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Filers›Holding Co.›FIRST NATIONAL CORP /MA/ /ADV
DOSSIER · 13F-HR · Q3 2025

FIRST NATIONAL CORP /MA/ /ADV

FIRST NATIONAL /MA/ /ADV's holding co. based in New York, NY — $527M in tracked AUM across 174 positions as of Q3 2025.

FN
FIRST NATIONAL /MA/ /ADV·New York, NY·Holding Co.
CIK 0000816192 · last filed Sep 30, 2025
Total AUM
$527M
▼ 4.8%
vs prior
Holdings
174
—
positions
Whale Score
44
44
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q3 2025 · Q3 2025

FIRST NATIONAL CORP /MA/ /ADV filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
SPY
SPDR S&P 500 ETF TR
$34M51K6.5%
02
USFR
WISDOMTREE TR
$26M516K4.9%
03
SCHB
SCHWAB STRATEGIC TR
$25M981K4.8%
04
GLD
SPDR GOLD TR
$20M55K3.7%
05
SCHX
SCHWAB STRATEGIC TR
$19M735K3.7%
06
SCHA
SCHWAB STRATEGIC TR
$17M591K3.1%
07
SCHD
SCHWAB STRATEGIC TR
$16M598K3.1%
08
SCHM
SCHWAB STRATEGIC TR
$16M548K3.1%
09
AAPL
APPLE INC
$16M61K3.0%
10
VO
VANGUARD INDEX FDS
$15M50K2.8%

Filing history

Filing history loading…
AI Agent · grounded in FIRST
haiku-4-5 · 174 positions indexed
Sector mix
  • Tech6%
  • Financials27%
  • Health Care13%
  • Cons. Disc.43%
  • Communications5%
  • Other6%
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