First National Advisers, LLC
RIA/Wealth
First National Advisers, LLC is a RIA/Wealth based in Omaha, NE led by Stacy Alan Auman, reporting $6.6B in AUM as of Q3 2025 with DFAI as the largest holding (6% allocation).
DirectorStacy Alan Auman
- Portfolio Value
- $736.9M
- Positions
- 228
- Top Holding
- DFAI at 6.04%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in First National Advisers, LLC's portfolio (37.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $44.5M | 6.04% | +$744.3K Bought | — 1.2M shares | |
Consumer Electronics Technology | $43.2M | 5.86% | +$740.0K Bought | 0.00% 169.7K shares | |
Software - Infrastructure Technology | $42.6M | 5.78% | -$830.8K Sold | 0.00% 82.2K shares | |
Semiconductors Technology | $40.3M | 5.47% | -$1.1M Sold | 0.00% 216.0K shares | |
Internet Content & Information Communication Services | $21.8M | 2.96% | -$35.8K Sold | 0.00% 89.6K shares | |
Specialty Retail Consumer Cyclical | $20.7M | 2.81% | +$944.6K Bought | 0.00% 94.4K shares | |
Banks - Diversified Financial Services | $17.7M | 2.40% | -$1.1M Sold | 0.00% 56.1K shares | |
Internet Content & Information Communication Services | $17.4M | 2.36% | +$331.9K Bought | 0.00% 23.7K shares | |
Semiconductors Technology | $15.6M | 2.11% | +$12.1M Bought | 0.00% 47.2K shares | |
ETF ETF | $12.8M | 1.73% | +$460.1K Bought | — 223.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in First National Advisers, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-77.87% |
Analytics
Portfolio insights and performance metrics for First National Advisers, LLC
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