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

First Citizens Asset Management, Inc.

First Citizens Asset's holding co. based in Greenwich, CT — $282M in tracked AUM across 28 positions as of Q1 2026.

FC
First Citizens Asset·Greenwich, CT·Holding Co.
CIK 0001964116 · last filed Mar 31, 2026
Total AUM
$282M
▼ 12.7%
vs prior
Holdings
28
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
Top sector
Tech
44% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

First Citizens Asset Management, Inc. 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
IWY
iShares Russell Top 200 Growth ETF
$75M303K26.7%
02
IWX
iShares Russell Top 200 Value ETF
$48M514K16.9%
03
VCRB
Vanguard Core Bond ETF
$35M455K12.5%
04
AGG
iShares Core US Aggregate Bond ETF
$31M309K10.9%
05
IWS
iShares Russell Mid-Cap Value ETF
$24M164K8.5%
06
IEFA
iShares Core MSCI EAFE ETF
$21M232K7.5%
07
IWP
iShares Russell Mid-Cap Growth ETF
$12M90K4.1%
08
IEMG
iShares Core MSCI Emerging Markets ETF
$7M106K2.6%
09
VTWO
Vanguard Russell 2000 ETF
$7M67K2.4%
10
MUB
iShares National Muni Bond ETF
$7M62K2.3%

Filing history

Filing history loading…