First Business Financial Services

$1.3B 13F equity value
206 Holdings
Quarter ended June 30, 2026

The latest 13F on file for First Business Financial Services covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.

Top Holdings

TickerCompanySharesValueWeight
VTIVanguard Total Stock Market ET794,853$294M22.8%
IEFAiShares Core MSCI EAFE ETF1,567,578$151M11.7%
IWFiShares Russell 1000 Growth ET731,884$91M7.0%
IJRiShares Core S&P Small-Cap ETF502,002$74M5.8%
IWDiShares Russell 1000 Value ETF265,835$64M5.0%
DGROiShares Core Dividend Growth839,061$64M4.9%
IJHiShares Core S&P Mid-Cap ETF711,692$55M4.3%
AGGiShares Core US Aggregate Bond388,636$38M3.0%
SPYState Street SPDR S&P 500 ETF43,684$33M2.5%
FBIZFirst Business Financial Servi340,189$21M1.7%

Track First Business Financial Services's 13F portfolio: $1.3B in reported holdings, 206 positions. Top holdings and quarterly changes on SentiSense.

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