§ 13F · FUND PROFILE
FIRST NATIONAL CORP /MA/ /ADV.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $496.0T (13F)Positions · 163Turnover · — · Q3Filed · Oct 28, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED OCT 28, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 51K | $34.3T | 6.5% | — |
| 2 | USFR | WISDOMTREE TR | 516K | $26.0T | 4.9% | — |
| 3 | SCHB | SCHWAB STRATEGIC TR | 981K | $25.3T | 4.8% | — |
| 4 | GLD | SPDR GOLD TR | 55K | $19.5T | 3.7% | — |
| 5 | SCHX | SCHWAB STRATEGIC TR | 735K | $19.4T | 3.7% | — |
| 6 | SCHA | SCHWAB STRATEGIC TR | 591K | $16.5T | 3.1% | — |
| 7 | SCHD | SCHWAB STRATEGIC TR | 598K | $16.5T | 3.1% | — |
| 8 | SCHM | SCHWAB STRATEGIC TR | 548K | $16.3T | 3.1% | — |
| 9 | AAPL | APPLE INC | 61K | $15.7T | 3.0% | — |
| 10 | VO | VANGUARD INDEX FDS | 50K | $14.8T | 2.8% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FIRST SIGNAL
AC read
FIRST NATIONAL CORP /MA/ /ADV is a Other fund managing $496045.8 trillion in assets. The fund runs a portfolio of 163 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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