AiSiWhale

AI & tech investing

First National Advisers, LLC

CIK 1941030

13F filing for Q2 2026・No. 3,183

Holdings
US$711.83M
Quarter change
+US$28.35M
Entries
273
Net bought (estimate)
−US$27.63M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 27
  • Sold out 15
  • Cut 153
  • Added 59
  • Corporate actions 0
  • Unchanged 12

Largest holdings

251 stocks worth US$711.83M, options and bonds left out.

StockThis quarterValueWeight
DIMENSIONAL ETF TRUSTINTL CORE EQT MKCutUS$59.47M8.35%
AAPLAppleCOMCutUS$38.04M5.34%
NVDANvidiaCOMCutUS$35.7M5.02%
GOOGALPHABET INCCAP STK CL CCutUS$25.04M3.52%
MSFTMicrosoftCOMCutUS$22.45M3.15%
AMZNAmazonCOMCutUS$21.57M3.03%
AVGOBroadcomCOMCutUS$15.57M2.19%
JPMJPMORGAN CHASE & COCOMCutUS$14.5M2.04%
PIMCO ETF TRCOMMODITY STRATCutUS$14.16M1.99%
SSGA ACTIVE ETF TRST STR REAL ETFCutUS$13.51M1.90%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.