First Citizens Asset Management, Inc.

RALEIGH, NC · CIK 1964116 · 13F filing filed 2026-07-17

SEC-registered investment adviser since 2014 · corporation

Assets managed$465.1m
Staff58 · 32 in investment roles
Main clients (by assets)Individuals 63%, High net worth individuals 20%, State and local governments 17%
Websitefirstcitizens.com
Form ADV · 2026-05-27SEC adviser record

Kindprivate equity, wealth
Others nearbyRaleigh, NC, New York, NY, Charlotte, NC, Boston, MA, Pasadena, CA, Wilmington, NC
FamilyFIRST CITIZENS INVESTOR SERVICES, INC. · 3 related pages · largest: FIRST CITIZENS INVESTOR SERVICES, INC.

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Raleigh, NC (main office)United States	United States	8
Charlotte, NC2 officesUnited States	United States	8
Columbia, SC2 officesUnited States	United States	3
Atlanta, GAUnited States	United States	2
Charleston, SC2 officesUnited States	United States	2
Richmond, VAUnited States	United States	2
Sumter, SCUnited States	United States	2
Anderson, SCUnited States	United States	1
Andrews, SCUnited States	United States	1
Carnesville, GAUnited States	United States	1
Cayce, SCUnited States	United States	1
Fayetteville, ARUnited States	United States	1

6 more cities

Greenville, SCUnited States	United States	1
Myrtle Beach, SCUnited States	United States	1
Spartanburg, SCUnited States	United States	1
Summerville, SCUnited States	United States	1
Thomaston, CTUnited States	United States	1
Toccoa, GAUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$312.9m reported value +10.9% vs Q1 2026

30positions

94.5%in top 10

2 new 18 added 10 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR RUS TP200 GR ETF IWY	IWY	296,224	$86.1m27.51%	27.51%	Reduced -6.6k	-6,596 -2.2%
2	ISHARES TR RUS TP200 VL ETF IWX	IWX	550,641	$57.9m18.51%	18.51%	Added +36.9k	+36,913 7.2%
3	VANGUARD MALVERN FDS CORE BD ETF VCRB	VCRB	464,660	$35.9m11.47%	11.47%	Added +9.4k	+9,396 2.1%
4	ISHARES TR CORE US AGGBD ET AGG	AGG	312,802	$31.0m9.90%	9.90%	Added +4.0k	+3,963 1.3%
5	ISHARES TR RUS MDCP VAL ETF IWS	IWS	165,173	$27.2m8.69%	8.69%	Added +702	+702 0.4%
6	ISHARES TR CORE MSCI EAFE IEFA	IEFA	212,161	$20.5m6.55%	6.55%	Reduced -20.0k	-19,962 -8.6%
7	ISHARES TR RUS MD CP GR ETF IWP	IWP	85,212	$12.5m3.99%	3.99%	Reduced -5.1k	-5,061 -5.6%
8	ISHARES INC CORE MSCI EMKT IEMG	IEMG	111,576	$9.2m2.95%	2.95%	Added +5.5k	+5,530 5.2%
9	VANGUARD SCOTTSDALE FDS VNG RUS2000IDX VTWO	VTWO	71,124	$8.6m2.76%	2.76%	Added +4.2k	+4,201 6.3%
10	ISHARES TR NATIONAL MUN ETF MUB	MUB	62,199	$6.7m2.14%	2.14%	Reduced -213	-213 -0.3%
11	DIMENSIONAL ETF TRUST INTL SMALL CAP E DFIS	DFIS	98,369	$3.4m1.10%	1.10%	Reduced -736	-736 -0.7%
12	ISHARES TR EAFE SML CP ETF SCZ	SCZ	30,874	$2.5m0.81%	0.81%	Reduced -129	-129 -0.4%
13	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	15,663	$2.0m0.62%	0.62%	Added +279	+279 1.8%
14	VANGUARD WHITEHALL FDS INTL HIGH ETF VYMI	VYMI	15,870	$1.6m0.50%	0.50%	Added +551	+551 3.6%
15	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	6,011	$949.9k0.30%	0.30%	Reduced -131	-131 -2.1%
16	ISHARES TR 7-10 YR TRSY BD IEF	IEF	8,987	$849.9k0.27%	0.27%	Added +914	+914 11.3%
17	ISHARES TR HIGH YLD SYSTM B HYDB	HYDB	14,447	$675.7k0.22%	0.22%	Added +786	+786 5.8%
18	ISHARES TR FALN ANGLS USD FALN	FALN	24,267	$661.0k0.21%	0.21%	Added +1.5k	+1,477 6.5%
19	INVESCO EXCH TRADED FD TR II SR LN ETF BKLN	BKLN	31,234	$636.2k0.20%	0.20%	Added +2.5k	+2,497 8.7%
20	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	4,151	$613.2k0.20%	0.20%	Reduced -1.2k	-1,192 -22.3%
21	ISHARES TR RUS 1000 VAL ETF IWD	IWD	2,471	$599.0k0.19%	0.19%	Added +99	+99 4.2%
22	ISHARES TR MSCI ACWI ETF ACWI	ACWI	2,949	$462.9k0.15%	0.15%	Added +86	+86 3.0%
23	ISHARES TR MBS ETF MBB	MBB	4,802	$453.8k0.15%	0.15%	Added +257	+257 5.7%
24	ISHARES TR EAFE VALUE ETF EFV	EFV	5,011	$383.6k0.12%	0.12%	Reduced -449	-449 -8.2%
25	VANGUARD SCOTTSDALE FDS VNG RUS2000GRW VTWG	VTWG	1,263	$363.3k0.12%	0.12%	Reduced -258	-258 -17.0%
26	SPDR SER TR BLOOMBERG EMERGI EBND	EBND	14,733	$308.2k0.10%	0.10%	Added +468	+468 3.3%
27	PROSHARES TR DJ BRKFLD GLB TOLZ	TOLZ	3,787	$224.5k0.07%	0.07%	Added +132	+132 3.6%
28	VANGUARD INTL EQUITY INDEX F GLB EX US ETF VNQI	VNQI	4,843	$217.2k0.07%	0.07%	Added +229	+229 5.0%
29	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	2,245	$216.5k0.07%	0.07%	New
30	ISHARES TR S&P SML 600 GWT IJT	IJT	1,196	$213.6k0.07%	0.07%	New