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CIK: 0001769897
Total reported value
$6.3B
$6.3B
944 檔
10.8%
According to the latest 13F quarterly dataset, Great Valley Advisor Group, Inc. managed an equity portfolio of $6.3B at the end of Q4 2025, spanning 944 distinct U.S. exchange-listed positions.
In Q4 2025, Great Valley Advisor Group, Inc. displayed an active expansion posture, initiating 3 new positions and adding to 29 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, SPYM, QGRO) accounted for 10.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
FEOE
市值: $25.2M
Top Position Liquidated / Trimmed
SPAB
前期市值: $66.2M
Showing top 200 holdings (of 944 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.87% | +0.07% | -1.51% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.60% | -0.04% | -0.13% | |
| 3 | QGRO | American Century US Quality | ETF-Other | 2.28% | -0.16% | +7.94% | |
| 4 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 2.18% | +0.06% | +7.94% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.17% | +0.01% | +1.01% | |
| 6 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 2.00% | -0.16% | +11.48% | |
| 7 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.61% | -0.12% | +13.86% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.43% | -0.12% | +0.46% | |
| 9 | IDMO | Invesco S&p International De | ETF-Other | 1.40% | +0.09% | +135.62% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.34% | +0.05% | +0.04% | |
| 11 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.32% | -0.29% | -9.48% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.28% | +0.08% | +6.93% | |
| 13 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 1.16% | -0.02% | +3.62% | |
| 14 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 1.12% | +0.26% | -3.08% | |
| 15 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 1.06% | +0.01% | +6.11% | |
| 16 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 1.06% | +0.04% | +89.08% | |
| 17 | CGGR | Cap Group Growth Equity | ETF-Other | 1.03% | +0.07% | +8.94% | |
| 18 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.02% | +0.04% | +3.14% | |
| 19 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 1.01% | +0.05% | +6.74% | |
| 20 | LVHI | Franklin International Low V | ETF-Other | 1.00% | -0.08% | +4.47% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.00% | +0.12% | -3.99% | |
| 22 | FDV | Fed Hermes US Strat Div ETF | ETF-Other | 0.96% | -0.06% | +9.35% | |
| 23 | VSMV | Victoryshares US Min Vol ETF | ETF-Other | 0.92% | -0.05% | +46.62% | |
| 24 | VSDA | Victoryshares Dividend Accel | ETF-Other | 0.88% | -0.04% | -24.20% | |
| 25 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.87% | +0.02% | +51.23% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.81% | +0.12% | +3.06% | |
| 27 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.78% | -0.12% | -1.96% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.76% | +0.04% | +0.84% | |
| 29 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.76% | — | +4.07% | |
| 30 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.73% | +0.02% | +642.21% | |
| 31 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.70% | -0.04% | -44.84% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.69% | -0.10% | +11.41% | |
| 33 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.68% | +0.01% | +0.85% | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.67% | +0.03% | +12.58% | |
| 35 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 0.67% | +0.03% | -37.03% | |
| 36 | CGMU | Cap Group Municipal Income | ETF-Other | 0.66% | -0.04% | +1.54% | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.63% | +0.02% | -0.45% | |
| 38 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.62% | — | +2.34% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.61% | — | -4.75% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.60% | -0.09% | +2.85% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.60% | +0.04% | -8.77% | |
| 42 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.60% | — | +20.96% | |
| 43 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.59% | +0.03% | +4.53% | |
| 44 | VFMO | Vanguard US Momentum Factor | ETF-Other | 0.58% | +0.07% | -53.66% | |
| 45 | USMF | Wisdomtree US Multifactor Fu | ETF-Other | 0.58% | -0.49% | +4.91% | |
| 46 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.58% | -0.03% | +10.13% | |
| 47 | SLV | Ishares Silver Trust | ETF-Commodities | 0.57% | -0.10% | -10.95% | |
| 48 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.56% | -0.04% | +0.10% | |
| 49 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.56% | -0.04% | +5.42% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.55% | -0.01% | -8.76% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IDMO | Invesco S&p International De | +0.8% | +135.62% | Add |
| 2 | AVIG | Avantis Core Fixed Income | +0.6% | +642.21% | Add |
| 3 | XMMO | Invesco S&p Midcap Momentum | +0.5% | +89.08% | Add |
| 4 | GARP | Ishares Msci USA Quality Gar | +0.4% | +1027.65% | Add |
| 5 | JPIE | Jpmorgan Income ETF | +0.4% | +2032.79% | Add |
| 6 | VSMV | Victoryshares US Min Vol ETF | +0.3% | +46.62% | Add |
| 7 | TCAF | T Rowe Prc Cap Appreciation | +0.3% | +51.23% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | -3.99% | Trim |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.84% | Add |
| 10 | SDVY | First Trust Smid Cap Rising | +0.1% | +963.44% | Add |
| 11 | BOND | Pimco Active Bond Exchange-t | +0.1% | +11.48% | Add |
| 12 | SLV | Ishares Silver Trust | +0.1% | -10.95% | Trim |
| 13 | CGMS | Cap Group US Multi-sect Bond | +0.1% | +13.86% | Add |
| 14 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +20.96% | Add |
| 15 | DLN | Wisdomtree US Largecap Divid | +0.1% | +7.94% | Add |
| 16 | LLY | Eli Lilly & Co | +0.1% | -3.08% | Trim |
| 17 | QGRO | American Century US Quality | +0.1% | +7.94% | Add |
| 18 | AVGO | Broadcom Inc | +0.1% | +12.58% | Add |
| 19 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.1% | +32.78% | Add |
| 20 | AAPL | Apple Inc | +0.1% | +1.01% | Add |
| 21 | UTES | Virtus Reaves Utilities ETF | +0.1% | +46.19% | Add |
| 22 | AVEM | Avantis Emerging Markets Eq | +0.1% | +6.93% | Add |
| 23 | CGGR | Cap Group Growth Equity | +0.1% | +8.94% | Add |
| 24 | CGBL | Cap Group Core Balanced | +0.1% | +25.46% | Add |
| 25 | BSV | Vanguard Short-term Bond ETF | +0.1% | +50.85% | Add |
| 26 | JAVA | Jpmorgan Active Value ETF | +0.1% | +6.11% | Add |
| 27 | LVHI | Franklin International Low V | +0.1% | +4.47% | Add |
| 28 | FDV | Fed Hermes US Strat Div ETF | +0.1% | +9.35% | Add |
| 29 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.1% | +10.13% | Add |
| 30 | AMZN | Amazon.com Inc | 0% | +0.04% | Add |
| 31 | APD | Air Products & Chemicals Inc | -0.1% | -86.21% | Trim |
| 32 | ECL | Ecolab Inc | -0.1% | -31.13% | Trim |
| 33 | ONEQ | Fidelity Nasdaq Comp Indx | -0.1% | -95.41% | Trim |
| 34 | FMHI | First Trust Municipal High I | -0.1% | -79.93% | Trim |
| 35 | NFLX | Netflix Inc | -0.1% | +882.74% | Add |
| 36 | MINO | Pimco Municipal Income Oppor | -0.1% | -15.10% | Trim |
| 37 | HELO | Jpmorgan Hedged Equity ETF | -0.1% | -28.00% | Trim |
| 38 | MSFT | Microsoft CORP | -0.2% | +0.46% | Add |
| 39 | JEPI | Jpmorgan Equity Premium Inco | -0.3% | -69.92% | Trim |
| 40 | JPST | Jpmorgan Ultra-short Income | -0.3% | -54.56% | Trim |
| 41 | AVUV | Avantis US Small Cap Value | -0.3% | -85.01% | Trim |
| 42 | VSDA | Victoryshares Dividend Accel | -0.4% | -24.20% | Trim |
| 43 | VFMF | Vanguard US Multifactor ETF | -0.4% | -92.29% | Trim |
| 44 | JMEE | JPM Sma & Mid Cap En Eq Et-u | -0.4% | -37.03% | Trim |
| 45 | DFAC | Dimensional US Core Equity 2 | -0.5% | -67.64% | Trim |
| 46 | SPAB | Ss Spdr P Agg Bond ETF | -0.6% | -44.84% | Trim |
| 47 | VFMO | Vanguard US Momentum Factor | -0.7% | -53.66% | Trim |
| 48 | FEOE | First Eagle Overseas Eq ETF | — | NEW | New buy |
| 49 | FHEQ | Fidelity Hedged Equity ETF | — | NEW | New buy |
| 50 | FESM | Fidelity Enhanced Small Cap | — | NEW | New buy |
According to official SEC Form 13F filings, Great Valley Advisor Group, Inc. reported a total U.S. public equity portfolio value of $6.3B across 944 disclosed positions in Q4 2025.
During Q4 2025, Great Valley Advisor Group, Inc.'s top holdings by market value included NVDA (3.9%)、SPYM (2.6%)、QGRO (2.3%). The largest single position, NVDA, represented 3.9% of total portfolio value.
In Q4 2025, Great Valley Advisor Group, Inc. made 50 total portfolio adjustments, initiating 3 new buys, adding to 29 positions, trimming 18 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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