Institutions / Great Valley Advisor Group, Inc.
Great Valley Advisor Group, Inc.
CIK 1769897 · Institution · as of Dec 31, 2025
Portfolio value
$5.20B
Positions
944
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 944 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $201.50M | 3.9% |
| SPDR Series Trust | $135.34M | 2.6% |
| American Centy ETF Tr | $118.59M | 2.3% |
| WisdomTree Trust | $113.60M | 2.2% |
| Apple Inc. | $112.83M | 2.2% |
| PIMCO ETF Tr | $103.86M | 2.0% |
| Capital Grp Fixed Incm ETF T | $83.53M | 1.6% |
| Microsoft Corp | $74.54M | 1.4% |
| Invesco Exch Traded Fd Tr II | $72.94M | 1.4% |
| Amazon.com Inc | $69.86M | 1.3% |
| World Gold Tr | $68.75M | 1.3% |
| American Centy ETF Tr | $66.69M | 1.3% |
| J P Morgan Exchange Traded F | $60.45M | 1.2% |
| Victory Portfolios II | $58.48M | 1.1% |
| J P Morgan Exchange Traded F | $55.37M | 1.1% |
| Invesco Exchange Traded Fd T | $55.28M | 1.1% |
| Capital Group Growth ETF | $53.53M | 1.0% |
| SPDR Series Trust | $52.99M | 1.0% |
| J P Morgan Exchange Traded F | $52.54M | 1.0% |
| Legg Mason ETF Invt | $52.28M | 1.0% |
| Alphabet Inc. | $52.02M | 1.0% |
| Federated Hermes ETF Trust | $49.86M | 1.0% |
| Victory Portfolios II | $47.79M | 0.9% |
| Victory Portfolios II | $45.80M | 0.9% |
| T Rowe Price ETF Inc | $45.39M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.