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CIK: 0001964116
Total reported value
$312.9M
$312.9M
27 檔
68.1%
During the Q4 2025 filing period, First Citizens Asset Management, Inc. (CIK: 0001964116) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $312.9M across 27 reported positions.
In Q4 2025, First Citizens Asset Management, Inc. displayed an active expansion posture, initiating 0 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 28.47% | +0.79% | -0.86% | |
| 2 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 15.66% | +1.63% | +0.24% | |
| 3 | VCRB | Vanguard Core Bond ETF | ETF-Other | 12.33% | -1.02% | +1.68% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 10.36% | -0.97% | -0.39% | |
| 5 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 7.68% | +0.19% | +0.50% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 7.21% | -0.90% | -0.77% | |
| 7 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 4.73% | -0.11% | +1.55% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-Other | 3.40% | -0.21% | +1.51% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.45% | +0.33% | -1.31% | |
| 10 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 2.32% | +0.38% | -0.46% | |
| 11 | DFIS | Dimensional International Sm | ETF-Other | 1.11% | -0.08% | +1.40% | |
| 12 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.83% | -0.05% | +0.01% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.54% | +0.02% | +0.70% | |
| 14 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.48% | -0.01% | +14.48% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.29% | -0.02% | +13.20% | |
| 16 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.25% | -0.05% | +0.24% | |
| 17 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.24% | — | +24.92% | |
| 18 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.22% | -0.01% | +9.35% | |
| 19 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.21% | -0.01% | +12.67% | |
| 20 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.21% | — | +13.58% | |
| 21 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.19% | -0.02% | -6.45% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.17% | +0.01% | -0.17% | |
| 23 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.17% | +0.01% | -8.99% | |
| 24 | VTWG | Vanguard Russell 2000 Growth | ETF-Small Cap | 0.15% | — | -7.46% | |
| 25 | MBB | Ishares Mbs ETF | ETF-Other | 0.14% | -0.01% | +14.05% | |
| 26 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.11% | — | +16.59% | |
| 27 | EBND | State Street Spdr Bloomberg | ETF-Other | 0.11% | — | +18.33% |
According to official SEC Form 13F filings, First Citizens Asset Management, Inc. reported a total U.S. public equity portfolio value of $312.9M across 27 disclosed positions in Q4 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IWY, IWX, VCRB) accounted for 68.1% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
IWY
前期市值: $81.1M
During Q4 2025, First Citizens Asset Management, Inc.'s top holdings by market value included IWY (28.5%)、IWX (15.7%)、VCRB (12.3%). The largest single position, IWY, represented 28.5% of total portfolio value.
In Q4 2025, First Citizens Asset Management, Inc. made 27 total portfolio adjustments, initiating 0 new buys, adding to 18 positions, trimming 9 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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