Filed: 2/3/2026ACC: 0001079398-26-000002
📋 What this filing means
BAKER BOYER NATIONAL BANK filed this quarterly 13F‑HR report disclosing 94 equity positions with a total reported market value of $331.25M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
94
Positions
$331.25M
Total AUM (reported)
6.69M
Total Shares
Allocation by class
COM$331.25M100.0%
Portfolio Concentration
Top 3$185.52M56.0%
4–10$77.37M23.4%
11–25$32.79M9.9%
Rest$35.56M10.7%
Top 3 weight
56.0%
Top 10 weight
79.4%
Voting Authority Distribution
Total shares with voting rights: 6.69M
Sole
Full voting authority
6.68M
shares
% of voting shares99.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
7.95K
shares
% of voting shares0.1%
Investment Discretion (by position count)
Sole94
Shared0
Other0
Dominant voting typeSole · 99.9% of voting shares
Institutional Holdings94
Rows:
DFA U.S. Core Equity 2 ETF
SOLEShares1.79M
TypeSH
Market value$70.76M
21.36%
Sole
1.79M
Shared
0.00
None
0.00
Vanguard Muni Bond Tax Exempt
SOLEShares1.16M
TypeSH
Market value$58.48M
17.65%
Sole
1.16M
Shared
0.00
None
3.42K
DFA World Ex-U.S. Core Equity 2 ETF
SOLEShares1.72M
TypeSH
Market value$56.29M
16.99%
Sole
1.72M
Shared
0.00
None
0.00
DFA U.S. Marketwide Value ETF
SOLEShares443.28K
TypeSH
Market value$20.65M
6.23%
Sole
443.28K
Shared
0.00
None
0.00
Fidelity Total Bond ETF
SOLEShares393.94K
TypeSH
Market value$18.14M
5.48%
Sole
389.41K
Shared
0.00
None
4.53K
DFA International Value ETF
SOLEShares211.32K
TypeSH
Market value$10.54M
3.18%
Sole
211.32K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares20.02K
TypeSH
Market value$9.68M
2.92%
Sole
20.02K
Shared
0.00
None
0.00
DFA Intl Core Equity ETF
SOLEShares196.65K
TypeSH
Market value$7.49M
2.26%
Sole
196.65K
Shared
0.00
None
0.00
SPDR S&P 500 ETF
SOLEShares8.26K
TypeSH
Market value$5.63M
1.70%
Sole
8.26K
Shared
0.00
None
0.00
Apple Inc
SOLEShares19.22K
TypeSH
Market value$5.23M
1.58%
Sole
19.22K
Shared
0.00
None
0.00
Paccar Inc
SOLEShares36.51K
TypeSH
Market value$4.00M
1.21%
Sole
36.51K
Shared
0.00
None
0.00
Vanguard Interm Term Treasury ETF
SOLEShares63.56K
TypeSH
Market value$3.81M
1.15%
Sole
63.56K
Shared
0.00
None
0.00
DFA Emerging Mkts Core Equity ETF
SOLEShares101.08K
TypeSH
Market value$3.29M
0.99%
Sole
101.08K
Shared
0.00
None
0.00
Alpha Architect Intl Quantitative Momentum
SOLEShares84.95K
TypeSH
Market value$3.24M
0.98%
Sole
84.95K
Shared
0.00
None
0.00
DFA U.S. Small Cap ETF
SOLEShares35.19K
TypeSH
Market value$2.45M
0.74%
Sole
35.19K
Shared
0.00
None
0.00
Vanguard S&P 500
SOLEShares3.67K
TypeSH
Market value$2.30M
0.70%
Sole
3.67K
Shared
0.00
None
0.00
iShares MSCI USA Momentum Factor ETF
SOLEShares7.99K
TypeSH
Market value$2.00M
0.60%
Sole
7.99K
Shared
0.00
None
0.00
Berkshire Hathaway Inc Class B
SOLEShares3.45K
TypeSH
Market value$1.73M
0.52%
Sole
3.45K
Shared
0.00
None
0.00
Vanguard Developed Markets Index ETF
SOLEShares27.04K
TypeSH
Market value$1.69M
0.51%
Sole
27.04K
Shared
0.00
None
0.00
Berkshire Hathaway Class A
SOLEShares2.00
TypeSH
Market value$1.51M
0.46%
Sole
2.00
Shared
0.00
None
0.00
Vanguard Value ETF
SOLEShares7.55K
TypeSH
Market value$1.44M
0.44%
Sole
7.55K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares6.72K
TypeSH
Market value$1.39M
0.42%
Sole
6.72K
Shared
0.00
None
0.00
Vanguard Russell 1000 Growth Index Fund
SOLEShares11.25K
TypeSH
Market value$1.37M
0.41%
Sole
11.25K
Shared
0.00
None
0.00
iShares Russell 1000 Growth ETF
SOLEShares2.81K
TypeSH
Market value$1.33M
0.40%
Sole
2.81K
Shared
0.00
None
0.00
Alpha Architect US Quantitative Value ETF
SOLEShares25.33K
TypeSH
Market value$1.24M
0.37%
Sole
25.33K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DFA U.S. Core Equity 2 ETFSOLE | Com | 1.79M | SH | $70.76M 21.36% | 1.79M | 0.00 | 0.00 |
Vanguard Muni Bond Tax ExemptSOLE | Com | 1.16M | SH | $58.48M 17.65% | 1.16M | 0.00 | 3.42K |
DFA World Ex-U.S. Core Equity 2 ETFSOLE | Com | 1.72M | SH | $56.29M 16.99% | 1.72M | 0.00 | 0.00 |
DFA U.S. Marketwide Value ETFSOLE | Com | 443.28K | SH | $20.65M 6.23% | 443.28K | 0.00 | 0.00 |
Fidelity Total Bond ETFSOLE | Com | 393.94K | SH | $18.14M 5.48% | 389.41K | 0.00 | 4.53K |
DFA International Value ETFSOLE | Com | 211.32K | SH | $10.54M 3.18% | 211.32K | 0.00 | 0.00 |
Microsoft CorpSOLE | Com | 20.02K | SH | $9.68M 2.92% | 20.02K | 0.00 | 0.00 |
DFA Intl Core Equity ETFSOLE | Com | 196.65K | SH | $7.49M 2.26% | 196.65K | 0.00 | 0.00 |
SPDR S&P 500 ETFSOLE | Com | 8.26K | SH | $5.63M 1.70% | 8.26K | 0.00 | 0.00 |
Apple IncSOLE | Com | 19.22K | SH | $5.23M 1.58% | 19.22K | 0.00 | 0.00 |
Paccar IncSOLE | Com | 36.51K | SH | $4.00M 1.21% | 36.51K | 0.00 | 0.00 |
Vanguard Interm Term Treasury ETFSOLE | Com | 63.56K | SH | $3.81M 1.15% | 63.56K | 0.00 | 0.00 |
DFA Emerging Mkts Core Equity ETFSOLE | Com | 101.08K | SH | $3.29M 0.99% | 101.08K | 0.00 | 0.00 |
Alpha Architect Intl Quantitative MomentumSOLE | Com | 84.95K | SH | $3.24M 0.98% | 84.95K | 0.00 | 0.00 |
DFA U.S. Small Cap ETFSOLE | Com | 35.19K | SH | $2.45M 0.74% | 35.19K | 0.00 | 0.00 |
Vanguard S&P 500SOLE | Com | 3.67K | SH | $2.30M 0.70% | 3.67K | 0.00 | 0.00 |
iShares MSCI USA Momentum Factor ETFSOLE | Com | 7.99K | SH | $2.00M 0.60% | 7.99K | 0.00 | 0.00 |
Berkshire Hathaway Inc Class BSOLE | Com | 3.45K | SH | $1.73M 0.52% | 3.45K | 0.00 | 0.00 |
Vanguard Developed Markets Index ETFSOLE | Com | 27.04K | SH | $1.69M 0.51% | 27.04K | 0.00 | 0.00 |
Berkshire Hathaway Class ASOLE | Com | 2.00 | SH | $1.51M 0.46% | 2.00 | 0.00 | 0.00 |
Vanguard Value ETFSOLE | Com | 7.55K | SH | $1.44M 0.44% | 7.55K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | Com | 6.72K | SH | $1.39M 0.42% | 6.72K | 0.00 | 0.00 |
Vanguard Russell 1000 Growth Index FundSOLE | Com | 11.25K | SH | $1.37M 0.41% | 11.25K | 0.00 | 0.00 |
iShares Russell 1000 Growth ETFSOLE | Com | 2.81K | SH | $1.33M 0.40% | 2.81K | 0.00 | 0.00 |
Alpha Architect US Quantitative Value ETFSOLE | Com | 25.33K | SH | $1.24M 0.37% | 25.33K | 0.00 | 0.00 |
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