VALLEY NATIONAL ADVISERS INC
VALLEY NATIONAL ADVISERS INC reported 1,056 positions worth $899.8M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: SCHX (6.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHX | SH | $62.1M | 6.90% | 2,110,527 | — | — | |
| ▸ 2 | SCHG | SH | $38.9M | 4.32% | 1,149,139 | — | — | |
| ▸ 3 | VTV | SH | $36.4M | 4.04% | 166,981 | — | — | |
| ▸ 4 | AAPL | SH | $36.3M | 4.04% | 125,576 | — | — | |
| ▸ 5 | FELC | SH | $32.3M | 3.59% | 769,975 | — | — | |
| ▸ 6 | FBND | SH | $31.0M | 3.44% | 680,582 | — | — | |
| ▸ 7 | SCHB | SH | $27.1M | 3.01% | 934,634 | — | — | |
| ▸ 8 | SCHF | SH | $27.1M | 3.01% | 976,808 | — | — | |
| ▸ 9 | CGGR | SH | $26.1M | 2.90% | 553,097 | — | — | |
| ▸ 10 | LRCX | SH | $25.6M | 2.85% | 59,166 | — | — |
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Frequently Asked Questions
What stocks does VALLEY NATIONAL ADVISERS INC hold as of Q2 2026?
VALLEY NATIONAL ADVISERS INC reported 1056 positions worth $899.8M in its Q2 2026 13F filing. Largest positions: SCHX (6.9%), SCHG (4.3%), VTV (4.0%), AAPL (4.0%) and FELC (3.6%).
What did VALLEY NATIONAL ADVISERS INC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did VALLEY NATIONAL ADVISERS INC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.