Top 50 First National Advisers, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAI | DIMENSIONAL ETF TRUST | 8.32% | 1.46M | $56.9M | +15.20%(+192.66K) | $31.92(+30.26%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.66% | 152.5K | $38.7M | -6.31%(-10.27K) | $176.82(+74.54%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.74% | 185.8K | $32.4M | -11.30%(-23.67K) | $49.99(+289.70%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.91% | 72.3K | $26.7M | -9.94%(-7.98K) | $350.73(+11.34%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.15% | 75.0K | $21.5M | -14.37%(-12.59K) | $140.10(+154.23%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.78% | 91.2K | $19.0M | -1.79%(-1.66K) | $150.48(+61.26%) | 2026-03-31 | |
| CMDT | PIMCO ETF TR | 2.39% | 505.9K | $16.3M | new | $29.93(+1.67%) | 2026-03-31 | |
| RLY | SSGA ACTIVE ETF TR | 2.23% | 421.7K | $15.2M | new | $33.80(+2.51%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.1% | 46.3K | $14.3M | -6.08%(-3.00K) | $286.50(+25.81%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.05% | 47.7K | $14.0M | -10.72%(-5.72K) | $158.68(+110.78%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.21% | +69.43% |
| Top 20 Holdings Unweighted | +16.49% | +58.07% |
Sign up free to track First National Advisers, LLC, compare funds side by side, and get alerts the moment positions change.