13F Insight
DOSSIER · 13F-HR · Q1 2026

BAKER BOYER NATIONAL BANK

$333M in tracked AUM across 119 positions as of Q1 2026.

BB
CIK 0001079398 · last filed Mar 31, 2026
Total AUM
$333M
as of Q1 2026
Holdings
119
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

BAKER BOYER NATIONAL BANK filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFAC
DFA U.S. Core Equity 2 ETF
$70M1.8M21.1%02
DFAX
DFA World Ex-U.S. Core Equity 2 ETF
$60M1.8M18.0%03
VTEB
Vanguard Muni Bond Tax Exempt
$58M1.2M17.6%04
DFUV
DFA U.S. Marketwide Value ETF
$21M442K6.4%05
FBND
Fidelity Total Bond ETF
$19M410K5.6%06
DFIV
DFA International Value ETF
$11M206K3.3%07
DFAI
DFA Intl Core Equity ETF
$8M197K2.3%08
MSFT
Microsoft Corp
$8M21K2.3%09
SPY
SPDR S&P 500 ETF
$5M8K1.6%10
AAPL
Apple Inc
$5M19K1.4%

Filing history

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 positionsLocked2023Q2Jun 30
$270M▲ 4.2%
85 positionsLocked
Showing 12 of 89