Values First Advisors, Inc.
Values First Advisors, Inc. reported 187 positions worth $219.0M as of June 30, 2026 (13F filed August 4, 2026). Largest holding: VGSH (4.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VGSH | SH | $10.1M | 4.62% | 173,787 | — | — | |
| ▸ 2 | SCHO | SH | $7.2M | 3.27% | 296,679 | — | — | |
| ▸ 3 | ISTB | SH | $7.0M | 3.19% | 144,740 | — | — | |
| ▸ 4 | IEI | SH | $5.8M | 2.64% | 49,287 | — | — | |
| ▸ 5 | IEF | SH | $5.7M | 2.61% | 60,525 | — | — | |
| ▸ 6 | MINT | SH | $4.7M | 2.16% | 46,886 | — | — | |
| ▸ 7 | VGUS | SH | $4.3M | 1.97% | 56,869 | — | — | |
| ▸ 8 | BIL | SH | $4.0M | 1.84% | 44,058 | — | — | |
| ▸ 9 | LRCX | SH | $3.7M | 1.67% | 8,426 | — | — | |
| ▸ 10 | SGOV | SH | $3.5M | 1.61% | 35,077 | — | — |
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Frequently Asked Questions
What stocks does Values First Advisors, Inc. hold as of Q2 2026?
Values First Advisors, Inc. reported 187 positions worth $219.0M in its Q2 2026 13F filing. Largest positions: VGSH (4.6%), SCHO (3.3%), ISTB (3.2%), IEI (2.6%) and IEF (2.6%).
What did Values First Advisors, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Values First Advisors, 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.