StockDriftsStockDriftsTop 50 Baker Boyer National Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DFA U.S. Core Equity 2 ETF | 22.76% | 1.87M | $82.9M | +3.17%(+57.47K) | $24.75(+86.06%) | 2026-06-30 | |
| DFAX | DFA World Ex-U.S. Core Equity 2 ETF | 19.73% | 1.95M | $71.8M | +10.64%(+187.47K) | $23.47(+62.53%) | 2026-06-30 | |
| VTEB | Vanguard Muni Bond Tax Exempt | 16.6% | 1.19M | $60.4M | +1.94%(+22.76K) | $49.69(+0.04%) | 2026-06-30 | |
| DFUV | DFA U.S. Marketwide Value ETF | 6.58% | 435.5K | $24.0M | -1.51%(-6.68K) | $31.69(+81.60%) | 2026-06-30 | |
| FBND | Fidelity Total Bond ETF | 5.27% | 422.0K | $19.2M | +2.88%(+11.80K) | $47.49(-5.52%) | 2026-06-30 | |
| DFIV | DFA International Value ETF | 3.01% | 202.6K | $10.9M | -1.89%(-3.90K) | $28.90(+101.00%) | 2026-06-30 | |
| DFAI | DFA Intl Core Equity ETF | 2.23% | 196.6K | $8.1M | +0.02%(+46) | $28.49(+52.14%) | 2026-06-30 | |
| SPY | SPDR S&P 500 ETF | 1.69% | 8.3K | $6.2M | +0.00%(+0) | $634.95(+22.11%) | 2026-06-30 | |
| AAPL | Apple Inc | 1.5% | 18.8K | $5.4M | -0.66%(-126) | $142.14(+114.84%) | 2026-06-30 | |
| DFAE | DFA Emerging Mkts Core Equity ETF | 1.16% | 105.3K | $4.2M | +2.61%(+2.68K) | $26.23(+50.05%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.39% | +38.20% | +3.88% | +20.98% |
| Top 20 Holdings Unweighted | +13.90% | +47.75% | +5.68% | +31.82% |
Baker Boyer National Bank reports $364.11M in US-listed equity holdings across 94 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (22.8%), DFAX (19.7%) and VTEB (16.6%). The top 20 holdings account for 87.97% of reported assets. Its disclosed equity book has returned +38.20% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Baker Boyer National Bank’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1079398). View Baker Boyer National Bank’s 13F filings on SEC