13F Insight
DOSSIER · 13F-HR · Q3 2026

First Citizens Financial Corp

$238M in tracked AUM across 138 positions as of Q3 2026.

FC
CIK 0001800597 · last filed Sep 30, 2026
Total AUM
$238M
as of Q3 2026
Holdings
138
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

First Citizens Financial Corp filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IYW
ISHARE DOW JONES TECH
$23M88K9.8%02
IJK
ISHARE S&P MIDCAP 400/GROWTH INDEX FUND
$8M72K3.3%03
EFA
ISHARE MSCI EAFE FUND
$7M72K3.1%04
AAPL
APPLE INC
$7M22K3.0%05
JPST
JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC
$7M140K3.0%06
IJJ
ISHARE S&P MIDCAP 400/VALUE INDEX FUND
$7M50K2.9%07
IYF
ISHARE DOW JONES FINANCIAL SECTOR
$7M54K2.9%08
IYH
ISHARE DOW JONES HEALTHCARE
$7M92K2.8%09
VTI
VANGUARD MORNINGSTAR TOTAL STOCK MKT ETF
$6M17K2.7%10
QUAL
ISHARES EDGE MSCI USA QUALITY FACTOR ETF
$6M25K2.3%

Filing history

2026Q3Sep 30
$238M▼ 0.5%
138 positionsView →2026Q2Jun 30
$239M▲ 12.9%
140 positionsView →2026Q1Mar 31
$212M▲ 4.6%
136 positionsView →2025Q4Dec 31
$202M▲ 245.9%
128 positionsView →2025Q3Sep 30
$59M▼ 67.8%
63 positionsLocked2025Q2Jun 30
$182M▲ 2.8%
126 positionsLocked2025Q1Mar 31
$177M▼ 4.0%
123 positionsLocked2024Q4Dec 31
$184M▼ 2.6%
123 positionsLocked2024Q3Sep 30
$189M▲ 11.9%
123 positionsLocked2024Q2Jun 30
$169M▲ 0.4%
116 positionsLocked2024Q1Mar 31
$168M▲ 8.1%
115 positionsLocked2023Q4Dec 31
$156M▲ 9.8%
113 positionsLocked
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