Fidelity D & D Bancorp Inc

Holdings as of Mar 31, 2026 · filed Apr 30, 2026

$249441971
Portfolio value
107
Positions
Source: SEC 13-F ↗
Original filing
# Holding Value % Port. Δ Shares Change (QoQ)
1 Invesco S&P 500 Pure Value $21015579 8.43% +16163 +9.00%
2 Spdr Portfolio Developed World Ex-Us Etf $20906969 8.38% +50943 +12.52%
3 Avantis Us Large Cap Value Etf $17856647 7.16% +27885 +14.40%
4 Gmo International Value Etf $16131118 6.47% +17305 +4.04%
5 Avantis Emerging Markets Value Etf $11070568 4.44% +26744 +16.95%
6 Vanguard Dividend Appreciation Etf $10906484 4.37% +3321 +7.01%
7 Avantis International Small Cap Value Etf $9891532 3.97% +6019 +6.47%
8 International Business Machines Corp $9676694 3.88% Held
9 Ishares Russell 1000 Growth Etf $9291682 3.72% +3486 +19.04%
10 John Hancock Mortgage-Backed Etf $9116657 3.65% +27275 +7.05%
11 Pimco Commodities Active Strategy Etf $8713287 3.49% +41872 +18.35%
12 Jp Morgan International Growth Etf $7123773 2.86% +542 +0.57%
13 Spdr Intermediate Term Corporate Bond $7119335 2.85% +12125 +6.06%
14 Avantis Us Small Cap Value Etf $6821081 2.73% +8117 +15.14%
15 Invesco S&P 500 Quality Etf $6758754 2.71% +10289 +12.93%
16 Ishares 1-3 Year Treasury Bond Etf $5592218 2.24% +3896 +6.10%
17 Vanguard S&P Small-Cap 600 Etf $4775779 1.91% +5476 +15.16%
18 Ishares 10-20 Treasury Etf $4628789 1.86% +3260 +7.64%
19 Fidelity D & D Bancorp Inc. $4296362 1.72% +965 +0.98%
20 Janus Henderson Small Cap Growth Alpha Etf $3413103 1.37% +6900 +16.49%
21 Vaneck Etf Trust $3127350 1.25% +7446 +6.36%
22 Microsoft Corp $2879552 1.15% -55 -0.70%
23 Exxon Mobil Corp Com $2298894 0.92% +156 +1.16%
24 Honat Bancorp Inc $2026461 0.81% Held
25 Vaneck Cef Muni Income Etf $1961274 0.79% +5779 +6.76%
26 Apple Inc. $1853174 0.74% -112 -1.51%
27 Pnc Financial Services Group Inc. $1623519 0.65% Held
28 Jp Morgan Chase & Co $1563460 0.63% -115 -2.12%
29 Alpha Architect Us Equity 2 Etf $1526562 0.61% Held
30 Spdr S&P 500 Growth Etf $1494400 0.60% Held
31 Vanguard Ftse Developed Etf $1492487 0.60% -503 -2.11%
32 Energy Transfer Equity Lp $1413243 0.57% Held
33 Spdr S&P 500 Etf Trust $1288974 0.52% Held
34 Amazon Com Inc. $964915 0.39% -107 -2.26%
35 Vanguard Total Stock Market Index Fund $950560 0.38% -57 -1.89%
36 Ppl Corp. Com $941542 0.38% -200 -0.80%
37 Ishares National Muni Bond Etf $849200 0.34% Held
38 Ishares Msci Eafe Etf $802876 0.32% +22 +0.27%
39 Mcdonalds Corp $784434 0.31% -10 -0.39%
40 Chevron Corporation $759530 0.30% +96 +2.69%
41 Johnson & Johnson $695432 0.28% +94 +3.42%
42 Proshares S&P 500 Dv Aristocrats Etf $688111 0.28% NEW BUY
43 Procter & Gamble Co. $685368 0.27% +83 +1.78%
44 Spdr Dow Jones Industrial Average Etf $664214 0.27% +3 +0.21%
45 Alphabet Inc. Class C $661212 0.27% -310 -11.85%
46 Wisdomtree Us Quality Div Growth Fd $646678 0.26% NEW BUY
47 Wal Mart Stores, Inc. $620530 0.25% -50 -0.99%
48 Ishares Russell 1000 Value Etf $596139 0.24% -323 -10.38%
49 Automatic Data Processing Inc $542287 0.22% Held
50 Philip Morris Intl Inc $506932 0.20% Held
51 Nextera Energy Inc $502109 0.20% -133 -2.40%
52 Vanguard Growth Etf $491389 0.20% +37 +3.40%
53 Vanguard Small-Cap Value Index Fund $486423 0.20% -27 -1.19%
54 Abbvie Inc $460644 0.18% +68 +3.32%
55 Goldman Sachs Group Inc $459373 0.18% Held
56 Merck & Co. Inc $458425 0.18% -92 -2.36%
57 Lockheed Martin Corporation $457523 0.18% +10 +1.34%
58 Vanguard Value Etf $445178 0.18% +110 +5.09%
59 Progressive Corporation $435732 0.17% -150 -6.39%
60 Rtx Corporation $419558 0.17% +41 +1.92%
61 American Express Company $416212 0.17% -72 -4.97%
62 Garmin Ltd $393024 0.16% -30 -1.74%
63 Vanguard Ftse Emerging Markets Etf $368351 0.15% Held
64 Nvidia Corp $364147 0.15% +14 +0.68%
65 General Electric Co. $362658 0.15% Held
66 Altria Group Inc. $357864 0.14% Held
67 Marathon Petroleum Corp $356259 0.14% -93 -5.99%
68 Ishares Msci Eafe Value Etf $340598 0.14% Held
69 The Coca Cola Company $338575 0.14% +250 +5.95%
70 Air Products & Chems Inc $329416 0.13% -1 -0.09%
71 Spdr S&P 600 Small Cap Etf $326498 0.13% +239 +3.67%
72 Linkbancorp Inc. $322967 0.13% Held
73 Home Depot Inc. $317708 0.13% -28 -2.82%
74 Eaton Corporation Plc $311173 0.12% Held
75 Lowes Companies Inc $310944 0.12% -1 -0.08%
76 Ishares Core S&P 500 Etf $289372 0.12% +89 +25.14%
77 Monarch Casino & Resort Inc $286800 0.11% Held
78 Eli Lilly & Co $285129 0.11% +45 +16.98%
79 Caterpillar Inc. $277008 0.11% Held
80 Ge Vernova Inc $275837 0.11% Held
81 Broadcom Inc $275154 0.11% -6621 -88.16%
82 Conocophillips $273372 0.11% -87 -4.03%
83 Mastercard Inc Class A $272814 0.11% -68 -11.07%
84 Verizon Communications, Inc. $268369 0.11% -300 -5.31%
85 Blackrock Inc $267355 0.11% -12 -4.14%
86 Colgate-Palmolive Co. $262253 0.11% Held
87 Honeywell International Inc $260161 0.10% +80 +7.47%
88 Johnson Controls Intl Plc $259674 0.10% Held
89 Ishares Core U.S. Agg Bond Etf. $255223 0.10% Held
90 At&T Inc. $252764 0.10% -208 -2.33%
91 Ishares Russell Mid-Cap Etf $240741 0.10% Held
92 Ishares Select Dividend Etf $240590 0.10% Held
93 Mondelez International Inc $238111 0.10% -6 -0.15%
94 Amgen Inc. Common $231165 0.09% +29 +4.62%
95 Corning Inc. $227614 0.09% NEW BUY
96 Harbor Long Term Grower Etf $226676 0.09% Held
97 Fedex Corp $226530 0.09% NEW BUY
98 Peoples Financial Svcs Corp $225106 0.09% Held
99 Meta Platforms Inc $219698 0.09% -21 -5.19%
100 Vanguard S&P Small-Cap 600 Value Etf $219148 0.09% -205 -8.69%
101 Ishares Core S&P Total Us Stock Mrkt Etf $211081 0.08% +37 +2.56%
102 Goodyear Tire & Rubber Co $208845 0.08% Held
103 Cisco Systems Inc. $207088 0.08% -382 -12.52%
104 Boeing Co. $206593 0.08% Held
105 Visa Inc Class A Shares $203105 0.08% -46 -6.41%
106 Nbt Bancorp Inc $200126 0.08% -238 -4.82%
107 American Energy Partners Inc $0 0.00% Held

Closed last quarter

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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.