BAKER BOYER NATIONAL BANK - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 3, 2026, for the 2025 Q4 period, BAKER BOYER NATIONAL BANK held in its portfolio 94 assets valued at $331,245,417 (i.e. $331.25M).
The most valuable assets in the portfolio included: DFA U.S. Core Equity 2 ETF ($70.76M), Vanguard Muni Bond Tax Exempt ($58.48M), and DFA World Ex-U.S. Core Equity 2 ETF ($56.29M).
The chart below shows the top 10 valuable assets, and the table below shows the top 94 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
BAKER BOYER NATIONAL BANK - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DFA U.S. Core Equity 2 ETF | 1787342 | 70760870 | Com |
| Vanguard Muni Bond Tax Exempt | 1162771 | 58475753 | Com |
| DFA World Ex-U.S. Core Equity 2 ETF | 1719710 | 56286108 | Com |
| DFA U.S. Marketwide Value ETF | 443276 | 20652229 | Com |
| Fidelity Total Bond ETF | 393938 | 18136906 | Com |
| DFA International Value ETF | 211322 | 10544968 | Com |
| Microsoft Corp | 20016 | 9680138 | Com |
| DFA Intl Core Equity ETF | 196650 | 7494331 | Com |
| SPDR S&P 500 ETF | 8259 | 5631977 | Com |
| Apple Inc | 19224 | 5226237 | Com |
| Paccar Inc | 36506 | 3997772 | Com |
| Vanguard Interm Term Treasury ETF | 63563 | 3809331 | Com |
| DFA Emerging Mkts Core Equity ETF | 101084 | 3292306 | Com |
| Alpha Architect Intl Quantitative Momentum | 84952 | 3238387 | Com |
| DFA U.S. Small Cap ETF | 35185 | 2451339 | Com |
| Vanguard S&P 500 | 3675 | 2304828 | Com |
| iShares MSCI USA Momentum Factor ETF | 7993 | 2000728 | Com |
| Berkshire Hathaway Inc Class B | 3448 | 1733138 | Com |
| Vanguard Developed Markets Index ETF | 27044 | 1689439 | Com |
| Berkshire Hathaway Class A | 2 | 1509600 | Com |
| Vanguard Value ETF | 7547 | 1441402 | Com |
| Johnson & Johnson | 6721 | 1390911 | Com |
| Vanguard Russell 1000 Growth Index Fund | 11249 | 1369566 | Com |
| iShares Russell 1000 Growth ETF | 2810 | 1329973 | Com |
| Alpha Architect US Quantitative Value ETF | 25331 | 1236026 | Com |
| Vanguard Russell 1000 Value Index Fund | 12379 | 1142582 | Com |
| Alpha Architect US Quantitative Momentum ETF | 17193 | 1122594 | Com |
| Emerson Electric CO | 7950 | 1055124 | Com |
| Alphabet (Google) Class C | 3354 | 1052485 | Com |
| Avantis US Equity ETF | 9297 | 1039219 | Com |
| iShares Core MSCI Emerging Markets ETF | 15403 | 1035389 | Com |
| Deere & Company | 2212 | 1029841 | Com |
| Costco Wholesale Corp | 1178 | 1015837 | Com |
| Alphabet (Google) Class A | 3124 | 977812 | Com |
| U.S. Bancorp | 18004 | 960693 | Com |
| McDonald's Corporation | 3087 | 943480 | Com |
| Alpha Architect Intl Quantitative Value | 29400 | 924862 | Com |
| Amazon.Com Inc | 3887 | 897197 | Com |
| Exxon Mobil Corporation | 7327 | 881731 | Com |
| Meta Platforms Inc | 1311 | 865378 | Com |
| Home Depot Inc | 2053 | 706437 | Com |
| Caterpillar Inc | 1145 | 655936 | Com |
| Mastercard Inc | 1130 | 645094 | Com |
| Procter & Gamble CO | 4454 | 638303 | Com |
| Vanguard FTSE Emerging Markets | 11530 | 619853 | Com |
| iShares ibonds Dec 2028 Term Corp ETF | 24340 | 619575 | Com |
| RTX Corporation | 3376 | 619158 | Com |
| Southern Company | 6932 | 604470 | Com |
| International Business Machines | 2019 | 598048 | Com |
| Boeing Co | 2715 | 589481 | Com |
| Vanguard Russell 2000 Index Fund | 5777 | 574927 | Com |
| Tesla Inc | 1203 | 541014 | Com |
| Union Pacific Corp | 2338 | 540826 | Com |
| iShares Gold Tr | 6293 | 510803 | Com |
| Honeywell International | 2595 | 506259 | Com |
| Visa Inc | 1357 | 475913 | Com |
| Waste Management | 1989 | 437003 | Com |
| Chevron Corp | 2677 | 408002 | Com |
| Duke Energy Corp | 3382 | 396404 | Com |
| Accenture PLC | 1462 | 392255 | Com |
| NVIDIA Corp | 2057 | 383631 | Com |
| United Health Group | 1137 | 375335 | Com |
| Advanced Micro Devices | 1725 | 369426 | Com |
| SPDR Technology Select Sector | 2556 | 367987 | Com |
| DFA Dimensional US Core Equity Market ETF | 7339 | 343465 | Com |
| Nike Inc Cl B | 5359 | 341422 | Com |
| JPMorgan Chase & Co | 1045 | 336720 | Com |
| Merck & Co Inc | 3090 | 325253 | Com |
| Abbvie Inc | 1413 | 322856 | Com |
| PIMCO Enhanced Short | 3092 | 310251 | Com |
| Stryker Corp | 876 | 307888 | Com |
| Weyerhaeuser CO | 12940 | 306549 | Com |
| Cummins Inc | 598 | 305249 | Com |
| Intuit Inc | 451 | 298751 | Com |
| Consolidated Edison Inc | 2958 | 293789 | Com |
| Danaher Corp | 1281 | 293247 | Com |
| JP Morgan Betabuilders MSCI US REIT ETF | 3026 | 280177 | Com |
| iShares National Muni Bond ETF | 2560 | 274202 | Com |
| Brookfield Asset Management LTD | 5200 | 272428 | Com |
| Eaton Corp PLC | 802 | 255445 | Com |
| Vanguard Core Bond ETF | 3257 | 253704 | Com |
| Cisco Systems Inc | 3217 | 247806 | Com |
| Walmart Inc | 2224 | 247776 | Com |
| Lowes Companies Inc | 1009 | 243330 | Com |
| Trane Technologies | 617 | 240136 | Com |
| Adobe Inc | 676 | 236593 | Com |
| Abbott Laboratories | 1846 | 231285 | Com |
| Vanguard Extended Market Index | 1062 | 222085 | Com |
| Vanguard Total Stock Market | 647 | 216920 | Com |
| Altria Group Inc | 3660 | 211036 | Com |
| Fidelity Wise Origin Bitcoin Trust | 2722 | 207498 | Com |
| Xcel Energy Inc | 2800 | 206808 | Com |
| Carrier Global Corp | 3881 | 205072 | Com |
| Goldman Sachs Group | 231 | 203049 | Com |
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