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CIK: 0001800597
Total reported value
$239.2M
$239.2M
136 檔
19.5%
In Q3 2025, First Citizens Financial Corp's U.S. equity holdings reached a combined market value of $239.2M, distributed across 136 disclosed stock positions.
In Q3 2025, First Citizens Financial Corp displayed an active expansion posture, initiating 5 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IYW | Ishares Ustechnology ETF | ETF-Tech | 8.95% | +1.69% | -0.25% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.77% | -0.27% | -1.44% | |
| 3 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 3.53% | +0.07% | +2.28% | |
| 4 | IYF | Ishares US Financials ETF | ETF-Other | 3.51% | -0.13% | -0.27% | |
| 5 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 3.29% | -0.07% | +2.15% | |
| 6 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 2.80% | -0.10% | -0.40% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.78% | -0.22% | +1.41% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.76% | +0.04% | +1.64% | |
| 9 | IYC | Ishares US Consumer Discreti | ETF-Other | 2.64% | -0.20% | -1.66% | |
| 10 | IYJ | Ishares U.s. Industrials ETF | ETF-Other | 2.42% | -0.03% | -0.76% | |
| 11 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 2.32% | +0.21% | +0.86% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.31% | +0.01% | +8.41% | |
| 13 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 2.22% | +0.02% | +0.93% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 2.19% | -0.19% | +5.25% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.01% | +0.26% | +6.52% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.69% | -0.06% | — | |
| 17 | XLK | Ss Technology Select Sector | ETF-Tech | 1.46% | +0.23% | +10.85% | |
| 18 | IYK | Ishares US Consumer Staples | ETF-Other | 1.34% | -0.11% | -0.33% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.31% | +0.16% | — | |
| 20 | CMI | Cummins Inc | Stock-Industrials | 1.25% | -0.10% | — | |
| 21 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.23% | +0.01% | +23.11% | |
| 22 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.10% | -0.35% | -7.56% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.07% | -0.04% | -1.01% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.05% | +0.10% | -6.94% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.03% | +0.17% | +9.40% | |
| 26 | IDU | Ishares US Utilities ETF | ETF-Other | 0.98% | -0.12% | -0.35% | |
| 27 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.97% | -0.06% | -2.49% | |
| 28 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.96% | -0.12% | +14.81% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.95% | -0.05% | -2.44% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.92% | +0.04% | +13.70% | |
| 31 | CAT | Caterpillar Inc | Stock-Industrials | 0.87% | +0.10% | +0.25% | |
| 32 | IYE | Ishares U.s. Energy ETF | ETF-Other | 0.86% | -0.25% | -1.14% | |
| 33 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.85% | -0.04% | — | |
| 34 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.84% | +0.16% | +7.82% | |
| 35 | BND | Vanguard Total Bond Market | ETF-Other | 0.82% | -0.06% | +8.24% | |
| 36 | PHYL | Pgim Active High Yield Bond | ETF-High Yield | 0.82% | +0.02% | +24.11% | |
| 37 | MS | Morgan Stanley | Stock-Financials | 0.78% | +0.02% | +4.65% | |
| 38 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.78% | -0.09% | +24.36% | |
| 39 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 0.75% | +0.03% | +25.14% | |
| 40 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.73% | -0.28% | -1.37% | |
| 41 | VOX | Vanguard Communication Servi | ETF-Other | 0.67% | -0.06% | — | |
| 42 | IYM | Ishares U.s. Basic Materials | ETF-Other | 0.67% | -0.08% | -2.51% | |
| 43 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.66% | -0.05% | +11.25% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.66% | -0.06% | +9.72% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.65% | -0.02% | -0.04% | |
| 46 | XLF | Ss Financial Select Sector | ETF-Other | 0.62% | -0.13% | +12.13% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.61% | -0.01% | — | |
| 48 | JPEF | Jpmorgan Equity Focus ETF | ETF-Other | 0.58% | +0.05% | +94.35% | |
| 49 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-Other | 0.56% | -0.06% | +16.69% | |
| 50 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.53% | -0.01% | +8.53% |
According to official SEC Form 13F filings, First Citizens Financial Corp reported a total U.S. public equity portfolio value of $239.2M across 136 disclosed positions in Q3 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 IYW, EFA, IJK) accounted for 19.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
XLY
市值: $903.0K
Top Position Liquidated / Trimmed
UNH
前期市值: $311.6K
During Q3 2025, First Citizens Financial Corp's top holdings by market value included IYW (8.9%)、EFA (3.8%)、IJK (3.5%). The largest single position, IYW, represented 8.9% of total portfolio value.
In Q3 2025, First Citizens Financial Corp made 45 total portfolio adjustments, initiating 5 new buys, adding to 24 positions, trimming 14 holdings, and fully liquidating 2 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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