§ 13F · FUND PROFILE
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN.
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $499.5T (13F)Positions · 229Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 415K | $139.2T | 25.5% | ±0% |
| 2 | VCSH | VANGUARD SHORT TERM CORP BD ETF #3145 | 565K | $45.0T | 8.3% | — |
| 3 | AAPL | APPLE INC | 99K | $27.0T | 4.9% | +150% |
| 4 | BIV | VANGUARD INTERMEDIATE TERM BOND INDEX ETF | 311K | $24.2T | 4.4% | — |
| 5 | DVY | I SHARES SELECT DIVIDEND ETF | 156K | $22.0T | 4.0% | — |
| 6 | IEFA | I SHARES MSCI EAFE CORE | 240K | $21.5T | 3.9% | ±0% |
| 7 | MSFT | MICROSOFT CORP COM | 33K | $15.8T | 2.9% | +850% |
| 8 | AAPL | APPLE INC | 40K | $10.8T | 2.0% | ±0% |
| 9 | JNJ | JOHNSON & JOHNSON COM | 44K | $9.1T | 1.7% | +91% |
| 10 | TIP | I SHRS TIPS BOND ETF | 79K | $8.7T | 1.6% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FIRST SIGNAL
AC read
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN is a Dealer / Bank fund managing $499469.0 trillion in assets. The fund runs a broad portfolio of 229 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed