First Citizens Financial Corp
•CIK: 1800597•Filing: Q4 2025
**First Citizens Financial Corp.** manages $202M across 127 positions, exhibiting a broad, factor-aware mandate. The portfolio shows significant allocation to international and thematic ETFs, notably IYW ($18.0M) and EFA ($7.6M). Core holdings include technology and market-cap weighted assets, with AAPL ($5.6M) and BRK/B ($5.6M) anchoring the top quartile. This structure suggests a tactical tilt toward global equity diversification alongside established market leaders.
Total AUM
$202.4M
QoQ Performance
+0.1%
Positions
127
Top 10 Concentration
36.5%
Latest Filing
Q4 2025
Top Holdings Allocation
IYW
IYW8.9%
EFA3.8%
IJK3.5%
IYF3.5%
IJJ3.3%
IYH3.0%
BRK/B2.8%
AAPL2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other76.7%
Technology7.3%
Financial6.7%
Healthcare3.2%
Consumer2.4%
Industrial2.1%
ETF0.7%
Consumer Staples0.4%
🚪 Exited Positionssold since Q3 2025
+7 more exited positions
Changes from Q3 2025
NEW3 new positions
↑33 increased
↓73 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023