Fidelity D & D Bancorp Inc

Holdings as of Jun 30, 2026 · filed Aug 6, 2026

$291399204
Portfolio value
116
Positions
Source: SEC 13-F ↗
Original filing
# Holding Value % Port. Δ Shares Change (QoQ)
1 Spdr Portfolio Developed World Ex-Us Etf $25527927 8.76% +48623 +10.62%
2 Invesco S&P 500 Pure Value $23601260 8.10% +11662 +5.96%
3 Avantis Us Large Cap Value Etf $22447419 7.70% +24588 +11.10%
4 Gmo International Value Etf $16937424 5.81% +6654 +1.49%
5 Avantis Emerging Markets Value Etf $13702922 4.70% +24315 +13.17%
6 Vanguard Dividend Appreciation Etf $12552928 4.31% +2337 +4.61%
7 Ishares Russell 1000 Growth Etf $12494606 4.29% +78834 +361.77%
8 International Business Machines Corp $11226465 3.85% Held
9 Avantis International Small Cap Value Etf $10710605 3.68% +4882 +4.93%
10 John Hancock Mortgage-Backed Etf $9887102 3.39% +36395 +8.79%
11 Pimco Commodities Active Strategy Etf $9447709 3.24% +38032 +14.09%
12 Invesco S&P 500 Quality Etf $8922423 3.06% +9139 +10.17%
13 Avantis Us Small Cap Value Etf $8551300 2.93% +6796 +11.01%
14 Jp Morgan International Growth Etf $8090974 2.78% -3143 -3.28%
15 Spdr Intermediate Term Corporate Bond $7658224 2.63% +16613 +7.83%
16 Vanguard S&P Small-Cap 600 Etf $6396160 2.19% +4914 +11.82%
17 Ishares 1-3 Year Treasury Bond Etf $6053478 2.08% +5997 +8.85%
18 Ishares 10-20 Treasury Etf $5217096 1.79% +6032 +13.13%
19 Janus Henderson Small Cap Growth Alpha Etf $5019668 1.72% +5205 +10.68%
20 Fidelity D & D Bancorp Inc. $4882740 1.68% -4311 -4.34%
21 Vaneck Etf Trust $3412490 1.17% +8963 +7.20%
22 Microsoft Corp $3028550 1.04% +340 +4.37%
23 Apple Inc. $2325587 0.80% +735 +10.07%
24 Vaneck Cef Muni Income Etf $2189722 0.75% +6796 +7.45%
25 Honat Bancorp Inc $2183551 0.75% Held
26 Pnc Financial Services Group Inc. $1921008 0.66% Held
27 Exxon Mobil Corp Com $1887966 0.65% +259 +1.91%
28 Spdr S&P 500 Growth Etf $1816144 0.62% Held
29 Jp Morgan Chase & Co $1778712 0.61% +119 +2.24%
30 Alpha Architect Us Equity 2 Etf $1745435 0.60% Held
31 Vanguard Ftse Developed Etf $1659484 0.57% Held
32 Spdr S&P 500 Etf Trust $1503248 0.52% +31 +1.56%
33 Energy Transfer Equity Lp $1400062 0.48% Held
34 Amazon Com Inc. $1147368 0.39% +181 +3.91%
35 Vanguard Total Stock Market Index Fund $1077556 0.37% -51 -1.72%
36 Ishares Msci Eafe Etf $886927 0.30% +272 +3.29%
37 Ppl Corp. Com $882967 0.30% -357 -1.45%
38 Ishares National Muni Bond Etf $860960 0.30% Held
39 Alphabet Inc. Class C $814425 0.28% Held
40 Spdr Dow Jones Industrial Average Etf $749107 0.26% Held
41 Proshares S&P 500 Dv Aristocrats Etf $729069 0.25% +6491 +100.00%
42 Procter & Gamble Co. $724402 0.25% +195 +4.11%
43 Wisdomtree Us Quality Div Growth Fd $703954 0.24% Held
44 Johnson & Johnson $699687 0.24% -90 -3.16%
45 Mcdonalds Corp $679019 0.23% -12 -0.48%
46 Ishares Russell 1000 Value Etf $632257 0.22% -182 -6.52%
47 Automatic Data Processing Inc $597723 0.21% Held
48 Goldman Sachs Group Inc $596708 0.20% +47 +8.66%
49 Chevron Corporation $591929 0.20% -100 -2.72%
50 Vanguard Growth Etf $581445 0.20% +5625 +500.00%
51 Abbvie Inc $573236 0.20% +160 +7.55%
52 Wal Mart Stores, Inc. $565394 0.19% -1 -0.02%
53 Broadcom Inc $554915 0.19% +580 +65.24%
54 Philip Morris Intl Inc $550147 0.19% -25 -0.82%
55 Vanguard Small-Cap Value Index Fund $544055 0.19% Held
56 Vanguard Value Etf $512353 0.18% +82 +3.61%
57 Eli Lilly & Co $509758 0.17% +115 +37.10%
58 Nextera Energy Inc $474485 0.16% Held
59 Merck & Co. Inc $471467 0.16% -142 -3.73%
60 Progressive Corporation $469231 0.16% -50 -2.27%
61 American Express Company $439049 0.15% -78 -5.67%
62 General Electric Co. $438011 0.15% -106 -8.29%
63 Nvidia Corp $425591 0.15% +39 +1.87%
64 Rtx Corporation $412663 0.14% Held
65 Vanguard Ftse Emerging Markets Etf $406787 0.14% Held
66 Caterpillar Inc. $403597 0.14% -12 -3.07%
67 Garmin Ltd $402393 0.14% Held
68 Corning Inc. $402047 0.14% -100 -5.97%
69 Applied Materials Inc. $395481 0.14% NEW BUY
70 Spdr S&P 600 Small Cap Etf $394924 0.14% +91 +1.35%
71 Monarch Casino & Resort Inc $394830 0.14% Held
72 Altria Group Inc. $390184 0.13% Held
73 Lockheed Martin Corporation $385661 0.13% Held
74 Burke Herbert Finl Svcs Corp $375612 0.13% NEW BUY
75 Marathon Petroleum Corp $373023 0.13% Held
76 Eaton Corporation Plc $370725 0.13% Held
77 Seagate Technology Holding $365735 0.13% NEW BUY
78 The Coca Cola Company $361814 0.12% Held
79 Home Depot Inc. $354796 0.12% +40 +4.14%
80 Ishares Msci Eafe Value Etf $350676 0.12% Held
81 Air Products & Chems Inc $345659 0.12% +45 +3.97%
82 Ge Vernova Inc $332486 0.11% -33 -10.44%
83 Ishares Core S&P 500 Etf $321274 0.11% -14 -3.16%
84 Alphabet Inc. Class A $320561 0.11% NEW BUY
85 Cisco Systems Inc. $318669 0.11% +44 +1.65%
86 Intel Corp Com $300065 0.10% NEW BUY
87 Blackrock Inc $295199 0.10% +29 +10.43%
88 Johnson Controls Intl Plc $289736 0.10% Held
89 Meta Platforms Inc $286151 0.10% +124 +32.29%
90 Colgate-Palmolive Co. $282099 0.10% Held
91 Texas Instruments Inc $281676 0.10% NEW BUY
92 Mastercard Inc Class A $280426 0.10% Held
93 Peoples Financial Svcs Corp $280148 0.10% Held
94 Ishares Russell Mid-Cap Etf $273152 0.09% Held
95 Amgen Inc. Common $273038 0.09% +97 +14.76%
96 Vanguard S&P Small-Cap 600 Value Etf $267160 0.09% +123 +5.71%
97 Harbor Long Term Grower Etf $265442 0.09% Held
98 Bank Of America Corporation $260171 0.09% NEW BUY
99 Ishares Core U.S. Agg Bond Etf. $254478 0.09% Held
100 Visa Inc Class A Shares $252514 0.09% +64 +9.52%
101 Lowes Companies Inc $251579 0.09% -175 -13.30%
102 Quanta Services Inc $249134 0.09% NEW BUY
103 Ishares Select Dividend Etf $248361 0.09% Held
104 Lam Research Corp $246998 0.08% NEW BUY
105 Ishares Core S&P Total Us Stock Mrkt Etf $243448 0.08% Held
106 Mondelez International Inc $238937 0.08% Held
107 Emerson Electric Co. $237772 0.08% NEW BUY
108 Costco Wholesale Corp $225448 0.08% NEW BUY
109 Ishares Core S&P Small-Cap Etf $220537 0.08% NEW BUY
110 Jpmorgan Us Quality Factor Etf $220309 0.08% NEW BUY
111 Conocophillips $215301 0.07% Held
112 Goodyear Tire & Rubber Co $207900 0.07% Held
113 Verizon Communications, Inc. $203444 0.07% -541 -10.12%
114 Boeing Co. $203049 0.07% -100 -9.63%
115 Morgan Stanley $202351 0.07% NEW BUY
116 American Energy Partners Inc $0 0.00% Held

Closed last quarter

Linkbancorp Inc. Honeywell International Inc At&T Inc. Fedex Corp Nbt Bancorp Inc

Holdings disclosed quarterly to the SEC on Form 13-F and may be up to 45 days old. Values as reported. For research only — not investment advice.