Top 50 First National Bank Sioux Falls Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | Vanguard 500 Index Fund ETF | 8.86% | 50.2K | $32.4M | +0.00%(+0) | $451.93(+57.70%) | 2026-06-30 | |
| JMTG | JPMorgan Mortgage-Backed Securities ETF | 8.55% | 611.8K | $31.2M | +0.00%(+0) | $50.62(-1.11%) | 2026-06-30 | |
| AVDE | Avantis International Equity ETF | 7.03% | 285.0K | $25.7M | +0.00%(+0) | $59.70(+57.99%) | 2026-06-30 | |
| IDEV | iShares Core MSCI International | 6.02% | 247.9K | $22.0M | +0.00%(+0) | $63.20(+47.77%) | 2026-06-30 | |
| AVLV | Avantis US Large Cap Value ETF | 5.21% | 225.0K | $19.0M | +0.00%(+0) | $59.77(+58.98%) | 2026-06-30 | |
| VO | Vanguard Mid-Cap Index ETF | 3.99% | 48.2K | $14.6M | -75.00%(-144.47K) | $59.65(+41.38%) | 2026-06-30 | |
| RSP | Invesco S&P 500 Equal Weight ETF | 3.11% | 56.6K | $11.4M | +0.00%(+0) | $169.20(+31.06%) | 2026-06-30 | |
| DFAX | Dimensional World EX US Core Equity 2 ETF | 3.07% | 308.5K | $11.2M | +0.00%(+0) | $24.96(+52.80%) | 2026-06-30 | |
| VTV | Vanguard Value ETF | 3.07% | 55.4K | $11.2M | +0.00%(+0) | $153.89(+47.84%) | 2026-06-30 | |
| DFAS | Dimensional US Small Cap ETF | 2.99% | 144.8K | $10.9M | +0.00%(+0) | $60.37(+39.41%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.21% | +52.93% | +7.23% | +41.74% |
| Top 20 Holdings Unweighted | +17.31% | +61.44% | +8.45% | +49.99% |
First National Bank Sioux Falls reports $365.53M in US-listed equity holdings across 147 positions in its most recent 13F filing. Its largest disclosed positions are VOO (8.9%), JMTG (8.6%) and AVDE (7.0%). The top 20 holdings account for 69.49% of reported assets. Its disclosed equity book has returned +52.93% 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 First National Bank Sioux Fallsโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1085041). View First National Bank Sioux Fallsโs 13F filings on SEC