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 BANK & TRUST CO OF NEWTOWN (CIK 1339908) reported $463.6M across 140 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($111.5M, 24.06%), VCSH ($41.2M, 8.89%), AAPL ($29.2M, 6.31%), DVY ($22.9M, 4.94%), BIV ($22.5M, 4.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $111.5M | 24.06% | 347,721 | Trimmed |
| 2 | VCSH | VANGUARD SHORT TERM CORP BD ETF #3145 | $41.2M | 8.89% | 519,925 | Trimmed |
| 3 | AAPL | APPLE INC | $29.2M | 6.31% | 115,232 | Trimmed |
| 4 | DVY | I SHARES SELECT DIVIDEND ETF | $22.9M | 4.94% | 151,168 | Trimmed |
| 5 | BIV | VANGUARD INTERMEDIATE TERM BOND INDEX ETF | $22.5M | 4.86% | 292,049 | Trimmed |
| 6 | IEFA | I SHARES MSCI EAFE CORE | $19.9M | 4.30% | 220,205 | Trimmed |
| 7 | JNJ | JOHNSON & JOHNSON COM | $11.3M | 2.43% | 46,116 | Trimmed |
| 8 | MSFT | MICROSOFT CORP COM | $10.0M | 2.15% | 26,926 | Trimmed |
| 9 | TIP | I SHRS TIPS BOND ETF | $8.0M | 1.73% | 72,535 | Trimmed |
| 10 | BINC | I SHARES FLEX I ACTIVE ETF | $7.8M | 1.68% | 150,080 | Added |
| 11 | DFUS | DIMENSIONAL US EQUITY MARKETETF TR | $7.5M | 1.61% | 105,467 | Trimmed |
| 12 | XOM | EXXON MOBIL CORP COM | $7.2M | 1.55% | 42,418 | Trimmed |
| 13 | HD | HOME DEPOT INC COM | $6.8M | 1.47% | 20,723 | Trimmed |
| 14 | PHO | INVESCO WATER RESOURCES ETF | $6.3M | 1.37% | 94,896 | Trimmed |
| 15 | PGX | INVESCO PREFERRED ETF | $5.8M | 1.24% | 530,142 | Trimmed |
| 16 | CAT | CATERPILLAR INC COM | $5.2M | 1.12% | 7,321 | Trimmed |
| 17 | CVX | CHEVRON CORPORATION | $5.1M | 1.09% | 24,411 | Trimmed |
| 18 | PEP | PEPSICO INC COM | $4.3M | 0.93% | 27,766 | Trimmed |
| 19 | GLW | CORNING INC COM | $4.1M | 0.89% | 30,510 | Trimmed |
| 20 | HON | HONEYWELL INTL INC COM | $3.8M | 0.82% | 16,917 | Trimmed |
| 21 | WTRG | ESSENTIAL UTILITIES INC | $3.7M | 0.81% | 92,939 | Trimmed |
| 22 | IVV | I SHARES CORE S & P 500 ETF | $3.7M | 0.80% | 5,701 | Added |
| 23 | GOOGL | ALPHABET INC - CLASS A | $3.6M | 0.77% | 12,400 | Trimmed |
| 24 | PG | PROCTER AND GAMBLE CO COM | $3.3M | 0.72% | 23,193 | Trimmed |
| 25 | MRK | MERCK & CO INC NEW | $3.1M | 0.68% | 26,178 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31