13F Insight
DOSSIER · 13F-HR · Q3 2025

FIRST NATIONAL CORP /MA/ /ADV

$527M in tracked AUM across 174 positions as of Q3 2025.

FN
CIK 0000816192 · last filed Sep 30, 2025
Total AUM
$527M
as of Q3 2025
Holdings
174
—
positions
Whale Score
44
44
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2025Q3Sep 30
$527M▲ 6.3%
174 positionsView →2025Q2Jun 30
$496M▲ 9.5%
163 positionsLocked2025Q1Mar 31
$453M▲ 2.5%
160 positionsLocked2024Q4Dec 31
$442M▼ 1.8%
153 positionsLocked2024Q3Sep 30
$450M▲ 7.1%
145 positionsLocked2024Q2Jun 30
$420M▲ 3.2%
155 positionsLocked2024Q1Mar 31
$407M▼ 0.2%
154 positionsLocked2023Q4Dec 31
$408M▲ 9.4%
154 positionsLocked2023Q3Sep 30
$372M▼ 11.6%
147 positionsLocked2023Q2Jun 30
$421M▲ 0.2%
157 positionsLocked2023Q1Mar 31
$420M▲ 3.9%
164 positionsLocked2022Q4Dec 31
$405M▲ 10.7%
154 positionsLocked
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