FIRST CITIZENS INVESTOR SERVICES INC's Q3 2025 13F: first filing on record
Form 13F-HR for the quarter ended Sep 30, 2025 · filed Nov 4, 2025 · 23 reported positions · accession 0001051487-25-000006
What changed this quarter
There is no comparable prior filing on record, so there are no changes to show.
Reported by the fund in its Form 13F filed with the SEC; holdings are as of the quarter-end report date and may have changed since. For informational purposes only — not investment advice or a recommendation to buy or sell any security. FilingExplorer is not affiliated with or endorsed by this fund. How this brief is compiled
Top 10 positions — 95.9% of the equity book
| # | Security | Weight now | |
|---|---|---|---|
| 1 | iShares Russell Top 200 Growth ETF (IWY) | 29.2% | |
| 2 | iShares Russell Top 200 Value ETF (IWX) | 15.0% | |
| 3 | iShares Core US Aggregate Bond ETF (AGG) | 11.5% | |
| 4 | Vanguard Core Bond ETF (VCRB) | 11.2% | |
| 5 | iShares Core MSCI EAFE ETF (IEFA) | 7.8% | |
| 6 | iShares Russell Mid-Cap Value ETF (IWS) | 7.6% | |
| 7 | iShares Russell Mid-Cap Growth ETF (IWP) | 4.9% | |
| 8 | iShares National Muni Bond ETF (MUB) | 3.6% | |
| 9 | iShares Core MSCI Emerging Markets ETF (IEMG) | 2.7% | |
| 10 | Vanguard Russell 2000 ETF (VTWO) | 2.4% |
Weights are each position's reported value as a share of the fund's reported equity positions (options and principal-amount holdings excluded).