13F Insight
DOSSIER · 13F-HR · Q2 2026

BAKER BOYER NATIONAL BANK

$364M in tracked AUM across 121 positions as of Q2 2026.

BB
CIK 0001079398 · last filed Jun 30, 2026
Total AUM
$364M
as of Q2 2026
Holdings
121
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

BAKER BOYER NATIONAL BANK filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFAC
DFA U.S. Core Equity 2 ETF
$83M1.9M22.8%02
DFAX
DFA World Ex-U.S. Core Equity 2 ETF
$72M1.9M19.7%03
VTEB
Vanguard Muni Bond Tax Exempt
$60M1.2M16.6%04
DFUV
DFA U.S. Marketwide Value ETF
$24M435K6.6%05
FBND
Fidelity Total Bond ETF
$19M422K5.3%06
DFIV
DFA International Value ETF
$11M203K3.0%07
DFAI
DFA Intl Core Equity ETF
$8M197K2.2%08
SPY
SPDR S&P 500 ETF
$6M8K1.7%09
AAPL
Apple Inc
$5M19K1.5%10
DFAE
DFA Emerging Mkts Core Equity ETF
$4M105K1.2%

Filing history

2026Q2Jun 30
$364M▲ 9.4%
121 positionsView →2026Q1Mar 31
$333M▲ 0.5%
119 positionsView →2025Q4Dec 31
$331M▲ 10.0%
122 positionsView →2025Q3Sep 30
$301M▲ 3.8%
108 positionsView →2025Q2Jun 30
$290M▲ 7.0%
106 positionsLocked2025Q1Mar 31
$271M▼ 6.3%
100 positionsLocked2024Q4Dec 31
$289M▼ 2.9%
99 positionsLocked2024Q3Sep 30
$298M▲ 4.1%
102 positionsLocked2024Q2Jun 30
$286M▼ 1.4%
97 positionsLocked2024Q1Mar 31
$290M▲ 6.7%
80 positionsLocked2023Q4Dec 31
$272M▲ 10.6%
79 positionsLocked2023Q3Sep 30
$246M▼ 9.1%
80 positionsLocked
Showing 12 of 90