First Citizens Financial
$239M 13F equity value
142 Holdings
Quarter ended June 30, 2026
The latest 13F on file for First Citizens Financial 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
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IYW | ISHARE DOW JONES TECH | 89,186 | $22M | 9.4% |
| IJK | ISHARE S&P MIDCAP 400/GROWTH INDEX FUND | 72,538 | $9M | 3.6% |
| EFA | ISHARE MSCI EAFE FUND | 74,689 | $8M | 3.2% |
| IJJ | ISHARE S&P MIDCAP 400/VALUE INDEX FUND | 50,093 | $7M | 3.1% |
| IYF | ISHARE DOW JONES FINANCIAL SECTOR | 54,297 | $7M | 2.9% |
| AAPL | APPLE INC | 21,803 | $6M | 2.6% |
| IYH | ISHARE DOW JONES HEALTHCARE | 92,717 | $6M | 2.6% |
| VTI | VANGUARD TOTAL STOCK MKT INDEX | 16,270 | $6M | 2.5% |
| IJT | ISHARE S&P SMALL CAP 600 GROWTH INDEX | 32,931 | $6M | 2.5% |
| QUAL | ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 25,763 | $6M | 2.4% |
Track First Citizens Financial's 13F portfolio: $239M in reported holdings, 142 positions. Top holdings and quarterly changes on SentiSense.
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