First National Advisers, LLC holds a diversified book of 251 stocks worth $711.8M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Livanova PLC and trimmed Dimensional International Co. Their largest long position is Dimensional International Co at 8% of the equity book. Cloning the disclosed picks since 2024 would be +18% (+9.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1941030/holdings"
Use Arkolith to show First National Advisers, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning First National Advisers, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
82% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as First National Advisers, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $577.0B |
| LPL Financial LLC | 80 / 80 | $58.5B |
| FIFTH THIRD BANCORP | 80 / 80 | $23.8B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $14.8B |
| JPMORGAN CHASE & CO | 79 / 80 | $595.5B |
| ROYAL BANK OF CANADA | 79 / 80 | $169.0B |
| UBS Group AG | 79 / 80 | $150.9B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $150.7B |
Ranked by how many of First National Advisers, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust INTL CORE EQT MK | $59.5M | 1.44M | 8.4% | ▼−1.3% Reduced · −19K sh | |
| 2 | Apple Inc COM | $38.0M | 131.5K | 5.3% | ▼−14% Reduced · −21K sh | |
| 3 | Nvidia Corporation COM | $35.7M | 178.4K | 5.0% | ▼−3.9% Reduced · −7K sh | |
| 4 | Alphabet Inc CAP STK CL C | $25.0M | 70.9K | 3.5% | ▼−5.6% Reduced · −4K sh | |
| 5 | Microsoft Corp COM | $22.5M | 60.2K | 3.2% | ▼−17% Reduced · −12K sh | |
| 6 | Amazon Com Inc COM | $21.6M | 90.5K | 3.0% | ▼−0.7% Reduced · −662 sh | |
| 7 | Broadcom Inc COM | $15.6M | 41.2K | 2.2% | ▼−11% Reduced · −5K sh | |
| 8 | JPMorgan Chase & Co COM | $14.5M | 44.3K | 2.0% | ▼−7.0% Reduced · −3K sh | |
| 9 | Pimco ETF TR COMMODITY STRAT | $14.2M | 461.8K | 2.0% | ▼−8.7% Reduced · −44K sh | |
| 10 | Ssga Active ETF TR ST STR REAL ETF | $13.5M | 391.4K | 1.9% | ▼−7.2% Reduced · −30K sh | |
| 11 | Meta Platforms Inc CL A | $12.1M | 21.6K | 1.7% | ▼−3.7% Reduced · −837 sh | |
| 12 | J P Morgan Exchange Traded F EQUITY PREMIUM | $11.2M | 198.9K | 1.6% | ▼−6.0% Reduced · −13K sh | |
| 13 | Berkshire Hathaway Inc Del CL A | $11.2M | 15 | 1.6% | ▼−6.3% Reduced · −1 sh | |
| 14 | Eli Lilly & Co COM | $11.1M | 9.2K | 1.6% | ▼−3.8% Reduced · −365 sh | |
| 15 | Alphabet Inc CAP STK CL A | $9.8M | 27.6K | 1.4% | ▼−7.4% Reduced · −2K sh | |
| 16 | Micron Technology Inc COM | $9.4M | 8.1K | 1.3% | ▲10× Added · +7K sh | |
| 17 | Berkshire Hathaway Inc Del CL B NEW | $9.4M | 18.7K | 1.3% | ▲+22% Added · +3K sh | |
| 18 | Advanced Micro Devices Inc COM | $8.8M | 15.1K | 1.2% | ▲+203% Added · +10K sh | |
| 19 | RTX Corporation COM | $6.6M | 34.7K | 0.9% | ▼−5.1% Reduced · −2K sh | |
| 20 | NextEra Energy Inc COM | $6.2M | 70.5K | 0.9% | ▼−6.5% Reduced · −5K sh | |
| 21 | Tesla Inc COM | $6.0M | 14.3K | 0.8% | ▼−4.1% Reduced · −612 sh | |
| 22 | Mastercard Incorporated CL A | $5.9M | 11.5K | 0.8% | ▼−5.1% Reduced · −620 sh | |
| 23 | Costco Wholesale Corporation COM | $5.8M | 6.3K | 0.8% | ▼−3.3% Reduced · −215 sh | |
| 24 | Abbvie Inc COM | $5.8M | 23.2K | 0.8% | ▲+11% Added · +2K sh | |
| 25 | Applied Matls Inc COM | $5.7M | 7.9K | 0.8% | ▲+586% Added · +7K sh | |
| 26 | Amgen Inc COM | $5.5M | 15.3K | 0.8% | ▼−7.7% Reduced · −1K sh | |
| 27 | Walmart Inc COM | $5.5M | 48.4K | 0.8% | ▼−4.4% Reduced · −2K sh | |
| 28 | Exxon Mobil Corp COM | $5.3M | 38.4K | 0.7% | ▼−12% Reduced · −5K sh | |
| 29 | Corning Inc COM | $5.0M | 19.5K | 0.7% | ▼−32% Reduced · −9K sh | |
| 30 | CSX Corp COM | $4.7M | 99.7K | 0.7% | ▼−5.9% Reduced · −6K sh | |
| 31 | Investment Managers Ser TR I ASTORIA REAL | $4.7M | 219.3K | 0.7% | ▼−7.2% Reduced · −17K sh | |
| 32 | Morgan Stanley COM NEW | $4.5M | 21.5K | 0.6% | ▼−5.7% Reduced · −1K sh | |
| 33 | Southern Co COM | $4.5M | 46.9K | 0.6% | ▲+10% Added · +4K sh | |
| 34 | Arista Networks Inc COM SHS | $4.4M | 25.8K | 0.6% | ▼−5.4% Reduced · −1K sh | |
| 35 | Littelfuse Inc COM | $4.4M | 9.6K | 0.6% | ▼−17% Reduced · −2K sh | |
| 36 | Mastec Inc COM | $4.3M | 10.4K | 0.6% | ▼−24% Reduced · −3K sh | |
| 37 | Vanguard Index FDS S&P 500 ETF SHS | $4.3M | 6.2K | 0.6% | ▲+1.5% Added · +95 sh | |
| 38 | Wells Fargo & Co COM | $4.2M | 51.4K | 0.6% | ▼−6.2% Reduced · −3K sh | |
| 39 | Ametek Inc COM | $4.2M | 17.4K | 0.6% | ▼−6.4% Reduced · −1K sh | |
| 40 | Amphenol Corp CL A | $4.2M | 23.7K | 0.6% | ▼−20% Reduced · −6K sh | |
| 41 | Pepsico Inc COM | $4.2M | 30.8K | 0.6% | ▼−1.9% Reduced · −591 sh | |
| 42 | Schwab Charles Corp COM | $4.2M | 45.1K | 0.6% | ▼−4.6% Reduced · −2K sh | |
| 43 | Vanguard Index FDS TOTAL STK MKT | $4.1M | 11.1K | 0.6% | ▼−1.0% Reduced · −116 sh | |
| 44 | Thermo Fisher Scientific Inc COM | $3.9M | 7.7K | 0.5% | ▲+21% Added · +1K sh | |
| 45 | Coca Cola Co COM | $3.9M | 47.7K | 0.5% | ▼−7.7% Reduced · −4K sh | |
| 46 | Eaton Corp PLC SHS | $3.9M | 9.1K | 0.5% | ▼−3.3% Reduced · −312 sh | |
| 47 | Linde PLC SHS | $3.7M | 7.2K | 0.5% | ▼−5.1% Reduced · −388 sh | |
| 48 | Home Depot Inc COM | $3.7M | 10.5K | 0.5% | ▼−4.9% Reduced · −545 sh | |
| 49 | Nvent Elec PLC SHS | $3.7M | 21.7K | 0.5% | ▼−6.1% Reduced · −1K sh | |
| 50 | Oracle Corp COM | $3.6M | 24.7K | 0.5% | ▲+7.2% Added · +2K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 273 | $711.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 261 | $683.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 4, 2026 | 261 | $727.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 255 | $736.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 221 | $683.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 7, 2025 | 212 | $624.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 175 | $618.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 215 | $627.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.