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CIK: 0001800597
Total reported value
$239.2M
$239.2M
127 檔
19.4%
According to the latest 13F quarterly dataset, First Citizens Financial Corp managed an equity portfolio of $239.2M at the end of Q4 2025, spanning 127 distinct U.S. exchange-listed positions.
In Q4 2025, First Citizens Financial Corp adopted a defensive or profit-taking posture, trimming 20 positions and completely liquidating 12 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IYW | Ishares Ustechnology ETF | ETF-Tech | 8.91% | +1.69% | -2.25% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.76% | -0.27% | -2.79% | |
| 3 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 3.52% | +0.07% | -1.31% | |
| 4 | IYF | Ishares US Financials ETF | ETF-Other | 3.47% | -0.13% | -2.81% | |
| 5 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 3.31% | -0.07% | -0.56% | |
| 6 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 3.01% | -0.10% | -2.88% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.78% | -0.22% | -0.16% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.78% | +0.04% | -5.71% | |
| 9 | IYC | Ishares US Consumer Discreti | ETF-Other | 2.54% | -0.20% | -1.87% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.44% | +0.01% | +3.50% | |
| 11 | IYJ | Ishares U.s. Industrials ETF | ETF-Other | 2.42% | -0.03% | -1.23% | |
| 12 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 2.31% | +0.21% | +0.11% | |
| 13 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 2.27% | +0.02% | -0.30% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.95% | +0.26% | -4.96% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.92% | -0.19% | -6.30% | |
| 16 | XLK | Ss Technology Select Sector | ETF-Tech | 1.59% | +0.23% | +112.59% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.57% | -0.06% | -8.73% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.56% | +0.16% | +16.30% | |
| 19 | CMI | Cummins Inc | Stock-Industrials | 1.45% | -0.10% | -4.17% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.38% | +0.10% | -6.74% | |
| 21 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.36% | +0.01% | +10.84% | |
| 22 | IYK | Ishares US Consumer Staples | ETF-Other | 1.28% | -0.11% | -2.35% | |
| 23 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.14% | -0.35% | +4.64% | |
| 24 | CAT | Caterpillar Inc | Stock-Industrials | 1.04% | +0.10% | -0.03% | |
| 25 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.99% | -0.12% | +2.88% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.99% | +0.17% | -5.80% | |
| 27 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.92% | -0.04% | -1.57% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.92% | -0.05% | -2.10% | |
| 29 | IDU | Ishares US Utilities ETF | ETF-Other | 0.90% | -0.12% | -5.99% | |
| 30 | PHYL | Pgim Active High Yield Bond | ETF-High Yield | 0.89% | +0.02% | +10.20% | |
| 31 | MS | Morgan Stanley | Stock-Financials | 0.89% | +0.02% | +1.48% | |
| 32 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.87% | -0.06% | -7.43% | |
| 33 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 0.86% | +0.03% | +14.41% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.84% | -0.04% | -7.81% | |
| 35 | IYE | Ishares U.s. Energy ETF | ETF-Other | 0.84% | -0.25% | -3.02% | |
| 36 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.83% | +0.16% | -4.62% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.79% | +0.04% | -13.34% | |
| 38 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.78% | -0.28% | +6.43% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.74% | -0.06% | +1.00% | |
| 40 | XLF | Ss Financial Select Sector | ETF-Other | 0.73% | -0.13% | +15.60% | |
| 41 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.72% | +0.05% | — | |
| 42 | VOX | Vanguard Communication Servi | ETF-Other | 0.69% | -0.06% | — | |
| 43 | IYM | Ishares U.s. Basic Materials | ETF-Other | 0.68% | -0.08% | -1.74% | |
| 44 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.67% | -0.24% | +45.73% | |
| 45 | JPEF | Jpmorgan Equity Focus ETF | ETF-Other | 0.64% | +0.05% | +10.66% | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.63% | -0.01% | -0.19% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.60% | -0.02% | -6.43% | |
| 48 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-Other | 0.57% | -0.06% | +2.49% | |
| 49 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.57% | -0.01% | +1.93% | |
| 50 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.55% | -0.02% | +5.55% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.3% | -6.74% | Trim |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +16.30% | Add |
| 3 | IDV | Ishares International Select | +0.2% | +185.79% | Add |
| 4 | IYH | Ishares U.s. Healthcare ETF | +0.2% | -2.88% | Trim |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +45.73% | Add |
| 6 | CMI | Cummins Inc | +0.2% | -4.17% | Trim |
| 7 | CAT | Caterpillar Inc | +0.2% | -0.03% | Trim |
| 8 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +3.50% | Add |
| 9 | JPIE | Jpmorgan Income ETF | +0.1% | +10.84% | Add |
| 10 | XLK | Ss Technology Select Sector | +0.1% | +112.59% | Add |
| 11 | XLF | Ss Financial Select Sector | +0.1% | +15.60% | Add |
| 12 | PTRB | Pgim Total Return Bond ETF | +0.1% | +14.41% | Add |
| 13 | MS | Morgan Stanley | +0.1% | +1.48% | Add |
| 14 | STLD | Steel Dynamics Inc | +0.1% | — | Unchanged |
| 15 | JNJ | Johnson & Johnson | +0.1% | +1.00% | Add |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | -2.67% | Trim |
| 17 | PHYL | Pgim Active High Yield Bond | +0.1% | +10.20% | Add |
| 18 | GS | Goldman Sachs Group Inc | +0.1% | -1.57% | Trim |
| 19 | XLV | Ss Health Care Select Sector | +0.1% | +5.03% | Add |
| 20 | JPEF | Jpmorgan Equity Focus ETF | +0.1% | +10.66% | Add |
| 21 | AVGO | Broadcom Inc | -0.1% | -25.31% | Trim |
| 22 | IDU | Ishares US Utilities ETF | -0.1% | -5.99% | Trim |
| 23 | BIV | Vanguard Intermediate-term B | -0.1% | -20.55% | Trim |
| 24 | AMZN | Amazon.com Inc | -0.1% | -21.57% | Trim |
| 25 | ORCL | Oracle CORP | -0.1% | +4.32% | Add |
| 26 | IYR | Ishares US Real Estate ETF | -0.1% | -7.43% | Trim |
| 27 | IYC | Ishares US Consumer Discreti | -0.1% | -1.87% | Trim |
| 28 | JPM | Jpmorgan Chase & Co | -0.1% | -8.73% | Trim |
| 29 | NVDA | Nvidia CORP | -0.1% | -13.34% | Trim |
| 30 | META | Meta Platforms Inc-class A | -0.2% | -24.92% | Trim |
| 31 | JCPB | Jpmorgan Core Plus Bond ETF | -0.2% | -24.22% | Trim |
| 32 | HD | Home Depot Inc | -0.2% | -7.81% | Trim |
| 33 | MSFT | Microsoft CORP | -0.3% | -6.30% | Trim |
| 34 | JPIB | Jpmorgan Intl Bnd ETF | -0.3% | -38.28% | Trim |
| 35 | BND | Vanguard Total Bond Market | -0.5% | -60.04% | Trim |
| 36 | PYLD | Pimco Multisector Bond Actv | — | NEW | New buy |
| 37 | VCRB | Vanguard Core Bond ETF | — | NEW | New buy |
| 38 | FTRB | Fed Hermes Ttl Rtrn Bnd | — | NEW | New buy |
| 39 | MEAR | Ishrs Short Mat Muni Act ETF | — | EXIT | Sold out |
| 40 | MO | Altria Group Inc | — | EXIT | Sold out |
| 41 | EOG | Eog Resources Inc | — | EXIT | Sold out |
| 42 | INTU | Intuit Inc | — | EXIT | Sold out |
| 43 | NEE | Nextera Energy Inc | — | EXIT | Sold out |
| 44 | DIS | Walt Disney Co/the | — | EXIT | Sold out |
| 45 | PWR | Quanta Services Inc | — | EXIT | Sold out |
| 46 | ABT | Abbott Laboratories | — | EXIT | Sold out |
| 47 | MTB | M & T Bank CORP | — | EXIT | Sold out |
| 48 | PANW | Palo Alto Networks Inc | — | EXIT | Sold out |
| 49 | AMGN | Amgen Inc | — | EXIT | Sold out |
| 50 | IWS | Ishares Russell Mid-cap Valu | — | EXIT | Sold out |
According to official SEC Form 13F filings, First Citizens Financial Corp reported a total U.S. public equity portfolio value of $239.2M across 127 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 19.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
PYLD
市值: $1.5M
Top Position Liquidated / Trimmed
MEAR
前期市值: $452.5K
During Q4 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 Q4 2025, First Citizens Financial Corp made 49 total portfolio adjustments, initiating 3 new buys, adding to 14 positions, trimming 20 holdings, and fully liquidating 12 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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