Institutions / Values First Advisors, Inc.
Values First Advisors, Inc.
CIK 1913608 · Institution · as of Dec 31, 2025
Portfolio value
$192.75M
Positions
181
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 181 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Scottsdale Fds | $9.48M | 4.9% |
| iShares Tr | $7.24M | 3.8% |
| iShares Tr | $6.69M | 3.5% |
| iShares Tr | $5.39M | 2.8% |
| iShares Tr | $5.34M | 2.8% |
| PIMCO ETF Tr | $4.59M | 2.4% |
| iShares U S ETF Tr | $4.59M | 2.4% |
| Emergent BioSolutions Inc | $3.77M | 2.0% |
| SPDR Series Trust | $3.69M | 1.9% |
| iShares Tr | $3.35M | 1.7% |
| Ensign Group Inc/The | $3.23M | 1.7% |
| Monolithic Power Systems Inc | $2.97M | 1.5% |
| Amphenol Corp /De | $2.79M | 1.4% |
| Lowes Companies Inc | $2.48M | 1.3% |
| Expeditors International of Washington Inc | $2.33M | 1.2% |
| Microchip Technology Inc | $2.30M | 1.2% |
| Nnn REIT, Inc. | $2.25M | 1.2% |
| DONALDSON Co INC | $2.25M | 1.2% |
| Guardant Health, Inc. | $2.19M | 1.1% |
| GE Vernova Inc. | $2.17M | 1.1% |
| Xometry Inc | $2.15M | 1.1% |
| Mid America Apartment Communities Inc. | $2.14M | 1.1% |
| Cognex Corp | $2.12M | 1.1% |
| NVIDIA Corp | $2.08M | 1.1% |
| BIO-TECHNE Corp | $1.99M | 1.0% |
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.