Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
First National Advisers, LLC (CIK 1941030) reported $683.5M across 238 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAI ($56.9M, 8.32%), AAPL ($38.7M, 5.66%), NVDA ($32.4M, 4.74%), MSFT ($26.7M, 3.91%), GOOG ($21.5M, 3.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAI | DIMENSIONAL ETF TRUST | $56.9M | 8.32% | 1.5M | Added |
| 2 | AAPL | APPLE INC | $38.7M | 5.66% | 152,507 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $32.4M | 4.74% | 185,768 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $26.7M | 3.91% | 72,260 | Trimmed |
| 5 | GOOG | ALPHABET INC | $21.5M | 3.15% | 75,047 | Trimmed |
| 6 | AMZN | AMAZON COM INC | $19.0M | 2.78% | 91,166 | Trimmed |
| 7 | CMDT | PIMCO ETF TR | $16.3M | 2.39% | 505,934 | New |
| 8 | RLY | SSGA ACTIVE ETF TR | $15.2M | 2.23% | 421,698 | New |
| 9 | AVGO | BROADCOM INC | $14.3M | 2.10% | 46,320 | Trimmed |
| 10 | JPM | JPMORGAN CHASE & CO | $14.0M | 2.05% | 47,664 | Trimmed |
| 11 | META | META PLATFORMS INC | $12.8M | 1.88% | 22,401 | Trimmed |
| 12 | JEPI | J P MORGAN EXCHANGE TRADED F | $12.0M | 1.76% | 211,674 | Trimmed |
| 13 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $11.5M | 1.68% | 16 | Hold |
| 14 | LLY | ELI LILLY & CO | $8.8M | 1.29% | 9,582 | Trimmed |
| 15 | GOOGL | ALPHABET INC | $8.6M | 1.25% | 29,743 | Added |
| 16 | XOM | EXXON MOBIL CORP | $7.4M | 1.08% | 43,494 | Trimmed |
| 17 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $7.4M | 1.08% | 15,380 | Added |
| 18 | RTX | RTX CORPORATION | $7.0M | 1.03% | 36,526 | Trimmed |
| 19 | NEE | NEXTERA ENERGY INC | $7.0M | 1.02% | 75,367 | Trimmed |
| 20 | COST | COSTCO WHOLESALE CORPORATION | $6.4M | 0.94% | 6,466 | Trimmed |
| 21 | WMT | WALMART INC | $6.3M | 0.92% | 50,618 | Trimmed |
| 22 | MA | MASTERCARD INCORPORATED | $6.1M | 0.89% | 12,127 | Trimmed |
| 23 | AMGN | AMGEN INC | $5.8M | 0.85% | 16,537 | Trimmed |
| 24 | ABT | ABBOTT LABORATORIES | $5.7M | 0.84% | 55,656 | Trimmed |
| 25 | TSLA | TESLA INC | $5.5M | 0.81% | 14,869 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31