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

CoreFirst Bank & Trust

$201M in tracked AUM across 358 positions as of Q2 2026.

CB
CIK 0001845199 · last filed Jun 30, 2026
Total AUM
$201M
as of Q2 2026
Holdings
358
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

CoreFirst Bank & Trust 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
AAPL
Apple Inc
$11M38K5.5%02
CL
Colgate Palmolive Co
$10M109K5.0%03
AVDV
Avantis Intl Small Cap Value
$10M95K4.9%04
VEA
Vanguard FTSE Developed Markets ETF
$8M117K4.2%05
ACIO
Aptus Collared Investment Opp ETF
$8M164K3.8%06
IVLU
IShares Edge MSCI Intl Value
$7M164K3.4%07
AVUV
Avantis US Small Cap Value
$7M54K3.4%08
VYM
Vanguard High Dividend Yield Index
$6M38K3.0%09
IVV
Ishares S&P 500 Index Fund
$5M6K2.3%10
AVEM
Avantis Emerging Markets Equity ETF
$5M47K2.3%

Filing history

2026Q2Jun 30
$201M▲ 6.6%
358 positionsView →2026Q1Mar 31
$189M▲ 2.0%
365 positionsView →2025Q4Dec 31
$185M▲ 0.0%
374 positionsView →2025Q3Sep 30
$185M▲ 4.4%
405 positionsView →2025Q2Jun 30
$177M▲ 13.8%
415 positionsLocked2025Q1Mar 31
$156M▼ 7.5%
157 positionsLocked2024Q4Dec 31
$168M▼ 2.8%
418 positionsLocked2024Q3Sep 30
$173M▲ 16.5%
413 positionsLocked2024Q2Jun 30
$149M▼ 7.1%
179 positionsLocked2024Q1Mar 31
$160M▲ 6.3%
442 positionsLocked2023Q4Dec 31
$150M▲ 6.8%
465 positionsLocked2023Q3Sep 30
$141M▼ 0.9%
491 positionsLocked
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