First National Bank Sioux Falls Top Holdings and 13F Report (2025)

About First National Bank Sioux Falls

Investment Activity

First National Bank Sioux Falls has $320.72 million in total holdings as of September 30, 2025.
First National Bank Sioux Falls owns shares of 138 different stocks, but just 35 companies or ETFs make up 80% of its holdings.
Approximately 11.12% of the portfolio was purchased this quarter.
About 1.91% of the portfolio was sold this quarter.
This quarter, First National Bank Sioux Falls has purchased 134 new stocks and bought additional shares in 16 stocks.
First National Bank Sioux Falls sold shares of 40 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

JPMorgan Mortgage-Backed Securities ETF: $29,226,674
Vanguard S&P 500 ETF: $25,741,393
Avantis International Equity ETF: $21,228,676
iShares Core MSCI International Developed Markets ETF: $19,207,610
Avantis U.S. Large Cap Value ETF: $15,265,286

Largest New Holdings this Quarter

46654Q575 - JPMorgan Mortgage-Backed Securities ETF: $29,226,674 Holding
97717W547 - WisdomTree U.S. Value Fund: $791,423 Holding
81752T429 - Elm Market Navigator ETF: $275,312 Holding
556269108 - Steven Madden: $271,188 Holding
278642103 - eBay: $232,195 Holding

Largest Purchases this Quarter

JPMorgan Mortgage-Backed Securities ETF: 573,072 shares (about $29.23M)
Wells Fargo & Company: 18,958 shares (about $1.59M)
Exxon Mobil: 7,856 shares (about $885.75K)
WisdomTree U.S. Value Fund: 8,696 shares (about $791.42K)
Simplify MBS ETF: 11,857 shares (about $597.00K)

Largest Sales this Quarter

Invesco S&P 500 Equal Weight ETF: 4,754 shares (about $901.83K)
Alphabet: 2,707 shares (about $658.07K)
Meta Platforms: 758 shares (about $556.66K)
Vanguard Mid-Cap ETF: 1,544 shares (about $453.53K)
Amazon.com: 2,039 shares (about $447.70K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
JPMorgan Mortgage-Backed Securities ETF	$29,226,674	$29,226,674 ▲	New Holding	573,072	9.1%	Fixed Income ETF
VOO Vanguard S&P 500 ETF	$25,741,393	$40,417 ▲	0.2%	42,035	8.0%	ETF
AVDE Avantis International Equity ETF	$21,228,676	$57,597 ▲	0.3%	269,058	6.6%	ETF
IDEV iShares Core MSCI International Developed Markets ETF	$19,207,610	$298,553 ▼	-1.5%	239,586	6.0%	ETF
AVLV Avantis U.S. Large Cap Value ETF	$15,265,286	$213,095 ▲	1.4%	211,255	4.8%	ETF
VO Vanguard Mid-Cap ETF	$13,263,830	$453,535 ▼	-3.3%	45,155	4.1%	ETF
VTV Vanguard Value ETF	$10,013,581	$3,916 ▼	0.0%	53,695	3.1%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$9,881,283	$901,834 ▼	-8.4%	52,089	3.1%	ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$9,679,851		0.0%	308,472	3.0%	ETF
DFAS Dimensional U.S. Small Cap ETF	$8,975,928	$119,394 ▲	1.3%	131,112	2.8%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$8,643,653	$67,458 ▼	-0.8%	270,876	2.7%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$7,219,508	$88,582 ▲	1.2%	72,536	2.3%	ETF
AVDV Avantis International Small Cap Value ETF	$6,031,070	$138,887 ▼	-2.3%	67,742	1.9%	ETF
DFUV Dimensional US Marketwide Value ETF	$5,999,811		0.0%	134,254	1.9%	ETF
AAPL Apple	$5,749,290	$56,528 ▲	1.0%	22,579	1.8%	Computer and Technology
BRK.B Berkshire Hathaway	$5,406,466	$7,038 ▼	-0.1%	10,754	1.7%	Finance
AMZN Amazon.com	$5,174,607	$447,703 ▼	-8.0%	23,567	1.6%	Retail/Wholesale
V Visa	$4,352,254	$6,145 ▼	-0.1%	12,749	1.4%	Business Services
SPY SPDR S&P 500 ETF Trust	$3,949,781		0.0%	5,929	1.2%	Finance
APO Apollo Global Management	$3,882,688	$4,664 ▼	-0.1%	29,134	1.2%	Finance
MSFT Microsoft	$3,760,835	$1,554 ▼	0.0%	7,261	1.2%	Computer and Technology
ORCL Oracle	$3,542,499	$9,562 ▼	-0.3%	12,596	1.1%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$3,284,959	$10,773 ▼	-0.3%	7,013	1.0%	ETF
DFAI Dimensional International Core Equity Market ETF	$3,284,731	$330,603 ▲	11.2%	90,364	1.0%	ETF
BX Blackstone	$2,802,965	$6,834 ▼	-0.2%	16,406	0.9%	Finance
WFC Wells Fargo & Company	$2,776,538	$1,589,060 ▲	133.8%	33,125	0.9%	Finance
CAT Caterpillar	$2,697,329		0.0%	5,653	0.8%	Industrials
JPM JPMorgan Chase & Co.	$2,653,082	$36,905 ▲	1.4%	8,411	0.8%	Finance
XOM Exxon Mobil	$2,368,490	$885,746 ▲	59.7%	21,007	0.7%	Energy
GOOGL Alphabet	$2,337,163	$658,072 ▼	-22.0%	9,614	0.7%	Computer and Technology
IWP iShares Russell Mid-Cap Growth ETF	$2,177,449		0.0%	15,290	0.7%	ETF
Simplify MBS ETF	$2,070,896	$597,000 ▲	40.5%	41,130	0.6%	Fixed Income ETF
Avantis US Mid Cap Value ETF	$1,893,480	$313,582 ▲	19.8%	27,486	0.6%	Exchange Traded Fund
MA Mastercard	$1,787,770	$9,670 ▼	-0.5%	3,143	0.6%	Business Services
KKR KKR & Co. Inc.	$1,772,128	$4,808 ▼	-0.3%	13,637	0.6%	Finance
VEA Vanguard FTSE Developed Markets ETF	$1,764,045		0.0%	29,440	0.6%	ETF
UBER Uber Technologies	$1,674,405		0.0%	17,091	0.5%	Computer and Technology
VUG Vanguard Growth ETF	$1,624,919		0.0%	3,388	0.5%	ETF
ABBV AbbVie	$1,512,882	$41,677 ▲	2.8%	6,534	0.5%	Medical
BAC Bank of America	$1,508,285	$3,869 ▼	-0.3%	29,236	0.5%	Finance
META Meta Platforms	$1,459,213	$556,660 ▼	-27.6%	1,987	0.5%	Computer and Technology
CSX CSX	$1,438,155		0.0%	40,500	0.4%	Transportation
MUB iShares National Muni Bond ETF	$1,336,556		0.0%	12,551	0.4%	ETF
IVW iShares S&P 500 Growth ETF	$1,323,936	$5,432 ▼	-0.4%	10,967	0.4%	ETF
SHW Sherwin-Williams	$1,274,583		0.0%	3,681	0.4%	Basic Materials
WST West Pharmaceutical Services	$1,240,034		0.0%	4,727	0.4%	Medical
UNP Union Pacific	$1,168,141	$3,782 ▼	-0.3%	4,942	0.4%	Transportation
DIS Walt Disney	$1,157,481	$1,832 ▼	-0.2%	10,109	0.4%	Consumer Discretionary
PEP PepsiCo	$1,128,154	$1,124 ▼	-0.1%	8,033	0.4%	Consumer Staples
IWO iShares Russell 2000 Growth ETF	$1,011,006		0.0%	3,159	0.3%	ETF
BBN BlackRock Taxable Municipal Bond Trust	$970,204		0.0%	58,446	0.3%	Financial Services
LLY Eli Lilly and Company	$959,091		0.0%	1,257	0.3%	Medical
ORLY O'Reilly Automotive	$952,609	$6,792 ▼	-0.7%	8,836	0.3%	Retail/Wholesale
ASML ASML	$947,760		0.0%	979	0.3%	Computer and Technology
VYM Vanguard High Dividend Yield ETF	$943,096		0.0%	6,691	0.3%	ETF
DHR Danaher	$896,333		0.0%	4,521	0.3%	Medical
DFAU Dimensional US Core Equity Market ETF	$890,535		0.0%	19,461	0.3%	ETF
TJX TJX Companies	$887,331	$5,637 ▼	-0.6%	6,139	0.3%	Retail/Wholesale
PM Philip Morris International	$885,612		0.0%	5,460	0.3%	Consumer Staples
EXPE Expedia Group	$871,886	$2,779 ▼	-0.3%	4,079	0.3%	Retail/Wholesale
JNJ Johnson & Johnson	$809,544	$3,152 ▼	-0.4%	4,366	0.3%	Medical
IEFA iShares Core MSCI EAFE ETF	$800,371		0.0%	9,167	0.2%	ETF
IJH iShares Core S&P Mid-Cap ETF	$800,022		0.0%	12,259	0.2%	ETF
GOOG Alphabet	$791,781	$16,074 ▲	2.1%	3,251	0.2%	Computer and Technology
WTV WisdomTree U.S. Value Fund	$791,423	$791,423 ▲	New Holding	8,696	0.2%	Finance
CVX Chevron	$757,815	$932 ▲	0.1%	4,880	0.2%	Energy
TRV Travelers Companies	$711,453	$4,468 ▼	-0.6%	2,548	0.2%	Finance
NOW ServiceNow	$682,848		0.0%	742	0.2%	Computer and Technology
CMI Cummins	$675,792		0.0%	1,600	0.2%	Auto/Tires/Trucks
PG Procter & Gamble	$670,068	$1,997 ▼	-0.3%	4,361	0.2%	Consumer Staples
VNO Vornado Realty Trust	$636,726		0.0%	15,710	0.2%	Finance
GLD SPDR Gold Shares	$623,850		0.0%	1,755	0.2%	Finance
IBM International Business Machines	$617,084	$1,693 ▼	-0.3%	2,187	0.2%	Computer and Technology
KO CocaCola	$594,824		0.0%	8,969	0.2%	Consumer Staples
CSCO Cisco Systems	$584,580		0.0%	8,544	0.2%	Computer and Technology
SBUX Starbucks	$560,729	$1,100 ▼	-0.2%	6,628	0.2%	Retail/Wholesale
MNST Monster Beverage	$559,346		0.0%	8,310	0.2%	Consumer Staples
HD Home Depot	$553,895		0.0%	1,367	0.2%	Retail/Wholesale
SPG Simon Property Group	$550,812	$1,126 ▼	-0.2%	2,935	0.2%	Finance
LOW Lowe's Companies	$550,118		0.0%	2,189	0.2%	Retail/Wholesale
UNH UnitedHealth Group	$526,583		0.0%	1,525	0.2%	Medical
VBR Vanguard Small-Cap Value ETF	$524,697		0.0%	2,514	0.2%	ETF
ABT Abbott Laboratories	$519,285		0.0%	3,877	0.2%	Medical
AVGO Broadcom	$519,278		0.0%	1,574	0.2%	Computer and Technology
GE GE Aerospace	$500,264		0.0%	1,663	0.2%	Aerospace
LMT Lockheed Martin	$495,716		0.0%	993	0.2%	Aerospace
AWI Armstrong World Industries	$489,633	$4,508 ▼	-0.9%	2,498	0.2%	Construction
GD General Dynamics	$479,787		0.0%	1,407	0.1%	Aerospace
WMT Walmart	$465,007	$58,744 ▲	14.5%	4,512	0.1%	Retail/Wholesale
EA Electronic Arts	$458,666		0.0%	2,274	0.1%	Consumer Discretionary
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$457,788	$356 ▼	-0.1%	5,146	0.1%	Manufacturing
DLTR Dollar Tree	$443,162	$755 ▼	-0.2%	4,696	0.1%	Retail/Wholesale
EEM iShares MSCI Emerging Markets ETF	$418,603		0.0%	7,839	0.1%	Finance
BMY Bristol Myers Squibb	$418,257		0.0%	9,274	0.1%	Medical
SYLD Cambria Shareholder Yield ETF	$418,139	$148,511 ▼	-26.2%	6,090	0.1%	ETF
MCD McDonald's	$407,820		0.0%	1,342	0.1%	Retail/Wholesale
DFCA Dimensional California Municipal Bond ETF	$406,124	$64,773 ▼	-13.8%	8,151	0.1%	ETF
PSX Phillips 66	$399,627	$1,088 ▼	-0.3%	2,938	0.1%	Energy
TMO Thermo Fisher Scientific	$394,321		0.0%	813	0.1%	Medical
AEP American Electric Power	$379,688		0.0%	3,375	0.1%	Utilities

Showing largest 100 holdings. View all holdings.

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First National Bank Sioux Falls Top Holdings and 13F Report (2025)

About First National Bank Sioux Falls

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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First National Bank Sioux Falls Top Holdings and 13F Report (2025)

About First National Bank Sioux Falls

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofFirst National Bank Sioux Falls

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools