First Citizens Investor Services, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 4, 2025), First Citizens Investor Services, Inc. reported 23 stock positions worth $258.8 million. Its top holding was iShares Russell Top 200 Grow (IWY) at 29.2% of the portfolio, followed by iShares Russell Top 200 Valu (IWX, 15.0%) and iShares Core U.S. Aggregate (AGG, 11.5%).
- Most Recent 13F
- Q4 2025
- Location
- RALEIGH, NC
- CIK
- 0001051487
- Portfolio Value
- $258.8M (Q3 2025)
- SEC Filing
- 0001051487-25-000006 ↗ filed Nov 4, 2025
Holdings Value
Holdings 23 stocks · $258.8M
| IWY iShares Russell Top 200 Grow | 29.16% | 275,704 | $75.4M | — |
| IWX iShares Russell Top 200 Valu | 15.00% | 441,747 | $38.8M | — |
| AGG iShares Core U.S. Aggregate | 11.54% | 297,831 | $29.9M | — |
| VCRB Vanguard Core Bond ETF | 11.19% | 369,293 | $29.0M | — |
| IEFA iShares Core MSCI Eafe ETF | 7.81% | 231,371 | $20.2M | — |
| IWS iShares Russell Mid-Cap Valu | 7.60% | 140,799 | $19.7M | — |
| IWP iShares Russell Mid-Cap Grow | 4.88% | 88,640 | $12.6M | — |
| MUB iShares National Muni Bond E | 3.61% | 87,772 | $9.3M | — |
| IEMG iShares Core MSCI Emerging | 2.69% | 105,711 | $7.0M | — |
| VTWO Vanguard Russell 2000 ETF | 2.41% | 63,687 | $6.2M | — |
| DFIS Dimensional International SM | 0.99% | 80,728 | $2.6M | — |
| SCZ iShares MSCI Eafe Small-Cap | 0.90% | 30,459 | $2.3M | — |
| AVUV Avantis US Small Cap Value | 0.48% | 12,463 | $1.2M | — |
| VYMI Vanguard Int High DVD YLD Inc. | 0.35% | 10,812 | $916K | — |
| VYM Vanguard High DVD Yield ETF | 0.23% | 4,159 | $586K | — |
| BKLN Invesco Senior Loan ETF | 0.19% | 22,914 | $480K | — |
| IEF iShares 7-10 Year Treasury B | 0.18% | 4,944 | $477K | — |
| FALN iShares Fallen Angels ETF | 0.17% | 16,296 | $453K | — |
| JNK SS SPDR BB High Yield Bond | 0.17% | 4,521 | $443K | — |
| ACWI iShares MSCI Acwi ETF | 0.17% | 3,176 | $439K | — |
| MBB iShares MBS ETF | 0.11% | 3,025 | $288K | — |
| VWOB Vanguard Emerg MKTS Gov BND | 0.09% | 3,312 | $222K | — |
| EBND State Street SPDR Bloomberg | 0.08% | 10,218 | $218K | — |
Portfolio Sells Q3 2025
No earlier filing to compare with.
Portfolio Buys Q3 2025
No earlier filing to compare with.