Institutions / Valley National Advisers Inc
Valley National Advisers Inc
CIK 773411 · Institution · as of Dec 31, 2025
Portfolio value
$721.8K
Positions
908
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 908 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $53.0K | 7.3% |
| Schwab Strategic Tr | $32.6K | 4.5% |
| Schwab Strategic Tr | $28.9K | 4.0% |
| Apple Inc. | $28.7K | 4.0% |
| Vanguard Index Fds | $27.6K | 3.8% |
| Fidelity Merrimack Str Tr | $27.1K | 3.8% |
| PIMCO ETF Tr | $23.8K | 3.3% |
| Schwab Strategic Tr | $20.1K | 2.8% |
| Microsoft Corp | $19.2K | 2.7% |
| iShares Tr | $17.3K | 2.4% |
| iShares Tr | $15.7K | 2.2% |
| Schwab Strategic Tr | $11.0K | 1.5% |
| Lam Research Corp | $10.3K | 1.4% |
| Dimensional ETF Trust | $10.1K | 1.4% |
| Alphabet Inc. | $9.3K | 1.3% |
| iShares U S ETF Tr | $9.2K | 1.3% |
| Schwab Strategic Tr | $8.4K | 1.2% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $8.4K | 1.2% |
| Amazon.com Inc | $8.3K | 1.2% |
| Vanguard World Fd | $7.0K | 1.0% |
| NVIDIA Corp | $6.4K | 0.9% |
| Meta Platforms Inc | $5.8K | 0.8% |
| PIMCO ETF Tr | $5.7K | 0.8% |
| Broadcom Inc. | $5.7K | 0.8% |
| Schwab Strategic Tr | $5.5K | 0.8% |
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.