First National Advisers, LLC

Est. AUM

$618.4M

13F long equity, this entity only

Positions

239

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$56.9M	1460459	9.20%	SOLE
2	NVIDIA CORPORATION	COM	$32.4M	185768	5.24%	SOLE
3	MICROSOFT CORP	COM	$26.4M	71343	4.27%	SOLE
4	ALPHABET INC	CAP STK CL C	$21.5M	75047	3.48%	SOLE
5	AMAZON COM INC	COM	$19.0M	91166	3.07%	SOLE
6	PIMCO ETF TR	COMMODITY STRAT	$16.3M	505934	2.64%	SOLE
7	SSGA ACTIVE ETF TR	STATE STREET MUL	$15.2M	421698	2.47%	SOLE
8	BROADCOM INC	COM	$14.3M	46320	2.32%	SOLE
9	META PLATFORMS INC	CL A	$12.8M	22401	2.07%	SOLE
10	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$12.0M	211674	1.94%	SOLE
11	BERKSHIRE HATHAWAY INC DEL	CL A	$11.5M	16	1.86%	SOLE
12	ELI LILLY & CO	COM	$8.8M	9582	1.43%	SOLE
13	ALPHABET INC	CAP STK CL A	$8.2M	28484	1.32%	SOLE
14	EXXON MOBIL CORP	COM	$7.4M	43494	1.19%	SOLE
15	NEXTERA ENERGY INC	COM	$7.0M	75367	1.13%	SOLE
16	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$6.9M	14300	1.11%	SOLE
17	RTX CORPORATION	COM	$6.8M	35356	1.10%	SOLE
18	COSTCO WHOLESALE CORPORATION	COM	$6.4M	6466	1.04%	SOLE
19	WALMART INC	COM	$6.3M	50618	1.02%	SOLE
20	MASTERCARD INCORPORATED	CL A	$6.1M	12127	0.98%	SOLE
21	AMGEN INC	COM	$5.8M	16537	0.94%	SOLE
22	TESLA INC	COM	$5.5M	14869	0.89%	SOLE
23	ABBOTT LABORATORIES	COM	$5.5M	53456	0.89%	SOLE
24	INVESTMENT MANAGERS SER TR I	ASTORIA REAL	$4.9M	236350	0.79%	SOLE
25	PEPSICO INC	COM	$4.9M	31399	0.79%	SOLE
26	EOG RES INC	COM	$4.7M	32679	0.76%	SOLE
27	ABBVIE INC	COM	$4.5M	20823	0.73%	SOLE
28	SCHWAB CHARLES CORP	COM	$4.4M	47242	0.72%	SOLE
29	MASTEC INC	COM	$4.4M	13744	0.72%	SOLE
30	WELLS FARGO & CO	COM	$4.4M	54806	0.71%	SOLE
31	CSX CORP	COM	$4.3M	105971	0.70%	SOLE
32	CHEVRON CORPORATION	COM	$4.3M	20655	0.69%	SOLE
33	SOUTHERN CO	COM	$4.1M	42532	0.66%	SOLE
34	CHUBB LTD SWITZ	COM	$4.1M	12467	0.66%	SOLE
35	AMETEK INC	COM	$4.0M	18545	0.64%	SOLE
36	WASTE MGMT INC DEL	COM	$3.9M	17179	0.64%	SOLE
37	COCA COLA CO	COM	$3.9M	51628	0.63%	SOLE
38	CORNING INC	COM	$3.9M	28835	0.63%	SOLE
39	CME GROUP INC	COM	$3.8M	12787	0.61%	SOLE
40	MORGAN STANLEY	COM NEW	$3.8M	22839	0.61%	SOLE
41	LINDE PLC	SHS	$3.7M	7559	0.61%	SOLE
42	AMPHENOL CORP	CL A	$3.7M	29499	0.60%	SOLE
43	BLACKROCK INC	COM	$3.7M	3824	0.59%	SOLE
44	VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.7M	6138	0.59%	SOLE
45	HOME DEPOT INC	COM	$3.6M	11066	0.59%	SOLE
46	VANGUARD INDEX FDS	TOTAL STK MKT	$3.6M	11189	0.58%	SOLE
47	OREILLY AUTOMOTIVE INC	COM	$3.5M	37382	0.56%	SOLE
48	ORACLE CORP	COM	$3.4M	23004	0.55%	SOLE
49	EATON CORP PLC	SHS	$3.3M	9363	0.54%	SOLE
50	ARISTA NETWORKS INC	COM SHS	$3.3M	27253	0.54%	SOLE

1–50 of 239

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.