COR | Cencora, Inc. | $11.2M | 0.4% | -4% | 61.1 |
| 47 | — | ISHARES TR - IBOXX INV CP ETF | $11.0M | 0.4% | +60% | — |
| 48 | — | ISHARES TR - CORE DIV GRWTH | $10.9M | 0.4% | +6% | — |
| 49 |  $ASML | ASML HOLDING NV | $10.8M | 0.4% | -16% | — |
| 50 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $10.8M | 0.4% | -3% | 69.7 |
| 51 | — | J P MORGAN EXCHANGE TRADED F - RLTY INCOME ETF | $10.3M | 0.4% | -33% | — |
| 52 | — | ISHARES TR - MSCI USA QLT FCT | $10.0M | 0.4% | -7% | — |
| 53 | — | ISHARES TR - RUS MD CP GR ETF | $9.7M | 0.3% | +0% | — |
| 54 |  $LOW | LOWES COMPANIES INC | $9.6M | 0.3% | -1% | 60.8 |
| 55 | — | ISHARES TR - S&P 500 GRWT ETF | $9.5M | 0.3% | +4% | — |
| 56 | $IVZ | Invesco Ltd. | $9.3M | 0.3% | +0% | — |
| 57 |  $QCOM | QUALCOMM INC/DE | $9.2M | 0.3% | -22% | 70.5 |
| 58 |  $FTNT | Fortinet, Inc. | $9.2M | 0.3% | -5% | 80.1 |
| 59 | — | ISHARES TR - CORE S&P SCP ETF | $8.5M | 0.3% | +10% | — |
| 60 |  $AVGO | Broadcom Inc. | $8.1M | 0.3% | +15% | 84.5 |
| 61 | — | ISHARES TR - 0-3 MTH TREASURY | $7.6M | 0.3% | -20% | — |
| 62 |  $DIS | Walt Disney Co | $7.5M | 0.3% | -4% | 60.1 |
| 63 |  $MPWR | MONOLITHIC POWER SYSTEMS, INC. | $7.3M | 0.3% | -17% | 73.3 |
| 64 | — | VANECK ETF TRUST - SHRT HGH YLD MUN | $7.2M | 0.3% | -1% | — |
| 65 |  $V | VISA INC. | $7.1M | 0.3% | +3% | 82.9 |
| 66 |  $LLY | ELI LILLY & Co | $7.0M | 0.3% | -8% | 87.5 |
| 67 |  $MEDP | Medpace Holdings, Inc. | $6.7M | 0.2% | -3% | 76.2 |
| 68 | — | COLUMBIA ETF TR II - EM CORE EX ETF | $6.6M | 0.2% | -3% | — |
| 69 |  $BN | BROOKFIELD Corp /ON/ | $6.5M | 0.2% | -3% | — |
| 70 |  $DJP | BARCLAYS BANK PLC | $6.4M | 0.2% | +2% | — |
| 71 |  $XOM.R34088 | EXXON MOBIL CORP | $6.2M | 0.2% | -2% | 57.9 |
| 72 |  $ANET | Arista Networks, Inc. | $6.1M | 0.2% | -6% | 81.9 |
| 73 | — | ISHARES TR - MSCI EAFE ETF | $5.8M | 0.2% | -0% | — |
| 74 |  $TXN | TEXAS INSTRUMENTS INC | $5.8M | 0.2% | +2% | 73.4 |
| 75 | — | ISHARES TR - S&P 500 VAL ETF | $5.7M | 0.2% | +7% | — |
| 76 | — | ISHARES TR - CORE 60 BALA ETF | $5.5M | 0.2% | +5% | — |
| 77 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $5.5M | 0.2% | -0% | 61.4 |
| 78 |  $NEE | NEXTERA ENERGY INC | $5.4M | 0.2% | -3% | 64.6 |
| 79 |  $APP | AppLovin Corp | $5.4M | 0.2% | -5% | 84.4 |
| 80 |  $BE | Bloom Energy Corp | $5.3M | 0.2% | +0% | 66.2 |
| 81 |  $WMT | Walmart Inc. | $5.3M | 0.2% | -9% | 60.2 |
| 82 |  $CME | CME GROUP INC. | $5.1M | 0.2% | -7% | 69.5 |
| 83 |  $LIN | LINDE PLC | $5.1M | 0.2% | +0% | — |
| 84 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $4.8M | 0.2% | +0% | — |
| 85 |  $CAT | CATERPILLAR INC | $4.8M | 0.2% | +9% | 66.5 |
| 86 |  $BKNG | Booking Holdings Inc. | $4.7M | 0.2% | +2853% | 58.5 |
| 87 | — | ISHARES TR - EAFE VALUE ETF | $4.5M | 0.2% | +9% | — |
| 88 |  $CVX | CHEVRON CORP | $4.4M | 0.2% | -8% | 62.8 |
| 89 |  $HD | HOME DEPOT, INC. | $4.4M | 0.2% | -14% | 60.3 |
| 90 | — | ISHARES TR - NATIONAL MUN ETF | $4.4M | 0.2% | +0% | — |
| 91 |  $MELI | MERCADOLIBRE INC | $4.3M | 0.2% | +24% | 80.2 |
| 92 |  $CTAS | CINTAS CORP | $4.3M | 0.2% | -3% | 68.7 |
| 93 | — | ISHARES TR - EAFE GRWTH ETF | $4.3M | 0.1% | +10% | — |
| 94 |  $DHR | DANAHER CORP /DE/ | $4.3M | 0.1% | +44% | 64.8 |
| 95 | — | ISHARES TR - RUS 2000 GRW ETF | $4.3M | 0.1% | +8% | — |
| 96 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $4.1M | 0.1% | -1% | — |
| 97 |  $NFLX | NETFLIX INC | $4.1M | 0.1% | +358% | 78.8 |
| 98 |  $SU | SUNCOR ENERGY INC | $4.1M | 0.1% | -32% | — |
| 99 |  $UNH | UNITEDHEALTH GROUP INC | $4.0M | 0.1% | -1% | 62.7 |
| 100 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $4.0M | 0.1% | +3% | — |
| 101 |  $CSCO | CISCO SYSTEMS, INC. | $4.0M | 0.1% | +3% | 70.3 |
| 102 | — | ISHARES TR - RUS 2000 VAL ETF | $3.8M | 0.1% | +10% | — |
| 103 | — | ISHARES TR - MSCI INTL QUALTY | $3.8M | 0.1% | -7% | — |
| 104 |  $PG | PROCTER & GAMBLE Co | $3.7M | 0.1% | +3% | 64.6 |
| 105 |  $BRK.A | BERKSHIRE HATHAWAY INC | $3.7M | 0.1% | +0% | 73.8 |
| 106 | — | ISHARES TR - RUS MDCP VAL ETF | $3.7M | 0.1% | +6% | — |
| 107 |  $TJX | TJX COMPANIES INC /DE/ | $3.6M | 0.1% | +47% | 68.7 |
| 108 |  $IDXX | IDEXX LABORATORIES INC /DE | $3.6M | 0.1% | -4% | 73.8 |
| 109 |  $TSLA | Tesla, Inc. | $3.6M | 0.1% | +9% | 53.9 |
| 110 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $3.5M | 0.1% | +9% | 66.5 |
| 111 |  $AZN | ASTRAZENECA PLC | $3.5M | 0.1% | +9% | — |
| 112 |  $ADBE | ADOBE INC. | $3.5M | 0.1% | +12% | 77.6 |
| 113 |  $GE | GENERAL ELECTRIC CO | $3.4M | 0.1% | +7% | 73.8 |
| 114 |  $NOW | ServiceNow, Inc. | $3.4M | 0.1% | +18% | 72.9 |
| 115 |  $VEEV | VEEVA SYSTEMS INC | $3.3M | 0.1% | -6% | 77.6 |
| 116 |  $MSCI | MSCI Inc. | $3.2M | 0.1% | -5% | 75.7 |
| 117 |  $GILD | GILEAD SCIENCES, INC. | $3.1M | 0.1% | +1% | 57.4 |
| 118 | — | ISHARES TR - MSCI EMG MKT ETF | $3.1M | 0.1% | +0% | — |
| 119 |  $PLD | Prologis, Inc. | $3.1M | 0.1% | -9% | 68.3 |
| 120 |  $LH | LABCORP HOLDINGS INC. | $3.0M | 0.1% | -14% | 65 |
| 121 |  $DECK | DECKERS OUTDOOR CORP | $3.0M | 0.1% | -6% | 70 |
| 122 |  $JYNT | JOINT Corp | $2.9M | 0.1% | -1% | 34.2 |
| 123 |  $INTU | INTUIT INC. | $2.9M | 0.1% | +59% | 79.3 |
| 124 |  $PFE | PFIZER INC | $2.9M | 0.1% | +0% | 62 |
| 125 |  $MU | MICRON TECHNOLOGY INC | $2.8M | 0.1% | +31% | 86.2 |
| 126 |  $FLEX | FLEX LTD. | $2.8M | 0.1% | +0% | — |
| 127 |  $O | REALTY INCOME CORP | $2.7M | 0.1% | -1% | 73.7 |
| 128 |  $ALPS | Alps Group Inc | $2.7M | 0.1% | -9% | — |
| 129 |  $UPS | UNITED PARCEL SERVICE INC | $2.6M | 0.1% | -35% | 58.6 |
| 130 |  $ABBV | AbbVie Inc. | $2.5M | 0.1% | +6% | 72.6 |
| 131 |  $BIP | Brookfield Infrastructure Partners L.P. | $2.5M | 0.1% | +0% | — |
| 132 |  $RTX | RTX Corp | $2.5M | 0.1% | +2% | 73.2 |
| 133 | — | ISHARES TR - RUS 1000 VAL ETF | $2.5M | 0.1% | +85% | — |
| 134 |  $AON | Aon plc | $2.3M | 0.1% | -19% | — |
| 135 |  $REXR | Rexford Industrial Realty, Inc. | $2.3M | 0.1% | -3% | 42.3 |
| 136 |  $INTC | INTEL CORP | $2.3M | 0.1% | +50% | 45.6 |
| 137 |  $GEV | GE Vernova Inc. | $2.1M | 0.1% | +1% | 81.1 |
| 138 |  $UHAL | U-Haul Holding Co /NV/ | $2.1M | 0.1% | +27% | 47.7 |
| 139 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $2.1M | 0.1% | -4% | — |
| 140 |  $MRK | Merck & Co., Inc. | $2.1M | 0.1% | -14% | 59.9 |
| 141 | — | SSGA ACTIVE ETF TR - ST STR BL LN ETF | $2.0M | 0.1% | -61% | — |
| 142 |  $ORCL | ORACLE CORP | $2.0M | 0.1% | +2% | 66.2 |
| 143 |  $PCQ | PIMCO CALIFORNIA MUNICIPAL INCOME FUND | $2.0M | 0.1% | -0% | — |
| 144 | $IVZ | Invesco Ltd. | $1.9M | 0.1% | -7% | — |
| 145 |  $SLV | iShares Silver Trust | $1.9M | 0.1% | +8% | — |
| 146 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $1.9M | 0.1% | +0% | 71 |
| 147 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $1.9M | 0.1% | -15% | — |
| 148 |  $FWONA | Liberty Media Corp | $1.8M | 0.1% | -6% | 63.2 |
| 149 |  $TYG | TORTOISE ENERGY INFRASTRUCTURE CORP | $1.8M | 0.1% | +8% | — |
| 150 | $GS | GOLDMAN SACHS GROUP INC | $1.7M | 0.1% | +9% | 73.5 |
| 151 | — | VANECK ETF TRUST - MORN SMID MO ETF | $1.7M | 0.1% | -1% | — |
| 152 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.7M | 0.1% | +0% | — |
| 153 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $1.6M | 0.1% | +0% | — |
| 154 |  $SBUX | STARBUCKS CORP | $1.6M | 0.1% | +4% | 58.2 |
| 155 |  $BUR | Burford Capital Ltd | $1.6M | 0.1% | +0% | — |
| 156 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.5M | 0.1% | +8% | 70 |
| 157 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.5M | 0.1% | -18% | — |
| 158 | — | ISHARES TR - CORE S&P MCP ETF | $1.5M | 0.1% | +0% | — |
| 159 | — | ISHARES TR - NEW YORK MUN ETF | $1.5M | 0.1% | +0% | — |
| 160 |  $PECO | Phillips Edison & Company, Inc. | $1.4M | 0.1% | +0% | 65.4 |
| 161 |  $ROK | ROCKWELL AUTOMATION, INC | $1.4M | 0.1% | +3% | 63.6 |
| 162 | — | T ROWE PRICE EXCHANGE-TRADED - PRICE BLUE CHIP | $1.4M | 0.1% | -20% | — |
| 163 |  $AMGN | AMGEN INC | $1.4M | 0.1% | +1% | 79.2 |
| 164 |  $MS | MORGAN STANLEY | $1.4M | 0.1% | +9% | 75.8 |
| 165 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.3M | 0.1% | -5% | 67.6 |
| 166 |  $LRCX | LAM RESEARCH CORP | $1.3M | 0.1% | +2% | 79.4 |
| 167 | — | ISHARES TR - US INFRASTRUC | $1.3M | 0.1% | NEW | — |
| 168 |  $ACN | Accenture plc | $1.2M | 0.0% | -30% | — |
| 169 | $IVZ | Invesco Ltd. | $1.2M | 0.0% | -7% | — |
| 170 |  $GLD | SPDR GOLD TRUST | $1.2M | 0.0% | -4% | — |
| 171 | — | ISHARES TR - U S EQUITY FACTR | $1.2M | 0.0% | -12% | — |
| 172 |  $AXP | AMERICAN EXPRESS CO | $1.1M | 0.0% | -13% | 69.4 |
| 173 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.1M | 0.0% | +147% | — |
| 174 | — | VANECK ETF TRUST - MRNGSTR INT MOAT | $1.1M | 0.0% | -5% | — |
| 175 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $1.1M | 0.0% | +12% | — |
| 176 |  $BLK | BlackRock, Inc. | $1.1M | 0.0% | -4% | 70 |
| 177 |  $BA | BOEING CO | $1.1M | 0.0% | +2% | 61.6 |
| 178 |  $PH | Parker-Hannifin Corp | $1.1M | 0.0% | +7% | 65.8 |
| 179 |  $KO | COCA COLA CO | $1.0M | 0.0% | +7% | 69.5 |
| 180 |  $CRWD | CrowdStrike Holdings, Inc. | $1.0M | 0.0% | -0% | 67.7 |
| 181 | — | SSGA ACTIVE ETF TR - ST STR TOTAL ETF | $1.0M | 0.0% | +0% | — |
| 182 |  $C | CITIGROUP INC | $1.0M | 0.0% | +11% | 65 |
| 183 |  $T | AT&T INC. | $1.0M | 0.0% | -8% | 65.7 |
| 184 |  $BNY | Bank of New York Mellon Corp | $987,686 | 0.0% | -0% | 74.1 |
| 185 |  $ABT | ABBOTT LABORATORIES | $979,476 | 0.0% | +1% | 65.5 |
| 186 |  $STX | Seagate Technology Holdings plc | $974,650 | 0.0% | +0% | — |
| 187 |  $CEG | Constellation Energy Corp | $962,931 | 0.0% | -23% | 59.4 |
| 188 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $926,784 | 0.0% | +7% | — |
| 189 |  $MCD | MCDONALDS CORP | $924,876 | 0.0% | +2% | 69 |
| 190 |  $WFC | WELLS FARGO & COMPANY/MN | $919,815 | 0.0% | +0% | 61.8 |
| 191 |  $PLTR | Palantir Technologies Inc. | $906,059 | 0.0% | +14% | 84.6 |
| 192 |  $WDC | WESTERN DIGITAL CORP | $898,679 | 0.0% | -5% | 80.7 |
| 193 |  $RLTY | Cohen & Steers Real Estate Opportunities & Income Fund | $884,163 | 0.0% | +414% | — |
| 194 | — | ISHARES TR - MORTGE REL ETF | $881,076 | 0.0% | -6% | — |
| 195 |  $NCA | NUVEEN CALIFORNIA MUNICIPAL VALUE FUND | $879,184 | 0.0% | -23% | — |
| 196 |  $COF | CAPITAL ONE FINANCIAL CORP | $877,430 | 0.0% | +2% | 62.4 |
| 197 | — | ISHARES TR - MSCI USA MMENTM | $876,668 | 0.0% | +11% | — |
| 198 | — | ISHARES TR - US AER DEF ETF | $873,265 | 0.0% | +9% | — |
| 199 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $863,390 | 0.0% | +88% | — |
| 200 |  $VZ | VERIZON COMMUNICATIONS INC | $852,363 | 0.0% | +20% | 65.8 |
| 201 | $WFC | WELLS FARGO & COMPANY/MN | $835,449 | 0.0% | +26% | 61.8 |
| 202 |  $LMT | LOCKHEED MARTIN CORP | $798,923 | 0.0% | +10% | 65.6 |
| 203 |  $DE | DEERE & CO | $790,535 | 0.0% | +4% | 55.4 |
| 204 | — | PIMCO ETF TR - ACTIVE BD ETF | $741,368 | 0.0% | -1% | — |
| 205 |  $RYN | RAYONIER INC | $741,289 | 0.0% | NEW | 58.2 |
| 206 |  $PDX | PIMCO Dynamic Income Strategy Fund | $729,448 | 0.0% | -0% | — |
| 207 | $BAC | BANK OF AMERICA CORP /DE/ | $723,847 | 0.0% | +0% | 67.6 |
| 208 |  $PCAR | PACCAR INC | $721,801 | 0.0% | +0% | 56.5 |
| 209 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $717,344 | 0.0% | +0% | — |
| 210 | $IVZ | Invesco Ltd. | $701,789 | 0.0% | +0% | — |
| 211 |  $Q | Qnity Electronics, Inc. | $697,008 | 0.0% | -29% | 68.4 |
| 212 |  $WM | WASTE MANAGEMENT INC | $682,925 | 0.0% | +0% | 67.6 |
| 213 |  $PEP | PEPSICO INC | $676,781 | 0.0% | -56% | 63.4 |
| 214 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $653,275 | 0.0% | +6% | 65.1 |
| 215 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $645,882 | 0.0% | +1% | — |
| 216 |  $WELL | WELLTOWER INC. | $644,854 | 0.0% | +21% | 59.8 |
| 217 | — | COLUMBIA ETF TR I - DIVERSIFID FXD | $642,916 | 0.0% | -32% | — |
| 218 |  $HON | HONEYWELL INTERNATIONAL INC | $637,220 | 0.0% | -49% | 65 |
| 219 |  $HONA | Honeywell Aerospace Inc. | $629,194 | 0.0% | NEW | — |
| 220 |  $WMB | WILLIAMS COMPANIES, INC. | $627,114 | 0.0% | -1% | 64.3 |
| 221 |  $SCHL | SCHOLASTIC CORP | $619,666 | 0.0% | +11% | 46.2 |
| 222 |  $SO | SOUTHERN CO | $609,202 | 0.0% | +70% | 62 |
| 223 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $608,113 | 0.0% | +2% | — |
| 224 | — | SPDR SERIES TRUST - ST STR SP AERO | $605,330 | 0.0% | +5% | — |
| 225 |  $BETA | BETA Technologies, Inc. | $597,138 | 0.0% | +0% | 28.9 |
| 226 | — | ISHARES TR - 1 3 YR TREAS BD | $594,569 | 0.0% | -13% | — |
| 227 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $587,200 | 0.0% | +22% | — |
| 228 |  $EMR | EMERSON ELECTRIC CO | $563,009 | 0.0% | -4% | 65.3 |
| 229 |  $UNP | UNION PACIFIC CORP | $561,200 | 0.0% | +5% | 69.7 |
| 230 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | $558,681 | 0.0% | +0% | — |
| 231 |  $DOV | DOVER Corp | $557,329 | 0.0% | +0% | 58.1 |
| 232 |  $ARE | ALEXANDRIA REAL ESTATE EQUITIES, INC. | $556,352 | 0.0% | -8% | 43 |
| 233 |  $BFST | Business First Bancshares, Inc. | $552,095 | 0.0% | +0% | 59.1 |
| 234 | — | HARRIS OAKMARK ETF TRUST - OAKMARK U S LRG | $541,991 | 0.0% | NEW | — |
| 235 | — | VANGUARD INDEX FDS - GROWTH ETF | $541,131 | 0.0% | +500% | — |
| 236 | — | ISHARES TR - ESG OPTIMIZED | $540,513 | 0.0% | -7% | — |
| 237 | — | ISHARES TR - US SML CAP EQT | $536,712 | 0.0% | +0% | — |
| 238 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $529,696 | 0.0% | +11% | 62.9 |
| 239 |  $MOH | MOLINA HEALTHCARE, INC. | $529,441 | 0.0% | +0% | 56.5 |
| 240 |  $TRV | TRAVELERS COMPANIES, INC. | $526,881 | 0.0% | +0% | 75.9 |
| 241 |  $EW | Edwards Lifesciences Corp | $525,573 | 0.0% | +52% | 69.4 |
| 242 |  $TLF | TANDY LEATHER FACTORY INC | $522,724 | 0.0% | +0% | 27.5 |
| 243 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $514,679 | 0.0% | -74% | — |
| 244 |  $IBIT | iShares Bitcoin Trust ETF | $512,766 | 0.0% | +34% | — |
| 245 |  $NSC | NORFOLK SOUTHERN CORP | $505,861 | 0.0% | +6% | 63.2 |
| 246 |  $AGNC | AGNC Investment Corp. | $500,811 | 0.0% | +0% | — |
| 247 |  $ISRG | INTUITIVE SURGICAL INC | $500,282 | 0.0% | +11% | 79.9 |
| 248 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $486,416 | 0.0% | -2% | — |
| 249 |  $MCK | MCKESSON CORP | $484,340 | 0.0% | -0% | 63.4 |
| 250 |  $ETN | Eaton Corp plc | $483,220 | 0.0% | -0% | — |
| 251 |  $OPP | RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. | $473,537 | 0.0% | +0% | — |
| 252 |  $EXC | EXELON CORP | $471,235 | 0.0% | -0% | 59.6 |
| 253 |  $NAC | Nuveen California Quality Municipal Income Fund | $468,038 | 0.0% | +0% | — |
| 254 |  $BTI | British American Tobacco p.l.c. | $467,214 | 0.0% | +0% | — |
| 255 |  $CRM | Salesforce, Inc. | $464,502 | 0.0% | +6% | 77 |
| 256 | — | ISHARES TR - U.S. MED DVC ETF | $459,019 | 0.0% | +0% | — |
| 257 |  $SRE | SEMPRA | $458,878 | 0.0% | -0% | 41.9 |
| 258 |  $BF-A | BROWN FORMAN CORP | $457,794 | 0.0% | -0% | 56.6 |
| 259 |  $ULTA | Ulta Beauty, Inc. | $455,039 | 0.0% | -6% | 67.3 |
| 260 | — | EXCHANGE TRADED CONCEPTS TRU - ROBO GLB ETF | $446,374 | 0.0% | +0% | — |
| 261 |  $DD | DuPont de Nemours, Inc. | $434,591 | 0.0% | -73% | 47 |
| 262 | — | ISHARES TR - US HLTHCR PR ETF | $434,341 | 0.0% | +0% | — |
| 263 |  $TGT | TARGET CORP | $429,548 | 0.0% | -4% | 60.7 |
| 264 |  $KLAC | KLA CORP | $418,475 | 0.0% | NEW | 78.6 |
| 265 | — | ISHARES TR - ESG MSCI KLD ETF | $417,624 | 0.0% | -9% | — |
| 266 |  $RSG | REPUBLIC SERVICES, INC. | $416,571 | 0.0% | -1% | 62.3 |
| 267 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | $411,235 | 0.0% | +0% | — |
| 268 |  $PDI | PIMCO Dynamic Income Fund | $407,029 | 0.0% | +2% | — |
| 269 |  $SHW | SHERWIN WILLIAMS CO | $391,320 | 0.0% | -36% | 61.3 |
| 270 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $390,016 | 0.0% | +3% | — |
| 271 |  $EFSC | ENTERPRISE FINANCIAL SERVICES CORP | $386,716 | 0.0% | +0% | 56.4 |
| 272 |  $PSA | Public Storage | $384,519 | 0.0% | -3% | 69.1 |
| 273 |  $HODL | VanEck Bitcoin ETF | $383,375 | 0.0% | +3% | — |
| 274 |  $CSGP | COSTAR GROUP, INC. | $382,151 | 0.0% | -26% | 57.8 |
| 275 |  $MMM | 3M CO | $368,994 | 0.0% | +0% | 64.9 |
| 276 |  $ADI | ANALOG DEVICES INC | $367,779 | 0.0% | +28% | 79.2 |
| 277 |  $SPGI | S&P Global Inc. | $366,225 | 0.0% | -7% | 76.1 |
| 278 |  $FAST | FASTENAL CO | $362,530 | 0.0% | -0% | 66.9 |
| 279 | — | VANGUARD WORLD FD - INF TECH ETF | $360,546 | 0.0% | NEW | — |
| 280 |  $ECL | ECOLAB INC. | $358,292 | 0.0% | +2% | 63.3 |
| 281 |  $PHG | KONINKLIJKE PHILIPS NV | $357,684 | 0.0% | -70% | — |
| 282 |  $DUK | Duke Energy CORP | $353,166 | 0.0% | NEW | 56.4 |
| 283 | — | ALPS ETF TR - ALERIAN MLP | $352,600 | 0.0% | +0% | — |
| 284 |  $MSTR | Strategy Inc | $347,025 | 0.0% | +0% | 17.9 |
| 285 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $346,667 | 0.0% | +0% | — |
| 286 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | $345,474 | 0.0% | -1% | — |
| 287 |  $SHOP | SHOPIFY INC. | $342,540 | 0.0% | +0% | 64.9 |
| 288 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $340,407 | 0.0% | NEW | — |
| 289 |  $AMX | AMERICA MOVIL SAB DE CV/ | $340,339 | 0.0% | +0% | — |
| 290 | — | ISHARES TR - EXPANDED TECH | $339,398 | 0.0% | +11% | — |
| 291 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $333,111 | 0.0% | +0% | — |
| 292 |  $SHEL | Shell plc | $329,811 | 0.0% | -5% | — |
| 293 |  $PDO | PIMCO Dynamic Income Opportunities Fund | $329,548 | 0.0% | +0% | — |
| 294 |  $YUM | YUM BRANDS INC | $328,734 | 0.0% | -4% | 73.7 |
| 295 |  $KMI | KINDER MORGAN, INC. | $320,084 | 0.0% | -2% | 71.3 |
| 296 | — | PIMCO ETF TR - MULTISECTOR BD | $316,622 | 0.0% | +0% | — |
| 297 |  $FE | FIRSTENERGY CORP | $314,097 | 0.0% | +0% | 61.5 |
| 298 |  $MUC | BLACKROCK MUNIHOLDINGS CALIFORNIA QUALITY FUND, INC. | $311,314 | 0.0% | +0% | — |
| 299 | — | ABRDN ETFS - BBRG ALL COMD K1 | $303,981 | 0.0% | NEW | — |
| 300 |  $DOW | DOW INC. | $303,477 | 0.0% | -47% | 40.2 |
| 301 |  $TT | Trane Technologies plc | $299,608 | 0.0% | -9% | — |
| 302 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $292,481 | 0.0% | +1% | — |
| 303 |  $CB | Chubb Ltd | $290,311 | 0.0% | +6% | — |
| 304 | $IVZ | Invesco Ltd. | $287,051 | 0.0% | +1% | — |
| 305 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $285,235 | 0.0% | +0% | — |
| 306 | — | ISHARES TR - EXPND TEC SC ETF | $283,648 | 0.0% | +0% | — |
| 307 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $283,579 | 0.0% | +0% | — |
| 308 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US S | $279,018 | 0.0% | +0% | — |
| 309 |  $WEC | WEC ENERGY GROUP, INC. | $276,395 | 0.0% | -2% | 60.1 |
| 310 |  $SYK | STRYKER CORP | $274,540 | 0.0% | +17% | 72.1 |
| 311 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | $271,305 | 0.0% | +0% | — |
| 312 |  $CARR | CARRIER GLOBAL Corp | $270,662 | 0.0% | +0% | 56.6 |
| 313 |  $IONQ | IonQ, Inc. | $267,632 | 0.0% | NEW | 30.2 |
| 314 | — | ISHARES TR - S&P 100 ETF | $267,085 | 0.0% | +0% | — |
| 315 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $257,803 | 0.0% | -0% | 75.4 |
| 316 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $255,312 | 0.0% | +0% | — |
| 317 |  $CCZ | COMCAST CORP | $253,054 | 0.0% | -3% | 59.5 |
| 318 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $252,873 | 0.0% | NEW | — |
| 319 | $IVZ | Invesco Ltd. | $252,364 | 0.0% | NEW | — |
| 320 | — | SPDR SERIES TRUST - ST STR SP600 SML | $248,699 | 0.0% | NEW | — |
| 321 |  $SPG | SIMON PROPERTY GROUP INC. | $247,805 | 0.0% | +4% | 76.7 |
| 322 |  $IRM | IRON MOUNTAIN INC | $244,410 | 0.0% | NEW | 62.9 |
| 323 |  $MO | ALTRIA GROUP, INC. | $244,095 | 0.0% | -13% | 67.4 |
| 324 | — | SPDR SERIES TRUST - ST STR SP DIV | $243,488 | 0.0% | +0% | — |
| 325 | — | ADVISORS INNER CIRCLE FD III - GQG US EQUIT ETF | $243,434 | 0.0% | NEW | — |
| 326 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $242,737 | 0.0% | -7% | 61.7 |
| 327 | — | ISHARES TR - 0-5YR HI YL CP | $231,686 | 0.0% | +0% | — |
| 328 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $230,164 | 0.0% | -4% | — |
| 329 | — | VANGUARD INDEX FDS - VALUE ETF | $228,706 | 0.0% | NEW | — |
| 330 |  $DSL | DoubleLine Income Solutions Fund | $227,317 | 0.0% | +0% | — |
| 331 |  $MDT | Medtronic plc | $227,023 | 0.0% | -3% | 68.7 |
| 332 |  $SYY | SYSCO CORP | $226,837 | 0.0% | NEW | 54.7 |
| 333 |  $PSX | Phillips 66 | $224,957 | 0.0% | NEW | 57.8 |
| 334 |  $JCI | Johnson Controls International plc | $220,334 | 0.0% | -10% | — |
| 335 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $218,890 | 0.0% | NEW | 73.7 |
| 336 | — | INNOVATOR ETFS TRUST - GROW 100 PWR AUG | $216,374 | 0.0% | NEW | — |
| 337 |  $MPC | Marathon Petroleum Corp | $214,370 | 0.0% | -0% | 61 |
| 338 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | $213,159 | 0.0% | -6% | — |
| 339 |  $ADP | AUTOMATIC DATA PROCESSING INC | $212,529 | 0.0% | NEW | 69.8 |
| 340 | — | ISHARES TR - GLOBAL REIT ETF | $210,907 | 0.0% | NEW | — |
| 341 |  $LEN.B | LENNAR CORP /NEW/ | $209,888 | 0.0% | NEW | 47.2 |
| 342 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $209,054 | 0.0% | NEW | — |
| 343 | $IVZ | Invesco Ltd. | $208,860 | 0.0% | NEW | — |
| 344 |  $GBAB | Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust | $207,501 | 0.0% | NEW | — |
| 345 |  $KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | $174,327 | 0.0% | +0% | — |
| 346 |  $PFN | PIMCO Income Strategy Fund II | $159,210 | 0.0% | -1% | — |
| 347 | $SPYCALL | SPDR S&P 500 ETF TRUST | $149,354 | — | NEW | — |
| 348 |  $RC | Ready Capital Corp | $122,863 | 0.0% | -7% | 24.5 |
| 349 |  $EVV | Eaton Vance Ltd Duration Income Fund | $106,602 | 0.0% | -39% | — |
| 350 |  $TSI | TCW STRATEGIC INCOME FUND INC | $91,111 | 0.0% | +0% | — |
| 351 |  $IMSR | Terrestrial Energy Inc. /DE/ | $70,800 | 0.0% | +0% | 26.5 |
| 352 |  $ECC | Eagle Point Credit Co | $59,639 | 0.0% | +5% | — |
| 353 |  $JQC | Nuveen Credit Strategies Income Fund | $53,460 | 0.0% | +0% | — |
| 354 |  $HITI | High Tide Inc. | $27,360 | 0.0% | +0% | — |
New Positions (26)
$FSUN FIRSTSUN CAPITAL BANCORP$11.3M ISHARES TR - US INFRASTRUC$1.3M
$RYN RAYONIER INC$741,289$HONA Honeywell Aerospace Inc.$629,194 HARRIS OAKMARK ETF TRUST - OAKMARK U S LRG$541,991
$KLAC KLA CORP$418,475 VANGUARD WORLD FD - INF TECH ETF$360,546
$DUK Duke Energy CORP$353,166 VANECK ETF TRUST - SEMICONDUCTR ETF$340,407
ABRDN ETFS - BBRG ALL COMD K1$303,981
$IONQ IonQ, Inc.$267,632$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$252,873 SPDR SERIES TRUST - ST STR SP600 SML$248,699
$IRM IRON MOUNTAIN INC$244,410 ADVISORS INNER CIRCLE FD III - GQG US EQUIT ETF$243,434
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