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Portfolio (Quarterly) Guide ↗

VALLEY NATIONAL ADVISERS INC

· CIK 0000773411
13F Portfolio $773M AUM 982 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 46 New 220 Added 213 Reduced 87 Exited
Page 1 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 104,090.0 $26.4M 3.42% -1K -1.4% $253.78 +23.1%
2 SCHB SCHWAB STRATEGIC TR 938,323.0 $23.6M 3.05% -164K -14.9% $25.10 +16.0%
3 IUSB ISHARES TR 354,910.0 $16.4M 2.12% -18K -4.7% $46.19 -0.0%
4 SCHM SCHWAB STRATEGIC TR 363,261.0 $11.2M 1.46% -3K -0.8% $30.96 +14.0%
5 GARP ISHARES TR 161,992.0 $10.4M 1.34% -68K -29.6% $63.97 +26.4%
6 SCHD SCHWAB STRATEGIC TR 282,347.0 $8.7M 1.12% -25K -8.0% $30.68 +6.4%
7 AMZN AMAZON COM INC Consumer Cyclical 35,357.0 $7.4M 0.95% -640.0 -1.8% $208.25 +31.6%
8 VGT VANGUARD WORLD FD 9,122.0 $6.4M 0.82% -136.0 -1.5% $697.65 -83.0%
9 AVGO BROADCOM INC Technology 16,298.0 $5.0M 0.65% -151.0 -0.9% $309.49 +37.8%
10 LMT LOCKHEED MARTIN CORP Industrials 7,681.0 $4.6M 0.60% -187.0 -2.4% $604.35 -11.1%
11 LLY ELI LILLY & CO Healthcare 4,987.0 $4.6M 0.59% -36.0 -0.7% $919.59 +22.6%
12 GILD GILEAD SCIENCES INC Healthcare 31,177.0 $4.3M 0.56% -903.0 -2.8% $139.37 -2.3%
13 AMAT APPLIED MATLS INC Technology 12,393.0 $4.2M 0.55% -527.0 -4.1% $341.73 +31.6%
14 XOM EXXON MOBIL CORP Energy 21,891.0 $3.7M 0.48% -129.0 -0.6% $169.61 -12.8%
15 JPM JPMORGAN CHASE & CO Financial Services 11,460.0 $3.4M 0.44% -58.0 -0.5% $294.15 +0.9%
16 SCHA SCHWAB STRATEGIC TR 115,912.0 $3.4M 0.44% -2K -2.1% $29.07 +17.5%
17 PM PHILIP MORRIS INTL INC Consumer Defensive 19,650.0 $3.2M 0.42% -607.0 -3.0% $165.29 +8.0%
18 ASCI ABRDN FDS 89,644.0 $3.0M 0.39% -864.0 -0.9% $33.20 +13.6%
19 IJR ISHARES TR 22,387.0 $2.8M 0.36% -1K -5.4% $124.27 +12.4%
20 SCHC SCHWAB STRATEGIC TR 57,318.0 $2.7M 0.35% -4K -6.2% $46.72 +8.8%
Page 1 of 11  ·  213 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.5%
Healthcare 13.1%
Industrials 12.8%
Financial Services 11.9%
Consumer Cyclical 8.8%
Communication Services 6.2%
Consumer Defensive 4.5%
Energy 3.4%
Utilities 1.3%
Basic Materials 1.2%