§ 13F · FUND PROFILE
First Business Financial Services, Inc..
AUM · $1.3B (13F)Positions · 201Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Market ET | 795K | $294M | 22.8% | ±0% |
| 2 | IEFA | iShares Core MSCI EAFE ETF | 1.57M | $151M | 11.7% | +1% |
| 3 | IWF | iShares Russell 1000 Growth ET | 732K | $91M | 7.0% | +299% |
| 4 | IJR | iShares Core S&P Small-Cap ETF | 502K | $74M | 5.8% | ±0% |
| 5 | IWD | iShares Russell 1000 Value ETF | 266K | $64M | 5.0% | ±0% |
| 6 | DGRO | iShares Core Dividend Growth | 839K | $64M | 4.9% | ±0% |
| 7 | IJH | iShares Core S&P Mid-Cap ETF | 712K | $55M | 4.3% | +1% |
| 8 | AGG | iShares Core US Aggregate Bond | 389K | $38M | 3.0% | +3% |
| 9 | SPY | State Street SPDR S&P 500 ETF | 44K | $33M | 2.5% | ±0% |
| 10 | FBIZ | First Business Financial Servi | 340K | $21M | 1.7% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FIRST SIGNAL
AC read
First Business Financial Services, Inc. is a Other fund managing $1.3 billion in assets. The fund runs a broad portfolio of 201 positions.
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