First Financial Group Corp
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 22, 2026), First Financial Group Corp reported 80 stock positions worth $122.5 million. Its top holding was Dimensional US Core Equity M (DFAU) at 9.3% of the portfolio, followed by Dimensional Core Fixed (DFCF, 6.4%) and Microsoft (MSFT, 5.2%). Compared with Q4 2025, it opened 7 new positions, added to 36 and reduced 30. The biggest buy was Dimensional Core Fixed (DFCF, shares +77%) and the biggest sale Microsoft (MSFT, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- RALEIGH, NC
- CIK
- 0002054920
- Portfolio Value
- $122.5M (Q1 2026)
- SEC Filing
- 0002054920-26-000002 ↗ filed Apr 22, 2026
Holdings Value
Holdings 80 stocks · $122.5M
| DFAU Dimensional US Core Equity M | 9.27% | 251,728 | $11.4M | Add +1.7% |
| DFCF Dimensional Core Fixed Inc. | 6.44% | 186,853 | $7.9M | Add +77.0% |
| MSFT Microsoft Corp. | 5.25% | 17,367 | $6.4M | Reduce -0.4% |
| DFAI Dimensional International Co. | 5.07% | 159,495 | $6.2M | Add +9.7% |
| DFAC Dimensional US Core Equity 2 | 4.97% | 156,651 | $6.1M | Add +1.4% |
| VNLA Janus Henderson Short Durati | 4.59% | 114,948 | $5.6M | Reduce -1.9% |
| DFAS Dimensional US Small Cap ETF | 4.40% | 75,835 | $5.4M | Add +5.5% |
| AAPL Apple Inc. | 4.15% | 20,029 | $5.1M | Add +0.4% |
| DFLV Dim US Large Cap Value ETF | 3.99% | 136,991 | $4.9M | Add +9.5% |
| DFAX Dimensional World Ex US Core | 3.99% | 143,855 | $4.9M | Add +5.5% |
| USFR Wisdomtree Floating Rate Tre | 3.36% | 81,624 | $4.1M | Reduce -1.5% |
| LH Labcorp Holdings Inc. | 3.19% | 14,657 | $3.9M | Reduce -0.3% |
| DFAE Dimensional Emerging Core Eq | 2.35% | 85,083 | $2.9M | Add +7.3% |
| FTSL First Trust Senior Loan ETF | 2.00% | 54,746 | $2.5M | Add +1.3% |
| MOAT Vaneck Morningstar Wide Moat | 1.81% | 22,868 | $2.2M | Reduce -0.2% |
| SCHO Schwab Short-Term US Treas | 1.66% | 83,655 | $2.0M | Reduce -4.7% |
| FIXD First Trust Smith Opportunis | 1.62% | 45,556 | $2.0M | Reduce -0.1% |
| NVDA Nvidia Corp. | 1.61% | 11,320 | $2.0M | Add +0.3% |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 1.47% | 73,010 | $1.8M | Add +24.0% |
| QQQ Invesco QQQ Trust Series 1 | 1.47% | 3,109 | $1.8M | Reduce -0.1% |
| DFAR Dimensional US Real Est ETF | 1.29% | 66,787 | $1.6M | Reduce -0.8% |
| SHW The Sherwin-Williams Co. | 1.28% | 4,909 | $1.6M | Reduce -4.8% |
| DUHP Dimensional US High Profi Et | 1.24% | 41,352 | $1.5M | Add +11.5% |
| AMZN Amazon.com Inc. | 1.24% | 7,271 | $1.5M | Reduce -1.0% |
| DFVX Dim US Large Cap Vector ETF | 1.07% | 17,670 | $1.3M | Add +20.3% |
| DFUS Dimensional US Eq MKT ETF | 1.05% | 18,170 | $1.3M | No change |
| JAAA Janus Henderson Aaa Clo ETF | 1.04% | 25,330 | $1.3M | Reduce -2.6% |
| DFEM Dimensional Emrg MRKT Core | 1.04% | 36,880 | $1.3M | Add +11.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.00% | 2,564 | $1.2M | Add +0.2% |
| DCRE DBL Comm Real Est Debt | 0.98% | 23,141 | $1.2M | Add +11.1% |
| SCHD Schwab US DVD Equity ETF | 0.94% | 37,366 | $1.1M | Reduce -8.3% |
| FTSM First Trust Enh Short Mat FD | 0.75% | 15,318 | $916K | Add +0.5% |
| TSLA Tesla Inc. | 0.64% | 2,098 | $780K | No change |
| GOOGL Alphabet Inc. Class A | 0.62% | 2,645 | $761K | Add +0.9% |
| SMOT Vaneck Morningstar Smid Moat | 0.61% | 21,363 | $752K | Reduce -0.9% |
| DFIC Dimensional International Co. | 0.49% | 17,055 | $606K | Add +25.5% |
| QUAL iShares MSCI USA Quality Fac | 0.44% | 2,838 | $544K | Add +0.0% |
| TFC Truist Financial Corp. | 0.44% | 11,641 | $535K | Reduce -2.5% |
| DFIV Dimensional International Va | 0.44% | 10,110 | $534K | Add +2.5% |
| DUK Duke Energy Corp. | 0.41% | 3,829 | $501K | Reduce -29.5% |
| IDV iShares International Select | 0.40% | 11,445 | $487K | New |
| DFEV Dimensional Emrg MRKT Val | 0.40% | 13,570 | $486K | Add +1.0% |
| DFSI Dimensional Int Sus COR1 ETF | 0.38% | 11,116 | $471K | Reduce -4.8% |
| DCOR Dimensional US Core Eq 1 ETF | 0.38% | 6,390 | $461K | Add +16.3% |
| MA Mastercard Inc. Class A | 0.34% | 839 | $419K | Reduce -0.8% |
| VEA Vanguard Ftse Developed ETF | 0.34% | 6,409 | $411K | No change |
| FPE FT-Preferred Secur & Inc. ETF | 0.33% | 22,485 | $399K | Reduce -10.7% |
| DFGP Dimensional GLBL Core PL Fix | 0.32% | 7,316 | $395K | New |
| DFAT Dimensional US Target Value | 0.32% | 6,300 | $393K | No change |
| WMT Walmart Inc. | 0.30% | 2,990 | $372K | Add +0.3% |
| FTHY First Trust Hi YLD Opp 2027 | 0.30% | 27,125 | $367K | Reduce -2.3% |
| GE General Electric filed as GE AEROSPACE | 0.30% | 1,283 | $364K | Reduce -7.0% |
| XOM Exxon Mobil Corp. | 0.29% | 2,100 | $356K | Add +0.8% |
| AIQ Global X Art Intel & Tech | 0.29% | 7,550 | $352K | No change |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 0.28% | 6,650 | $349K | New |
| DFSV Dimensional US Small Cap Val | 0.28% | 9,822 | $344K | Add +13.9% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.28% | 7,432 | $341K | Reduce -3.4% |
| IAU iShares Gold Trust | 0.27% | 3,803 | $335K | New |
| V Visa Inc. Class A | 0.26% | 1,038 | $314K | Reduce -0.5% |
| DUSB Dimension Ultrashort Fi ETF | 0.24% | 5,915 | $300K | Add +0.1% |
| DFIP Dimensional Inflation-Protec | 0.24% | 7,140 | $298K | No change |
| GEV GE Vernova Inc. | 0.24% | 333 | $291K | Reduce -11.2% |
| COF Capital One Financial Corp. | 0.24% | 1,584 | $289K | Reduce -2.1% |
| VIG Vanguard Dividend Apprec ETF | 0.23% | 1,330 | $286K | Add +22.6% |
| SOXX iShares Semiconductor ETF | 0.22% | 834 | $274K | Add +0.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.22% | 676 | $264K | No change |
| JNJ Johnson & Johnson | 0.21% | 1,047 | $256K | Add +0.7% |
| LRCX Lam Research Corp. | 0.20% | 1,165 | $249K | New |
| DIHP Dimensional International Hi | 0.20% | 7,717 | $249K | Add +0.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.20% | 2,511 | $242K | Reduce -2.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.20% | 986 | $239K | Add +2.0% |
| PG The Procter & Gamble Co. | 0.19% | 1,603 | $232K | Reduce -12.3% |
| EZBC Franklin Bitcoin ETF | 0.19% | 5,834 | $229K | Add +15.1% |
| ABBV Abbvie Inc. | 0.19% | 1,042 | $227K | Reduce -3.3% |
| WFC Wells Fargo & Co. | 0.18% | 2,809 | $224K | Reduce -8.0% |
| DBND Doubleline Oppor Cor BND-Usd | 0.18% | 4,725 | $216K | New |
| APH Amphenol Corp. Class A | 0.17% | 1,669 | $211K | Add +2.5% |
| GS Goldman Sachs Group Inc. | 0.17% | 246 | $208K | Add +4.7% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.17% | 3,994 | $207K | Reduce -8.9% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.17% | 154 | $204K | New |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -0.4% | 5.25% | −1.92 |
| VNLA Janus Henderson Short Durati | Reduce -1.9% | 4.59% | −0.31 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -0.2% | 1.81% | −0.21 |
| AMZN Amazon.com Inc. | Reduce -1.0% | 1.24% | −0.21 |
| USFR Wisdomtree Floating Rate Tre | Reduce -1.5% | 3.36% | −0.19 |
| SCHO Schwab Short-Term US Treas | Reduce -4.7% | 1.66% | −0.16 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.1% | 1.47% | −0.16 |
| SHW The Sherwin-Williams Co. | Reduce -4.8% | 1.28% | −0.14 |
| DUK Duke Energy Corp. | Reduce -29.5% | 0.41% | −0.13 |
| FIXD First Trust Smith Opportunis | Reduce -0.1% | 1.62% | −0.10 |
| COF Capital One Financial Corp. | Reduce -2.1% | 0.24% | −0.10 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -2.6% | 1.04% | −0.08 |
| MA Mastercard Inc. Class A | Reduce -0.8% | 0.34% | −0.07 |
| FPE FT-Preferred Secur & Inc. ETF | Reduce -10.7% | 0.33% | −0.06 |
| GE General Electric | Reduce -7.0% | 0.30% | −0.06 |
| TFC Truist Financial Corp. | Reduce -2.5% | 0.44% | −0.06 |
| WFC Wells Fargo & Co. | Reduce -8.0% | 0.18% | −0.06 |
| V Visa Inc. Class A | Reduce -0.5% | 0.26% | −0.06 |
| DIS The Walt Disney Co. | Reduce -2.4% | 0.20% | −0.05 |
| SMOT Vaneck Morningstar Smid Moat | Reduce -0.9% | 0.61% | −0.05 |
| DFSI Dimensional Int Sus COR1 ETF | Reduce -4.8% | 0.38% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -12.3% | 0.19% | −0.03 |
| FTHY First Trust Hi YLD Opp 2027 | Reduce -2.3% | 0.30% | −0.03 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -8.9% | 0.17% | −0.03 |
| ABBV Abbvie Inc. | Reduce -3.3% | 0.19% | −0.02 |
| DFAR Dimensional US Real Est ETF | Reduce -0.8% | 1.29% | −0.02 |
| SCHD Schwab US DVD Equity ETF | Reduce -8.3% | 0.94% | −0.02 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -3.4% | 0.28% | −0.00 |
| GEV GE Vernova Inc. | Reduce -11.2% | 0.24% | +0.03 |
| LH Labcorp Holdings Inc. | Reduce -0.3% | 3.19% | +0.06 |
Portfolio Buys Q4 2025 → Q1 2026
| DFCF Dimensional Core Fixed Inc. | Add +77.0% | 6.44% | +2.62 |
| IDV iShares International Select | New | 0.40% | +0.40 |
| DFAI Dimensional International Co. | Add +9.7% | 5.07% | +0.36 |
| DFLV Dim US Large Cap Value ETF | Add +9.5% | 3.99% | +0.35 |
| DFGP Dimensional GLBL Core PL Fix | New | 0.32% | +0.32 |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | New | 0.28% | +0.28 |
| IAU iShares Gold Trust | New | 0.27% | +0.27 |
| SCHJ Schwab 1-5 YR Corp. BND ETF | Add +24.0% | 1.47% | +0.23 |
| LRCX Lam Research Corp. | New | 0.20% | +0.20 |
| DFAX Dimensional World Ex US Core | Add +5.5% | 3.99% | +0.19 |
| DBND Doubleline Oppor Cor BND-Usd | New | 0.18% | +0.18 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.17% | +0.17 |
| DFAE Dimensional Emerging Core Eq | Add +7.3% | 2.35% | +0.15 |
| DFVX Dim US Large Cap Vector ETF | Add +20.3% | 1.07% | +0.14 |
| DFAS Dimensional US Small Cap ETF | Add +5.5% | 4.40% | +0.14 |
| DFEM Dimensional Emrg MRKT Core | Add +11.0% | 1.04% | +0.11 |
| DFIC Dimensional International Co. | Add +25.5% | 0.49% | +0.10 |
| XOM Exxon Mobil Corp. | Add +0.8% | 0.29% | +0.08 |
| DCRE DBL Comm Real Est Debt | Add +11.1% | 0.98% | +0.06 |
| DUHP Dimensional US High Profi Et | Add +11.5% | 1.24% | +0.04 |
| DFSV Dimensional US Small Cap Val | Add +13.9% | 0.28% | +0.04 |
| DCOR Dimensional US Core Eq 1 ETF | Add +16.3% | 0.38% | +0.03 |
| VIG Vanguard Dividend Apprec ETF | Add +22.6% | 0.23% | +0.03 |
| JNJ Johnson & Johnson | Add +0.7% | 0.21% | +0.03 |
| WMT Walmart Inc. | Add +0.3% | 0.30% | +0.02 |
| DFIV Dimensional International Va | Add +2.5% | 0.44% | +0.02 |
| DFEV Dimensional Emrg MRKT Val | Add +1.0% | 0.40% | +0.01 |
| SOXX iShares Semiconductor ETF | Add +0.1% | 0.22% | +0.01 |
| DIHP Dimensional International Hi | Add +0.0% | 0.20% | −0.00 |
| GS Goldman Sachs Group Inc. | Add +4.7% | 0.17% | −0.01 |
| DUSB Dimension Ultrashort Fi ETF | Add +0.1% | 0.24% | −0.01 |
| APH Amphenol Corp. Class A | Add +2.5% | 0.17% | −0.02 |
| FTSM First Trust Enh Short Mat FD | Add +0.5% | 0.75% | −0.03 |
| EZBC Franklin Bitcoin ETF | Add +15.1% | 0.19% | −0.03 |
| QUAL iShares MSCI USA Quality Fac | Add +0.0% | 0.44% | −0.04 |
| IBM Intl Business Machines Corp. | Add +2.0% | 0.20% | −0.05 |
| GOOGL Alphabet Inc. Class A | Add +0.9% | 0.62% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.2% | 1.00% | −0.09 |
| FTSL First Trust Senior Loan ETF | Add +1.3% | 2.00% | −0.11 |
| NVDA Nvidia Corp. | Add +0.3% | 1.61% | −0.18 |
| DFAC Dimensional US Core Equity 2 | Add +1.4% | 4.97% | −0.23 |
| AAPL Apple Inc. | Add +0.4% | 4.15% | −0.46 |
| DFAU Dimensional US Core Equity M | Add +1.7% | 9.27% | −0.58 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 81 | $138.3M | DFAU, DFCF, DFAC, DFAI, MSFT |
| Q1 2026 | 80 | $122.5M | DFAU, DFCF, MSFT, DFAI, DFAC |
| Q4 2025 | 73 | $117.5M | DFAU, MSFT, DFAC, VNLA, DFAI |
| Q3 2025 | 73 | $115.4M | DFAU, MSFT, DFAC, VNLA, AAPL |
| Q2 2025 | 73 | $102.4M | DFAU, MSFT, DFAC, VNLA, AAPL |
| Q1 2025 | 66 | $88.3M | DFAU, MSFT, AAPL, VNLA, DFAC |
| Q4 2024 | 66 | $90.4M | DFAU, MSFT, AAPL, VNLA, DFAC |