FIRST NATIONAL BANK & TRUST CO OF NEWTOWN: 13F holdings
CIK 13399082026Q2
| Positions | 156 |
|---|
| Reported value | $491.8m |
|---|
| Filed | 2026-08-06 |
|---|
Change since last quarter
| Positions | 156 (+14 vs prior quarter) |
|---|
| Reported value | $491.8m (+6.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 325,363 | $119.8m | 24.4% |
| VCSH VANGUARD SHORT TERM CORP BD ETF #3145 | 480,140 | $37.7m | 7.7% |
| AAPL APPLE INC | 112,986 | $34.9m | 7.1% |
| DVY I SHARES SELECT DIVIDEND ETF | 142,561 | $23.0m | 4.7% |
| IEFA I SHARES MSCI EAFE CORE | 216,320 | $21.3m | 4.3% |
| BIV VANGUARD INTERMEDIATE TERM BOND INDEX ETF | 269,289 | $20.3m | 4.1% |
| MSFT MICROSOFT CORP COM | 26,129 | $12.1m | 2.5% |
| JNJ JOHNSON & JOHNSON COM | 44,991 | $11.5m | 2.3% |
| BINC I SHARES FLEX I ACTIVE ETF | 173,765 | $9.0m | 1.8% |
| DFUS DIMENSIONAL US EQUITY MARKETETF TR | 100,458 | $8.2m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1339908")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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